The Data Center Daily

The Data Center Daily — Lantern Podcasts
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The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.

  1. 20 hr ago

    Nvidia Moves Into AI Data Center Risk as Permits Tighten

    NVIDIA is taking on more AI-infrastructure financing risk, including OpenAI-linked Ohio capacity and broader cloud-service commitments, while Oracle’s Project Jupiter and Pennsylvania’s GRID order show permitting and grid compliance tightening around the buildout. In this episode: Top stories: 1. NM Supreme Court delivers two blows to Oracle data center in southern New Mexico - KOB 4 — KOB 4 https://www.kob.com/new-mexico/nm-supreme-court-delivers-two-blows-to-oracle-data-center-in-southern-new-mexico/ 2. NVIDIA has provided credit support for an OpenAI-linked data-center buildout at SB Energy's PORTS Technology Campus in Ohio, covering approximately 4.25 gigawatts of IT load with guarantees capped at $105 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm 3. NVIDIA introduced a new AI-cloud business model in which partners procure NVIDIA data-center infrastructure while NVIDIA commits to cloud-service agreements totaling $36 billion, typically over six years. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm 4. Pennsylvania’s Data Center Executive Order Ties Compliance With State's GRID Requirements to Streamlined Development — Ballard Spahr LLP https://www.jdsupra.com/legalnews/pennsylvania-s-data-center-executive-7927106/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 1 day ago

    Data Center Load Runs Into the Grid-Bill Fight

    Microsoft and Wisconsin ratepayer advocates are challenging ATC’s data-center transmission-cost plan at FERC, while PG&E tests flexible interconnection and West Virginia PSC staff presses NextEra’s MARL line toward a pause or dismissal. The buildout is running into who-pays and who-connects constraints. In this episode: Top stories: 1. Microsoft challenges ATC plan for data center transmission costs — Wisconsin Watch https://wisconsinwatch.org/2026/08/wisconsin-data-center-microsoft-ratepayer-advocates-challenge-atc-plan-transmission-costs/ 2. What PG&E has learned in two years of flexible interconnection | Latitude Media — Latitude Media https://www.latitudemedia.com/news/what-pge-has-learned-in-two-years-of-flexible-interconnection/ 3. PSC staff makes case for NextEra MARL project dismissal path | Energy and Environment | wvgazettemail.com — West Virginia Gazette-Mail https://www.wvgazettemail.com/news/energy_and_environment/psc-staff-makes-case-for-path-to-dismissing-nexteras-1b-marl-power-line-project/article_e9c69e7d-5b79-4b1b-9989-a75fecf29660.html 4. Data centers’ hidden water footprint is linked to the grid — Latitude Media https://www.latitudemedia.com/news/data-centers-hidden-water-footprint-is-linked-to-the-grid/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 2 days ago

    Large-Load Tariffs Slip as Grid Hardware Bottlenecks Bite

    FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factory aimed at data-center interconnection bottlenecks. In this episode: Top stories: 1. Six ISOs Push Large-Load Reform to November — Enverus https://www.enverus.com/blog/show-cause-show-later-six-isos-push-large-load-reform-november/ 2. How Heron Power plans to scale first transformer factory to 40 GW — Latitude Media https://www.latitudemedia.com/news/how-heron-power-plans-to-scale-first-transformer-factory-to-40-gw/ 3. JDI Realty Claims John Buck Site in Fire Sale — The Real Deal https://therealdeal.com/chicago/2026/08/23/jdi-realty-claims-john-buck-site-in-fire-sale/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 3 days ago

    AI Data Centers Hit the Permitting-and-Power Wall

    Project Jupiter faces New Mexico Supreme Court petitions over construction water, while Singapore turns 200MW of scarce capacity into provisional industrial policy and Nvidia backs land-and-power developer Cloverleaf to keep AI compute buildouts moving. In this episode: Top stories: 1. Project Jupiter faces new legal challenges over water well, air permit hearings — Albuquerque Journal https://www.abqjournal.com/news/new-legal-challenges-target-project-jupiter-construction/3106492 2. Singapore's 200MW data-centre award is not live compute — btw.media https://btw.media/en/singapore-dc-cfa2-200mw-allocation-not-live-compute 3. Cloverleaf deal is latest example of Nvidia using its war chest to patch cracks in the AI bubble — The Register https://www.theregister.com/systems/2026/08/22/cloverleaf-deal-is-latest-example-of-nvidia-using-its-war-chest-to-patch-cracks-in-the-ai-bubble/5291369 4. Data center project receives nod from Kearney Planning Commission with new regulations in place | 1340 KGFW - The Information Channel — 1340 KGFW - The Information Channel https://kgfw.com/2026/08/21/421081/ 5. Idaho officials weigh policies on emerging AI data centers | Local | idahostatejournal.com — Idaho State Journal https://www.idahostatejournal.com/news/local/ai-arrival-county-officials-race-to-set-ai-data-center-rules-as-pocatello-permit-fight/article_1bd8d9b7-0fed-49bc-ab9b-3a764de2c41f.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 6 days ago

    OpenAI Rethinks Stargate as Data Center Capital Keeps Flowing

    OpenAI’s Stargate strategy is being recast around more rented cloud capacity, while I Squared launches Saragon and Ascenty seeks $1 billion for AI data centers — signs that compute demand is still pulling capital even as build-versus-rent plans get rewritten. In this episode: Top stories: 1. OpenAI reorganizes leadership amid data center strategy readjustment - DCD — Datacenter Dynamics https://www.datacenterdynamics.com/en/news/openai-reorganizes-leadership-amid-data-center-strategy-readjustment 2. Ascenty seeks $1bn investor to fund data-center expansion — Valor International https://valorinternational.globo.com/business/news/2026/08/20/ascenty-seeks-1bn-investor-to-fund-data-center-expansion.ghtml 3. Equinix Singapore Solar PPA Adds Up to 50 MWp — Microgrid Media https://microgridmedia.com/equinix-singapore-solar-ppa/ 4. What’s behind Form Energy’s downgraded valuation — Latitude Media https://www.latitudemedia.com/news/whats-behind-form-energys-downgraded-valuation/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 20 Aug

    Riot’s $9.1B AI Lease Puts Power Access Back in Focus

    Riot Platforms’ 191 MW Rockdale AI lease adds another multibillion-dollar compute deal to Texas, while Arizona co-ops formalize large-load reviews and OpenAI’s Stargate ambitions keep stretching the grid-planning horizon. In this episode: Top stories: 1. Foley Represents Riot Platforms on $9.1B AI Data Center Lease at Rockdale Campus — Foley & Lardner LLP https://www.foley.com/news/2026/08/foley-represents-riot-platforms-on-9-1b-ai-data-center-lease-at-rockdale-campus/ 2. Electric co-ops get Corporation Commission OK on new process for large power users – GilaValleyCentral — GilaValleyCentral https://gilavalleycentral.net/electric-co-ops-get-corporation-commission-ok-on-new-process-for-large-power-users/ 3. Building Stargate: Talking to OpenAI about its trillion-dollar data center vision - DCD — DataCenter Dynamics https://www.datacenterdynamics.com/en/analysis/openai-building-stargate-nvidia-oracle-chatgpt 4. Not only Hyperscalers: Soon BYOP Will Be Accessible for Everyone — EnergyCentral https://www.energycentral.com/energy-management/post/not-only-hyperscalers-soon-byop-will-be-accessible-for-everyone-8CLsKXIKON5n4u6 5. Inevitable: Aalo Atomics on Beating the Odds to Reach Criticality — Inevitable https://cdn.simplecast.com/media/audio/transcoded/78a97c6c-cb51-46aa-a214-65daa2554af6/a40ab607-6c05-44d6-b237-5cd4abd47ac6/episodes/audio/group/1fc4ffdc-6271-464a-8bb7-fc372f4c8e46/group-item/7a9cf978-955d-4ae3-bd1b-3a5c32698efc/128_default_tc.mp3?aid=rss_feed&feed=XFfCG1w8 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. 19 Aug

    PJM’s Data-Center Curtailment Plan Meets Texas’ Off-Grid Push

    PJM is asking FERC to let new large data centers be curtailed before households during shortages, while Texas’ grid-connection pause may push projects off-grid. AI load is forcing power markets to price reliability before capacity shows up. In this episode: Top stories: 1. US Grid to Cut Power to New Data Centers First Amid Shortages — Federal Character https://federalcharacter.com/us-grid-to-cut-power-to-new-data-centers-first-amid-shortages/ 2. The grid's woes just got bigger in Texas | Latitude Media — Latitude Media https://www.latitudemedia.com/news/the-grids-woes-just-got-bigger-in-texas/ 3. FERC Allows CAISO, SPP More Time for Show-Cause Filings | Potomac | newsdata.com — NewsData https://www.newsdata.com/california_energy_markets/potomac/ferc-allows-caiso-spp-more-time-for-show-cause-filings/article_1a2c7f2e-7995-40ac-a5fd-d90c230fb08f.html 4. Bitdeer signs US$4.7 billion Norway AI data centre deal – Intelligent Data Centres — Intelligent Data Centres https://www.intelligentdatacentres.com/2026/08/17/bitdeer-signs-us4-7-billion-norway-ai-data-centre-deal/ 5. Flexential Secures $800 Million to Fund Data Center Development Across Four High-Growth Markets — PR Newswire https://www.prnewswire.com/news-releases/flexential-secures-800-million-to-fund-data-center-development-across-four-high-growth-markets-302853453.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. 18 Aug

    NVIDIA’s 4.25-GW OpenAI Ohio Bet Meets Grid Reality

    NVIDIA disclosed a 4.25-gigawatt OpenAI tenant campus in Ohio with a $105 billion residual-value backstop, while NERC says AI-driven load could require 200 GW of new electricity within seven years. The buildout is getting specific—and financially heavier. In this episode: Top stories: 1. NVIDIA disclosed a specific Ohio AI campus commitment with an identified tenant: through its partnership with SB Energy, it says it has secured land, power, and shell capacity at the PORTS Technology Campus for NVIDIA AI compute infrastructure, with an OpenAI affiliate as tenant. OpenAI will use approximately 4.25 gigawatts of IT load there to deploy NVIDIA’s full-stack DSX AI factory platform. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm 2. NVIDIA also disclosed a substantial contingent financial backstop for the campus: its initial residual-value-guarantee obligations are cumulatively capped at $105 billion, and it may, at its sole discretion, provide credit support for approximately an additional 3.8 gigawatts at the Portsmouth Site. — NVIDIA https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm 3. For the electric grid watchdog, the AI era is about moving fast without breaking things - E&E News by POLITICO — E&E News https://www.eenews.net/articles/for-the-electric-grid-watchdog-the-ai-era-is-about-moving-fast-without-breaking-things/ 4. WhiteFiber Expands North Carolina Data Center Footprint with Agreement to Acquire Two New Development Sites — WhiteFiber, Inc. https://www.prnewswire.com/news-releases/whitefiber-expands-north-carolina-data-center-footprint-with-agreement-to-acquire-two-new-development-sites-302852438.html 5. DEH: Data center agreement in Kozani expected within 3-6 months — Parapolitika https://en.parapolitika.gr/business/218309/deh-data-center-agreement-in-kozani-expected-within-3-6-months/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

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About

The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.

Information

  • Creator
    The Data Center Daily — Lantern Podcasts
  • Years Active
    2026
  • Episodes
    50
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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