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. 2 gg fa

    Congress Targets Data-Center Grid Cost Shifts

    Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Power says Google’s 300 MW Botetourt campus will need $264 million in grid upgrades without charging other customers. In this episode: Top stories: 1. House passes ratepayer protection bill to limit data center cost shifts | Utility Dive — Utility Dive https://www.utilitydive.com/news/house-passes-ratepayer-protection-bill-data-centers/830658/ 2. New details emerge about Botetourt grid upgrades for Google data center - Cardinal News — Cardinal News https://cardinalnews.org/2026/09/16/new-details-emerge-about-botetourt-grid-upgrades-for-google-data-center/ 3. Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas — IDCNOVA https://www.idcnova.com/news/Digital-Realty-Colovore-Hut-8-CoreSite-and-DataBank-File-to-Build-New-Data-Centers-Across-Texas 4. ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit — EV Charging Magazine https://evchargingmag.com/etcc-fourth-circuit-oral-arguments-ferc-order-1920-rofr 5. Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues — EnergyPulse — OpenSentiment https://www.opensentiment.org/article/natural-gas-capacity-surges-renewables-lose-ground-us-interconnection-queues Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 3 gg fa

    Data Centers Pitch Flexibility as Permitting Pushback Spreads

    Google, Nvidia and Emerald AI are reviving AEMA to push flexible data centers as Florida and Oregon officials tighten scrutiny over hyperscale load, water and land use; Equinix is planning a bigger $5 billion-to-$7 billion annual build budget. In this episode: Top stories: 1. How tech and energy giants plan to mainstream data center flexibility | Latitude Media — Latitude Media https://www.latitudemedia.com/news/how-tech-and-energy-giants-plan-to-mainstream-data-center-flexibility/ 2. Marion County approves 12-month moratorium on large-scale data centers - Ocala-News.com — Ocala-News.com https://www.ocala-news.com/2026/09/16/marion-county-approves-12-month-moratorium-on-large-scale-data-centers/ 3. Equinix, Inc. (EQIX) Earnings Call Transcript & Summary — EarningsCalls https://earningscalls.dev/transcripts/equinix-inc_eqix_earnings_call_transcript_2026-09-15 4. Oregon Data Center Debate Moves Toward Statewide Decisions on Power, Water and Development — Grants Pass Tribune https://www.grantspasstribune.com/oregon-data-center-debate-moves-toward-statewide-decisions-on-power-water-and-development/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 4 gg fa

    PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load

    Branch Energy is moving into PJM with a $33 million raise to sell battery-backed capacity to data centers, while Google backs robot-built solar and developers test new campuses from Türkiye to tidal-powered subsea pods in Alaska. In this episode: Top stories: 1. Branch Energy heads to PJM to sell battery capacity to data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/branch-energy-heads-to-pjm-to-sell-battery-capacity-to-data-centers/ 2. Step Back: As AI developers increasingly assemble power through batteries, behind-the-meter generation, and bespoke contracts, what actually counts as “delivered” capacity in PJM or ERCOT—and who bears the financial and reliability risk when megawatts exist on paper but not at the data center meter? 3. Google is backing Planted Solar’s plan for clean data center power — Latitude Media https://www.latitudemedia.com/news/google-is-backing-planted-solars-plan-for-clean-data-center-power/ 4. Digital Realty Forms Türkiye JV for 22MW Campus | DLR Stock News — Stock Titan https://www.stocktitan.net/news/DLR/digital-realty-enters-turkiye-through-formation-of-new-joint-9o2bmeiz9kv2.html 5. Federal review advances for subsea data center off Nikiski | Homer News — Homer News https://www.homernews.com/2026/09/14/federal-review-advances-for-subsea-data-center-off-nikiski/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 5 gg fa

    Data Centers Face Grid-Cost Rules and Off-Grid Power Push

    A House vote on H.R. 9340 could push states to consider full incremental cost recovery and financial assurances for 100 MW-plus data center loads. Meanwhile, Soluna secured conditional ERCOT Base Load status for 266 MW, TAR raised $120 million for modular off-grid power, and Bridge Data Centres is treating effluent on-site for AI cooling in Johor. In this episode: Top stories: 1. House Vote Could Set Data Center Grid Cost Standard - Environment+Energy Leader — Environment+Energy Leader https://www.environmentenergyleader.com/stories/house-vote-could-set-data-center-grid-cost-standard,139919 2. Soluna gets 266 MW ERCOT Base Load status | SLNH 8-K Filing — Stock Titan https://www.stocktitan.net/sec-filings/SLNH/8-k-soluna-holdings-inc-reports-material-event-d80a428c7b84.html 3. TAR aims to build off-grid power for data centers in just six months | Latitude Media — Latitude Media https://www.latitudemedia.com/news/tar-aims-to-build-off-grid-power-for-data-centers-in-just-six-months/ 4. Why Johor data centre prioritises water treatment for AI cooling needs - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/johor-data-centre-water-treatment-malaysia-bridge-data-centres Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 6 gg fa

    Oracle’s Data-Center Tab Explodes as Grid Rules Tighten

    Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses. In this episode: Top stories: 1. [PDF] New England Large Load Show Cause Order (EL26-72) — ISO New England https://www.iso-ne.com/static-assets/documents/100039/a02a_tc_mc_rc_large_loads_planning_presentation.pdf 2. Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 3. Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 4. IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion — 21 Alive News https://www.21alivenews.com/2026/09/11/idem-approves-googles-latest-request-fill-wetlands-fort-wayne-data-center-expansion/ 5. Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media — Latitude Media https://www.latitudemedia.com/news/oracle-and-openai-bet-that-more-solar-could-combat-data-center-pushback/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 11 set

    AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance

    ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days. In this episode: Top stories: 1. Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business Wire https://finviz.com/news/390894/comcast-business-opens-its-last-mile-network-to-partner-platforms-starting-with-equinix 2. PGRR144: New Requirements for Large Loads in ERCOT | EPE — EPE https://epeconsulting.com/epe-intelligence/news/pgrr144-moves-forward-new-dynamic-modeling-and-validation-requirements-for-large-loads-in-ercot 3. Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm 4. Is the West on the cusp of a transmission breakthrough? — Latitude Media https://www.latitudemedia.com/news/is-the-west-on-the-cusp-of-a-transmission-breakthrough/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. 10 set

    Data Center Power Deals Get Harder to Socialize

    Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayers, while a UK think tank challenges promised job gains from the buildout. In this episode: Top stories: 1. Are GenCos a solve for the data center power problem? — Latitude Media https://www.latitudemedia.com/news/are-gencos-a-solve-for-the-data-center-power-problem/ 2. Large-load tariffs increasingly rely on upfront payments, exit fees, ramp schedules | Utility Dive — Utility Dive https://www.utilitydive.com/news/large-load-tariffs-lbnl-brattle/829796/ 3. EnerNex: large loads, new rules | Utility Dive — Utility Dive https://www.utilitydive.com/spons/enernex-large-loads-new-rules/829232/ 4. AI data centers may create far fewer jobs than projected, think tank ... — CNBC https://www.cnbc.com/2026/09/09/ai-data-centers-jobs-tech-buildout.html 5. Digital Realty Pays $82Mln for Suburban Chicago Office; Data-Center Conversion Likely – Commercial Real Estate Direct — Commercial Real Estate Direct https://crenews.com/2026/09/09/digital-realty-pays-82mln-for-suburban-chicago-office-data-center-conversion-likely/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. 9 set

    Equinix Leads a Global AI Capacity Land Grab

    Equinix is putting $5.1 billion behind a UK AI campus while closing atNorth and winning Singapore capacity, as Google tests grid flexibility and Blackstone’s data-center risk transfer gets a harder look. In this episode: Top stories: 1. TECHSHOTS | Equinix Announces $5.1 Billion UK AI Data Centre Investment — TECHSHOTS https://www.techshotsapp.com/business/equinix-announces-51-billion-uk-ai-data-centre-investment 2. CPP Investments and Equinix complete $4 billion acquisition of atNorth | Digitalisation World — Digitalisation World https://www.datacentre.solutions/news/23657-cpp-investments-and-equinix-complete-4-billion-acquisition-of-atnorth 3. Singapore approves 200MW data centre capacity expansion for four operators — Pinsent Masons Out-Law https://www.pinsentmasons.com/out-law/news/singapore-approves-200mw-data-centre-capacity-expansion-for-four-operators 4. Why is Google funding PG&E’s latest VPP pilot? — Latitude Media https://www.latitudemedia.com/news/why-is-google-funding-pges-latest-vpp-pilot/ 5. Did Blackstone Really Get the Data Center Risk Off Bank Balance Sheets? | Disruption Banking — Disruption Banking https://www.disruptionbanking.com/2026/09/08/did-blackstone-really-get-the-data-center-risk-off-bank-balance-sheets/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Elenco completo (50)

Descrizione

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.

Informazioni

  • Creatore
    The Data Center Daily — Lantern Podcasts
  • Anni di attività
    2026
  • Puntate
    50
  • Classificazione
    Contenuti adatti a tutti
  • Sito web del podcast
    The Data Center Daily
  • Fornitore

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