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 uur geleden

    Data centers pull coal, PJM reform, and grid software into one fight

    Evergy’s data-center load push is tied to keeping 2.8 GW of coal online longer, while FERC opens another PJM reform lane and grid-software vendors pitch more capacity from existing wires. The buildout is turning every bottleneck into policy and capital. In this episode: Top stories: 1. In the Midwest, more coal power for data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/in-the-midwest-more-coal-power-for-data-centers/ 2. PJM Governance and Stakeholder Reforms; Notice Regarding Dispute Resolution Procedures | 91 FR 52301 — Federal Register https://thefederalregister.org/documents/2026-16522/pjm-governance-and-stakeholder-reforms-notice-regarding-dispute-resolution-procedures 3. Utility Dive explores OATI’s plan to boost transmission capacity — Utility Dive https://www.oati.com/news/powernow-transmission-capacity/ 4. Centuria, ResetData advance AI data centre rollout | Financial Standard — Financial Standard https://www.financialstandard.com.au/news/centuria-resetdata-advance-ai-data-centre-rollout-179813600 5. CVC DIF to acquire leading German data centre operator firstcolo from Cube Infrastructure Managers | CVC — CVC https://www.cvc.com/media/news/2026/cvc-dif-to-acquire-leading-german-data-centre-operator-firstcolo-from-cube-infrastructure-managers/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 2 dgn geleden

    PJM and CAISO Rewrite the Rules for AI Load

    PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW of signed load shows utilities converting AI demand into gas-backed capacity plans. In this episode: Top stories: 1. PJM Proposes Framework To Connect Data Centers Without Compromising Reliability, Affordability — Inside Lines https://insidelines.pjm.com/pjm-proposes-framework-to-connect-data-centers-without-compromising-reliability-affordability/ 2. CAISO Issues Large Load Proposal to Address Show ... — RTO Insider https://www.rtoinsider.com/139113-caiso-issues-large-load-proposal-address-show-cause-order/ 3. Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines — EnergyReader.io — EnergyReader https://energyreader.io/brief/7243 4. Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth - Markets Daily — Markets Daily https://www.themarketsdaily.com/2026/08/13/equinix-plans-through-2029-as-power-constraints-shape-data-center-growth.html 5. Federal ruling hands virtual power plants a win in PJM | Canary Media — Canary Media https://www.canarymedia.com/articles/virtual-power-plants/federal-ruling-virtual-power-plants-pjm Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 3 dgn geleden

    Japan-Backed Gas Power Meets AI Grid Strain

    NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules and neural grid solvers show how AI load is reshaping power planning. In this episode: Top stories: 1. NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms; reach funding milestone for up to 10 GW of gas-powered generation — PR Newswire https://www.prnewswire.com/news-releases/nextera-energy-us-department-of-commerce-and-government-of-japan-finalize-commercial-terms-reach-funding-milestone-for-up-to-10-gw-of-gas-powered-generation-302850106.html 2. Closed-Loop Cooling Data Center Strategies for the New Wave of U.S. State Water Rules — Schneider Electric Blog https://blog.se.com/datacenter/2026/08/11/closed-loop-cooling-data-center-strategies-for-the-new-wave-of-u-s-state-water-rules 3. From vision to reality: A unified neural solver for the power grid — TechXplore https://techxplore.com/news/2026-08-vision-reality-neural-solver-power.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 4 dgn geleden

    Data Center Capital Hits Grid Rules and Local Permits

    Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission fights, while PJM ride-through rules put data-center load behavior under tighter grid scrutiny. In this episode: Top stories: 1. Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/reits-property/digital-core-reit-proposes-us315-9-million-north-america-asset-sale-enters-singapore 2. Data Centres Face Mandatory Grid Ride-Through Rules After PJM Events, ETDatacenters — ET Datacenters https://datacenters.economictimes.indiatimes.com/news/operations-resilience/data-centres-face-mandatory-grid-ride-through-rules-after-pjm-events/133140983 3. De Soto Data Center Tax Incentive Request Explained — Hoodline https://hoodline.com/2026/08/de-soto-weighs-tax-breaks-for-second-massive-data-center-campus/ 4. Competitive transmission delivers benefits for the AI economy and customers | Utility Dive — Utility Dive https://www.utilitydive.com/news/competitive-transmission-delivers-benefits-for-the-ai-economy-and-customers/826056/ 5. Twain Financial Partners Closes Inaugural Securitized Letter of Credit Facility and Initial Transaction Supporting a Utility-Scale Battery Storage Project — PR Newswire https://www.prnewswire.com/news-releases/twain-financial-partners-closes-inaugural-securitized-letter-of-credit-facility-and-initial-transaction-supporting-a-utility-scale-battery-storage-project-302846413.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 5 dgn geleden

    Power, Guarantees and Debt Behind the AI Buildout

    CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note sale. The through-line is power-constrained growth funded with more complex capital stacks. In this episode: Top stories: 1. CyrusOne's IPO Isn't About Real Estate — It's About Power — Ainvest https://www.ainvest.com/news/cyrusone-ipo-isn-real-estate-power-2608/ 2. Meta BlackRock $14B Data Center: $13B Residual Value Guarantee Reveals the Real Structure — AINvest https://www.ainvest.com/news/meta-blackrock-14b-data-center-13b-residual-guarantee-reveals-real-structure-2608/ 3. Alphabet has closed a $25 billion U.S. dollar-denominated senior-note offering, with the debt spread across floating-rate and fixed-rate tranches maturing from 2028 through 2066. — SEC https://www.sec.gov/Archives/edgar/data/1652044/000119312526342390/d171253d8k.htm Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 6 dgn geleden

    AI buildout runs into city halls, grid queues and fiber maps

    Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, and local fights over data-center water, zoning and 1,000 MW campuses. In this episode: Top stories: 1. Fort Smith Board of Directors set to discuss regulations for data center development | Northwest Arkansas Democrat-Gazette — Northwest Arkansas Democrat-Gazette https://www.nwaonline.com/news/2026/aug/09/fort-smith-board-of-directors-set-to-discuss/ 2. PJM Accepts 715 Projects and 201.5 GW Into the First Cycle of Its Reformed Queue — MGRID https://mgrid.org/2026/08/08/pjm-accepts-715-projects-201-5-gw-first-cycle-reformed-queue/ 3. A massive data center in rural Nevada is one step closer to being built - The Nevada Independent — The Nevada Independent https://thenevadaindependent.com/article/a-massive-data-center-in-rural-nevada-is-one-step-closer-to-being-built 4. Zayo confirms Nvidia as its new ‘monster' customer — Fierce Network https://www.fierce-network.com/broadband/zayo-confirms-nvidia-its-new-monster-customer Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. 7 aug

    FERC Win Meets Water Rules in AI Data Center Buildout

    FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling into AI infrastructure through Aligned’s $40 billion sale. In this episode: Top stories: 1. DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection - Energy-Storage.News — Energy-Storage.News https://www.energy-storage.news/dc-circuit-court-of-appeals-upholds-ferc-plan-to-speed-up-permitting-for-us-energy-projects-grid-interconnection/ 2. 3 Trends in State Regulation of Data Center Water Use -... — National Conference of State Legislatures https://www.ncsl.org/state-legislatures-news/details/3-trends-in-state-regulation-of-data-center-water-use 3. MGX, AIP, and BlackRock’s GIP complete $40bn acquisition of Aligned Data Centers - DCD — Datacenter Dynamics https://www.datacenterdynamics.com/en/news/mgx-aip-and-blackrocks-gip-complete-40bn-acquisition-of-aligned-data-centers/ 4. Do PPAs have a future in the data center sector? - DCD — Data Center Dynamics https://www.datacenterdynamics.com/en/analysis/do-ppas-have-a-future-in-the-data-center-sector Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. 6 aug

    NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens

    NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sharpen the financing and permitting constraints around AI infrastructure growth. In this episode: Top stories: 1. NTT Data Eyeing $9 Billion Outlay for Japan Data Centers — Bloomberg https://www.energyconnects.com/news/utilities/2026/august/ntt-data-eyeing-9-billion-outlay-for-japan-data-centers/ 2. Pimco Dictates Terms on Oracle Data Center Debt Deal - CRE Daily — CRE Daily https://www.credaily.com/briefs/pimco-dictates-terms-on-oracle-data-center-debt-deal/ 3. The World's Largest Data Center Hub Pursues A Development Pause. Is It Even Legal? — Bisnow https://www.bisnow.com/news/washington-dc/data-center-development/the-world-s-largest-data-center-hub-pursues-a-development-pause-is-it-even-legal- Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

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Info

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.

Informatie

  • Maker
    The Data Center Daily — Lantern Podcasts
  • Jaren actief
    2026
  • Afleveringen
    50
  • Beoordeling
    Veilig
  • Website van aflevering
    The Data Center Daily
  • Provider

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