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. 7 hr ago

    OpenAI’s $50B Compute Bill Meets Grid Pushback

    OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center moratorium. In this episode: Top stories: 1. BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 — BERNAMA https://bernama.com/en/news.php?id=2553577 2. AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg — Bloomberg https://www.bloomberg.com/news/articles/2026-06-04/ai-data-center-boom-risks-breakup-of-biggest-us-power-grid-operator 3. FERC waiver cuts years off Three Mile Island nuclear plant restart timeline — Power-Engineering https://www.power-eng.com/nuclear/ferc-waiver-cuts-years-off-three-mile-island-nuclear-plant-restart-timeline/ 4. Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch — Hoodline https://hoodline.com/2026/06/austin-data-center-surge-puts-texas-grid-on-record-shattering-watch/ 5. Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban — GeekWire https://www.geekwire.com/2026/data-center-operator-reveals-plans-for-downtown-seattle-facility-as-city-weighs-one-year-ban/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  2. 1 day ago

    AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories

    PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion. In this episode: Top stories: 1. PJM Monitor: AI Data Center Growth Reshaping Power Markets — Data Center Knowledge https://www.datacenterknowledge.com/energy-power-supply/pjm-monitor-ai-data-center-growth-reshaping-power-markets 2. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate 3. Nvidia says Vera Rubin platform enters full production — DataCenterNews US https://datacenter.news/story/nvidia-says-vera-rubin-platform-enters-full-production 4. Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times — The Business Times https://www.businesstimes.com.sg/international/global/private-infrastructure-real-estate-capital-play-larger-financing-role-ai-data-centre-boom-goldman 5. Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal — TNGlobal https://technode.global/2026/06/03/singapore-based-data-center-developer-bdx-secures-1-2-gw-of-power-in-indonesia-with-state-utility-pln/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 min

  3. 2 days ago

    AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply

    ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems. In this episode: Top stories: 1. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate 2. PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) — Zero-Emission Grid https://www.zeroemissiongrid.com/iso-rto-meeting-summaries/pjm-pc-06-02-26/ 3. Record $16B Data Center Project Advances in Michigan | Engineering News-Record — Engineering News-Record https://www.enr.com/articles/63087-record-16b-data-center-project-advances-in-michigan 4. New Florence AWS data center to tap local aquifer for water - ABC17NEWS — ABC17NEWS https://abc17news.com/weather/insider-blog/2026/06/02/new-florence-aws-data-center-to-tap-local-aquifer-for-water/ 5. Nvidia Says AI Demand Could Keep Supply Tight Through 2027 — Winbuzzer https://winbuzzer.com/2026/06/02/nvidia-says-ai-demand-could-keep-supply-tight-through-2027-xcxwbn/ Got 60 seconds? Tell us what you think and help shape the show: https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 min

  4. 3 days ago

    AI Data Centers Run Into the Grid Reality Check

    ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights. In this episode: Top stories: 1. As data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media — Houston Public Media https://www.houstonpublicmedia.org/articles/news/energy-environment/2026/06/01/553290/data-center-planning-ercot-texas-power-grid/?amp=1 2. Building the infrastructure for the Intelligence Age in Michigan | OpenAI — OpenAI https://openai.com/index/stargate-michigan-data-center/ 3. HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them — HPCwire https://www.hpcwire.com/off-the-wire/softbank-group-to-build-5-gw-of-ai-data-center-capacity-in-france/ 4. What’s in the water? What we know and don’t know about data center water discharge in Virginia • Virginia Mercury — Virginia Mercury https://virginiamercury.com/2026/06/01/whats-in-the-water-what-we-know-and-dont-know-about-data-center-water-discharge-in-virginia/ 5. Louisiana data centres could push power costs on households — IT Brief Canada https://itbrief.ca/story/louisiana-data-centres-could-push-power-costs-on-households Got 60 seconds? Tell us what you think and help shape the show: https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  5. 4 days ago

    AI Load Turns Into Grid Policy, Gas Demand and Guardrails

    PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-policy negotiation, not just a site-selection race. In this episode: Top stories: 1. PJM Board Announces Strategic Actions for Load Integration - Investors Hangout — Investors Hangout https://investorshangout.com/pjm-board-announces-strategic-actions-for-load-integration-502313-/ 2. The Market Is Paying for a Problem It Hasn’t Solved — The AI Grid Report https://www.theaigridreport.com/p/the-market-is-paying-for-a-problem 3. EIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 — Power Engineering https://www.power-eng.com/gas/eia-natural-gas-generation-to-remain-flat-this-summer-with-a-record-peak-expected-in-2027/ 4. AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/entertainment/living/article315930183.html 5. Gov. Shapiro releases data center development standards | News | northcentralpa.com — Northcentralpa.com https://www.northcentralpa.com/news/gov-shapiro-releases-data-center-development-standards/article_90052c16-3e31-454b-870e-8d2a46aaf45f.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 min

  6. 29 May

    FERC Grid Queue Faces the $142B Hyperscale Quarter

    FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution. In this episode: Top stories: 1. [PDF] Interconnection of Large Load - U.S. Chamber of Commerce — U.S. Chamber of Commerce https://www.uschamber.com/assets/documents/FINAL-USCC-Comments-to-FERC-on-DOE-Large-Load-Interconnection-ANOPR.pdf 2. Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group https://www.srgresearch.com/articles/hyperscale-spending-spree-is-driving-dramatic-growth-in-data-center-capacity 3. Power Purchase Agreements (PPAs) for AI Data Centers | Introl Blog — Introl Blog https://introl.com/blog/power-purchase-agreements-ai-data-centers-renewable-energy-strategies 4. SMR and Nuclear-Powered Data Center Developments - iRecruit.co — iRecruit.co https://www.irecruit.co/insights/smr-nuclear-powered-data-center-developments Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  7. 28 May

    AI Buildout Splits: Capital In, Moratoriums Rising

    I Squared Capital is paying $225 million for Cogent data centers as Iren lines up Dell-built Nvidia Blackwell systems in Texas, while Pahrump and Pulaski County push moratoriums that show AI infrastructure’s water and permitting constraints tightening. In this episode: Top stories: 1. I Squared Capital buys $225M data center portfolio from Cogent Fiber to build AI inference platform — Crypto Briefing https://cryptobriefing.com/i-squared-capital-225m-data-center-ai-inference/ 2. Iren signs Dell agreement for Blackwell deployment at Texas AI campus - Telecompaper — Telecompaper https://www.telecompaper.com/news/iren-signs-dell-agreement-for-blackwell-deployment-at-texas-ai-campus--1572243 3. Pahrump Water Board Pushes For Moratorium On Data Centers — Hoodline https://hoodline.com/2026/05/pahrump-water-war-local-board-demands-halt-to-thirsty-data-centers/ 4. Pulaski County Quorum Court passes ordinance to ban new data center permits for a year | The Arkansas Democrat-Gazette - Arkansas' Best News Source — Arkansas Democrat-Gazette https://www.arkansasonline.com/news/2026/may/26/pulaski-county-quorum-court-passes-ordinance-to-ban-new-data-center-permits-for-a-year/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  8. 27 May

    Data Center Power Fights Hit the Grid Planning Desk

    Data center power fights are moving into grid planning and local law: NV Energy says Tahoe customers will keep service, Virginia residents contest a 765-kV line, California starts a $2 billion Bay Area build, and Franklin County townships eye self-generation rules. In this episode: Top stories: 1. Are Lake Tahoe Residents Really Losing Electricity Supply to Data Center Hyperscalers? | TD World — TD World https://www.tdworld.com/utility-business/article/55379858/are-lake-tahoe-residents-really-losing-electricity-supply-to-data-center-hyperscalers 2. Residents Wrangle Over Transmission Line Proposal for Rural Virginia - Inside Climate News — Inside Climate News https://insideclimatenews.org/news/26052026/rural-virginia-transmission-line-proposal/ 3. LS Power Breaks Ground on $2 Billion Power the Bay Transmission Projects in California — Construction Front https://constructionfront.com/2026-05-26-ls-power-breaks-ground-on-2-billion-power-the-bay-transmission-projects-in-california/ 4. Townships considering data center ordinances in Franklin County — The Record Herald https://www.therecordherald.com/story/news/local/2026/05/26/townships-no-zoning-data-center-ordinances-in-franklin-county/90213778007/ 5. Cogent Communications to Sell 10 Data Centers for $225 Million | citybiz — citybiz https://www.citybiz.co/article/850825/cogent-communications-to-sell-10-data-centers-for-225-million/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min
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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.

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  • Creator
    The Data Center Daily — Lantern Podcasts
  • Years Active
    2k
  • Episodes
    23
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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