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. 19h 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

  2. 3d ago

    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

  3. 4d ago

    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

  4. 5d ago

    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

  5. 6d ago

    Nvidia’s Vera Push Hits Taiwan, While Water Fights Spread

    Nvidia Vera Rubin is moving from roadmap to supply-chain stress test, with Vera CPUs reaching Anthropic and OpenAI as Taiwan capacity tightens. Meanwhile, Maryland and Georgia water fights show the local permitting risk around hyperscale buildouts. In this episode: Top stories: 1. NVIDIA Vera CPU Ships to Anthropic and OpenAI: What Developers Need to Know | byteiota — Byteiota https://byteiota.com/nvidia-vera-cpu-ships-anthropic-openai-developer-guide/ 2. Nvidia supply push sharpens Taiwan pressure — Arabian Post — Arabian Post https://thearabianpost.com/nvidia-supply-push-sharpens-taiwan-pressure/ 3. Dangerous Dickerson Datacenter – wp DARNESTOWN net — wp DARNESTOWN net https://wp.darnestown.net/2026/05/dangerous-dickerson-datacenter/ 4. AOC presses EPA over Morgan County drinking water concerns tied to Georgia data center development - CBS Atlanta — CBS News https://www.cbsnews.com/atlanta/news/aoc-presses-epa-over-morgan-county-drinking-water-concerns-tied-to-georgia-data-center-development/ 5. Step Back: As data center fights move from abstract megawatts to zoning hearings and drinking-water complaints, what evidence would actually tie a hyperscale campus to local water risk—and what can cities regulate up front before state environmental permits or utility approvals take over? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    13 min

  6. May 25

    SpaceX Turns xAI’s Colossus Into AI Compute Infrastructure

    SpaceX’s xAI put hard numbers behind the AI compute boom, buying the Memphis Colossus site while filings show Anthropic paying $1.25 billion a month for capacity. The buildout’s economics still look compelling, but water and financing pressures are tightening. In this episode: Top stories: 1. AFFILIATE OF PHOENIX INVESTORS SELLS MEMPHIS X-AI DATA CENTER TO SUBSIDIARY OF SPACEX FOR $185 MILLION — PR Newswire https://www.prnewswire.com/news-releases/affiliate-of-phoenix-investors-sells-memphis-x-ai-data-center-to-subsidiary-of-spacex-for-185-million-302780691.html 2. xAI-Anthropic deal signals the rise of AI compute as a standalone business | CIO — CIO https://www.cio.com/article/4176213/xai-anthropic-deal-signals-the-rise-of-ai-compute-as-a-standalone-business-2.html 3. AOC Calls for EPA Investigation Into Georgia's 'Not Drinkable' Water Near Meta Data Center — International Business Times, Singapore Edition https://www.ibtimes.sg/aoc-calls-epa-investigation-into-georgias-not-drinkable-water-near-meta-data-center-86766 4. Does Barcelona AI Hub Expansion Reshape the Bull Case for Digital Realty Trust’s Global Platform (DLR)? - Simply Wall St News — Simply Wall St https://simplywall.st/stocks/us/real-estate/nyse-dlr/digital-realty-trust/news/does-barcelona-ai-hub-expansion-reshape-the-bull-case-for-di 5. Higher Rates Aren’t Slowing The AI Data-Center Spending Spree - Finimize — Finimize https://finimize.com/content/higher-rates-arent-slowing-the-ai-data-center-spending-spree Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 min

  7. May 22

    Nvidia’s AI Boom Meets $15B Compute Leases and Resource Strain

    Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed how AI infrastructure demand is turning into hard capacity, power, water, and capital commitments. In this episode: Top stories: 1. Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU — AI Insider https://theaiinsider.tech/2026/05/21/nvidia-posts-81-6b-quarter-and-bets-200b-on-agentic-ai-with-new-vera-cpu/ 2. Anthropic is paying $15 billion a year for access to Elon Musk’s data centers | The Verge — The Verge https://www.theverge.com/science/935229/spacex-anthropic-ipo-ai-capacity-deal-colossus 3. Blackstone's $5bn Backs Google Cloud AI Infrastructure Push | FinTech Magazine — FinTech Magazine https://fintechmagazine.com/news/blackstone-and-google-commit-us-5bn-for-new-ai-cloud-company-with-google 4. FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost Caps, Warns of Potential Loss of 4,500 MW of Colorado River Hydropower This Summer - Daily Energy Insider — Daily Energy Insider https://dailyenergyinsider.com/hearing-summaries/52386-ferc-unanimously-proposes-doubling-natural-gas-blanket-certificate-cost-caps-warns-of-potential-loss-of-4500-mw-of-colorado-river-hydropower-this-summer/?amp= 5. Well permits disclose how Project Blue will get its water — KGUN 9 https://www.kgun9.com/news/community-inspired-journalism/southeast-side-news/well-permits-disclose-how-project-blue-will-get-its-water Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  8. May 21

    AI Data Center Deals Go Gigawatt as Grid Terms Tighten

    Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms. In this episode: Top stories: 1. Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider — Markets Insider https://markets.businessinsider.com/news/stocks/applied-digital-reaches-significant-milestone-surpassing-1-gw-of-contracted-capacity-with-u-s-based-high-investment-grade-hyperscaler-lease-at-fourth-campus-polaris-forge-3-1036180900 2. Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS — ABC17 News https://abc17news.com/top-story/2026/05/20/kehoe-google-tout-15-billion-investment-to-accompany-data-center/ 3. Google is building a new $5B neocloud with Blackstone – but why? — Fierce Network https://www.fierce-network.com/cloud/google-building-new-5b-neocloud-blackstone-why 4. GridTracker Insights — May 2 – 15, 2026 — Interconnection.fyi https://interconnectionfyi.substack.com/p/gridtracker-insights-may-2-15-2026 5. IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News — Beyond Borders News https://beyondbordersnews.com/iid-board-moves-on-release-of-proposed-large-load-tariff-for-public-review/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 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
    19
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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