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. 56m ago

    FERC Eyes PJM Power Shift as AI Load Strains the Grid

    PJM and FERC are moving the AI-load fight from auction bills to governance, with regulators weighing whether the grid operator’s board needs more power as data centers drive capacity costs and local water fights knock projects off course. In this episode: Top stories: 1. Transparency and independence of biggest US power grid in focus as FERC mulls major reforms | 95.7 KELO-FM — 95.7 KELO-FM https://kelofm.com/2026/07/23/transparency-and-independence-of-biggest-us-power-grid-in-focus-as-ferc-mulls-major-reforms/ 2. OpenAI Plans $20 Billion Georgia Data Center with 3.2 GW of Power — ConstructConnect https://news.constructconnect.com/openai-plans-20-billion-georgia-data-center-with-3.2-gw-of-power 3. Data Centers Drove $6.3 Billion of PJM’s Latest Capacity Auction Cost, Market Monitor Says — MGRID https://mgrid.org/2026/07/23/data-centers-drove-6-3-billion-of-pjms-latest-capacity-auction-cost-market-monitor-says/ 4. Data center company decides not to build in East Texas — The Texas Tribune https://www.texastribune.org/2026/07/23/east-texas-data-center-withdrawn/ 5. Ohio EPA scraps rule to permit data center discharge into ... — Farm and Dairy https://www.farmanddairy.com/news/ohio-epa-scraps-rule-to-permit-data-center-discharge-into-waterways/922708.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 1d ago

    OpenAI’s 3.2 GW Georgia Bet Meets PJM’s Cost Alarm

    OpenAI plans a 3.2 GW Georgia data center campus as PJM’s market monitor tags data centers with $6.3 billion in capacity-auction charges, while water fights in Texas and California show the AI buildout’s local constraints are tightening. In this episode: Top stories: 1. OpenAI plans $20 billion data center campus near Savannah, Georgia — Quartz https://qz.com/openai-data-center-georgia-savannah-project-camellia-072226 2. AIP, MGX & GIP buy Aligned Data Centres for USD $40bn — DataCenterNews US https://datacenter.news/story/aip-mgx-gip-buy-aligned-data-centres-for-usd-40bn 3. PJM monitor attributes US$6.3bn auction charges to data centres — BTW https://btw.media/en/pjm-monitor-attributes-us-6-3bn-auction-charges-to-data-centres 4. Developer scraps plan for data center near Cedar Creek Lake | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/news/local/article316617093.html 5. Lawsuit Tests Water Strategy Behind California’s Lithium Valley — Data Center Knowledge https://www.datacenterknowledge.com/regulations/lawsuit-tests-water-strategy-behind-california-s-lithium-valley Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 2d ago

    Rubin Ships as AI Infrastructure Money Meets Grid Rules

    Nvidia Vera Rubin is in full production with OpenAI deployment planned in Q3, while BlackRock, FERC, Ohio and Cape Town show the buildout’s capital, regulatory and local-permitting constraints tightening at once. In this episode: Top stories: 1. Nvidia says Vera Rubin is in full production, with OpenAI set to deploy at scale in Q3 — The Next Web https://thenextweb.com/news/nvidia-vera-rubin-full-production-customers 2. BlackRock Finances $12B Meta Data Center, Closes Aligned Acquisition — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/blackrock-finances-12b-meta-data-center-deal-closes-acquisition-of-aligned-135508 3. FERC Order RD26-7-000: Computational Load Registration and Standards Deadlines 2026 — AMPYX CYBER — AMPYX CYBER https://ampyxcyber.com/blog/ferc-computational-load-order-rd26-7-000 4. Ohio EPA rejects blanket wastewater permit for all data centers | News, Sports, Jobs - The Vindicator — The Vindicator https://www.vindy.com/news/local-news/2026/07/ohio-epa-rejects-blanket-wastewater-permit-for-all-data-centers/ 5. Inside Cape Town’s deal turning fairways into a data hub — Daily Maverick https://www.dailymaverick.co.za/article/2026-07-21-inside-cape-towns-deal-turning-golf-fairways-into-a-giant-data-hub/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 3d ago

    Data Centers Face Grid Hearings, Local Curbs, and New Capital

    FERC faces Senate questioning over data center interconnections as local governments in Florida, Texas and India tighten scrutiny on water, permitting and ratepayer exposure, while Naver courts Brookfield funding for a 1 GW NVIDIA-linked AI factory. In this episode: Top stories: 1. Senators to question FERC members on grid, data centers - E&E News by POLITICO — E&E News https://www.eenews.net/articles/senators-to-question-ferc-members-on-grid-data-centers/ 2. Naver Executives Visit Brookfield for AI Factory Funding Talks — Chosun https://www.chosun.com/english/industry-en/2026/07/20/JS5XTCSDBFCKLMNKUE6OWILEIA/ 3. Thane residents flag discrepancy in Amazon data centre’s water consumption requirements - The HinduBusinessLine — The Hindu Business Line https://www.thehindubusinessline.com/info-tech/thane-residents-flag-discrepancy-in-amazon-datacentreswater-consumption-requirements/article71245284.ece 4. Pasco unanimously adopts moratorium on data centers — Tampa Bay Beacons https://www.tampabaybeacons.com/2026/07/20/pasco-unanimously-passes-moratorium-on-data-centers/ 5. El Paso City Council approves data center policy framework - KVIA — KVIA https://kvia.com/news/business-technology/2026/07/20/el-paso-city-council-approves-data-center-policy-framework/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 4d ago

    AI Load Turns Into REIT Heat and PJM Discipline

    PJM’s large-load plan and the data-center REIT boom show AI infrastructure moving from hype into balance-sheet and grid-rule territory, with investors, utilities, and hyperscalers all watching who pays for capacity. In this episode: Top stories: 1. Data Centers Are the Hot New REITs. Should You Invest $1,000? - AOL — AOL https://www.aol.com/articles/data-centers-hot-reits-invest-150300000.html 2. Step Back: PJM now has a formal large-load integration plan on the table, so what should we watch to tell whether this is real reliability discipline or just a new queue label—and how would it shift leverage among hyperscalers, utilities, generators, and states chasing AI campuses? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. Jul 17

    Data Centers Face the Grid Reliability Bill

    FERC ordered NERC to craft reliability standards for data-center-scale computational loads, while Virginia weighs making data centers absorb more grid costs. The buildout is shifting from site selection to hard rules on reliability, ratepayer exposure and secured power. In this episode: Top stories: 1. FERC Directs NERC To File Reliability Standards That ... — Energy Law Blog https://www.sheppard.com/insights/blogs/ferc-directs-nerc-to-file-reliability-standards-that-apply-to-data-centers 2. Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO — E&E News https://www.eenews.net/articles/virginia-mulls-shifting-major-grid-costs-to-data-centers/ 3. The Grid Short: PJM’s Future Capacity Auction Reveals Power Constraints in Looming Era of Higher Electrification Load | Energy Tech — Energy Tech https://www.energytech.com/data-center-power/article/55391509/the-grid-short-pjms-future-capacity-auction-reveals-power-constraints-in-looming-era-of-higher-electrification-load 4. New $2.2B Cedar Creek data center project, abatements under review | Bastrop - Cedar Creek | Community Impact — Community Impact https://communityimpact.com/bastrop-cedar-creek/business/new-22b-cedar-creek-data-center-project-abatements-under-review/ 5. AI Surge Fuels Major Data-Center Stake Sales in US - CRE Daily — CRE Daily https://www.credaily.com/briefs/ai-surge-fuels-major-data-center-stake-sales-in-us/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. Jul 16

    AI Load Sends Grid Costs Up as Permits Tighten

    PJM’s market monitor says data centers drove $6.3 billion of its latest capacity auction cost, while New York pauses 50 MW-plus permits and Texas large-load buyers argue for paying transmission charges rather than shifting grid buildout costs. In this episode: Top stories: 1. AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal — Bloomberg https://www.energyconnects.com/news/utilities/2026/july/ai-bumps-power-cost-60-as-mega-us-grid-fails-to-hit-supply-goal/ 2. New York Pauses Environmental Permits for Large Data Centers — WinBuzzer https://winbuzzer.com/2026/07/15/new-york-pauses-environmental-permits-for-large-data-centers-xcxwbn/ 3. Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today — ESG Today https://www.esgtoday.com/google-signs-massive-clean-energy-deal-with-largest-solar-project-in-u-s/ 4. Why some large loads insist on paying their way — Texas Energy and Power https://www.texasenergyandpower.com/p/why-some-large-loads-insist-on-paying 5. NVIDIA touts Blackwell's AI efficiency gains in racks — DataCenterNews Canada https://datacenternews.ca/story/nvidia-touts-blackwell-s-ai-efficiency-gains-in-racks Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. Jul 15

    PJM’s Supply Gap Collides With Data Center Permit Backlash

    PJM Interconnection missed its capacity supply target for a third straight auction as AI data center load strains the grid, while New York ordered a broad pause on large data center permits and local fights intensified from Mississippi to Florida. In this episode: Top stories: 1. PJM Grid Auction Misses Supply Target a Third Time — Briefs https://www.briefs.co/news/pjm-grid-s-third-auction-miss-signals-growing-supply-gap/ 2. New York Orders Moratorium on Large Data Center Permits | Engineering News-Record — Engineering News-Record https://www.enr.com/articles/63315-new-york-orders-moratorium-on-large-data-center-permits 3. Pollution from Musk’s unpermitted xAI power project hits hardest in Black communities - CNA — Channel NewsAsia https://www.channelnewsasia.com/business/pollution-musks-unpermitted-xai-power-project-hits-hardest-in-black-communities-6253196 4. An AI Data Center at the Edge of the Everglades Heads to a Decisive Vote - Inside Climate News — Inside Climate News https://insideclimatenews.org/news/14072026/florida-everglades-ai-data-center-opposition/ 5. Pennsylvania data centers face increased oversight under new law | Utility Dive — Utility Dive https://www.utilitydive.com/news/pennsylvania-passes-budget-increasing-data-center-oversight/825177/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

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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.

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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