The Data Center Daily

The Data Center Daily — Lantern Podcasts
  • 3.0 (3)
  • Business News
  • Daily

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. 15h ago

    PJM's Data Center Backstop Could Shrink to 630 MW, as Aurora Prices the Forecasting Gap and Hyperscalers Line Up $131 Billion in New Financing

    Jefferies says utility load cuts could shrink PJM's 6.8 GW reliability backstop to roughly 630 MW, even as an independent CRA forecast sees an 11.5 GW shortfall by 2030 and Aurora prices forecasting error at $79 billion to $624 billion. Amazon, Microsoft, Oracle and Google disclose more than $131 billion in new financing, and Microsoft's Indiana campus clears a groundwater vote while its power needs stay undisclosed. In this episode: 1. PJM’s revised data center backstop procurement plan reduces utility risks: ICF | Utility Dive — Ethan Howland https://www.utilitydive.com/news/pjm-revised-data-center-backstop-procurement-ferc/873551/ 2. The US power market’s forecasting problem comes at a cost to ratepayers — Latitude Media https://www.latitudemedia.com/news/the-us-power-markets-forecasting-problem-comes-at-a-cost-to-ratepayers/ 3. Big four hyperscalers raising more than $131 billion in debt and equity for AI buildout - DCD — Georgia Butler https://www.datacenterdynamics.com/en/news/big-four-hyperscalers-raising-more-that-131-billion-in-debt-and-equity-for-ai-buildout/ 4. Microsoft’s Indiana Data Center Advances as Groundwater Approval and Air Permit Review Move Forward — Peter Mwaniki https://constructionreviewonline.com/microsofts-indiana-data-center-advances-as-groundwater-approval-and-air-permit-review-move-forward/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 1d ago

    Brookfield and Drax Plan a £20 Billion AI Campus at Britain's Biggest Power Station, as The Post Tallies Big Tech's Gas Plants and a $55 Billion Grid Bill Comes Due

    Drax, Brookfield and Radiant propose a GW-scale data centre at Drax Power Station starting with 100 MW in 2028, while a Washington Post analysis maps the emissions locked in by tech-backed gas megaplants. Grid Strategies puts a $55 billion, ten-year price on the Senate's data center transmission bill, and OpenAI pitches demand flexibility as its answer to the ratepayer fight. In this episode: 1. Brookfield targets $27 billion AI data center at power station — CNBC https://www.cnbc.com/2026/11/03/brookfield-ai-data-center-yorkshire-drax.html 2. The tech industry is investing in mega gas plants to power their data centers - Anchorage Daily News — Evan Halper, Kevin Schaul, The Washington Post https://www.adn.com/nation-world/2026/11/02/the-tech-industry-is-investing-in-mega-gas-plants-to-power-their-data-centers/ 3. Data center operators might pay $55 billion under Senate bill | TechTarget — Shane Snider https://www.techtarget.com/news/data-center-operators-might-pay-55-billion-under-senate-bill/873521/ 4. Introducing the Grid Protectors Program — Openai https://openai.com/index/grid-protectors-program/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 2d ago

    SemiAnalysis Puts 30 GW of 2028 Capacity on Tomorrow's Ballot, as Google Offers Xcel Exit Fees in Minnesota and Musk Adds Two Colossus 2 Clusters

    SemiAnalysis maps how Tuesday's governor races, led by Texas and its TCEQ permit freeze, could move the 2028 US data center buildout. Google proposes minimum bills and exit fees for a 780 MW Minnesota campus, Musk says two new Colossus 2 clusters run before year-end, and OpenAI's Stargate team talks HBM and power gear in Korea. In this episode: 1. The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout — Maya Barkin, Wayne Ma, Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Dylan Patel https://newsletter.semianalysis.com/p/the-datacenter-backlash-goes-bipartisan 2. Massive AI Data Center Sparks Backlash Despite Clean Energy Promises | OilPrice.com — Felicity Bradstock https://oilprice.com/Energy/Energy-General/Massive-AI-Data-Center-Sparks-Backlash-Despite-Clean-Energy-Promises.html 3. Musk: 2 More SpaceXAI Data Centers Near Southaven by December | DeSoto County News — Jon Myers https://desotocountynews.com/mississippi-news/musk-spacexai-data-centers-gun-range-spam/ 4. 'Stargate Team' Arrived Before Altman... Follow-Up Talks on HBM, Infrastructure - The Asia Business Daily — Kwon Hyeonji by Park Joonyi https://www.asiae.co.kr/en/article/2026110209390481850 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 4d ago

    Digital Realty and Equinix Book Record Leases, as Oracle Shrugs Off Project Jupiter's Power Risk and a Court Keeps xAI's Turbine Case Alive

    Data center landlords Digital Realty and Equinix posted record bookings and pricing power, while Oracle insisted it isn't worried about the power and financing questions around its 2.45 GW Project Jupiter campus. Exelon's PJM filings show 37 GW of large-load requests shrinking to about 6 GW of 2031 demand, and a federal court denied xAI's motion to dismiss the NAACP's Clean Air Act suit over its Southaven turbines. In this episode: 1. Digital Realty (DLR) Q3 2026 Earnings Call Transcript | The Motley Fool — The Motley Fool https://www.fool.com/earnings/call-transcripts/2026/10/30/digital-realty-dlr-q3-2026-earnings-call-transcript/ 2. Oracle Dismisses Investor Concerns Over $165 Billion Project Jupiter AI Data Centre; Says 'We're Actually Not Too Worried' | Tech News - News18 — Ayush Mukherjee https://www.news18.com/tech/oracle-dismisses-investor-concerns-over-165-billion-project-jupiter-ai-data-centre-says-were-actually-not-too-worried-ws-l-10405361.html 3. Exelon’s 37 GW load list and PJM’s 2031 demand forecast — Mara Voss https://btw.media/en/exelon-37gw-request-list-2031-demand-forecast-en 4. Court tosses request to block Clean Air Act lawsuit against Musk’s xAI - Southern Environmental Law Center — Southern Environmental Law Center https://www.selc.org/press-release/court-tosses-request-to-block-clean-air-act-lawsuit-against-musks-xai/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 5d ago

    Amazon's Free Cash Flow Goes $42 Billion Negative and Microsoft Borrows, as PJM Refiles Its Backstop and Hyperscaler Groups Back Paying Twice for the Grid

    Amazon closes out the hyperscaler earnings round with capex above $75 billion in the quarter, and Microsoft plans its first bond sale in almost a decade. PJM refiles its reliability backstop with March 2027 bidding, buyer groups backed by the hyperscalers endorse a Senate bill that would charge big loads for both new and existing grid, and ERCOT asks the PUC to toss the first Batch Zero appeal. In this episode: 1. Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall St. – DNYUZ — New York Times https://dnyuz.com/2026/10/30/big-techs-data-center-blitz-is-burning-through-cash-and-scaring-wall-st/ 2. PJM backstop procurement: March 2027 bidding proposed — Jonas Muthoni https://microgridmedia.com/pjm-backstop-procurement-amended-filing-2026/ 3. Are data centers ready to pay double to unclog the grid? | Latitude Media — Latitude Media https://www.latitudemedia.com/news/are-data-centers-ready-to-pay-double-to-unclog-the-grid/ 4. ERCOT Asks the PUC to Throw Out the First Batch Zero Appeal With Prejudice | Morning Briefing, Oct 29, 2026 — Morning Briefing, Oct 29, 2026 https://powergrabtx.com/briefings/morning-briefing-2026-10-29/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 6d ago

    Alphabet Spends $51 Billion and Burns Cash While Microsoft Prints It, as CAISO Approves Its Large-Load Rules

    Microsoft and Alphabet's quarter splits on free cash flow as AI capex climbs, CAISO's board sends its large-load proposal to FERC, and Batch Zero turns into litigation in Texas. Plus Latitude Media on cracking turbines in the onsite gas rush. In this episode: 1. Particle: Hyperscalers Report Soaring Cloud Sales as AI Capacity Strains Cash and Supply — Particle https://particle.news/story/hyperscalers-report-soaring-cloud-sales-as-ai-capacity-strains-cash-and-supply 2. CAISO Board advances new procedures for connecting large loads quickly and reliably | California ISO — California ISO https://www.caiso.com/about/news/news-releases/caiso-board-advances-new-procedures-for-connecting-large-loads-quickly-and-reliably 3. Five Developers Have Now Appealed ERCOT's Batch Zero Rulings, and PUC Staff Expects Up to 20 More | Morning Briefing, Oct 28, 2026 — Morning Briefing, Oct 28, 2026 https://powergrabtx.com/briefings/morning-briefing-2026-10-28/ 4. The cracks in the AI race for onsite gas power — Latitude Media https://www.latitudemedia.com/news/cracks-ai-race-for-onsite-gas-power/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. Oct 28

    Meta Turns to a $95 Billion Stock Sale, With Nvidia Buying In, as North Carolina Pushes Data Centers to Pay for Power Plants

    Meta plans to raise up to $95 billion in stock for its data center buildout, and Nvidia says it will put $3 billion into the offering. North Carolina's governor and attorney general want Duke's large-load deal to cover new generation, CenterPoint says about 12 GW of Houston large load remains in ERCOT's Batch Zero, and CAISO's board votes today on its large-load rules. In this episode: 1. Meta to sell up to $95B in stock to finance AI infrastructure buildout - SiliconANGLE — SiliconANGLE https://siliconangle.com/2026/10/26/meta-to-sell-up-to-95b-in-stock-to-finance-ai-infrastructure-buildout/ 2. NC Gov, AG call for data center owners to help pay for new ... — NC Newsline https://ncnewsline.com/2026/10/27/nc-gov-ag-call-for-data-center-owners-to-help-pay-for-new-power-plants/ 3. CenterPoint Lifts 10-Year Capital Plan to $70.7 Billion as About 12 GW of Houston Large Load Sits in ERCOT's Batch Zero — Marcus Reyes https://datacenterfeed.com/article/centerpoint-70-7-billion-capital-plan-houston-batch-zero-large-load-october-2026 4. CAISO's board votes tomorrow on new grid rules for very large electricity users — Junde Liu https://computelaw.blog/brief/caiso-s-board-votes-tomorrow-on-new-grid-rules-for-very-large-electricity-users/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. Oct 27

    Anthropic's S-1 Shows a Lab Leasing Its Own Data Centers as MISO's Large-Load Fast Track Draws State Opposition

    Anthropic's newly public prospectus describes a hybrid compute model and lists data center moratoriums as a key risk, while 11 MISO states, Google and clean energy groups ask FERC to reject MISO's LARS fast track. Plus an ESIG and Brattle model of when a 500 MW load raises rates, and a Secaucus vote on an 80 MW cap. In this episode: 1. Anthropic is leasing data centers to reduce reliance on ... — Daniel Howley https://finance.yahoo.com/technology/article/anthropic-is-leasing-data-centers-to-reduce-reliance-on-amazon-google-others-173843933.html 2. Clean energy groups, states oppose MISO’s large load-generation study plan | Utility Dive — Utility Dive https://www.utilitydive.com/news/miso-large-load-lars-ferc-google-oms/849887/ 3. New ESIG/Brattle Report Quantifies How Large Loads Affect Electricity Rates for Existing Customers in Four Regions  | ESIG — Ryan Willis https://www.esig.energy/report-quantifies-how-large-loads-affect-electricity-rates-for-existing-customers/ 4. Secaucus, N.J. never read plans for 125 MW data-center boom, got $0 deal — Hudson TV — Hudson TV https://hudsontv.com/secaucus-nj-data-centers-hartz-landlord-zba-ties-mw-capacity-oct26/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

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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.

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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