The Data Center Daily

The Data Center Daily — Lantern Podcasts
  • 3.0 (3)
  • Business News
  • Updated 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. 14h ago

    DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap

    PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled. In this episode: Top stories: 1. PJM Data Center Power Demand: DOE Pushes FERC on Costs — Discovery Alert https://discoveryalert.com/news/pjm-data-center-power-demand-doe-ferc-october-2026/ 2. Applied Digital signs a 15-year power deal with a planned 1,200 MW gas plant for its Polaris Forge 3 campus, from a developer run by its own executives | Colocation Scout — Colocation Scout https://colocationscout.com/news-applied-digital-base-electron-1200mw-ppa-polaris-forge-3.html 3. What happened to Duke’s clean transition tariff? — Latitude Media https://www.latitudemedia.com/news/what-happened-to-dukes-clean-transition-tariff/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 1d ago

    Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates

    Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid. In this episode: Top stories: 1. Voltus raises $225 million to scale BYOC for data centers — Latitude Media https://www.latitudemedia.com/news/voltus-raises-225-million-to-scale-byoc-for-data-centers/ 2. Duke Energy, Amazon and Google Back Data Centre Cost Deal — Data Centre Magazine https://datacentremagazine.com/news/duke-energy-amazon-and-google-back-data-centre-cost-deal 3. Google Deal Backs 890 MW of Constellation Nuclear Uprates ... — POWER https://www.powermag.com/google-deal-backs-890-mw-of-constellation-nuclear-uprates-at-11-pjm-reactors/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 2d ago

    Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City

    Black Hills signs on to serve Google's Cheyenne campus with a 2.7 GW resource stack built largely on undisclosed third-party supply, and Indiana County's posted filing names AWS for 36 buildings at the Homer City gas campus. Also: Oracle's Wisconsin transmission line restarts review, Firmus and CDC end Project Southgate, and SpaceX reportedly seeks $40 billion to buy Nvidia chips. In this episode: 1. Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming — Finviz https://finviz.com/news/399523/black-hills-corp-executes-definitive-agreements-to-serve-googles-planned-data-center-in-cheyenne-wyoming 2. AWS Files 36-Building Data Center Plan at 4.5GW Homer City Campus — Mike Bavto https://baxtel.com/news/aws-files-36-building-data-center-plan-at-4-5gw-homer-city-campus 3. US Opposition Intensifies! Another Mega Data Center by Oracle Risks Stalling Due to "Power Connection Issues" | Longbridge — Wallstreetcn https://longbridge.com/en/news/301090080 4. Firmus, CDC end planned $51B Australian AI buildout — Robert Clark https://www.lightreading.com/data-centers/firmus-cdc-end-planned-51b-australian-ai-buildout 5. SpaceX Reportedly Seeking $40 Billion Financing To Buy ... — Amit Chowdhry https://pulse2.com/spacex-reportedly-seeking-40-billion-financing-to-buy-nvidia-ai-chips/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 3d ago

    First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns

    Blue Energy filed ERCOT's first small modular reactor interconnection request, planning up to 1.5 GW of GE Vernova Hitachi BWRX-300s for a Crusoe data center. Meanwhile, Amazon is pledging $1 billion to data center communities, and Taylor, Texas, votes on annexing a 500 MW campus. In this episode: Top stories: 1. First Small Nuclear Reactors Seeking to Connect to Texas Grid — Energy Connects https://www.energyconnects.com/news/renewables/2026/october/first-small-nuclear-reactors-seeking-to-connect-to-texas-grid/ 2. Where are the barriers to flexible interconnection? | Latitude Media — Latitude Media https://www.latitudemedia.com/news/where-are-the-barriers-to-flexible-interconnection/ 3. Amazon commits $1 billion to communities near data centers, AWS CEO says it no longer uses NDAs with government agencies | TechRadar — TechRadar https://www.techradar.com/pro/amazon-commits-usd1-billion-to-communities-near-data-centers-aws-ceo-says-it-no-longer-uses-ndas-with-government-agencies 4. Taylor Data Center Annexation Vote Tests City Authority — The Texas Dispatch https://thetexasdispatch.com/taylor-data-center-annexation-vote-oct-8/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 4d ago

    Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms

    The New York Times reports Meta has claimed billions in research tax credits by treating its AI data centers as experimental pilot models. Plus Michigan's conditional approval of DTE's Google contracts, MISO's 120-day study for paired large loads and generation, TeraWulf's 1 GW Muskie contract, and a cooler IPO window for data center builders. In this episode: 1. How Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times — Kashmir Hill, Jesse Drucker, Eli Tan, Mike Isaac https://www.seattletimes.com/business/how-meta-uses-ai-data-centers-to-avoid-billions-in-federal-taxes/ 2. MPSC Approves Electric Energy Contracts For Data Center - MetroDetroitToday.com — MetroDetroitToday.com https://www.metrodetroittoday.com/news/business/mpsc-approves-electric-energy-contracts-for-data-center 3. MISO proposes fast-track large load, generation study process | Utility Dive — Ethan Howland https://www.utilitydive.com/news/miso-large-load-generation-study-lars-ferc/832114/ 4. TeraWulf Doubles Muskie Contracted Power to 1 GW as AI Demand Pulls 500 MW Forward by a Year | AI Industry Today — AI Industry Today https://aiindustrytoday.com/news/terawulf-doubles-muskie-contracted-power-to-1-gw-as-ai-demand-pulls-500-mw-forward-by-a-year/ 5. Wall Street is growing skeptical of the data center boom — Maureen Farrell https://www.inquirer.com/business/data-centers-wall-street-backlash-skepticism-investors-build-20261004.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 5d ago

    Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers

    Oracle proposes absorbing about $300 million of rising Point Beach nuclear costs for its Port Washington campus, while Spain's draft decree would make data centers prove hour-by-hour renewable backing or lose their grid permits. Plus Crusoe-linked filings with no tenant, Memphis's moratorium vote, and Indonesia halting BDx's 640 MW campus. In this episode: 1. Oracle volunteers to absorb a $300 million nuclear bill in Wisconsin · The Inference — Vincent Jiang https://theinference.org/article/oracle-volunteers-to-absorb-a-300-million-nuclear-bill-in-wisconsin 2. Spain data centre decree 80 per cent hourly renewable rule — Kevin Yeandel https://www.yeandel.co.uk/22-q3-2026-updates/spain-granted-twelve-planned-four.html 3. Crusoe files a $4.8bn Jayton campus and Project Hyper hits $12bn with no tenant named · The Inference — The Inference https://theinference.org/article/crusoe-files-a-4-8bn-jayton-campus-and-project-hyper-hits-12bn-with-no-tenant-named 4. Memphis Data Center Moratorium Faces Final Council Vote — Hoodline https://hoodline.com/2026/10/memphis-council-faces-final-vote-on-data-center-pause-as-rally-targets-musk/ 5. Indonesia Halts BDx 640MW AI Data Centre Over Outstanding Approvals | Technology — Headtopics https://sg.headtopics.com/news/indonesia-halts-singapore-firm-bdx-s-640mw-ai-data-centre-88433903 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. 6d ago

    Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County

    A bipartisan Senate permitting package would make data centers pay both incremental and embedded transmission costs, while OpenAI takes a 20-year, roughly 8-gigawatt lease at SB Energy's Ohio campus backed by more than 9 gigawatts of planned gas. Plus TVA's Clinch River SMR permit and two fights over who gives up land for data center transmission lines in Louisiana and Indiana. In this episode: 1. The Senate Permitting Deal Contains a Data Center Double Tap - Heatmap News — Heatmap News https://heatmap.news/daily/data-center-permitting-deal 2. OpenAI signs 20-year, 8GW lease at Ohio's Pike… · Slicast — Slicast https://slicast.com/article/qlxv8l 3. NRC Approves Construction for First U.S. Commercial SMR at Clinch River — Power Still Years Away - CRBC News — Annemarije de Boer https://www.crbcnews.com/articles/6abea6433f9131b3e0d2b737 4. Louisiana landowners oppose transmission line meant to support Meta’s data center — Rob LaPerle https://www.kalb.com/2026/10/03/louisiana-landowners-oppose-transmission-line-meant-support-metas-data-center-entergy-attempts-quell-concerns/ 5. IURC Lets Blackstone-Backed JV Take Land for 100 Miles of Lines Serving LEAP | Hoosier Enquirer — Hoosier Enquirer Team https://www.hoosierenquirer.com/post/iurc-lets-blackstone-backed-jv-take-land-for-100-miles-of-lines-serving-leap Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. Oct 3

    Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build

    Pennsylvania regulators propose interrupting new large loads that haven't brought their own capacity before anyone else during PJM grid events, while a $60 billion debt package forms behind Broadcom's compute for Anthropic. Plus Colossus's 90-day leases, a Microsoft-linked New Jersey site's year of unpermitted NOx, and Amazon's $1 billion community pledge. In this episode: 1. Pennsylvania PUC votes 4 to 0 to curtail new large loads first — Energy News https://energynews.biz/pennsylvania-puc-large-load-curtailment-tentative-order/ 2. Broadcom’s Syndicate Starts Raising $60 Billion for Anthropic’s AI Compute Buildout | AI Industry Today — AI Industry Today Desk https://aiindustrytoday.com/news/broadcoms-syndicate-starts-raising-60-billion-for-anthropics-ai-compute-buildout/ 3. xAI turns surplus GPUs into a leasing business as it chases more capacity — Diego Almada Lopez https://cryptobriefing.com/xai-leases-compute-anthropic-google/ 4. NJ data center polluted for a year before regulators stepped in — Latitude Media https://www.latitudemedia.com/news/nj-data-center-polluted-for-a-year-before-regulators-stepped-in/ 5. Amazon’s $1B plan to combat data center backlash draws more backlash - Ars Technica — Ars Technica https://arstechnica.com/tech-policy/2026/10/amazons-1b-plan-to-combat-data-center-backlash-draws-more-backlash/ 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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