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. 1d ago

    Pension capital, grid rules and local vetoes hit AI buildout

    CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built. In this episode: Top stories: 1. CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/business/article-cppib-invests-with-eqt-to-build-data-centres/ 2. FERC Orders Regional Grid Operators to Justify or Reform Tariff ... — Troutman Pepper Locke https://www.jdsupra.com/legalnews/ferc-orders-regional-grid-operators-to-4073455/ 3. Georgia Power bets on growing data center demand for energy | Macon Telegraph — The Telegraph https://www.macon.com/news/environment/article316332066.html 4. Oracle : New Mexico Environment Department Letter — Marketscreener https://au.marketscreener.com/news/oracle-new-mexico-environment-department-letter-ce7f5fd3da8ff127 5. Digital Gateway data center project dies after final developer withdraws appeal - WTOP News — InsideNoVa.com https://wtop.com/prince-william-county/2026/07/digital-gateway-data-center-project-dies-after-final-developer-withdraws-appeal/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 min

  2. 2d ago

    PJM Stress Pulls Data Centers Into Grid Rulemaking

    PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets hyperscale assets in Northern Virginia. In this episode: Top stories: 1. DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC — TFTC https://www.tftc.io/doe-emergency-order-ai-data-centers-backup-generators-pjm-record-demand 2. PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers — PA Environment Digest Blog http://paenvironmentdaily.blogspot.com/2026/07/puc-invites-comments-on-potential.html 3. Ferc addresses arguments on rehearing 9559652 — Troutman Pepper https://www.jdsupra.com/legalnews/ferc-addresses-arguments-on-rehearing-9559652/ 4. Kline Twp. residents say questions remain after data center sessions — Standard Speaker https://www.standardspeaker.com/2026/07/02/kline-twp-residents-say-questions-remain-after-data-center-sessions/ 5. Realty Income Joins JV To Acquire Hyperscale Data Centers — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/realty-income-joins-jv-to-acquire-hyperscale-data-centers-135259 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  3. 3d ago

    Digital Realty Tightens Its Grip on Northern Virginia AI Capacity

    Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR shares tied to the deal. In this episode: Top stories: 1. Digital Realty Pays $3.5B for Blackstone Data Center Stakes — Data Center Knowledge https://www.datacenterknowledge.com/build-design/digital-realty-pays-3-5b-for-blackstone-data-center-stakes 2. Digital Realty to Buy Blackstone Data Centers | InsiderFinance — InsiderFinance https://www.insiderfinance.io/news/digital-realty-to-buy-blackstone-data-centers Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    5 min

  4. 4d ago

    Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout

    Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-megawatt benchmark for AI infrastructure. In this episode: Top stories: 1. Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone — Blackstone https://www.blackstone.com/news/press/digital-realty-announces-purchase-of-blackstone-interest-in-three-northern-virginia-data-centers/ 2. Digital Realty Announces Secondary Offering of Common Stock — Globe Newswire https://www.globenewswire.com/news-release/2026/06/29/3319288/0/en/Digital-Realty-Announces-Secondary-Offering-of-Common-Stock-by-Blackstone.html 3. Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets — Value The Markets https://www.valuethemarkets.com/cryptocurrency/news/digital-realty-sets-new-valuation-benchmark-for-ai-infrastructure Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    7 min

  5. 5d ago

    Digital Realty’s Power Path Meets Local Grid Pushback

    Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allocation fights deeper into permitting and regulation. In this episode: Top stories: 1. Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm 2. Digital Realty agreed to buy out Blackstone’s blended 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, moving three Northern Virginia hyperscale developments toward wholly owned Digital Realty status. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm 3. DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns — TMC Insight https://insight.tmcnet.com/insight/desoto-county-moves-toward-data-center-moratorium-as-dcip-group-project-sparks-water-and-power-concerns-mqz4oeg9 4. Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future - Climate 411 — Environmental Defense Fund https://blogs.edf.org/climate411/2026/06/29/grid-expectations-re-wiring-duke-energys-rate-case-for-a-clean-energy-future/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  6. 6d ago

    Local Data Center Pushback Moves From Ballots to Water and Zoning

    Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build. In this episode: Top stories: 1. Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw — The Cool Down https://www.thecooldown.com/green-tech/brookville-data-center-development-moratorium-water-concerns/ 2. Yondr JK 1 prices USD $715m notes for Virginia data centre — DataCenterNews US https://datacenter.news/story/yondr-jk-1-prices-usd-715m-notes-for-virginia-data-centre 3. Could new zoning rules stop a data center from rising next to the Nashville Zoo? — NewsChannel 5 https://www.newschannel5.com/news/state/tennessee/davidson-county/could-new-zoning-rules-stop-a-data-center-from-rising-next-to-the-nashville-zoo 4. Draft zone changes limit data centers in Fayette County | Lexington Herald Leader — Lexington Herald Leader https://www.kentucky.com/news/local/counties/fayette-county/article316284740.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  7. Jun 26

    FERC Tariff Push Meets Data Center Siting Blowback

    FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and flexible-service questions while water scarcity and local bans add siting risk for data center developers. In this episode: Top stories: 1. FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development — JD Supra https://www.jdsupra.com/legalnews/ferc-directs-new-york-independent-2348120/ 2. FERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States — Mondaq https://www.mondaq.com/unitedstates/utilities/1805318/ferc-issues-show-cause-order-to-southwest-power-pool-inc 3. When the Well Runs Dry: How Water Scarcity May Limit Data Center Development | ArentFox Schiff - JDSupra — ArentFox Schiff https://www.jdsupra.com/legalnews/when-the-well-runs-dry-how-water-9607382 4. People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States — Mondaq https://www.mondaq.com/unitedstates/construction-planning/1805946/people-power-vs-streaming-power-why-the-data-center-backlash-is-becoming-a-legal-risk-developers-cannot-ignore Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  8. Jun 25

    Data center buildout hits grid, water and zoning tests

    FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over water, zoning and heat-island rules show the buildout’s constraints are becoming operational, not theoretical. In this episode: Top stories: 1. Digital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas — Telecom Review Americas https://www.telecomreviewamericas.com/articles/wholesale-and-capacity/digital-realty-powers-the-ai-era-with-strategic-infrastructure-and-acquisitions/ 2. Energy Regulator Staves Off Critique in New Data Center Orders — Bloomberg Law https://news.bloomberglaw.com/environment-and-energy/energy-regulator-staves-off-critique-in-new-data-center-orders 3. Virginia's drought is so severe even data centers face the same water limits as everyone else — The Cool Down https://www.thecooldown.com/green-tech/data-centers-drought-restrictions-virginia/ 4. Clark County, Nev., Commissioners Approve Data Center Project — GovTech https://www.govtech.com/artificial-intelligence/clark-county-nev-commissioners-approve-data-center-project 5. Spalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com — Griffin Daily News https://www.griffindailynews.com/news/spalding-boc-to-hold-zoning-hearing-on-4th-data-center-thursday/article_21c20183-7efe-55d7-9f38-1bfe1dfeb96d.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 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
    45
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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