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. 9h ago

    ERCOT’s AI Load Wave Hits the Cost-Allocation Wall

    ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals. In this episode: Top stories: 1. Texas grid slammed by 519 power-hungry AI data center requests in just two years — The Cool Down https://www.thecooldown.com/green-tech/texas-data-centers-electricity-impact-power-grid/ 2. ‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO — POLITICO https://www.eenews.net/articles/buckle-up-ferc-lawmakers-grapple-with-data-center-costs/ 3. RWE secures Meta PPA on 298-MW Texas solar project — Solar Power World https://www.solarpowerworldonline.com/2026/06/rwe-secures-meta-ppa-on-298-mw-texas-solar-project/ 4. Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat — TelecomTalk https://telecomtalk.info/reliance-meta-ai-datacentre-in-gujarat-jamnagar/1008451/ 5. NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs — Wccftech https://wccftech.com/nvidia-first-co-packaged-optics-switch-lands-at-lambda-cutting-3kw-per-rack/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  2. 1d ago

    States Make Data Centers Pay as AI Capacity Keeps Scaling

    Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Reliance deal shows AI capacity demand still scaling globally. In this episode: Top stories: 1. Ohio lawmakers introduce sweeping new data center legislation - Route Fifty — Route Fifty https://www.route-fifty.com/artificial-intelligence/2026/06/ohio-lawmakers-introduce-sweeping-new-data-center-legislation/414089/ 2. Abbott wants data centers fully funding electric needs — KXAN https://www.kxan.com/news/texas/governor-abbott-directs-public-utility-commission-to-require-data-centers-to-fully-fund-electric-needs/ 3. Meta taps RIL for AI data centre capacity - The Times of India — The Times of India https://timesofindia.indiatimes.com/business/international-business/meta-taps-ril-for-ai-data-centre-capacity/articleshow/131647108.cms 4. Brattle Experts Examine the Potential Impacts of Large Loads on Transmission Investment Needs and Electricity Prices in Iowa and Wisconsin - Brattle — Brattle https://www.brattle.com/insights-events/publications/brattle-experts-examine-the-potential-impacts-of-large-loads-on-transmission-investment-needs-and-electricity-prices-in-iowa-and-wisconsin/ 5. DEQ meeting about data center discharge water into Lake Anna tributaries turns contentious — WHSV https://www.whsv.com/2026/06/10/deq-meeting-about-data-center-discharge-water-into-lake-anna-tributaries-turns-contentious/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    12 min

  3. 2d ago

    Broadcom’s AI Commitments Hit Real-World Data Center Gates

    Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and permitting into harder gates for data center growth. In this episode: Top stories: 1. Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm 2. Broadcom arranged an investor-partner structure for AI racks based on its custom AI accelerators and agreed to backstop the customer’s lease obligations, with maximum exposure of $29 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm 3. Step Back: As FERC and the RTOs start carving out faster, conditional paths for massive data center loads, where is the line between legitimate flexible service and queue-jumping that shifts transmission risk onto other customers? 4. City could take back land if xAI doesn't finish greywater facility — WREG https://wreg.com/news/local/xai-memphis/city-officials-feel-positive-that-xais-water-recycling-facility-progressing-but-say-they-could-take-land-back/ 5. New York may temporarily freeze new large data centers - TechInformed — TechInformed https://techinformed.com/new-york-may-temporarily-freeze-new-large-data-centers/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    14 min

  4. 3d ago

    AI Data Centers Face Curtailable Power and a Hard Supply Ceiling

    FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-gigawatt capacity gap, Delaware weighs bring-your-own-power rules, TikTok wins a $25 billion Thailand buildout, and Nvidia tightens South Korea memory partnerships. In this episode: Top stories: 1. NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. — Energy Central https://www.energycentral.com/energy-management/post/news-ferc-has-greenlit-spp-s-proposal-to-offer-data-centers-temporary-inxpqWQTeA8SqLf 2. AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times — The Economic Times https://economictimes.indiatimes.com/tech/artificial-intelligence/ai-driven-data-centre-demand-far-outstrips-supply-despite-record-hyperscaler-spending-jefferies/articleshow/131578925.cms 3. Bills would require, incentivize Delaware data centers to bring their own power - Spotlight Delaware — Spotlight Delaware https://spotlightdelaware.org/2026/06/08/bills-would-require-incentivize-delaware-data-centers-to-bring-their-own-power/ 4. TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout — TechTimes https://www.techtimes.com/articles/317991/20260608/tiktok-wins-approval-25-billion-thailand-data-center-buildout.htm 5. Nvidia clinches deals with South Korean giants including SK Group to advance AI boom - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nvidia-clinches-deals-south-korean-giants-including-sk-group-advance-ai-boom Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    12 min

  5. 4d ago

    AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall

    ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 supply ramp and local governments from Reno to Statesboro tighten data-center siting rules. In this episode: Top stories: 1. Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire — Reuters https://gvwire.com/2026/06/05/texas-grid-flags-risks-as-data-centers-crypto-sites-fail-voltage-tests/ 2. Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship — TechTimes https://www.techtimes.com/articles/317855/20260605/nvidia-vera-rubin-hbm4-jensen-huang-confirms-all-three-suppliers-production-q3-ship.htm 3. Blackstone Bets $30 Billion on India as US Data Center Capacity Collapses | AI | based.info — based.info https://based.info/blackstone-bets-30-billion-on-india-as-us-data-center-capacity-collapses/ 4. Reno City Council extends data center moratorium — Nevada Current https://missoulacurrent.com/data-center-moratorium/ 5. Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control - Grice Connect — Grice Connect https://www.griceconnect.com/local-news/statesboro-approves-data-center-rules-in-3-1-vote-after-concerns-over-water-ai-and-local-control-12365705 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 min

  6. Jun 5

    OpenAI’s $50B Compute Bill Meets Grid Pushback

    OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center moratorium. In this episode: Top stories: 1. BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 — BERNAMA https://bernama.com/en/news.php?id=2553577 2. AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg — Bloomberg https://www.bloomberg.com/news/articles/2026-06-04/ai-data-center-boom-risks-breakup-of-biggest-us-power-grid-operator 3. FERC waiver cuts years off Three Mile Island nuclear plant restart timeline — Power-Engineering https://www.power-eng.com/nuclear/ferc-waiver-cuts-years-off-three-mile-island-nuclear-plant-restart-timeline/ 4. Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch — Hoodline https://hoodline.com/2026/06/austin-data-center-surge-puts-texas-grid-on-record-shattering-watch/ 5. Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban — GeekWire https://www.geekwire.com/2026/data-center-operator-reveals-plans-for-downtown-seattle-facility-as-city-weighs-one-year-ban/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 min

  7. Jun 4

    AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories

    PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion. In this episode: Top stories: 1. PJM Monitor: AI Data Center Growth Reshaping Power Markets — Data Center Knowledge https://www.datacenterknowledge.com/energy-power-supply/pjm-monitor-ai-data-center-growth-reshaping-power-markets 2. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate 3. Nvidia says Vera Rubin platform enters full production — DataCenterNews US https://datacenter.news/story/nvidia-says-vera-rubin-platform-enters-full-production 4. Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times — The Business Times https://www.businesstimes.com.sg/international/global/private-infrastructure-real-estate-capital-play-larger-financing-role-ai-data-centre-boom-goldman 5. Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal — TNGlobal https://technode.global/2026/06/03/singapore-based-data-center-developer-bdx-secures-1-2-gw-of-power-in-indonesia-with-state-utility-pln/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    9 min

  8. Jun 3

    AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply

    ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems. In this episode: Top stories: 1. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate 2. PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) — Zero-Emission Grid https://www.zeroemissiongrid.com/iso-rto-meeting-summaries/pjm-pc-06-02-26/ 3. Record $16B Data Center Project Advances in Michigan | Engineering News-Record — Engineering News-Record https://www.enr.com/articles/63087-record-16b-data-center-project-advances-in-michigan 4. New Florence AWS data center to tap local aquifer for water - ABC17NEWS — ABC17NEWS https://abc17news.com/weather/insider-blog/2026/06/02/new-florence-aws-data-center-to-tap-local-aquifer-for-water/ 5. Nvidia Says AI Demand Could Keep Supply Tight Through 2027 — Winbuzzer https://winbuzzer.com/2026/06/02/nvidia-says-ai-demand-could-keep-supply-tight-through-2027-xcxwbn/ Got 60 seconds? Tell us what you think and help shape the show: https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily 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
    28
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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