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. 4h ago

    AI data centers lift Equinix as power and water fights widen

    Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now colliding with grid access, utility bills and local water oversight. In this episode: Top stories: 1. Equinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook — PR Newswire https://www.prnewswire.com/news-releases/equinix-reports-second-quarter-results-raises-2026-guidance-and-long-term-outlook-302838047.html 2. Microsoft newly elevates electricity into a detailed datacenter expansion bottleneck, citing constrained generation, transmission and distribution infrastructure, delayed power connections, utility and regulatory requirements, and alternatives that may not scale in time or may cost more. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm 3. Trump expands a voluntary pledge to protect consumers ... — The Associated Press https://www.miamitimesonline.com/business/trump-expands-a-voluntary-pledge-to-protect-consumers-from-high-utility-bills-from-ai-data/article_3673206f-862f-452c-bb93-0434f7d0c95a.amp.html 4. Georgia Power Filings Show 3.2GW Grid Queue Before OpenAI Camellia Debut | SendTech Times — SendTech Times https://stechtimes.com/en/article/georgia-power-filings-put-openais-32gw-camellia-campus-in-grid-queue-ms4ps2zf 5. Ohio Reverses Plan After 7,000 Public Comments Oppose Easier Wastewater Rules for Data Centers - CRBC News — CRBC News https://www.crbcnews.com/articles/6a67c9225db02963df1709d3 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 1d ago

    PJM, ERCOT and Investors Wrestle With AI Load

    PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets. In this episode: Top stories: 1. PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines — PJM Inside Lines https://insidelines.pjm.com/pjm-board-directs-action-on-resource-adequacy-affordability-and-large-loads/ 2. CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal — Houston Business Journal https://www.bizjournals.com/houston/news/2026/07/28/centerpoint-ercot-batch-zero-power-demand-projects.html 3. Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent — The Nevada Independent https://thenevadaindependent.com/article/nevadas-electric-utility-is-suing-a-major-data-center-company-heres-why 4. Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead — InfotechLead https://infotechlead.com/data-center/orange-and-morrison-launch-e3-bn-france-data-centre-jv-targeting-400-mw-ai-and-cloud-capacity-97323 5. TPG Reportedly Eyes $3B Acquisition Of Data Center Firm — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/tpg-eyes-3b-acquisition-of-data-center-firm-netrality-135593 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 2d ago

    AI buildout squeezes grids, fiber routes, and town halls

    NextEra Energy’s Dominion bid and Iowa nuclear restart put utility scale at the center of AI load growth, while Verizon’s $1 billion Google fiber deal and new local siting fights show the buildout straining networks, grids, and permitting. In this episode: Top stories: 1. NextEra aims to cash in on surging power demand from data centers - E&E News by POLITICO — E&E News https://www.eenews.net/articles/nextera-aims-to-cash-in-on-surging-power-demand-from-data-centers/ 2. Verizon signs $1B dark fiber deal with Google - Telecompetitor — Telecompetitor https://www.telecompetitor.com/verizon-signs-1b-dark-fiber-deal-with-google/ 3. States cannot be granted filing rights under Section 205 of the Federal Power Act | Utility Dive — Utility Dive https://www.utilitydive.com/news/states-ferc-filing-rights-section-205-pjm/826170/ 4. Plymouth Township opposes Conshohocken data center - WHYY — WHYY https://whyy.org/articles/conshohocken-data-center-proposal-plymouth-township-pushes-back/ 5. Namyangju Mega Data Center Stalls Over Power, Water Supply - Seoul Economic Daily — Seoul Economic Daily https://en.sedaily.com/technology/2026/07/27/namyangju-mega-data-center-stalls-over-power-water-supply Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 3d ago

    Data centers trip grid alarms from PJM to Texas

    PJM saw more than 3 GW of data-center demand drop offline during a voltage event, while Texas moves to shield households from expansion costs and a California AI campus fights for Colorado River water, sharpening the grid-and-resource politics of AI infrastructure. In this episode: Top stories: 1. Power Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks | Financial Post — Financial Post https://financialpost.com/pmn/business-pmn/power-grids-reach-tipping-point-as-100f-weather-us-data-center-boom-stress-aging-networks 2. Massive disconnect of power roils largest US electric grid — Reuters https://www.aol.com/articles/massive-disconnect-power-roiled-largest-222641000.html 3. Governor Abbott Announces PUC And ERCOT Actions Protecting Residential Ratepayers From Data Center Costs | Brownwood News — Brownwood News https://www.brownwoodnews.com/2026/07/26/governor-abbott-announces-puc-and-ercot-actions-protecting-residential-ratepayers-from-data-center-costs/ 4. IVCM Sues IID for 260M Gallons of Colorado River Water · TFTC — TFTC https://www.tftc.io/ivcm-ai-data-center-colorado-river-water-lawsuit-iid Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 4d ago

    FERC Puts PJM on Notice as AI Load Hits Water and Chip Supply

    FERC is warning PJM to adopt grid reforms by September or face federal action, while Virginia weighs tighter data-center water rules and Wistron starts U.S. assembly of NVIDIA GB300 systems in Fort Worth. In this episode: Top stories: 1. FERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive — Utility Dive https://www.utilitydive.com/news/ferc-pjm-governance-reforms-data-centers-capacity-market/826140/ 2. Virginia study on groundwater, data centers calls for tighter water regulations — WSLS https://www.wsls.com/business/2026/07/24/virginia-study-on-groundwater-data-centers-calls-for-tighter-water-regulations/ 3. Fort Worth Factory Becomes First US Site to Build NVIDIA GB300 Superchips — TechTimes https://www.techtimes.com/articles/321457/20260724/fort-worth-factory-becomes-first-us-site-build-nvidia-gb300-superchips.htm Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 6d 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

  7. Jul 23

    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

  8. Jul 22

    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

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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