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. 14H AGO

    Nvidia’s AI Boom Meets $15B Compute Leases and Resource Strain

    Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed how AI infrastructure demand is turning into hard capacity, power, water, and capital commitments. In this episode: Top stories: 1. Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU — AI Insider https://theaiinsider.tech/2026/05/21/nvidia-posts-81-6b-quarter-and-bets-200b-on-agentic-ai-with-new-vera-cpu/ 2. Anthropic is paying $15 billion a year for access to Elon Musk’s data centers | The Verge — The Verge https://www.theverge.com/science/935229/spacex-anthropic-ipo-ai-capacity-deal-colossus 3. Blackstone's $5bn Backs Google Cloud AI Infrastructure Push | FinTech Magazine — FinTech Magazine https://fintechmagazine.com/news/blackstone-and-google-commit-us-5bn-for-new-ai-cloud-company-with-google 4. FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost Caps, Warns of Potential Loss of 4,500 MW of Colorado River Hydropower This Summer - Daily Energy Insider — Daily Energy Insider https://dailyenergyinsider.com/hearing-summaries/52386-ferc-unanimously-proposes-doubling-natural-gas-blanket-certificate-cost-caps-warns-of-potential-loss-of-4500-mw-of-colorado-river-hydropower-this-summer/?amp= 5. Well permits disclose how Project Blue will get its water — KGUN 9 https://www.kgun9.com/news/community-inspired-journalism/southeast-side-news/well-permits-disclose-how-project-blue-will-get-its-water Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  2. 1D AGO

    AI Data Center Deals Go Gigawatt as Grid Terms Tighten

    Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms. In this episode: Top stories: 1. Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider — Markets Insider https://markets.businessinsider.com/news/stocks/applied-digital-reaches-significant-milestone-surpassing-1-gw-of-contracted-capacity-with-u-s-based-high-investment-grade-hyperscaler-lease-at-fourth-campus-polaris-forge-3-1036180900 2. Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS — ABC17 News https://abc17news.com/top-story/2026/05/20/kehoe-google-tout-15-billion-investment-to-accompany-data-center/ 3. Google is building a new $5B neocloud with Blackstone – but why? — Fierce Network https://www.fierce-network.com/cloud/google-building-new-5b-neocloud-blackstone-why 4. GridTracker Insights — May 2 – 15, 2026 — Interconnection.fyi https://interconnectionfyi.substack.com/p/gridtracker-insights-may-2-15-2026 5. IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News — Beyond Borders News https://beyondbordersnews.com/iid-board-moves-on-release-of-proposed-large-load-tariff-for-public-review/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 min

  3. 2D AGO

    Hyperscalers Push AI Capex Toward $630B as Grid Rules Loom

    Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking show the AI infrastructure race moving from GPU orders into grid jurisdiction and site capacity. In this episode: Top stories: 1. Hyperscalers Plan $630 Billion in 2026 CapEx — Datacenter Richness https://datacenterrichness.substack.com/p/hyperscalers-plan-630-billion-in 2. Step Back: FERC is being pushed to write rules for large-load interconnections, but load has usually been a utility and state-commission problem—what’s the actual jurisdictional hook here, and where could a federal rule meaningfully speed up or reshuffle AI data center projects versus just adding another process layer? 3. Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group https://www.srgresearch.com/articles/hyperscale-spending-spree-is-driving-dramatic-growth-in-data-center-capacity 4. OpenAI's Stargate Project: A Guide to the AI Infrastructure — IntuitionLabs https://intuitionlabs.ai/articles/openai-stargate-datacenter-details Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  4. 3D AGO

    AI Power Demand Moves From Permits to Megadeals

    AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging compute capacity, and local permitting fights are tightening around transmission, stormwater, and water rights. In this episode: Top stories: 1. NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand — The Economic Times https://economictimes.indiatimes.com/markets/us-stocks/news/nextera-energy-strikes-66-8-billion-deal-for-dominion-in-bets-on-ai-power-demand/articleshow/131179481.cms 2. Google, Blackstone launch cloud company as Wall Street races to fund AI boom - AOL — Yahoo Finance https://www.aol.com/finance/google-blackstone-launch-cloud-company-023203099.html 3. FERC Approves PJM Transmission Cost Updates for 2026 RTEP — Environment+Energy Leader https://environmentenergyleader.com/stories/ferc-approves-pjm-transmission-cost-updates-for-2026-rtep,126524 4. Data center: New water rights law gives less weight to pushback citing broad impact • Utah News Dispatch — Utah News Dispatch https://utahnewsdispatch.com/2026/05/18/data-center-new-utah-law-gives-less-weight-to-pushback-citing-broad-impact/ 5. PA Environment Digest Blog: DEP Accepting Comments On Stormwater Permit For SNA North LLC/QTS A.I. Data Center Project In Salem Twp., Luzerne County — PA Environment Digest http://paenvironmentdaily.blogspot.com/2026/04/dep-accepting-comments-on-stormwater.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  5. 4D AGO

    AI Data Centers Run Into the Water Ledger

    Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through water-service hearings, and a Kansas county just paused data center permits. Capacity still expands abroad, but siting fights are getting more physical. In this episode: Top stories: 1. Data centers are guzzling California’s water. We have no idea how much. — CalMatters https://calmatters.org/environment/water/2026/05/california-data-centers-water-transparency/ 2. PA Environment Digest Blog: PUC Sets July 7 Hearings On Greater Hazleton CAN DO Request To Supply 30,000 Gallons Of Water/Day To A Proposed A.I. Data Center Campus In The Humboldt Industrial Park, Luzerne County — PA Environment Digest http://paenvironmentdaily.blogspot.com/2026/04/puc-sets-july-7-hearings-on-greater.html 3. Commission declares moratorium on data centers, battery storage operations — Linn County Journal https://www.linncountyjournal.com/post/commission-declares-moratorium-on-data-centers-battery-storage-operations 4. Digital Realty Breaks Ground on 66MW Paris Data Center — B2Bdaily.com https://b2bdaily.com/it/digital-realty-breaks-ground-on-66mw-paris-data-center/ 5. Australia's NEXTDC launches $720M data center in Malaysia - TNGlobal — TechNode Global https://technode.global/2026/05/15/australias-nextdc-launches-720m-data-center-in-malaysia/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 min

  6. MAY 15

    PJM’s Summer Looks Covered, But AI Load Forecasts Don’t

    PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite. In this episode: Top stories: 1. PA power grid operator PJM ready for summer but faces data center risk — USA TODAY NETWORK https://www.publicopiniononline.com/story/news/state/2026/05/14/pa-power-grid-pjm-summer-2026-capacity/90031978007/ 2. Step Back: When a hyperscale or AI campus shows up as a multi-gigawatt load request, what proof should PJM, utilities, and state regulators require before treating it as real in resource adequacy, transmission, and capacity-market planning—and who pays if that forecast turns out wrong? 3. NERC Standards Committee Considering Supply Chain, Large Load Actions — RTO Insider https://www.rtoinsider.com/132228-nerc-standards-committee-considering-supply-chain-large-load-actions/ 4. DEP Considering Permits For 17 A.I. Data Centers Projects, Aware Of 34 Other Proposals; Data Centers In Fast Track Permitting Program Need Same Permits, Meet Same Standards As Everyone Else — PA Environment Digest Blog http://paenvironmentdaily.blogspot.com/2026/05/dep-considering-permits-for-17-ai-data.html 5. Blackstone raises $1.75 bn in data centre REIT IPO — The Economic Times https://economictimes.indiatimes.com/news/company/corporate-trends/blackstone-raises-1-75-bn-in-data-centre-reit-ipo/articleshow/131101736.cms Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    10 min

  7. MAY 14

    AI Data Centers Push Utilities Into Nuclear, Water and Tariff Fights

    AI infrastructure is colliding with utility planning in concrete ways: Kentucky utilities are testing SMRs, Georgia and South Carolina communities are pressing QTS on water and local impacts, and regulators are trying to make large-load tariffs absorb the downside risk. In this episode: Top stories: 1. Kentucky utilities turn to small nuclear reactors as data center boom tests the grid — The Cool Down https://www.thecooldown.com/green-business/kentucky-utilities-x-energy-partnership-smrs/ 2. Data center drained 30 million gallons of water without reporting or paying for it, investigation reveals — The Cooldown https://www.thecooldown.com/green-business/data-center-backlash-georgia-water-use/ 3. Step Back: As PUCs move from case-by-case data center hookups to formal “large load” rules, what specific tariff design—upfront payments, minimum bills, exit fees, curtailment rights, or collateral—actually protects other ratepayers if an AI campus is delayed, downsized, or disappears? 4. Community questions answered about QTS $8 billion campus | Charlotte Observer — Charlotte Observer https://www.charlotteobserver.com/news/business/article315714851.html 5. NVIDIA IREN 5GW AI Mega-Deal: Why Both Stocks Could Explode on Infrastructure Boom — International Business Times Australia https://www.ibtimes.com.au/nvidia-iren-strategic-partnership-ai-infrastructure-1868735 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    11 min

  8. MAY 13

    AI Buildout Runs Into Permits, Power Lines and Public Markets

    Washington is trying to speed construction, states are adding water and ratepayer guardrails, and capital is still chasing the sector. The AI data center buildout is now a permitting, grid-capacity and financing story all at once. In this episode: Top stories: 1. EPA plan would let work start on data centers, power plants before air permits - E&E News by POLITICO — E&E News https://www.eenews.net/articles/epa-plan-would-let-work-start-on-data-centers-power-plants-before-air-permits-2/ 2. The $2 Trillion Interconnection Queue Bottleneck: What It's Costing Solar+Storage Projects — Illuminei https://www.illuminei.com/blog/the-2-trillion-interconnection-queue-bottleneck-what-it-s-costing-solar-storage-projects 3. DeSantis approves guardrails for data centers | GB Daily | gulfshorebusiness.com — Gulfshore Business https://www.gulfshorebusiness.com/gb-daily/desantis-approves-guardrails-for-data-centers/article_7f4c3abe-7e73-43a2-a536-6782c8e70a91.html 4. Meta’s $27 billion AI data center is transforming rural Louisiana — WVUE Fox 8 https://www.fox8live.com/2026/05/12/metas-27-billion-ai-data-center-is-transforming-rural-louisiana/ 5. Blackstone Launches $1.75B Data Center REIT IPO Amid AI Boom - Equity Capital Market — Equity Capital Market https://ecmsource.com/blackstone-digital-infrastructure-trust-bxdc-ipo-data-center-2026/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

    8 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
    13
  • Rating
    Clean
  • Show Website
    The Data Center Daily

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