The Data Center Daily

The Data Center Daily — Lantern Podcasts
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  • Business News
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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. 11h ago

    PJM’s Data-Center Curtailment Plan Meets Texas’ Off-Grid Push

    PJM is asking FERC to let new large data centers be curtailed before households during shortages, while Texas’ grid-connection pause may push projects off-grid. AI load is forcing power markets to price reliability before capacity shows up. In this episode: Top stories: 1. US Grid to Cut Power to New Data Centers First Amid Shortages — Federal Character https://federalcharacter.com/us-grid-to-cut-power-to-new-data-centers-first-amid-shortages/ 2. The grid's woes just got bigger in Texas | Latitude Media — Latitude Media https://www.latitudemedia.com/news/the-grids-woes-just-got-bigger-in-texas/ 3. FERC Allows CAISO, SPP More Time for Show-Cause Filings | Potomac | newsdata.com — NewsData https://www.newsdata.com/california_energy_markets/potomac/ferc-allows-caiso-spp-more-time-for-show-cause-filings/article_1a2c7f2e-7995-40ac-a5fd-d90c230fb08f.html 4. Bitdeer signs US$4.7 billion Norway AI data centre deal – Intelligent Data Centres — Intelligent Data Centres https://www.intelligentdatacentres.com/2026/08/17/bitdeer-signs-us4-7-billion-norway-ai-data-centre-deal/ 5. Flexential Secures $800 Million to Fund Data Center Development Across Four High-Growth Markets — PR Newswire https://www.prnewswire.com/news-releases/flexential-secures-800-million-to-fund-data-center-development-across-four-high-growth-markets-302853453.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  2. 1d ago

    NVIDIA’s 4.25-GW OpenAI Ohio Bet Meets Grid Reality

    NVIDIA disclosed a 4.25-gigawatt OpenAI tenant campus in Ohio with a $105 billion residual-value backstop, while NERC says AI-driven load could require 200 GW of new electricity within seven years. The buildout is getting specific—and financially heavier. In this episode: Top stories: 1. NVIDIA disclosed a specific Ohio AI campus commitment with an identified tenant: through its partnership with SB Energy, it says it has secured land, power, and shell capacity at the PORTS Technology Campus for NVIDIA AI compute infrastructure, with an OpenAI affiliate as tenant. OpenAI will use approximately 4.25 gigawatts of IT load there to deploy NVIDIA’s full-stack DSX AI factory platform. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm 2. NVIDIA also disclosed a substantial contingent financial backstop for the campus: its initial residual-value-guarantee obligations are cumulatively capped at $105 billion, and it may, at its sole discretion, provide credit support for approximately an additional 3.8 gigawatts at the Portsmouth Site. — NVIDIA https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm 3. For the electric grid watchdog, the AI era is about moving fast without breaking things - E&E News by POLITICO — E&E News https://www.eenews.net/articles/for-the-electric-grid-watchdog-the-ai-era-is-about-moving-fast-without-breaking-things/ 4. WhiteFiber Expands North Carolina Data Center Footprint with Agreement to Acquire Two New Development Sites — WhiteFiber, Inc. https://www.prnewswire.com/news-releases/whitefiber-expands-north-carolina-data-center-footprint-with-agreement-to-acquire-two-new-development-sites-302852438.html 5. DEH: Data center agreement in Kozani expected within 3-6 months — Parapolitika https://en.parapolitika.gr/business/218309/deh-data-center-agreement-in-kozani-expected-within-3-6-months/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  3. 2d ago

    Data Centers Hit Water, Grid and Financing Bottlenecks

    Data centers face a three-front constraint: San Joaquin Valley water scrutiny, San Jose moratorium pressure, and storage projects stuck in grid queues, while Reuters reports lenders are pricing community opposition into project risk. In this episode: Top stories: 1. Will AI data centers soak up the last of the valley’s water? – SJV Water — SJV Water https://sjvwater.org/will-ai-data-centers-soak-up-the-last-of-the-valleys-water/ 2. Big Batteries to Bolster the Grid Are Stuck Waiting to Plug In — Bloomberg https://www.energyconnects.com/news/renewables/2026/august/big-batteries-to-bolster-the-grid-are-stuck-waiting-to-plug-in/ 3. Data center financing scrutinized amid community opposition — Reuters https://lexch.com/news/nation-world/business/article_5b784e7c-e920-5847-97cb-df80899dd805.html 4. San Jose residents push for data center moratorium - San José Spotlight — San José Spotlight https://sanjosespotlight.com/san-jose-residents-push-for-data-center-moratorium/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  4. 3d ago

    Data centers pull coal, PJM reform, and grid software into one fight

    Evergy’s data-center load push is tied to keeping 2.8 GW of coal online longer, while FERC opens another PJM reform lane and grid-software vendors pitch more capacity from existing wires. The buildout is turning every bottleneck into policy and capital. In this episode: Top stories: 1. In the Midwest, more coal power for data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/in-the-midwest-more-coal-power-for-data-centers/ 2. PJM Governance and Stakeholder Reforms; Notice Regarding Dispute Resolution Procedures | 91 FR 52301 — Federal Register https://thefederalregister.org/documents/2026-16522/pjm-governance-and-stakeholder-reforms-notice-regarding-dispute-resolution-procedures 3. Utility Dive explores OATI’s plan to boost transmission capacity — Utility Dive https://www.oati.com/news/powernow-transmission-capacity/ 4. Centuria, ResetData advance AI data centre rollout | Financial Standard — Financial Standard https://www.financialstandard.com.au/news/centuria-resetdata-advance-ai-data-centre-rollout-179813600 5. CVC DIF to acquire leading German data centre operator firstcolo from Cube Infrastructure Managers | CVC — CVC https://www.cvc.com/media/news/2026/cvc-dif-to-acquire-leading-german-data-centre-operator-firstcolo-from-cube-infrastructure-managers/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  5. 5d ago

    PJM and CAISO Rewrite the Rules for AI Load

    PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW of signed load shows utilities converting AI demand into gas-backed capacity plans. In this episode: Top stories: 1. PJM Proposes Framework To Connect Data Centers Without Compromising Reliability, Affordability — Inside Lines https://insidelines.pjm.com/pjm-proposes-framework-to-connect-data-centers-without-compromising-reliability-affordability/ 2. CAISO Issues Large Load Proposal to Address Show ... — RTO Insider https://www.rtoinsider.com/139113-caiso-issues-large-load-proposal-address-show-cause-order/ 3. Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines — EnergyReader.io — EnergyReader https://energyreader.io/brief/7243 4. Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth - Markets Daily — Markets Daily https://www.themarketsdaily.com/2026/08/13/equinix-plans-through-2029-as-power-constraints-shape-data-center-growth.html 5. Federal ruling hands virtual power plants a win in PJM | Canary Media — Canary Media https://www.canarymedia.com/articles/virtual-power-plants/federal-ruling-virtual-power-plants-pjm Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  6. 6d ago

    Japan-Backed Gas Power Meets AI Grid Strain

    NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules and neural grid solvers show how AI load is reshaping power planning. In this episode: Top stories: 1. NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms; reach funding milestone for up to 10 GW of gas-powered generation — PR Newswire https://www.prnewswire.com/news-releases/nextera-energy-us-department-of-commerce-and-government-of-japan-finalize-commercial-terms-reach-funding-milestone-for-up-to-10-gw-of-gas-powered-generation-302850106.html 2. Closed-Loop Cooling Data Center Strategies for the New Wave of U.S. State Water Rules — Schneider Electric Blog https://blog.se.com/datacenter/2026/08/11/closed-loop-cooling-data-center-strategies-for-the-new-wave-of-u-s-state-water-rules 3. From vision to reality: A unified neural solver for the power grid — TechXplore https://techxplore.com/news/2026-08-vision-reality-neural-solver-power.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  7. Aug 12

    Data Center Capital Hits Grid Rules and Local Permits

    Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission fights, while PJM ride-through rules put data-center load behavior under tighter grid scrutiny. In this episode: Top stories: 1. Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/reits-property/digital-core-reit-proposes-us315-9-million-north-america-asset-sale-enters-singapore 2. Data Centres Face Mandatory Grid Ride-Through Rules After PJM Events, ETDatacenters — ET Datacenters https://datacenters.economictimes.indiatimes.com/news/operations-resilience/data-centres-face-mandatory-grid-ride-through-rules-after-pjm-events/133140983 3. De Soto Data Center Tax Incentive Request Explained — Hoodline https://hoodline.com/2026/08/de-soto-weighs-tax-breaks-for-second-massive-data-center-campus/ 4. Competitive transmission delivers benefits for the AI economy and customers | Utility Dive — Utility Dive https://www.utilitydive.com/news/competitive-transmission-delivers-benefits-for-the-ai-economy-and-customers/826056/ 5. Twain Financial Partners Closes Inaugural Securitized Letter of Credit Facility and Initial Transaction Supporting a Utility-Scale Battery Storage Project — PR Newswire https://www.prnewswire.com/news-releases/twain-financial-partners-closes-inaugural-securitized-letter-of-credit-facility-and-initial-transaction-supporting-a-utility-scale-battery-storage-project-302846413.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

  8. Aug 11

    Power, Guarantees and Debt Behind the AI Buildout

    CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note sale. The through-line is power-constrained growth funded with more complex capital stacks. In this episode: Top stories: 1. CyrusOne's IPO Isn't About Real Estate — It's About Power — Ainvest https://www.ainvest.com/news/cyrusone-ipo-isn-real-estate-power-2608/ 2. Meta BlackRock $14B Data Center: $13B Residual Value Guarantee Reveals the Real Structure — AINvest https://www.ainvest.com/news/meta-blackrock-14b-data-center-13b-residual-guarantee-reveals-real-structure-2608/ 3. Alphabet has closed a $25 billion U.S. dollar-denominated senior-note offering, with the debt spread across floating-rate and fixed-rate tranches maturing from 2028 through 2066. — SEC https://www.sec.gov/Archives/edgar/data/1652044/000119312526342390/d171253d8k.htm 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