AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply — June 03, 2026

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 [email protected]