AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories — June 04, 2026

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 [email protected]