AI Data Centers Face Curtailable Power and a Hard Supply Ceiling — June 09, 2026

FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-gigawatt capacity gap, Delaware weighs bring-your-own-power rules, TikTok wins a $25 billion Thailand buildout, and Nvidia tightens South Korea memory partnerships. In this episode: Top stories: 1. NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. — Energy Central https://www.energycentral.com/energy-management/post/news-ferc-has-greenlit-spp-s-proposal-to-offer-data-centers-temporary-inxpqWQTeA8SqLf 2. AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times — The Economic Times https://economictimes.indiatimes.com/tech/artificial-intelligence/ai-driven-data-centre-demand-far-outstrips-supply-despite-record-hyperscaler-spending-jefferies/articleshow/131578925.cms 3. Bills would require, incentivize Delaware data centers to bring their own power - Spotlight Delaware — Spotlight Delaware https://spotlightdelaware.org/2026/06/08/bills-would-require-incentivize-delaware-data-centers-to-bring-their-own-power/ 4. TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout — TechTimes https://www.techtimes.com/articles/317991/20260608/tiktok-wins-approval-25-billion-thailand-data-center-buildout.htm 5. Nvidia clinches deals with South Korean giants including SK Group to advance AI boom - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nvidia-clinches-deals-south-korean-giants-including-sk-group-advance-ai-boom Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]