The Data Center Daily

FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution. In this episode: Top stories: 1. [PDF] Interconnection of Large Load - U.S. Chamber of Commerce — U.S. Chamber of Commerce https://www.uschamber.com/assets/documents/FINAL-USCC-Comments-to-FERC-on-DOE-Large-Load-Interconnection-ANOPR.pdf 2. 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 3. Power Purchase Agreements (PPAs) for AI Data Centers | Introl Blog — Introl Blog https://introl.com/blog/power-purchase-agreements-ai-data-centers-renewable-energy-strategies 4. SMR and Nuclear-Powered Data Center Developments - iRecruit.co — iRecruit.co https://www.irecruit.co/insights/smr-nuclear-powered-data-center-developments Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

I Squared Capital is paying $225 million for Cogent data centers as Iren lines up Dell-built Nvidia Blackwell systems in Texas, while Pahrump and Pulaski County push moratoriums that show AI infrastructure’s water and permitting constraints tightening. In this episode: Top stories: 1. I Squared Capital buys $225M data center portfolio from Cogent Fiber to build AI inference platform — Crypto Briefing https://cryptobriefing.com/i-squared-capital-225m-data-center-ai-inference/ 2. Iren signs Dell agreement for Blackwell deployment at Texas AI campus - Telecompaper — Telecompaper https://www.telecompaper.com/news/iren-signs-dell-agreement-for-blackwell-deployment-at-texas-ai-campus--1572243 3. Pahrump Water Board Pushes For Moratorium On Data Centers — Hoodline https://hoodline.com/2026/05/pahrump-water-war-local-board-demands-halt-to-thirsty-data-centers/ 4. Pulaski County Quorum Court passes ordinance to ban new data center permits for a year | The Arkansas Democrat-Gazette - Arkansas' Best News Source — Arkansas Democrat-Gazette https://www.arkansasonline.com/news/2026/may/26/pulaski-county-quorum-court-passes-ordinance-to-ban-new-data-center-permits-for-a-year/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Data center power fights are moving into grid planning and local law: NV Energy says Tahoe customers will keep service, Virginia residents contest a 765-kV line, California starts a $2 billion Bay Area build, and Franklin County townships eye self-generation rules. In this episode: Top stories: 1. Are Lake Tahoe Residents Really Losing Electricity Supply to Data Center Hyperscalers? | TD World — TD World https://www.tdworld.com/utility-business/article/55379858/are-lake-tahoe-residents-really-losing-electricity-supply-to-data-center-hyperscalers 2. Residents Wrangle Over Transmission Line Proposal for Rural Virginia - Inside Climate News — Inside Climate News https://insideclimatenews.org/news/26052026/rural-virginia-transmission-line-proposal/ 3. LS Power Breaks Ground on $2 Billion Power the Bay Transmission Projects in California — Construction Front https://constructionfront.com/2026-05-26-ls-power-breaks-ground-on-2-billion-power-the-bay-transmission-projects-in-california/ 4. Townships considering data center ordinances in Franklin County — The Record Herald https://www.therecordherald.com/story/news/local/2026/05/26/townships-no-zoning-data-center-ordinances-in-franklin-county/90213778007/ 5. Cogent Communications to Sell 10 Data Centers for $225 Million | citybiz — citybiz https://www.citybiz.co/article/850825/cogent-communications-to-sell-10-data-centers-for-225-million/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Nvidia Vera Rubin is moving from roadmap to supply-chain stress test, with Vera CPUs reaching Anthropic and OpenAI as Taiwan capacity tightens. Meanwhile, Maryland and Georgia water fights show the local permitting risk around hyperscale buildouts. In this episode: Top stories: 1. NVIDIA Vera CPU Ships to Anthropic and OpenAI: What Developers Need to Know | byteiota — Byteiota https://byteiota.com/nvidia-vera-cpu-ships-anthropic-openai-developer-guide/ 2. Nvidia supply push sharpens Taiwan pressure — Arabian Post — Arabian Post https://thearabianpost.com/nvidia-supply-push-sharpens-taiwan-pressure/ 3. Dangerous Dickerson Datacenter – wp DARNESTOWN net — wp DARNESTOWN net https://wp.darnestown.net/2026/05/dangerous-dickerson-datacenter/ 4. AOC presses EPA over Morgan County drinking water concerns tied to Georgia data center development - CBS Atlanta — CBS News https://www.cbsnews.com/atlanta/news/aoc-presses-epa-over-morgan-county-drinking-water-concerns-tied-to-georgia-data-center-development/ 5. Step Back: As data center fights move from abstract megawatts to zoning hearings and drinking-water complaints, what evidence would actually tie a hyperscale campus to local water risk—and what can cities regulate up front before state environmental permits or utility approvals take over? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

SpaceX’s xAI put hard numbers behind the AI compute boom, buying the Memphis Colossus site while filings show Anthropic paying $1.25 billion a month for capacity. The buildout’s economics still look compelling, but water and financing pressures are tightening. In this episode: Top stories: 1. AFFILIATE OF PHOENIX INVESTORS SELLS MEMPHIS X-AI DATA CENTER TO SUBSIDIARY OF SPACEX FOR $185 MILLION — PR Newswire https://www.prnewswire.com/news-releases/affiliate-of-phoenix-investors-sells-memphis-x-ai-data-center-to-subsidiary-of-spacex-for-185-million-302780691.html 2. xAI-Anthropic deal signals the rise of AI compute as a standalone business | CIO — CIO https://www.cio.com/article/4176213/xai-anthropic-deal-signals-the-rise-of-ai-compute-as-a-standalone-business-2.html 3. AOC Calls for EPA Investigation Into Georgia's 'Not Drinkable' Water Near Meta Data Center — International Business Times, Singapore Edition https://www.ibtimes.sg/aoc-calls-epa-investigation-into-georgias-not-drinkable-water-near-meta-data-center-86766 4. Does Barcelona AI Hub Expansion Reshape the Bull Case for Digital Realty Trust’s Global Platform (DLR)? - Simply Wall St News — Simply Wall St https://simplywall.st/stocks/us/real-estate/nyse-dlr/digital-realty-trust/news/does-barcelona-ai-hub-expansion-reshape-the-bull-case-for-di 5. Higher Rates Aren’t Slowing The AI Data-Center Spending Spree - Finimize — Finimize https://finimize.com/content/higher-rates-arent-slowing-the-ai-data-center-spending-spree Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

NVIDIA’s $3.4 billion IREN cloud deal and Digital Realty’s private-capital pivot show compute demand still accelerating, while Google, QTS, and Germany’s grid package underline the permitting, water, and interconnection constraints shaping where capacity can actually land. In this episode: Top stories: 1. IREN Secures $3.4bn AI Cloud Contract with NVIDIA - Downstream Calendar — GlobeNewswire https://downstreamcalendar.com/iren-secures-3-4bn-ai-cloud-contract-with-nvidia/ 2. Digital Realty's $3B Fundraise | Real Estate Investor — Real Estate Investor https://headlinesbriefing.com/private-markets/real-estate-investor/digital-realtys-3b-fundraise-3ff8b3fc 3. Augusta data center could use wastewater for cooling — WRDW/WAGT https://www.wrdw.com/2026/05/11/qts-data-center-project-raises-questions-about-savannah-river-water-use/ 4. The German Government’s Grid Package: New Rules for Grid Connection — TaylorWessing https://www.taylorwessing.com/en/insights-and-events/insights/2026/05/netzpaket-der-bundesregierung-neue-regeln-fuer-netzanschluss 5. Palo commission recommends new regulations for Google data center — KCRG https://www.kcrg.com/2026/05/12/palo-commission-recommends-new-regulations-google-data-center/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Data center load is becoming a rate-design fight: Maryland is challenging PJM transmission charges, Oregon approved a dedicated large-load class, Louisiana is weighing tariffs, and Florida added water and bill protections while institutional capital keeps chasing the buildout. In this episode: Top stories: 1. Maryland homeowners to pay extra $1.6 billion on their electric bills to subsidize AI data centers — The Cooldown https://www.thecooldown.com/green-business/maryland-electric-bills-ai-technology-impact/ 2. PGE Secures Regulatory Approval to Ensure Data Centers Pay for the Growth they Drive - 1430 KYKN — KYKN https://kykn.com/2026/05/09/pge-secures-regulatory-approval-to-ensure-data-centers-pay-for-the-growth-they-drive/ 3. Regulators weighing new rules for data centers, major power users — The Hayride https://thehayride.com/2026/05/regulators-weighing-new-rules-for-data-centers-major-power-users/ 4. Florida Bill Creates Data Center Guardrails for State — Tampa Bay Times https://www.govtech.com/policy/florida-bill-creates-data-center-guardrails-for-state 5. Principal Financial $3B Data Center Funds: CRE Impact 2026 — AI Consulting Network https://www.theaiconsultingnetwork.com/blog/principal-financial-3b-data-center-fund-cre-investors-2026 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

AI infrastructure demand is colliding with grid process and power supply: FERC slipped its large-load rule, Oracle and OpenAI pushed Stargate past 5 GW, Hut 8 landed a major Texas lease, and gas is rising again in ERCOT’s queue. In this episode: Top stories: 1. FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc — HyperSinc https://hypersinc.com/article/ferc-delays-largeload-rule-by-2-months-threatening-data-center-power-timeline-1778173299694 2. OpenAI, Oracle Add 4.5 GW to ‘Stargate’ AI Data‑Center Buildout | Brand Vision — Brand Vision https://www.brandvm.com/post/openai-oracle-stargate-expansion-2025 3. Hut 8 signs about $10 billion AI data center lease in Texas, shares jump | The Star — The Star https://www.thestar.com.my/tech/tech-news/2026/05/07/hut-8-signs-about-10-billion-ai-data-center-lease-in-texas-shares-jump 4. Kevin O'Leary's Utah AI campus gets approved - Chain Tech Daily — Chain Tech Daily https://chaintechdaily.com/2026/05/07/kevin-olearys-utah-ai-campus-gets-approved/ 5. Gas power leapfrogs wind for first time in 10 years in Texas’ grid connection queue - AOL — AOL https://www.aol.com/news/gas-power-leapfrogs-wind-first-234310279.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

AI infrastructure spending keeps ratcheting higher, with top cloud providers now forecast at $830 billion in 2026 capex, while local governments from Utah to Arizona to Kansas tighten scrutiny around water, zoning, and moratoria. In this episode: Top stories: 1. North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce — PR Newswire https://www.prnewswire.com/news-releases/north-american-ai-data-center-expansion-drives-2026-capex-of-top-nine-csps-to-us830-billion-says-trendforce-302764269.html 2. State agencies start scrutinizing Box Elder County data center project — FOX 13 News https://www.fox13now.com/news/great-salt-lake-collaborative/state-agencies-start-scrutinizing-box-elder-county-data-center-project 3. Data crunch: Planning Commission hears proposals for new data center zoning code — KGUN 9 Tucson News https://www.kgun9.com/news/community-inspired-journalism/midtown-news/data-crunch-planning-commission-hears-proposals-for-new-data-center-zoning-code 4. Sedgwick County Commission extends moratorium on data centers for 90 more days — KWCH https://www.kwch.com/2026/05/06/sedgwick-county-commission-extends-moratorium-data-centers-90-more-days/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

AI infrastructure stress is moving from forecasts to operations: NERC is ordering action on volatile computational loads, AEP now sees 63 GW of new demand by 2030, and site constraints from water to China chip supply are tightening. In this episode: Top stories: 1. NERC issues Level 3 alert, mandates action to address data center load losses — Utility Dive https://www.utilitydive.com/news/nerc-issues-rare-level-3-alert-over-data-center-load-losses/819295/ 2. AEP Reports First-Quarter 2026 Earnings, Reaffirms Guidance and Increases Five-Year Capital Plan — PR Newswire https://www.prnewswire.com/news-releases/aep-reports-first-quarter-2026-earnings-reaffirms-guidance-and-increases-five-year-capital-plan-302762002.html 3. 2,300+ protest filings challenge water application for data center — FOX 13 News https://www.fox13now.com/news/local-news/box-elder-county/more-than-2-300-protest-filings-challenge-water-application-for-box-elder-county-data-center 4. As Nvidia goes to zero in China, Beijing races to fill the void — DIGITIMES Asia https://www.digitimes.com/news/a20260505VL208/nvidia-ceo-market-jensen-huang-chips.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]