The Data Center Daily

Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses. In this episode: Top stories: 1. [PDF] New England Large Load Show Cause Order (EL26-72) — ISO New England https://www.iso-ne.com/static-assets/documents/100039/a02a_tc_mc_rc_large_loads_planning_presentation.pdf 2. Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 3. Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 4. IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion — 21 Alive News https://www.21alivenews.com/2026/09/11/idem-approves-googles-latest-request-fill-wetlands-fort-wayne-data-center-expansion/ 5. Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media — Latitude Media https://www.latitudemedia.com/news/oracle-and-openai-bet-that-more-solar-could-combat-data-center-pushback/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days. In this episode: Top stories: 1. Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business Wire https://finviz.com/news/390894/comcast-business-opens-its-last-mile-network-to-partner-platforms-starting-with-equinix 2. PGRR144: New Requirements for Large Loads in ERCOT | EPE — EPE https://epeconsulting.com/epe-intelligence/news/pgrr144-moves-forward-new-dynamic-modeling-and-validation-requirements-for-large-loads-in-ercot 3. Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm 4. Is the West on the cusp of a transmission breakthrough? — Latitude Media https://www.latitudemedia.com/news/is-the-west-on-the-cusp-of-a-transmission-breakthrough/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayers, while a UK think tank challenges promised job gains from the buildout. In this episode: Top stories: 1. Are GenCos a solve for the data center power problem? — Latitude Media https://www.latitudemedia.com/news/are-gencos-a-solve-for-the-data-center-power-problem/ 2. Large-load tariffs increasingly rely on upfront payments, exit fees, ramp schedules | Utility Dive — Utility Dive https://www.utilitydive.com/news/large-load-tariffs-lbnl-brattle/829796/ 3. EnerNex: large loads, new rules | Utility Dive — Utility Dive https://www.utilitydive.com/spons/enernex-large-loads-new-rules/829232/ 4. AI data centers may create far fewer jobs than projected, think tank ... — CNBC https://www.cnbc.com/2026/09/09/ai-data-centers-jobs-tech-buildout.html 5. Digital Realty Pays $82Mln for Suburban Chicago Office; Data-Center Conversion Likely – Commercial Real Estate Direct — Commercial Real Estate Direct https://crenews.com/2026/09/09/digital-realty-pays-82mln-for-suburban-chicago-office-data-center-conversion-likely/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Equinix is putting $5.1 billion behind a UK AI campus while closing atNorth and winning Singapore capacity, as Google tests grid flexibility and Blackstone’s data-center risk transfer gets a harder look. In this episode: Top stories: 1. TECHSHOTS | Equinix Announces $5.1 Billion UK AI Data Centre Investment — TECHSHOTS https://www.techshotsapp.com/business/equinix-announces-51-billion-uk-ai-data-centre-investment 2. CPP Investments and Equinix complete $4 billion acquisition of atNorth | Digitalisation World — Digitalisation World https://www.datacentre.solutions/news/23657-cpp-investments-and-equinix-complete-4-billion-acquisition-of-atnorth 3. Singapore approves 200MW data centre capacity expansion for four operators — Pinsent Masons Out-Law https://www.pinsentmasons.com/out-law/news/singapore-approves-200mw-data-centre-capacity-expansion-for-four-operators 4. Why is Google funding PG&E’s latest VPP pilot? — Latitude Media https://www.latitudemedia.com/news/why-is-google-funding-pges-latest-vpp-pilot/ 5. Did Blackstone Really Get the Data Center Risk Off Bank Balance Sheets? | Disruption Banking — Disruption Banking https://www.disruptionbanking.com/2026/09/08/did-blackstone-really-get-the-data-center-risk-off-bank-balance-sheets/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Digital Realty opened a 6.4 MW Nairobi facility as DOE and Montana released the final environmental review for the North Plains Connector and Berkshire’s Greg Abel drew a ratepayer line around hyperscaler load. In this episode: Top stories: 1. Federal Register :: Transcontinental Gas Pipe Line Company, LLC; Notice of Request Under Blanket Authorization and Establishing Intervention and Protest Deadline — Federal Register https://www.federalregister.gov/documents/2026/09/08/2026-18228/transcontinental-gas-pipe-line-company-llc-notice-of-request-under-blanket-authorization-and 2. Nairobi’s new data center links customers to more than 100 networks. Digital Realty opened it. — Stock Titan https://www.stocktitan.net/news/DLR/digital-realty-strengthens-nairobi-as-east-africa-digital-gateway-xalgb4itpusv.html 3. DOE and Montana release Final Environmental Impact Statement for 422-mile North Plains Connector transmission line — Energies Media https://energiesmedia.com/north-plains-montana-environmental-impact/ 4. Greg Abel Says Berkshire Will Serve the Hyperscalers Only If Its Other Customers Don't Pay for It - Brief Chain — Brief Chain https://briefchain.com/greg-abel-says-berkshire-will-serve-the-hyperscalers-only-if-its-other-customers-dont-pay-for-it/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

AI data centers face California audits, Orange County and Louisville rulemaking, and a New Mexico court pause, while FERC lets SPP use topology optimization to manage congestion as large loads push the grid. In this episode: Top stories: 1. Power Under Pressure: California Launches Surprise AI Data... — West Coast Observer https://westcoastobserver.com/power-under-pressure-california-launches-surprise-ai-data-center-audits/ 2. Orange County Considers AI Data Center Moratorium — Hoodline https://hoodline.com/2026/09/orange-county-weighs-yearlong-pause-on-ai-data-centers-over-water-fears/ 3. Planning Commission advances new data center regulations — Spectrum News 1 https://spectrumnews1.com/ky/louisville/news/2026/09/04/data-center-code-amendments 4. Project Jupiter major data center roils New Mexico – The Quad Report — The Quad Report https://thequadreport.com/project-jupiter-major-data-center-roils-new-mexico/ 5. FERC approves new approach to managing SPP grid congestion | SPP transmission topology optimization | Strategic Partnerships, Inc. — Strategic Partnerships, Inc. https://www.spartnerships.com/ferc-spp-transmission-topology-optimization/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Maryland utilities are proposing very-large-load tariffs for 100 MW-plus customers to shield ratepayers from data-center interconnection costs. We also track Trump’s bulk-power equipment order, a Massachusetts battery cancellation after a $65 million grid-connection bill, and a possible 350 MW facility assessment at New Hampshire’s retiring Merrimack coal-plant site. In this episode: Top stories: 1. SMECO Data Center Costs: New Rules Aim To Protect Customers — The Bay Net https://thebaynet.com/smeco-proposes-new-rules-to-keep-data-center-costs-off-customers-electric-bills/ 2. Three questions left open by Trump’s bulk power executive order — Latitude Media https://www.latitudemedia.com/news/three-questions-left-open-by-trumps-bulk-power-executive-order/ 3. What a canceled battery project in Tewksbury says about New England's aging power grid | WBUR News — WBUR https://www.wbur.org/news/2026/09/03/battery-storage-tewksbury-canceled-clean-energy 4. Eversource asked to assess potential 350 MW facility in Bow - WMUR — WMUR https://www.wmur.com/article/eversource-assess-350-mw-facility-bow-9226/73594468 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

SB Energy’s IPO filing puts a SoftBank renewables developer’s AI data-center pivot — and OpenAI-linked PORTS-Pike ambitions — under the microscope, as Equinix and CPP close atNorth and new grid, water constraints shape where compute can actually land. In this episode: Top stories: 1. Under the hood of SB Energy’s IPO filing — Latitude Media https://www.latitudemedia.com/news/under-the-hood-of-sb-energys-ipo-filing/ 2. HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them — HPCwire https://www.hpcwire.com/off-the-wire/equinix-and-cpp-investments-complete-4b-acquisition-of-atnorth/ 3. Quantica Plans Deep Aquifer Water Use for Broadview, Montana Data Center | MATR — MATR https://matr.net/news/quantica-plans-deep-aquifer-water-use-for-broadview-montana-data-center/ 4. PG&E sees rising interest in ‘customer-driven’ flexible interconnection pilot | Utility Dive — Utility Dive https://www.utilitydive.com/news/pge-sees-rising-interest-in-customer-driven-flexible-interconnection-pil/829447/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM and Oklo are headed to FERC over a 750-MW advanced-nuclear-plus project dropped from the interconnection queue, while AI-driven battery deployments and Keppel’s Tokyo data-center acquisition show how compute growth is reshaping power and capital plans. In this episode: Top stories: 1. PJM drops Oklo advanced nuclear project from interconnection study cycle | Utility Dive — Utility Dive https://www.utilitydive.com/news/pjm-oklo-advanced-nuclear-ferc-interconnection/829150/ 2. How the AI boom has impacted US battery storage so far — Latitude Media https://www.latitudemedia.com/news/how-the-ai-boom-has-impacted-us-battery-storage-so-far/ 3. Keppel, Singtel land major DC deals in Japan, Singapore — Light Reading https://www.lightreading.com/data-centers/keppel-dc-reit-expands-japan-assets-as-singtel-kkr-close-5-2b-stt-gdc-deal Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC large-load tariff reforms are slipping toward November as New Jersey adds water-and-energy reporting rules and Colorado Springs weighs a contested AI data center, sharpening the regulatory squeeze around compute growth. In this episode: Top stories: 1. Mukherji Helps Bring New Reporting Rules for New Jersey Data Centers — India-West https://indiawest.com/mukherji-helps-bring-new-reporting-rules-for-new-jersey-data-centers/ 2. Six ISOs Push Large-Load Reform to November — Enverus https://www.enverus.com/blog/show-cause-show-later-six-isos-push-large-load-reform-november/ 3. Is Raeden setting a new data center standard in Colorado Springs? - Rocky Mountain Voice — Rocky Mountain Voice https://rockymountainvoice.com/2026/08/31/is-raeden-setting-a-new-data-center-standard-in-colorado-springs/ 4. OpenAI joins PORTS-Pike project — OpenAI https://openai.com/index/openai-joins-ports-pike-project Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Montgomery County, East Whiteland and Nye County are showing how data center growth is running into moratoriums, water-service conditions and outright basin bans, while FERC lets SPP test topology optimization to squeeze more out of the grid. In this episode: Top stories: 1. Atmosphere Data Centers scraps challenge to Elrich's permitting moratorium — Bethesda Magazine https://bethesdamagazine.com/2026/08/28/atmosphere-data-centers-withdraws-challenge-elrich-moratorium/ 2. FERC Accepts SPP Plan to Cut Transmission Congestion | Interactive News — 111things https://111things.com/national/ferc-accepts-spp-plan-to-cut-transmission-congestion/ 3. East Whiteland Halts Data Center Work Over Water Approval - MyChesCo — MyChesCo https://www.mychesco.com/a/news/government/east-whiteland-halts-data-center-work-over-water-approval/ 4. Nevada county bans data centers in overdrawn basin, citing water strain — The Cooldown https://www.thecooldown.com/green-tech/nye-county-bans-data-centers-water-basin/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Duke Energy Florida wants to delay a dedicated large-load rate as Singapore pushes renewable-backed data centers and interconnection cost models keep showing the buildout’s grid exposure. In this episode: Top stories: 1. Duke Energy Florida asks to punt on rate for large load customers | Utility Dive — Utility Dive https://www.utilitydive.com/news/duke-energy-florida-psc-large-load-rate/828951/ 2. Digital Realty breaks ground on new state-of-the-art data center in Switzerland | Markets Insider — Markets Insider https://markets.businessinsider.com/news/stocks/digital-realty-breaks-ground-on-new-state-of-the-art-data-center-in-switzerland-1036496978 3. Equinix Backs Geothermal, SMRs And Co-innovation To Future-proof Singapore Data Centres - FutureIoT — FutureIoT https://futureiot.tech/equinix-backs-geothermal-smrs-and-co-innovation-to-future-proof-singapore-data-centres/ 4. Singapore's new data centres must use renewables. Can they overcome the hurdles? - The Business Times — The Business Times https://www.businesstimes.com.sg/opinion-features/singapores-new-data-centres-must-use-renewables-can-they-overcome-hurdles 5. Your Interconnection Costs Depend on Your Neighbors | Why interconnection analysis moved from one project at a time to studying the whole group, and how we built it. - Simple Thread — Simple Thread https://www.simplethread.com/your-interconnection-costs-depend-on-your-neighbors/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

NVIDIA is taking on more AI-infrastructure financing risk, including OpenAI-linked Ohio capacity and broader cloud-service commitments, while Oracle’s Project Jupiter and Pennsylvania’s GRID order show permitting and grid compliance tightening around the buildout. In this episode: Top stories: 1. NM Supreme Court delivers two blows to Oracle data center in southern New Mexico - KOB 4 — KOB 4 https://www.kob.com/new-mexico/nm-supreme-court-delivers-two-blows-to-oracle-data-center-in-southern-new-mexico/ 2. NVIDIA has provided credit support for an OpenAI-linked data-center buildout at SB Energy's PORTS Technology Campus in Ohio, covering approximately 4.25 gigawatts of IT load with guarantees capped at $105 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm 3. NVIDIA introduced a new AI-cloud business model in which partners procure NVIDIA data-center infrastructure while NVIDIA commits to cloud-service agreements totaling $36 billion, typically over six years. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm 4. Pennsylvania’s Data Center Executive Order Ties Compliance With State's GRID Requirements to Streamlined Development — Ballard Spahr LLP https://www.jdsupra.com/legalnews/pennsylvania-s-data-center-executive-7927106/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Microsoft and Wisconsin ratepayer advocates are challenging ATC’s data-center transmission-cost plan at FERC, while PG&E tests flexible interconnection and West Virginia PSC staff presses NextEra’s MARL line toward a pause or dismissal. The buildout is running into who-pays and who-connects constraints. In this episode: Top stories: 1. Microsoft challenges ATC plan for data center transmission costs — Wisconsin Watch https://wisconsinwatch.org/2026/08/wisconsin-data-center-microsoft-ratepayer-advocates-challenge-atc-plan-transmission-costs/ 2. What PG&E has learned in two years of flexible interconnection | Latitude Media — Latitude Media https://www.latitudemedia.com/news/what-pge-has-learned-in-two-years-of-flexible-interconnection/ 3. PSC staff makes case for NextEra MARL project dismissal path | Energy and Environment | wvgazettemail.com — West Virginia Gazette-Mail https://www.wvgazettemail.com/news/energy_and_environment/psc-staff-makes-case-for-path-to-dismissing-nexteras-1b-marl-power-line-project/article_e9c69e7d-5b79-4b1b-9989-a75fecf29660.html 4. Data centers’ hidden water footprint is linked to the grid — Latitude Media https://www.latitudemedia.com/news/data-centers-hidden-water-footprint-is-linked-to-the-grid/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factory aimed at data-center interconnection bottlenecks. In this episode: Top stories: 1. Six ISOs Push Large-Load Reform to November — Enverus https://www.enverus.com/blog/show-cause-show-later-six-isos-push-large-load-reform-november/ 2. How Heron Power plans to scale first transformer factory to 40 GW — Latitude Media https://www.latitudemedia.com/news/how-heron-power-plans-to-scale-first-transformer-factory-to-40-gw/ 3. JDI Realty Claims John Buck Site in Fire Sale — The Real Deal https://therealdeal.com/chicago/2026/08/23/jdi-realty-claims-john-buck-site-in-fire-sale/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Project Jupiter faces New Mexico Supreme Court petitions over construction water, while Singapore turns 200MW of scarce capacity into provisional industrial policy and Nvidia backs land-and-power developer Cloverleaf to keep AI compute buildouts moving. In this episode: Top stories: 1. Project Jupiter faces new legal challenges over water well, air permit hearings — Albuquerque Journal https://www.abqjournal.com/news/new-legal-challenges-target-project-jupiter-construction/3106492 2. Singapore's 200MW data-centre award is not live compute — btw.media https://btw.media/en/singapore-dc-cfa2-200mw-allocation-not-live-compute 3. Cloverleaf deal is latest example of Nvidia using its war chest to patch cracks in the AI bubble — The Register https://www.theregister.com/systems/2026/08/22/cloverleaf-deal-is-latest-example-of-nvidia-using-its-war-chest-to-patch-cracks-in-the-ai-bubble/5291369 4. Data center project receives nod from Kearney Planning Commission with new regulations in place | 1340 KGFW - The Information Channel — 1340 KGFW - The Information Channel https://kgfw.com/2026/08/21/421081/ 5. Idaho officials weigh policies on emerging AI data centers | Local | idahostatejournal.com — Idaho State Journal https://www.idahostatejournal.com/news/local/ai-arrival-county-officials-race-to-set-ai-data-center-rules-as-pocatello-permit-fight/article_1bd8d9b7-0fed-49bc-ab9b-3a764de2c41f.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

OpenAI’s Stargate strategy is being recast around more rented cloud capacity, while I Squared launches Saragon and Ascenty seeks $1 billion for AI data centers — signs that compute demand is still pulling capital even as build-versus-rent plans get rewritten. In this episode: Top stories: 1. OpenAI reorganizes leadership amid data center strategy readjustment - DCD — Datacenter Dynamics https://www.datacenterdynamics.com/en/news/openai-reorganizes-leadership-amid-data-center-strategy-readjustment 2. Ascenty seeks $1bn investor to fund data-center expansion — Valor International https://valorinternational.globo.com/business/news/2026/08/20/ascenty-seeks-1bn-investor-to-fund-data-center-expansion.ghtml 3. Equinix Singapore Solar PPA Adds Up to 50 MWp — Microgrid Media https://microgridmedia.com/equinix-singapore-solar-ppa/ 4. What’s behind Form Energy’s downgraded valuation — Latitude Media https://www.latitudemedia.com/news/whats-behind-form-energys-downgraded-valuation/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Riot Platforms’ 191 MW Rockdale AI lease adds another multibillion-dollar compute deal to Texas, while Arizona co-ops formalize large-load reviews and OpenAI’s Stargate ambitions keep stretching the grid-planning horizon. In this episode: Top stories: 1. Foley Represents Riot Platforms on $9.1B AI Data Center Lease at Rockdale Campus — Foley & Lardner LLP https://www.foley.com/news/2026/08/foley-represents-riot-platforms-on-9-1b-ai-data-center-lease-at-rockdale-campus/ 2. Electric co-ops get Corporation Commission OK on new process for large power users – GilaValleyCentral — GilaValleyCentral https://gilavalleycentral.net/electric-co-ops-get-corporation-commission-ok-on-new-process-for-large-power-users/ 3. Building Stargate: Talking to OpenAI about its trillion-dollar data center vision - DCD — DataCenter Dynamics https://www.datacenterdynamics.com/en/analysis/openai-building-stargate-nvidia-oracle-chatgpt 4. Not only Hyperscalers: Soon BYOP Will Be Accessible for Everyone — EnergyCentral https://www.energycentral.com/energy-management/post/not-only-hyperscalers-soon-byop-will-be-accessible-for-everyone-8CLsKXIKON5n4u6 5. Inevitable: Aalo Atomics on Beating the Odds to Reach Criticality — Inevitable https://cdn.simplecast.com/media/audio/transcoded/78a97c6c-cb51-46aa-a214-65daa2554af6/a40ab607-6c05-44d6-b237-5cd4abd47ac6/episodes/audio/group/1fc4ffdc-6271-464a-8bb7-fc372f4c8e46/group-item/7a9cf978-955d-4ae3-bd1b-3a5c32698efc/128_default_tc.mp3?aid=rss_feed&feed=XFfCG1w8 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, and local fights over data-center water, zoning and 1,000 MW campuses. In this episode: Top stories: 1. Fort Smith Board of Directors set to discuss regulations for data center development | Northwest Arkansas Democrat-Gazette — Northwest Arkansas Democrat-Gazette https://www.nwaonline.com/news/2026/aug/09/fort-smith-board-of-directors-set-to-discuss/ 2. PJM Accepts 715 Projects and 201.5 GW Into the First Cycle of Its Reformed Queue — MGRID https://mgrid.org/2026/08/08/pjm-accepts-715-projects-201-5-gw-first-cycle-reformed-queue/ 3. A massive data center in rural Nevada is one step closer to being built - The Nevada Independent — The Nevada Independent https://thenevadaindependent.com/article/a-massive-data-center-in-rural-nevada-is-one-step-closer-to-being-built 4. Zayo confirms Nvidia as its new ‘monster' customer — Fierce Network https://www.fierce-network.com/broadband/zayo-confirms-nvidia-its-new-monster-customer Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling into AI infrastructure through Aligned’s $40 billion sale. In this episode: Top stories: 1. DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection - Energy-Storage.News — Energy-Storage.News https://www.energy-storage.news/dc-circuit-court-of-appeals-upholds-ferc-plan-to-speed-up-permitting-for-us-energy-projects-grid-interconnection/ 2. 3 Trends in State Regulation of Data Center Water Use -... — National Conference of State Legislatures https://www.ncsl.org/state-legislatures-news/details/3-trends-in-state-regulation-of-data-center-water-use 3. MGX, AIP, and BlackRock’s GIP complete $40bn acquisition of Aligned Data Centers - DCD — Datacenter Dynamics https://www.datacenterdynamics.com/en/news/mgx-aip-and-blackrocks-gip-complete-40bn-acquisition-of-aligned-data-centers/ 4. Do PPAs have a future in the data center sector? - DCD — Data Center Dynamics https://www.datacenterdynamics.com/en/analysis/do-ppas-have-a-future-in-the-data-center-sector Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sharpen the financing and permitting constraints around AI infrastructure growth. In this episode: Top stories: 1. NTT Data Eyeing $9 Billion Outlay for Japan Data Centers — Bloomberg https://www.energyconnects.com/news/utilities/2026/august/ntt-data-eyeing-9-billion-outlay-for-japan-data-centers/ 2. Pimco Dictates Terms on Oracle Data Center Debt Deal - CRE Daily — CRE Daily https://www.credaily.com/briefs/pimco-dictates-terms-on-oracle-data-center-debt-deal/ 3. The World's Largest Data Center Hub Pursues A Development Pause. Is It Even Legal? — Bisnow https://www.bisnow.com/news/washington-dc/data-center-development/the-world-s-largest-data-center-hub-pursues-a-development-pause-is-it-even-legal- Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

ERCOT faces a Batch Zero delay after Governor Greg Abbott ordered audits of data centers before grid interconnection, raising fresh uncertainty for large-load projects in Texas. The move lands as NERC and FERC tighten scrutiny of reliability and grid governance. In this episode: Top stories: 1. Recent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process - Utilities - United States — Mondaq https://www.mondaq.com/unitedstates/utilities/1826758/recent-developments-in-texas-data-center-interconnections-and-the-ercot-batch-zero-process 2. Amazon Pulls Plug on Contentious Lusby Data Center - The Southern Maryland Chronicle — The Southern Maryland Chronicle https://southernmarylandchronicle.com/2026/08/04/amazon-pulls-plug-on-contentious-lusby-data-center/ 3. NERC's Deadline and Large-Load Risks in NERC data center reliability — Microgrid Media https://microgridmedia.com/nerc-data-center-reliability-deadline-august-3/ 4. PJM Governance and Stakeholder Reforms; Notice Requesting Post-Conference Comment | 91 FR 49430 — Federal Register https://thefederalregister.org/documents/2026-15781/pjm-governance-and-stakeholder-reforms-notice-requesting-post-conference-comment 5. Equinix points to new audience for data centre CMBS — GlobalCapital https://www.globalcapital.com/securitization/article/2gpw50or61y6dp52yoyrk/people-and-markets/gc-view/equinix-points-to-new-audience-for-data-centre-cmbs Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Equinix has issued $3 billion in bonds for its AI-ready infrastructure buildout as Cape Town advances planning for two proposed sites and AEP makes the ratepayer case for large-load contracts. The buildout is increasingly a capital, permitting and grid-cost-allocation story. In this episode: Top stories: 1. Cape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules - Towncrier Africa — Towncrier Africa https://towncrierafrica.com/cape-towns-data-centre-expansion-is-moving-faster-than-its-water-and-energy-rules/ 2. American Electric Power: New Large Customers Expected To Offset Up To $16 Billion In Residential Costs — Pulse2 https://pulse2.com/american-electric-power-new-large-customers-expected-to-offset-up-to-16-billion-in-residential-costs/ 3. New issues: Equinix issued international bonds (US29444UBV70, US29444UBY10, US29444UBX37, US29390XAK00) in the amount of USD 850, USD 650, USD 650, USD 850 mln maturing in 2029, 2033, 2036, 2031 respectively. — Cbonds https://cbonds.com/news/4034481/ 4. What Equinix’s Azure Push Means for Malaysia’s Data Centres | Data Centre Magazine — Data Centre Magazine https://datacentremagazine.com/news/what-equinixs-azure-push-means-for-malaysias-data-centres Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping capital markets, rent mix and grid planning. In this episode: Top stories: 1. Equinix seeks to raise $3B from US investment-grade bond sale — Crypto Briefing https://cryptobriefing.com/equinix-3b-bond-sale-ai-infrastructure/ 2. Equinix Q2 Earnings Call Highlights - Watch List News — Watch List News https://www.watchlistnews.com/equinix-q2-earnings-call-highlights/11164972.html 3. Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold — TechStock² https://ts2.tech/en/digital-realty-trust-nysedlr-stock-higher-rent-per-kilowatt-as-smaller-leases-take-hold/ 4. NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool — The Motley Fool https://www.fool.com/investing/2026/07/31/nextera-just-raised-its-large-load-forecast-to-8-g/ 5. Step Back: With Stargate adding five U.S. sites and a Norway project, how can investors and grid planners separate headline compute capacity from megawatts that are actually financeable and energizable—particularly through interconnection status, power contracts, equipment commitments, and take-or-pay obligations? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM opened an expedited interconnection track after FERC upheld broader queue reforms, while Amazon’s Anthropic commitments point to decade-scale AWS-chip demand and Texas weighs whether AI load gets new power—or new limits. In this episode: Top stories: 1. PJM Begins Accepting Expedited Interconnection Track ... — PJM Inside Lines https://insidelines.pjm.com/pjm-begins-accepting-expedited-interconnection-track-requests/ 2. FERC Defeats Challenges to Rule Aimed at Easing Grid Backlog (1) — Bloomberg Law https://news.bloomberglaw.com/environment-and-energy/ferc-defeats-challenges-to-rule-aimed-at-easing-grid-backlog 3. AWS disclosed an expanded Anthropic commitment of more than $100.0 billion over 10.0 years, including obligations tied to AWS-chip performance; Amazon’s primarily AWS-related unrecognized contract commitments reached approximately $496 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1018724/000101872426000026/amzn-20260630.htm 4. Texas power grid faces rising demand as AI data centers fuel energy debate - CBS Texas — CBS Texas https://www.cbsnews.com/texas/news/texas-power-grid-faces-rising-demand-as-ai-data-centers-fuel-energy-debate/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Meta’s El Paso data-center venture puts AI infrastructure risk on the balance sheet, with AWS pressing Virginia on transmission funding, PJM moving on reliability backstops, and Equinix tapping bonds as the buildout keeps forcing capital and grid-cost questions. In this episode: Top stories: 1. Meta identified El Paso, Texas, as the location of a proposed data center co-development venture in which it would hold a 20% interest. The proposed transaction includes approximately $2.3 billion of contributed assets, an approximately $1 billion distribution to Meta, future leases and approximately $13 billion of maximum residual-value-guarantee exposure. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1326801/000162828026050705/meta-20260630.htm 2. Meta recorded $31.08 billion of second-quarter capital expenditures and issued $25.00 billion of fixed-rate senior unsecured notes. It also newly identified third-party AI token costs alongside data centers, technical infrastructure and cloud services as contributors to higher expenses. — Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1326801/000162828026050705/meta-20260630.htm 3. Amazon Pushes Virginia to Let Data Centers Fund Grid Upgrades — Data Center Knowledge https://www.datacenterknowledge.com/energy-power-supply/amazon-pushes-virginia-to-let-ai-data-centers-fund-their-own-grid-upgrades 4. PJM Board Directs FERC Filing on Reliability Backstop Procurement and Interim Resource Adequacy Serv | Energy & Climate Counsel | Foley Hoag LLP — Energy & Climate Counsel https://foleyhoag.com/news-and-insights/blogs/energy-and-climate-counsel/2026/july/pjm-board-directs-ferc-filing-on-reliability-backstop-procurement-and-interim-resource-adequacy-serv/ 5. Equinix Data Center Deal Aims for $3 Billion — Bloomberg Markets https://headlinesbriefing.com/market/bloomberg-markets/equinix-data-center-deal-aims-for-3-billion-760f82f5 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now colliding with grid access, utility bills and local water oversight. In this episode: Top stories: 1. Equinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook — PR Newswire https://www.prnewswire.com/news-releases/equinix-reports-second-quarter-results-raises-2026-guidance-and-long-term-outlook-302838047.html 2. Microsoft newly elevates electricity into a detailed datacenter expansion bottleneck, citing constrained generation, transmission and distribution infrastructure, delayed power connections, utility and regulatory requirements, and alternatives that may not scale in time or may cost more. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/789019/000119312526323660/msft-20260630.htm 3. Trump expands a voluntary pledge to protect consumers ... — The Associated Press https://www.miamitimesonline.com/business/trump-expands-a-voluntary-pledge-to-protect-consumers-from-high-utility-bills-from-ai-data/article_3673206f-862f-452c-bb93-0434f7d0c95a.amp.html 4. Georgia Power Filings Show 3.2GW Grid Queue Before OpenAI Camellia Debut | SendTech Times — SendTech Times https://stechtimes.com/en/article/georgia-power-filings-put-openais-32gw-camellia-campus-in-grid-queue-ms4ps2zf 5. Ohio Reverses Plan After 7,000 Public Comments Oppose Easier Wastewater Rules for Data Centers - CRBC News — CRBC News https://www.crbcnews.com/articles/6a67c9225db02963df1709d3 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets. In this episode: Top stories: 1. PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines — PJM Inside Lines https://insidelines.pjm.com/pjm-board-directs-action-on-resource-adequacy-affordability-and-large-loads/ 2. CenterPoint expects 14 GW of demand added to grid in ERCOT batch - Houston Business Journal — Houston Business Journal https://www.bizjournals.com/houston/news/2026/07/28/centerpoint-ercot-batch-zero-power-demand-projects.html 3. Nevada's electric utility is suing a major data center company. Here's why. - The Nevada Independent — The Nevada Independent https://thenevadaindependent.com/article/nevadas-electric-utility-is-suing-a-major-data-center-company-heres-why 4. Orange and Morrison Launch €3 bn France Data Centre JV Targeting 400 MW AI and Cloud Capacity - InfotechLead — InfotechLead https://infotechlead.com/data-center/orange-and-morrison-launch-e3-bn-france-data-centre-jv-targeting-400-mw-ai-and-cloud-capacity-97323 5. TPG Reportedly Eyes $3B Acquisition Of Data Center Firm — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/tpg-eyes-3b-acquisition-of-data-center-firm-netrality-135593 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

NextEra Energy’s Dominion bid and Iowa nuclear restart put utility scale at the center of AI load growth, while Verizon’s $1 billion Google fiber deal and new local siting fights show the buildout straining networks, grids, and permitting. In this episode: Top stories: 1. NextEra aims to cash in on surging power demand from data centers - E&E News by POLITICO — E&E News https://www.eenews.net/articles/nextera-aims-to-cash-in-on-surging-power-demand-from-data-centers/ 2. Verizon signs $1B dark fiber deal with Google - Telecompetitor — Telecompetitor https://www.telecompetitor.com/verizon-signs-1b-dark-fiber-deal-with-google/ 3. States cannot be granted filing rights under Section 205 of the Federal Power Act | Utility Dive — Utility Dive https://www.utilitydive.com/news/states-ferc-filing-rights-section-205-pjm/826170/ 4. Plymouth Township opposes Conshohocken data center - WHYY — WHYY https://whyy.org/articles/conshohocken-data-center-proposal-plymouth-township-pushes-back/ 5. Namyangju Mega Data Center Stalls Over Power, Water Supply - Seoul Economic Daily — Seoul Economic Daily https://en.sedaily.com/technology/2026/07/27/namyangju-mega-data-center-stalls-over-power-water-supply Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM saw more than 3 GW of data-center demand drop offline during a voltage event, while Texas moves to shield households from expansion costs and a California AI campus fights for Colorado River water, sharpening the grid-and-resource politics of AI infrastructure. In this episode: Top stories: 1. Power Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks | Financial Post — Financial Post https://financialpost.com/pmn/business-pmn/power-grids-reach-tipping-point-as-100f-weather-us-data-center-boom-stress-aging-networks 2. Massive disconnect of power roils largest US electric grid — Reuters https://www.aol.com/articles/massive-disconnect-power-roiled-largest-222641000.html 3. Governor Abbott Announces PUC And ERCOT Actions Protecting Residential Ratepayers From Data Center Costs | Brownwood News — Brownwood News https://www.brownwoodnews.com/2026/07/26/governor-abbott-announces-puc-and-ercot-actions-protecting-residential-ratepayers-from-data-center-costs/ 4. IVCM Sues IID for 260M Gallons of Colorado River Water · TFTC — TFTC https://www.tftc.io/ivcm-ai-data-center-colorado-river-water-lawsuit-iid Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC is warning PJM to adopt grid reforms by September or face federal action, while Virginia weighs tighter data-center water rules and Wistron starts U.S. assembly of NVIDIA GB300 systems in Fort Worth. In this episode: Top stories: 1. FERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive — Utility Dive https://www.utilitydive.com/news/ferc-pjm-governance-reforms-data-centers-capacity-market/826140/ 2. Virginia study on groundwater, data centers calls for tighter water regulations — WSLS https://www.wsls.com/business/2026/07/24/virginia-study-on-groundwater-data-centers-calls-for-tighter-water-regulations/ 3. Fort Worth Factory Becomes First US Site to Build NVIDIA GB300 Superchips — TechTimes https://www.techtimes.com/articles/321457/20260724/fort-worth-factory-becomes-first-us-site-build-nvidia-gb300-superchips.htm Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM and FERC are moving the AI-load fight from auction bills to governance, with regulators weighing whether the grid operator’s board needs more power as data centers drive capacity costs and local water fights knock projects off course. In this episode: Top stories: 1. Transparency and independence of biggest US power grid in focus as FERC mulls major reforms | 95.7 KELO-FM — 95.7 KELO-FM https://kelofm.com/2026/07/23/transparency-and-independence-of-biggest-us-power-grid-in-focus-as-ferc-mulls-major-reforms/ 2. OpenAI Plans $20 Billion Georgia Data Center with 3.2 GW of Power — ConstructConnect https://news.constructconnect.com/openai-plans-20-billion-georgia-data-center-with-3.2-gw-of-power 3. Data Centers Drove $6.3 Billion of PJM’s Latest Capacity Auction Cost, Market Monitor Says — MGRID https://mgrid.org/2026/07/23/data-centers-drove-6-3-billion-of-pjms-latest-capacity-auction-cost-market-monitor-says/ 4. Data center company decides not to build in East Texas — The Texas Tribune https://www.texastribune.org/2026/07/23/east-texas-data-center-withdrawn/ 5. Ohio EPA scraps rule to permit data center discharge into ... — Farm and Dairy https://www.farmanddairy.com/news/ohio-epa-scraps-rule-to-permit-data-center-discharge-into-waterways/922708.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

OpenAI plans a 3.2 GW Georgia data center campus as PJM’s market monitor tags data centers with $6.3 billion in capacity-auction charges, while water fights in Texas and California show the AI buildout’s local constraints are tightening. In this episode: Top stories: 1. OpenAI plans $20 billion data center campus near Savannah, Georgia — Quartz https://qz.com/openai-data-center-georgia-savannah-project-camellia-072226 2. AIP, MGX & GIP buy Aligned Data Centres for USD $40bn — DataCenterNews US https://datacenter.news/story/aip-mgx-gip-buy-aligned-data-centres-for-usd-40bn 3. PJM monitor attributes US$6.3bn auction charges to data centres — BTW https://btw.media/en/pjm-monitor-attributes-us-6-3bn-auction-charges-to-data-centres 4. Developer scraps plan for data center near Cedar Creek Lake | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/news/local/article316617093.html 5. Lawsuit Tests Water Strategy Behind California’s Lithium Valley — Data Center Knowledge https://www.datacenterknowledge.com/regulations/lawsuit-tests-water-strategy-behind-california-s-lithium-valley Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Nvidia Vera Rubin is in full production with OpenAI deployment planned in Q3, while BlackRock, FERC, Ohio and Cape Town show the buildout’s capital, regulatory and local-permitting constraints tightening at once. In this episode: Top stories: 1. Nvidia says Vera Rubin is in full production, with OpenAI set to deploy at scale in Q3 — The Next Web https://thenextweb.com/news/nvidia-vera-rubin-full-production-customers 2. BlackRock Finances $12B Meta Data Center, Closes Aligned Acquisition — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/blackrock-finances-12b-meta-data-center-deal-closes-acquisition-of-aligned-135508 3. FERC Order RD26-7-000: Computational Load Registration and Standards Deadlines 2026 — AMPYX CYBER — AMPYX CYBER https://ampyxcyber.com/blog/ferc-computational-load-order-rd26-7-000 4. Ohio EPA rejects blanket wastewater permit for all data centers | News, Sports, Jobs - The Vindicator — The Vindicator https://www.vindy.com/news/local-news/2026/07/ohio-epa-rejects-blanket-wastewater-permit-for-all-data-centers/ 5. Inside Cape Town’s deal turning fairways into a data hub — Daily Maverick https://www.dailymaverick.co.za/article/2026-07-21-inside-cape-towns-deal-turning-golf-fairways-into-a-giant-data-hub/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC faces Senate questioning over data center interconnections as local governments in Florida, Texas and India tighten scrutiny on water, permitting and ratepayer exposure, while Naver courts Brookfield funding for a 1 GW NVIDIA-linked AI factory. In this episode: Top stories: 1. Senators to question FERC members on grid, data centers - E&E News by POLITICO — E&E News https://www.eenews.net/articles/senators-to-question-ferc-members-on-grid-data-centers/ 2. Naver Executives Visit Brookfield for AI Factory Funding Talks — Chosun https://www.chosun.com/english/industry-en/2026/07/20/JS5XTCSDBFCKLMNKUE6OWILEIA/ 3. Thane residents flag discrepancy in Amazon data centre’s water consumption requirements - The HinduBusinessLine — The Hindu Business Line https://www.thehindubusinessline.com/info-tech/thane-residents-flag-discrepancy-in-amazon-datacentreswater-consumption-requirements/article71245284.ece 4. Pasco unanimously adopts moratorium on data centers — Tampa Bay Beacons https://www.tampabaybeacons.com/2026/07/20/pasco-unanimously-passes-moratorium-on-data-centers/ 5. El Paso City Council approves data center policy framework - KVIA — KVIA https://kvia.com/news/business-technology/2026/07/20/el-paso-city-council-approves-data-center-policy-framework/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM’s large-load plan and the data-center REIT boom show AI infrastructure moving from hype into balance-sheet and grid-rule territory, with investors, utilities, and hyperscalers all watching who pays for capacity. In this episode: Top stories: 1. Data Centers Are the Hot New REITs. Should You Invest $1,000? - AOL — AOL https://www.aol.com/articles/data-centers-hot-reits-invest-150300000.html 2. Step Back: PJM now has a formal large-load integration plan on the table, so what should we watch to tell whether this is real reliability discipline or just a new queue label—and how would it shift leverage among hyperscalers, utilities, generators, and states chasing AI campuses? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC ordered NERC to craft reliability standards for data-center-scale computational loads, while Virginia weighs making data centers absorb more grid costs. The buildout is shifting from site selection to hard rules on reliability, ratepayer exposure and secured power. In this episode: Top stories: 1. FERC Directs NERC To File Reliability Standards That ... — Energy Law Blog https://www.sheppard.com/insights/blogs/ferc-directs-nerc-to-file-reliability-standards-that-apply-to-data-centers 2. Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO — E&E News https://www.eenews.net/articles/virginia-mulls-shifting-major-grid-costs-to-data-centers/ 3. The Grid Short: PJM’s Future Capacity Auction Reveals Power Constraints in Looming Era of Higher Electrification Load | Energy Tech — Energy Tech https://www.energytech.com/data-center-power/article/55391509/the-grid-short-pjms-future-capacity-auction-reveals-power-constraints-in-looming-era-of-higher-electrification-load 4. New $2.2B Cedar Creek data center project, abatements under review | Bastrop - Cedar Creek | Community Impact — Community Impact https://communityimpact.com/bastrop-cedar-creek/business/new-22b-cedar-creek-data-center-project-abatements-under-review/ 5. AI Surge Fuels Major Data-Center Stake Sales in US - CRE Daily — CRE Daily https://www.credaily.com/briefs/ai-surge-fuels-major-data-center-stake-sales-in-us/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM’s market monitor says data centers drove $6.3 billion of its latest capacity auction cost, while New York pauses 50 MW-plus permits and Texas large-load buyers argue for paying transmission charges rather than shifting grid buildout costs. In this episode: Top stories: 1. AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal — Bloomberg https://www.energyconnects.com/news/utilities/2026/july/ai-bumps-power-cost-60-as-mega-us-grid-fails-to-hit-supply-goal/ 2. New York Pauses Environmental Permits for Large Data Centers — WinBuzzer https://winbuzzer.com/2026/07/15/new-york-pauses-environmental-permits-for-large-data-centers-xcxwbn/ 3. Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today — ESG Today https://www.esgtoday.com/google-signs-massive-clean-energy-deal-with-largest-solar-project-in-u-s/ 4. Why some large loads insist on paying their way — Texas Energy and Power https://www.texasenergyandpower.com/p/why-some-large-loads-insist-on-paying 5. NVIDIA touts Blackwell's AI efficiency gains in racks — DataCenterNews Canada https://datacenternews.ca/story/nvidia-touts-blackwell-s-ai-efficiency-gains-in-racks Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM Interconnection missed its capacity supply target for a third straight auction as AI data center load strains the grid, while New York ordered a broad pause on large data center permits and local fights intensified from Mississippi to Florida. In this episode: Top stories: 1. PJM Grid Auction Misses Supply Target a Third Time — Briefs https://www.briefs.co/news/pjm-grid-s-third-auction-miss-signals-growing-supply-gap/ 2. New York Orders Moratorium on Large Data Center Permits | Engineering News-Record — Engineering News-Record https://www.enr.com/articles/63315-new-york-orders-moratorium-on-large-data-center-permits 3. Pollution from Musk’s unpermitted xAI power project hits hardest in Black communities - CNA — Channel NewsAsia https://www.channelnewsasia.com/business/pollution-musks-unpermitted-xai-power-project-hits-hardest-in-black-communities-6253196 4. An AI Data Center at the Edge of the Everglades Heads to a Decisive Vote - Inside Climate News — Inside Climate News https://insideclimatenews.org/news/14072026/florida-everglades-ai-data-center-opposition/ 5. Pennsylvania data centers face increased oversight under new law | Utility Dive — Utility Dive https://www.utilitydive.com/news/pennsylvania-passes-budget-increasing-data-center-oversight/825177/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Fort Worth, Grimes County and Seward County are pushing data center water and utility guardrails as Ohio weighs a blanket wastewater permit; Yotta meanwhile is racing toward 85,000 GPUs for global AI customers. In this episode: Top stories: 1. Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks — KBTX https://www.kbtx.com/2026/07/14/grimes-county-vote-data-center-safeguards-discuss-evapco-incentive-talks/ 2. The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters - Gadget Review — Gadget Review https://www.gadgetreview.com/the-epa-is-writing-permits-that-could-let-ohio-data-centers-dump-wastewater-into-state-waters 3. Fort Worth pulls major data center regulations from agenda | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/news/local/fort-worth/article316495179.html 4. Nebraska county imposes one year freeze on data center developments over utility concerns — When In Your State https://wheninyourstate.com/nebraska/nebraska-county-imposes-one-year-freeze-on-data-center-developments-over-utility-concerns/ 5. How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises - BusinessInfoMedia — BusinessInfoMedia https://businessinfomedia.com/how-yotta-is-building-its-ai-infra-playbook-to-serve-global-enterprises Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

OG&E’s large-load tariff heads for a November Oklahoma regulator decision as Texas, Iowa and Coachella Valley communities scrutinize data center water, power and public-cost impacts. The buildout is moving from megawatts to municipal terms of service. In this episode: Top stories: 1. OG&E large load tariff request to be decided in November - Oklahoma Energy Today — Oklahoma Energy Today https://okenergytoday.com/2026/07/oge-large-load-tariff-request-to-be-decided-in-november/ 2. Cedar Creek Lake data center, on hold, sought Tarrant water | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/news/local/article316408121.html 3. Data center sought up to 2 billion gallons from Tarrant-owned lake - AOL — AOL https://www.aol.com/articles/data-center-now-hold-sought-151357000.html 4. Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway | Greater Palm Springs Business Insider — Greater Palm Springs Business Insider https://gpsbusinessinsider.com/coachella-valley-data-centers-power-barrier/ 5. Potential Dubuque data center could require 3 million gallons of water, city seeks public input — KCRG https://www.kcrg.com/2026/07/10/potential-dubuque-data-center-could-require-3-million-gallons-water-city-seeks-public-input/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

AEP Texas secured a $3.26 billion DOE loan for nearly 100 transmission projects as AI-load infrastructure keeps pulling in capital, from EQT’s reported $2.6 billion Copia Power deal to tougher local scrutiny in Kansas. In this episode: Top stories: 1. DOE Closes $3.26 Billion Transmission Loan to AEP Texas — Power Magazine https://www.powermag.com/doe-closes-3-26-billion-transmission-loan-to-aep-texas/ 2. Carlyle to Sell Copia Power to EQT: Financial Times — Bloomberg Law https://news.bloomberglaw.com/bankruptcy-law/carlyle-to-sell-copia-power-to-eqt-financial-times 3. De Soto’s data center project doubled in size from initial designs, drawing complaints | KCUR - Kansas City news and NPR — KCUR https://www.kcur.org/housing-development-section/2026-07-09/de-soto-data-center-complaints-beale-infrastructure 4. ISO-NE's interconnection queue shows state-driven renewable and storage buildout - Research | Modo Energy — Modo Energy https://modoenergy.com/research/en/iso-ne-interconnection-queue-outlook-july-2026 5. Private Capital Is Taking AI Chips Off the Table | Morningstar — Morningstar https://www.morningstar.com/stocks/private-capital-is-taking-ai-chips-off-table Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]