The Data Center Daily

Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina and Virginia’s Digital Gateway megaproject kept unraveling. In this episode: Top stories: 1. TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA — Channel NewsAsia https://www.channelnewsasia.com/business/terawulf-jumps-19-billion-data-center-lease-deal-anthropic-6235606 2. Duke Energy proposes special rules for data centers in… | Canary Media — Canary Media https://www.canarymedia.com/articles/data-centers/duke-energy-proposes-special-rules-for-data-centers-in-north-carolina 3. In Virginia, 'Largest Data Campus In the World' Deal Falls Apart — EIR News https://eir.news/2026/07/news/in-virginia-largest-data-campus-in-the-world-deal-falls-apart/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights in New Mexico, and Equinix heat reuse in Milan show the data center buildout being judged on power, water, and community terms. In this episode: Top stories: 1. FERC issues orders to US grid operators on large load integration. - Energy-Storage.News — Energy-Storage.News https://www.energy-storage.news/its-really-about-flexibility-ferc-issues-show-cause-orders-to-us-grid-operators-on-large-load-integration/ 2. Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times — The Economic Times https://economictimes.indiatimes.com/tech/technology/blackstones-qts-terminates-digital-gateway-data-center-project-in-virginia/articleshow/132156040.cms 3. Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions — ECIKS.org https://eciks.org/11973-99402-cheyenne-water-bacteria-meta-contractor 4. Doña Ana County: Project Jupiter out of compliance amid water supply concerns — Albuquerque Journal https://www.abqjournal.com/opinion/opinion-when-out-of-compliance-isnt-enough/3073245 5. Milan Draws Heat From Equinix Data Centres | Sustainability Magazine — Sustainability Magazine https://sustainabilitymag.com/news/how-equinix-turns-data-centre-heat-into-milan-city-heating Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built. In this episode: Top stories: 1. CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/business/article-cppib-invests-with-eqt-to-build-data-centres/ 2. FERC Orders Regional Grid Operators to Justify or Reform Tariff ... — Troutman Pepper Locke https://www.jdsupra.com/legalnews/ferc-orders-regional-grid-operators-to-4073455/ 3. Georgia Power bets on growing data center demand for energy | Macon Telegraph — The Telegraph https://www.macon.com/news/environment/article316332066.html 4. Oracle : New Mexico Environment Department Letter — Marketscreener https://au.marketscreener.com/news/oracle-new-mexico-environment-department-letter-ce7f5fd3da8ff127 5. Digital Gateway data center project dies after final developer withdraws appeal - WTOP News — InsideNoVa.com https://wtop.com/prince-william-county/2026/07/digital-gateway-data-center-project-dies-after-final-developer-withdraws-appeal/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets hyperscale assets in Northern Virginia. In this episode: Top stories: 1. DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC — TFTC https://www.tftc.io/doe-emergency-order-ai-data-centers-backup-generators-pjm-record-demand 2. PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers — PA Environment Digest Blog http://paenvironmentdaily.blogspot.com/2026/07/puc-invites-comments-on-potential.html 3. Ferc addresses arguments on rehearing 9559652 — Troutman Pepper https://www.jdsupra.com/legalnews/ferc-addresses-arguments-on-rehearing-9559652/ 4. Kline Twp. residents say questions remain after data center sessions — Standard Speaker https://www.standardspeaker.com/2026/07/02/kline-twp-residents-say-questions-remain-after-data-center-sessions/ 5. Realty Income Joins JV To Acquire Hyperscale Data Centers — Bisnow https://www.bisnow.com/national/news/data-center-capital-markets/realty-income-joins-jv-to-acquire-hyperscale-data-centers-135259 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR shares tied to the deal. In this episode: Top stories: 1. Digital Realty Pays $3.5B for Blackstone Data Center Stakes — Data Center Knowledge https://www.datacenterknowledge.com/build-design/digital-realty-pays-3-5b-for-blackstone-data-center-stakes 2. Digital Realty to Buy Blackstone Data Centers | InsiderFinance — InsiderFinance https://www.insiderfinance.io/news/digital-realty-to-buy-blackstone-data-centers Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-megawatt benchmark for AI infrastructure. In this episode: Top stories: 1. Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone — Blackstone https://www.blackstone.com/news/press/digital-realty-announces-purchase-of-blackstone-interest-in-three-northern-virginia-data-centers/ 2. Digital Realty Announces Secondary Offering of Common Stock — Globe Newswire https://www.globenewswire.com/news-release/2026/06/29/3319288/0/en/Digital-Realty-Announces-Secondary-Offering-of-Common-Stock-by-Blackstone.html 3. Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets — Value The Markets https://www.valuethemarkets.com/cryptocurrency/news/digital-realty-sets-new-valuation-benchmark-for-ai-infrastructure Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allocation fights deeper into permitting and regulation. In this episode: Top stories: 1. Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm 2. Digital Realty agreed to buy out Blackstone’s blended 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, moving three Northern Virginia hyperscale developments toward wholly owned Digital Realty status. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm 3. DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns — TMC Insight https://insight.tmcnet.com/insight/desoto-county-moves-toward-data-center-moratorium-as-dcip-group-project-sparks-water-and-power-concerns-mqz4oeg9 4. Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future - Climate 411 — Environmental Defense Fund https://blogs.edf.org/climate411/2026/06/29/grid-expectations-re-wiring-duke-energys-rate-case-for-a-clean-energy-future/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build. In this episode: Top stories: 1. Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw — The Cool Down https://www.thecooldown.com/green-tech/brookville-data-center-development-moratorium-water-concerns/ 2. Yondr JK 1 prices USD $715m notes for Virginia data centre — DataCenterNews US https://datacenter.news/story/yondr-jk-1-prices-usd-715m-notes-for-virginia-data-centre 3. Could new zoning rules stop a data center from rising next to the Nashville Zoo? — NewsChannel 5 https://www.newschannel5.com/news/state/tennessee/davidson-county/could-new-zoning-rules-stop-a-data-center-from-rising-next-to-the-nashville-zoo 4. Draft zone changes limit data centers in Fayette County | Lexington Herald Leader — Lexington Herald Leader https://www.kentucky.com/news/local/counties/fayette-county/article316284740.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and flexible-service questions while water scarcity and local bans add siting risk for data center developers. In this episode: Top stories: 1. FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development — JD Supra https://www.jdsupra.com/legalnews/ferc-directs-new-york-independent-2348120/ 2. FERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States — Mondaq https://www.mondaq.com/unitedstates/utilities/1805318/ferc-issues-show-cause-order-to-southwest-power-pool-inc 3. When the Well Runs Dry: How Water Scarcity May Limit Data Center Development | ArentFox Schiff - JDSupra — ArentFox Schiff https://www.jdsupra.com/legalnews/when-the-well-runs-dry-how-water-9607382 4. People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States — Mondaq https://www.mondaq.com/unitedstates/construction-planning/1805946/people-power-vs-streaming-power-why-the-data-center-backlash-is-becoming-a-legal-risk-developers-cannot-ignore Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over water, zoning and heat-island rules show the buildout’s constraints are becoming operational, not theoretical. In this episode: Top stories: 1. Digital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas — Telecom Review Americas https://www.telecomreviewamericas.com/articles/wholesale-and-capacity/digital-realty-powers-the-ai-era-with-strategic-infrastructure-and-acquisitions/ 2. Energy Regulator Staves Off Critique in New Data Center Orders — Bloomberg Law https://news.bloomberglaw.com/environment-and-energy/energy-regulator-staves-off-critique-in-new-data-center-orders 3. Virginia's drought is so severe even data centers face the same water limits as everyone else — The Cool Down https://www.thecooldown.com/green-tech/data-centers-drought-restrictions-virginia/ 4. Clark County, Nev., Commissioners Approve Data Center Project — GovTech https://www.govtech.com/artificial-intelligence/clark-county-nev-commissioners-approve-data-center-project 5. Spalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com — Griffin Daily News https://www.griffindailynews.com/news/spalding-boc-to-hold-zoning-hearing-on-4th-data-center-thursday/article_21c20183-7efe-55d7-9f38-1bfe1dfeb96d.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides. In this episode: Top stories: 1. Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm 2. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0 3. FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown — Mayer Brown https://www.mayerbrown.com/en/insights/publications/2025/11/ferc-large-load-interconnection-preliminary-rulemaking-key-takeaways-for-data-center-developers-other-large-load-projects-and-investors 4. 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 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Digital Realty moved to deepen its Teraco control and disclosed 1,440 acres near Kansas City, while Carbon Direct maps the PJM and ERCOT queue bottleneck standing between AI data center demand and speed to power. In this episode: Top stories: 1. Digital Realty agreed to issue common stock to buy approximately 16% of the interests in its Teraco joint venture, increasing its interest in Africa’s leading data center platform to 77%. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526276844/d50837d8k.htm 2. Digital Realty disclosed that its operating partnership acquired approximately 1,440 acres of development land at Astra Enterprise Park near Kansas City. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1297996/000119312526276844/d50837d8k.htm 3. AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT | Carbon Direct — Carbon Direct https://www.carbon-direct.com/research-and-reports/ai-meets-the-grid-interconnection-queue-analysis-in-pjm-and-ercot Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-load interconnection plan could define how data centers connect, pay, and navigate federal-state boundaries. In this episode: Top stories: 1. OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites — OpenAI https://openai.com/index/five-new-stargate-sites 2. Step Back: Stargate just named five more AI data-center sites — so how do we tell which of these are real, executable gigawatts versus land-banked options or narrative management? What documents or market signals should we trust most: interconnection status, utility tariffs, substation work, turbine orders, water permits, financing commitments, or something else? 3. FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next - Law Offices of Snell & Wilmer — Law Offices of Snell & Wilmer https://www.swlaw.com/publication/ferc-sets-june-action-on-does-large-load-interconnection-plan-putting-federal-state-boundaries-at-the-center-of-what-comes-next Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Microsoft, Alphabet, Meta and Amazon’s AI capex is now a site-selection and power-underwriting problem, while Stargate’s “pay your own way” pledge exposes the enforceable grid question: who funds capacity, upgrades and backup when AI load lands? In this episode: Top stories: 1. AI Infrastructure Capex in 2026: What Hyperscaler Spending Means ... — Build https://build.inc/insights/ai-infrastructure-capex-2026 2. Step Back: When OpenAI says Stargate will “pay its own way” for power, what would that have to mean in enforceable grid terms — take-or-pay contracts, upgrade deposits, curtailment rights, capacity obligations — and where could costs still leak back to ratepayers or the market? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Synergy Research Group pegs hyperscale capex at $142 billion in Q3, while NARUC’s FERC comments draw a hard state-jurisdiction line around large-load interconnection. The buildout is scaling faster than the permitting and cost-allocation machinery around it. In this episode: Top stories: 1. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0 2. Step Back: We usually count data center water risk as “gallons in,” but for AI-scale campuses with hybrid or liquid cooling, what actually comes out the other side — heat, chemicals, blowdown — and how well do today’s permits make that visible? 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 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM interconnection data shows 877 active load, generation and transmission requests totaling 102.79 GW, while a DOE-prompted FERC large-load proceeding raises the core question for data centers: who controls and pays for grid entry at hyperscale? In this episode: Top stories: 1. Latest Active PJM Interconnection Queue Requests with daily data updates — Interconnection.fyi — Interconnection.fyi https://www.interconnection.fyi?market=PJM&status=Active 2. DOE Directs FERC to Take Action on Large Load Interconnection | HUB | K&L Gates — K&L Gates https://www.klgates.com/DOE-Directs-FERC-to-Take-Action-on-Large-Load-Interconnection-10-30-2025 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC large-load interconnection reform is the center of gravity: DOE’s push tests who pays for gigawatt-scale AI campuses, while Digital Realty and Equinix’s reported atNorth bids show capital chasing cooler, power-rich Nordic capacity. In this episode: Top stories: 1. Secretary of Energy Directs FERC to Initiate Rulemaking to Expedite Data Center and Large Load Interconnection - Gibson Dunn — Gibson Dunn https://www.gibsondunn.com/secretary-of-energy-directs-ferc-to-initiate-rulemaking-to-expedite-data-center-and-large-load-interconnection 2. Step Back: Everyone keeps talking about FERC speeding up large-load interconnection, but isn’t the real accounting fight around hybrid campuses: when a data center shows up with behind-the-meter gas, batteries, or contracted supply, should the grid study the gross load, the net import, or the failure mode when that supply trips? 3. Digital Realty and Equinix battle for atNorth for €4.5 billion - Techzine Global — Techzine https://www.techzine.eu/news/infrastructure/136803/digital-realty-and-equinix-battle-for-atnorth-for-e4-5-billion Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

OpenAI, Oracle and Vantage’s Port Washington Stargate plan puts Wisconsin’s grid, water and transmission constraints under the microscope, alongside FERC’s large-load interconnection fight and PJM’s urgent speed-to-power problem. In this episode: Top stories: 1. Data Center Cooling Water Discharge: Assessing Environmental Transparency and Information Gaps — UC Law Environmental Journal https://repository.uclawsf.edu/cgi/viewcontent.cgi?article=1664&context=hastings_environmental_law_journal 2. OpenAI, Oracle and Vantage Data Centers Announce Stargate Data Center Site in Wisconsin - Vantage Data Centers — Vantage Data Centers https://vantage-dc.com/news/openai-oracle-and-vantage-data-centers-announce-stargate-data-center-site-in-wisconsin 3. FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown — Mayer Brown https://www.mayerbrown.com/en/insights/publications/2025/11/ferc-large-load-interconnection-preliminary-rulemaking-key-takeaways-for-data-center-developers-other-large-load-projects-and-investors 4. PJM’s Speed to Power Problem and How to Fix It - RMI — RMI https://rmi.org/pjms-speed-to-power-problem-and-how-to-fix-it 5. Step Back: With OpenAI, Oracle and Vantage now pointing Stargate at Wisconsin, what are the under-the-hood site-selection advantages there — ATC/MISO deliverability, generation mix, tax and permitting posture, water, fiber — and which of those are genuinely scarce versus just press-release gloss? Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

FERC’s large-load interconnection docket has a June 2026 action marker, as state regulators press jurisdictional limits and Synergy Research shows hyperscale capacity nearly tripling since 2018. The buildout story is shifting from abstract AI demand to queues, tariffs, water and siting. In this episode: Top stories: 1. FERC to Act on Large Load Interconnection Docket by June 2026 — Federal Energy Regulatory Commission https://www.ferc.gov/news-events/news/ferc-act-large-load-interconnection-docket-june-2026 2. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0 3. Step Back: With DOE now pushing FERC toward a large-load interconnection rule by mid-2026, what is the actual jurisdictional hook here — and how much of the data-center queue problem can FERC change before it runs into state siting authority, retail-service rules, and utility-by-utility dealmaking? 4. 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 5. Data centers and water - Project Finance NewsWire — Project Finance NewsWire https://www.projectfinance.law/publications/data-centers-and-water Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals. In this episode: Top stories: 1. Texas grid slammed by 519 power-hungry AI data center requests in just two years — The Cool Down https://www.thecooldown.com/green-tech/texas-data-centers-electricity-impact-power-grid/ 2. ‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO — POLITICO https://www.eenews.net/articles/buckle-up-ferc-lawmakers-grapple-with-data-center-costs/ 3. RWE secures Meta PPA on 298-MW Texas solar project — Solar Power World https://www.solarpowerworldonline.com/2026/06/rwe-secures-meta-ppa-on-298-mw-texas-solar-project/ 4. Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat — TelecomTalk https://telecomtalk.info/reliance-meta-ai-datacentre-in-gujarat-jamnagar/1008451/ 5. NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs — Wccftech https://wccftech.com/nvidia-first-co-packaged-optics-switch-lands-at-lambda-cutting-3kw-per-rack/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Reliance deal shows AI capacity demand still scaling globally. In this episode: Top stories: 1. Ohio lawmakers introduce sweeping new data center legislation - Route Fifty — Route Fifty https://www.route-fifty.com/artificial-intelligence/2026/06/ohio-lawmakers-introduce-sweeping-new-data-center-legislation/414089/ 2. Abbott wants data centers fully funding electric needs — KXAN https://www.kxan.com/news/texas/governor-abbott-directs-public-utility-commission-to-require-data-centers-to-fully-fund-electric-needs/ 3. Meta taps RIL for AI data centre capacity - The Times of India — The Times of India https://timesofindia.indiatimes.com/business/international-business/meta-taps-ril-for-ai-data-centre-capacity/articleshow/131647108.cms 4. Brattle Experts Examine the Potential Impacts of Large Loads on Transmission Investment Needs and Electricity Prices in Iowa and Wisconsin - Brattle — Brattle https://www.brattle.com/insights-events/publications/brattle-experts-examine-the-potential-impacts-of-large-loads-on-transmission-investment-needs-and-electricity-prices-in-iowa-and-wisconsin/ 5. DEQ meeting about data center discharge water into Lake Anna tributaries turns contentious — WHSV https://www.whsv.com/2026/06/10/deq-meeting-about-data-center-discharge-water-into-lake-anna-tributaries-turns-contentious/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and permitting into harder gates for data center growth. In this episode: Top stories: 1. Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm 2. Broadcom arranged an investor-partner structure for AI racks based on its custom AI accelerators and agreed to backstop the customer’s lease obligations, with maximum exposure of $29 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm 3. Step Back: As FERC and the RTOs start carving out faster, conditional paths for massive data center loads, where is the line between legitimate flexible service and queue-jumping that shifts transmission risk onto other customers? 4. City could take back land if xAI doesn't finish greywater facility — WREG https://wreg.com/news/local/xai-memphis/city-officials-feel-positive-that-xais-water-recycling-facility-progressing-but-say-they-could-take-land-back/ 5. New York may temporarily freeze new large data centers - TechInformed — TechInformed https://techinformed.com/new-york-may-temporarily-freeze-new-large-data-centers/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

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

ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 supply ramp and local governments from Reno to Statesboro tighten data-center siting rules. In this episode: Top stories: 1. Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire — Reuters https://gvwire.com/2026/06/05/texas-grid-flags-risks-as-data-centers-crypto-sites-fail-voltage-tests/ 2. Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship — TechTimes https://www.techtimes.com/articles/317855/20260605/nvidia-vera-rubin-hbm4-jensen-huang-confirms-all-three-suppliers-production-q3-ship.htm 3. Blackstone Bets $30 Billion on India as US Data Center Capacity Collapses | AI | based.info — based.info https://based.info/blackstone-bets-30-billion-on-india-as-us-data-center-capacity-collapses/ 4. Reno City Council extends data center moratorium — Nevada Current https://missoulacurrent.com/data-center-moratorium/ 5. Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control - Grice Connect — Grice Connect https://www.griceconnect.com/local-news/statesboro-approves-data-center-rules-in-3-1-vote-after-concerns-over-water-ai-and-local-control-12365705 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center moratorium. In this episode: Top stories: 1. BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 — BERNAMA https://bernama.com/en/news.php?id=2553577 2. AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg — Bloomberg https://www.bloomberg.com/news/articles/2026-06-04/ai-data-center-boom-risks-breakup-of-biggest-us-power-grid-operator 3. FERC waiver cuts years off Three Mile Island nuclear plant restart timeline — Power-Engineering https://www.power-eng.com/nuclear/ferc-waiver-cuts-years-off-three-mile-island-nuclear-plant-restart-timeline/ 4. Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch — Hoodline https://hoodline.com/2026/06/austin-data-center-surge-puts-texas-grid-on-record-shattering-watch/ 5. Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban — GeekWire https://www.geekwire.com/2026/data-center-operator-reveals-plans-for-downtown-seattle-facility-as-city-weighs-one-year-ban/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion. In this episode: Top stories: 1. PJM Monitor: AI Data Center Growth Reshaping Power Markets — Data Center Knowledge https://www.datacenterknowledge.com/energy-power-supply/pjm-monitor-ai-data-center-growth-reshaping-power-markets 2. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate 3. Nvidia says Vera Rubin platform enters full production — DataCenterNews US https://datacenter.news/story/nvidia-says-vera-rubin-platform-enters-full-production 4. Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times — The Business Times https://www.businesstimes.com.sg/international/global/private-infrastructure-real-estate-capital-play-larger-financing-role-ai-data-centre-boom-goldman 5. Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal — TNGlobal https://technode.global/2026/06/03/singapore-based-data-center-developer-bdx-secures-1-2-gw-of-power-in-indonesia-with-state-utility-pln/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems. In this episode: Top stories: 1. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate 2. PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) — Zero-Emission Grid https://www.zeroemissiongrid.com/iso-rto-meeting-summaries/pjm-pc-06-02-26/ 3. Record $16B Data Center Project Advances in Michigan | Engineering News-Record — Engineering News-Record https://www.enr.com/articles/63087-record-16b-data-center-project-advances-in-michigan 4. New Florence AWS data center to tap local aquifer for water - ABC17NEWS — ABC17NEWS https://abc17news.com/weather/insider-blog/2026/06/02/new-florence-aws-data-center-to-tap-local-aquifer-for-water/ 5. Nvidia Says AI Demand Could Keep Supply Tight Through 2027 — Winbuzzer https://winbuzzer.com/2026/06/02/nvidia-says-ai-demand-could-keep-supply-tight-through-2027-xcxwbn/ Got 60 seconds? Tell us what you think and help shape the show: https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights. In this episode: Top stories: 1. As data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media — Houston Public Media https://www.houstonpublicmedia.org/articles/news/energy-environment/2026/06/01/553290/data-center-planning-ercot-texas-power-grid/?amp=1 2. Building the infrastructure for the Intelligence Age in Michigan | OpenAI — OpenAI https://openai.com/index/stargate-michigan-data-center/ 3. HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them — HPCwire https://www.hpcwire.com/off-the-wire/softbank-group-to-build-5-gw-of-ai-data-center-capacity-in-france/ 4. What’s in the water? What we know and don’t know about data center water discharge in Virginia • Virginia Mercury — Virginia Mercury https://virginiamercury.com/2026/06/01/whats-in-the-water-what-we-know-and-dont-know-about-data-center-water-discharge-in-virginia/ 5. Louisiana data centres could push power costs on households — IT Brief Canada https://itbrief.ca/story/louisiana-data-centres-could-push-power-costs-on-households Got 60 seconds? Tell us what you think and help shape the show: https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-policy negotiation, not just a site-selection race. In this episode: Top stories: 1. PJM Board Announces Strategic Actions for Load Integration - Investors Hangout — Investors Hangout https://investorshangout.com/pjm-board-announces-strategic-actions-for-load-integration-502313-/ 2. The Market Is Paying for a Problem It Hasn’t Solved — The AI Grid Report https://www.theaigridreport.com/p/the-market-is-paying-for-a-problem 3. EIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 — Power Engineering https://www.power-eng.com/gas/eia-natural-gas-generation-to-remain-flat-this-summer-with-a-record-peak-expected-in-2027/ 4. AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram — Fort Worth Star-Telegram https://www.star-telegram.com/entertainment/living/article315930183.html 5. Gov. Shapiro releases data center development standards | News | northcentralpa.com — Northcentralpa.com https://www.northcentralpa.com/news/gov-shapiro-releases-data-center-development-standards/article_90052c16-3e31-454b-870e-8d2a46aaf45f.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

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]