The Data Center Daily
By The Data Center Daily — Lantern Podcasts
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Episodes: 50
Description
The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.
| Episode | Date |
|---|---|
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PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast — October 26, 2026
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Oct 26, 2026 |
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Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires — October 24, 2026
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Oct 24, 2026 |
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Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain — October 23, 2026
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Oct 23, 2026 |
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Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027 — October 22, 2026
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Oct 22, 2026 |
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PJM Opens a Separate Lane for SB Energy's 9.6 GW Ohio Campus as Amazon Backs Indiana SMRs — October 21, 2026
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Oct 21, 2026 |
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Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load — October 19, 2026
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Oct 19, 2026 |
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Oregon Freezes Data Center Permits as DOE Waives Limits for a Strained PJM — October 14, 2026
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Oct 14, 2026 |
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Google's Power Math: Indiana Cost Test, 890 MW of Nuclear Uprates — October 13, 2026
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Oct 13, 2026 |
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PJM Fast-Tracks 2.1 GW as Senators Tally Data Center Grid Costs — October 12, 2026
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Oct 12, 2026 |
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FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan — October 11, 2026
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Oct 11, 2026 |
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DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap — October 10, 2026
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Oct 10, 2026 |
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Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates — October 09, 2026
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Oct 09, 2026 |
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Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026
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Oct 08, 2026 |
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First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns — October 07, 2026
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Oct 07, 2026 |
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Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms — October 06, 2026
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Oct 06, 2026 |
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Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers — October 05, 2026
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Oct 05, 2026 |
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Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County — October 04, 2026
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Oct 04, 2026 |
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Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build — October 03, 2026
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Oct 03, 2026 |
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Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback — October 02, 2026
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Oct 02, 2026 |
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FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter — October 01, 2026
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Oct 01, 2026 |
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Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout — September 30, 2026
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Sep 30, 2026 |
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Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load — September 29, 2026
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Sep 29, 2026 |
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Water Fights Shadow Data Centers From Pahrump to Gilroy — September 28, 2026
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Sep 28, 2026 |
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BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas — September 25, 2026
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Sep 25, 2026 |
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Transmission tax credits and ratepayer shields hit AI buildout — September 24, 2026
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Sep 24, 2026 |
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Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits — September 23, 2026
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Sep 23, 2026 |
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AI Compute’s Grid Bottleneck Gets Regulatory—and Local — September 22, 2026
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Sep 22, 2026 |
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Data Center Cost Fights Hit Virginia, New Mexico and Senate — September 21, 2026
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Sep 21, 2026 |
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Congress Targets Data-Center Grid Cost Shifts — September 18, 2026
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Sep 18, 2026 |
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Data Centers Pitch Flexibility as Permitting Pushback Spreads — September 17, 2026
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Sep 17, 2026 |
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PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load — September 16, 2026
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Sep 16, 2026 |
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Data Centers Face Grid-Cost Rules and Off-Grid Power Push — September 15, 2026
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Sep 15, 2026 |
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Oracle’s Data-Center Tab Explodes as Grid Rules Tighten — September 14, 2026
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Sep 14, 2026 |
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AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance — September 11, 2026
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Sep 11, 2026 |
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Data Center Power Deals Get Harder to Socialize — September 10, 2026
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Sep 10, 2026 |
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Equinix Leads a Global AI Capacity Land Grab — September 09, 2026
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Sep 09, 2026 |
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Data Centers Meet the Grid’s New Cost Discipline — September 08, 2026
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Sep 08, 2026 |
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AI data centers meet audits, moratoriums and grid workarounds — September 07, 2026
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Sep 07, 2026 |
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Big Loads Face Grid Cost Controls — September 04, 2026
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Sep 04, 2026 |
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AI Infrastructure’s IPO, M&A and Megawatt Tests — September 03, 2026
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Sep 03, 2026 |
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PJM-Oklo Fight Puts AI Power Bottleneck on Display — September 02, 2026
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Sep 02, 2026 |
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AI Data Centers Hit Tariff Delays, Reporting Rules and Local Fights — September 01, 2026
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Sep 01, 2026 |
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Data Centers Hit the Water-and-Permitting Wall — August 31, 2026
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Aug 31, 2026 |
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Data Center Power Rules Hit Rates, Renewables and Queue Costs — August 28, 2026
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Aug 28, 2026 |
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Nvidia Moves Into AI Data Center Risk as Permits Tighten — August 27, 2026
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Aug 27, 2026 |
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Data Center Load Runs Into the Grid-Bill Fight — August 26, 2026
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Aug 26, 2026 |
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Large-Load Tariffs Slip as Grid Hardware Bottlenecks Bite — August 25, 2026
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Aug 25, 2026 |
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AI Data Centers Hit the Permitting-and-Power Wall — August 24, 2026
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Aug 24, 2026 |
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OpenAI Rethinks Stargate as Data Center Capital Keeps Flowing — August 21, 2026
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Aug 21, 2026 |
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Riot’s $9.1B AI Lease Puts Power Access Back in Focus — August 20, 2026
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Aug 20, 2026 |