Podcast
The Data Center Daily
Hosted by The Data Center Daily — Lantern Podcasts · EN
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.
10episodes
Episodes
Newest firstAll episodes
ERCOT’s AI Load Wave Hits the Cost-Allocation Wall — June 12, 2026
3d ago00:11:22Tap to summarizeERCOT’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 episodeTexas grid slammed by 519 power-hungry AI data center requests in just two years — The Cool DownTexas grid slammed by 519 power-hungry AI data center requests in just two years Photo Credit: iStock Proposed AI data centers are poised to put a new kind of pressure on Texas' power system as their electricity needs climb, The Texas Tribune reported. That potential demand is arriving as the grid has come under intense scrutiny in recent years. ### What's happening? According to The…‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO — POLITICO‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # ‘Buckle up’: FERC, lawmakers grapple with data center costs Speakers at POLITICO’s Energy Summit pressed for more government action to ensure utility ratepayers don’t bear the costs of an energy-intensive AI boom. Federal Energy Regulatory…RWE secures Meta PPA on 298-MW Texas solar project — Solar Power World# RWE secures Meta PPA on 298-MW Texas solar project Author: Billy Ludt Published: 2026-06-11T16:52:58+00:00 Source: solarpowerworldonline.com (solarpowerworldonline.com) Language: en ## Story RWE secures Meta PPA on 298-MW Texas solar project RWE and Meta have arranged a long-term corporate power purchase agreement (PPA) for the electricity generated by the 298-MWAC Rabbit’s Foot Solar…Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat — TelecomTalkReliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat × ### Highlights - Reliance and Meta have partnered to develop a 168 MW AI-enabled data centre in Jamnagar, Gujarat. - The facility will be Meta's first built-to-suit data centre in India. - Reliance will provide end-to-end services, from design and construction to operations and utility management. Live #### Hardik…NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs — Wccftech# NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs Author: Hassan Mujtaba Published: 2026-06-11T09:05:13+00:00 Source: wccftech.com (wccftech.com) Language: en ## Story NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs # NVIDIA’s First Co-Packaged Optics…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →States Make Data Centers Pay as AI Capacity Keeps Scaling — June 11, 2026
4d ago00:11:47Tap to summarizeTexas 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 episodeOhio lawmakers introduce sweeping new data center legislation - Route Fifty — Route FiftyOhio lawmakers introduce sweeping new data center legislation - Route Fifty Skip to Content - Exercise Your Privacy Rights --- --- --- --- --- --- --- By Nick Evans, Ohio Capital Journal By Nick Evans, Ohio Capital Journal | June 10, 2026 12:00 PM ET ## It’s a significant revision of state policy, touching on tax breaks, nondisclosure agreements, water use and testing, utility…Abbott wants data centers fully funding electric needs — KXANAbbott wants data centers fully funding electric needs AUSTIN (Nexstar) — In a letter to the Public Utility Commission of Texas (PUCT) and the Electric Reliability Council of Texas (ERCOT), Gov. Greg Abbott called for immediate action that would ensure Texans do not pay the price of connecting data centers to the state’s electric grid. “The rapid scale of data center development requires…Meta taps RIL for AI data centre capacity - The Times of India — The Times of IndiaMeta taps RIL for AI data centre capacity - The Times of India Edition IN English Sign In - News - Business News - International Business News - Meta taps RIL for AI data centre capacity Trending # Meta taps RIL for AI data centre capacity Comments Share AA +Text Size - Small - Medium - Large . NEW DELHI: Meta has signed its first artificial intelligence data centre deal in India,…Brattle Experts Examine the Potential Impacts of Large Loads on Transmission Investment Needs and Electricity Prices in Iowa and Wisconsin - Brattle — BrattleBrattle Experts Examine the Potential Impacts of Large Loads on Transmission Investment Needs and Electricity Prices in Iowa and Wisconsin - Brattle In a recent white paper commissioned by Alliant Energy, Brattle energy experts identify system conditions, ratemaking approaches, and contractual structures that utilities can leverage to address electricity affordability concerns related to demand…DEQ meeting about data center discharge water into Lake Anna tributaries turns contentious — WHSVDEQ meeting about data center discharge water into Lake Anna tributaries turns contentious Share Add Us On GoogleAdd as a preferred source on Google LOUISA, Va. (WWBT) - Amazon Web Services is seeking permission from the Department of Environmental Quality to release treated water from its data centers into Louisa County’s natural water sources. The requested Virginia Pollutant Discharge…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →Broadcom’s AI Commitments Hit Real-World Data Center Gates — June 10, 2026
5d ago00:13:36Tap to summarizeBroadcom 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 episodeBroadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. — U.S. Securities and Exchange CommissionBroadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. For AI compute suppliers and capacity planners, the filing attaches disclosed scale and a revenue-recognition window to custom accelerator demand beyond current-period shipments. Broadcom has firm multi-year obligations that include a custom AI accelerator…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 CommissionBroadcom 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. This puts Broadcom in the financing and risk stack for AI compute capacity, not just the silicon supply chain. The AI rack model disclosed in the filing uses lease obligations and an investor partner;…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?Background sourcesFERC approves SPP non-firm, large load transmission service | Utility Dive — Ethan HowlandLarge Energy Users Want Power. Here’s How to Protect Other Ratepayers from the Costs. - RMI — RmiFrom Rejection to National Rulemaking: The Federal Regulatory Framework for Data Center Power Is Taking Shape - Davis Graham — Caroline SchorschFERC Grapples With Surging Reliability and Interconnection Demands From Data Centers — OrrickFERC Directs Nation’s Largest Grid Operator to Create New Rules to Embrace Innovation and Protect Consumers | Federal Energy Regulatory Commission — Federal Energy Regulatory CommissionThe Emerging Regulatory Framework to Power Data Centers — PillsburylawCity could take back land if xAI doesn't finish greywater facility — WREGCity could take back land if xAI doesn't finish greywater facility xAI’s Colossus supercomputer site in southwest Memphis MEMPHIS, Tenn. — City leaders feel “pretty positive” that xAI — now part of SpaceX — will finish construction that stalled on a greywater recycling facility to cool their supercomputer in southwest Memphis. But if they don’t, the city’s chief legal officer says they have…New York may temporarily freeze new large data centers - TechInformed — TechInformedNew York may temporarily freeze new large data centers - TechInformed Listen Text-to-speech not supported in this browser # New York may temporarily freeze new large data centers The bill would pause new DEC approvals for 20 MW-plus data centers and shift more infrastructure, energy and water costs onto large facilities --- New York lawmakers have passed the Responsible Data Center…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →AI Data Centers Face Curtailable Power and a Hard Supply Ceiling — June 09, 2026
6d ago00:12:09Tap to summarizeFERC 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 episodeNEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. — Energy Central# NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. Published: 2026-06-09T01:58:14.801000+00:00 Source: energycentral.com (energycentral.com) Language: en ## Story NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. Energy & Grid Management Energy Central Team há 23 minutos· Posted in Energy & Grid…AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times — The Economic TimesAI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times Business News Tech AI AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies # AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies ANILast Updated: Jun 08, 2026, 10:33:48 AM IST Share Font…Bills would require, incentivize Delaware data centers to bring their own power - Spotlight Delaware — Spotlight DelawareBills would require, incentivize Delaware data centers to bring their own power - Spotlight Delaware Data centers would be required to supply their own power and would be the first cut off in an emergency under proposals being considered by legislators. | PHOTO COURTESY OF DAODUCQUAN / WIKIMEDIA Why Should Delaware Care?The popularity of artificial intelligence has sparked a boom in the…TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout — TechTimes# TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout Author: Jerry Owens Published: Jun 08 2026, 10:43 AM EDT Published: 2026-06-08T10:43:10-04:00 Source: techtimes.com (techtimes.com) Language: en ## Story TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout The TikTok logo is displayed at a TikTok office on September 25, 2025 in Culver City,…Nvidia clinches deals with South Korean giants including SK Group to advance AI boom - The Business Times — The Business TimesNvidia clinches deals with South Korean giants including SK Group to advance AI boom - The Business Times # Nvidia clinches deals with South Korean giants including SK Group to advance AI boom The agreements come during a high-profile trip by Nvidia CEO Jensen Huang to South Korea Share Add BT as a preferred source Add BT as a preferred source Published Mon, Jun 8, 2026 · 08:48 AM — Updated…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall — June 08, 2026
1w ago00:08:44Tap to summarizeERCOT 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 episodeTexas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire — ReutersTexas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests By Reuters Published 2 days ago on June 5, 2026 ## Electrical power lines are shown during a storm in Anson, Texas, U.S., April 24, 2025. (Reuters/Mike Blake) - Several large data centers and crypto facilities planning to connect to the…Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship — TechTimesNvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship Nvidia CEO Jensen Huang waves to the media as he arrives at Gimpo airport in Seoul on June 5, 2026. ( Jung Yeon-je/FP via Getty Images Jensen Huang stepped off his plane at Seoul's Gimpo business aviation center on Friday and delivered the most definitive supply-chain signal of the AI infrastructure…Blackstone Bets $30 Billion on India as US Data Center Capacity Collapses | AI | based.info — based.infoBlackstone Bets $30 Billion on India as US Data Center Capacity Collapses | AI | based.info Blackstone-backed AirTrunk committed $30 billion to build 5 gigawatts of AI data center capacity across India by 2030, the largest single digital infrastructure investment in the country’s history and a direct bet that geopolitical fragmentation will redirect Western cloud workloads away from…Reno City Council extends data center moratorium — Nevada CurrentReno City Council extends data center moratorium Jeniffer Solis (Nevada Current) Reno City Council voted to keep a temporary data center moratorium in place and vowed to adopt new regulations sometime next year. The moratorium, approved Monday, will remain in place until Aug. 31, 2027, or until the city adopts new data center regulations. Opposition to data centers has been growing across…Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control - Grice Connect — Grice ConnectStatesboro approves data center rules in 3-1 vote after concerns over water, AI and local control - Grice Connect # Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control Statesboro City Council approved new data center rules in a 3-1 vote June 2 after public concerns over water use, artificial intelligence, environmental impact, and whether the city…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →OpenAI’s $50B Compute Bill Meets Grid Pushback — June 05, 2026
1w ago00:07:53Tap to summarizeOpenAI 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 episodeBERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 — BERNAMABERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 WORLD # OpenAI To Spend US$50 Bln On Computing Power In 2026 06/05/2026 04:47 PM OpenAI logo is seen in this illustration taken, March 11, 2024. -- Photo by REUTERS/Dado Ruvic/Illustration//File Photo SAN JOSE (California), May 6 (Bernama-dpa) -- ChatGPT developer OpenAI expects to spend about US$50 billion this year on computing…AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg — Bloomberg# AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg Author: John Ainger Published: 2026-06-04T10:10:04.790Z Source: Bloomberg (bloomberg.com) Language: en ## Story AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg Climate Politics A power substation near a data center in Ashburn, Virginia. PJM Interconnection’s territory includes a…FERC waiver cuts years off Three Mile Island nuclear plant restart timeline — Power-Engineering# FERC waiver cuts years off Three Mile Island nuclear plant restart timeline Author: Sean Wolfe Published: 2026-06-04T19:52:56+00:00 Source: power-eng.com (power-eng.com) Language: en ## Story FERC waiver cuts years off Three Mile Island nuclear plant restart timeline The former Three Mile Island Nuclear Power Plant in Pennsylvania (Credit: U.S. Department of Energy). The Federal Energy…Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch — Hoodline# Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch Published: 2026-06-04T15:24:45-04:00 Source: hoodline.com (hoodline.com) Language: en ## Story ERCOT is bracing for a scorcher of a summer on the Texas grid, warning that record-breaking electricity demand could hit the low-90-gigawatt range as a wave of new data centers and high heat collide. Even so, the grid operator says…Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban — GeekWire# Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban Published: 2026-06-04T15:17:38+00:00 Source: geekwire.com (geekwire.com) Language: en ## Story A Texas company has formally signaled plans to build a data center in downtown Seattle, even as the city moves toward a moratorium that could impact the construction of such facilities. Digital Realty of…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories — June 04, 2026
2w ago00:09:05Tap to summarizePJM’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 episodePJM Monitor: AI Data Center Growth Reshaping Power Markets — Data Center Knowledge# PJM Monitor: AI Data Center Growth Reshaping Power Markets Published: 2026-06-03T16:44:36+00:00 Source: datacenterknowledge.com (datacenterknowledge.com) Language: en ## Story PJM Monitor: AI Data Center Growth Reshaping Power Markets # PJM Monitor: AI Data Center Growth Reshaping Power Markets AI-driven load growth is colliding with queue delays, supply shortages, and outdated power…San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE!San Angelo May End Up With a Data Center It Can’t Regulate AUSTIN, TX — The Electric Reliability Council of Texas (ERCOT) Board of Directors voted Monday and Tuesday to approve the long-awaited Batch Zero framework for large-load interconnection studies, a move that could accelerate some data center projects while leaving others behind. Historically, ERCOT and the Public Utility Commission…Nvidia says Vera Rubin platform enters full production — DataCenterNews USNvidia says Vera Rubin platform enters full production DataCenterNews US - Specialist news for cloud & data center decision-makers United States Powered By # Nvidia says Vera Rubin platform enters full production Tue, 2nd Jun 2026 Chief Executive Officer Jensen Huang used Nvidia's GTC Taipei keynote to announce that the company's Vera Rubin platform is moving into full production. At the…Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times — The Business TimesPrivate infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times BROUGHT TO YOU BY # Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says It is increasing its capex forecast for the four largest hyperscalers to US$5.3 trillion between FY2025 and FY2030 Share Add BT as…Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal — TNGlobalSingapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal ## Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN June 3, 2026• Big Data, Indonesia, News, Singapore• BDX Indonesia, under BDx Data Centers, has secured 1.2 GW of power capacity across its Indonesia portfolio through a strategic…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply — June 03, 2026
2w ago00:08:58Tap to summarizeERCOT’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.Got 60 seconds? Tell us what you think and help shape the show:In this episodeSan Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE!# San Angelo May End Up With a Data Center It Can’t Regulate Author: sarahboates Published: 2026-06-02T23:47:25-05:00 Source: sanangelolive.com (sanangelolive.com) Language: en ## Story San Angelo May End Up With a Data Center It Can’t Regulate AUSTIN, TX — The Electric Reliability Council of Texas (ERCOT) Board of Directors voted Monday and Tuesday to approve the long-awaited Batch Zero…PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) — Zero-Emission GridPJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) # PJM Planning Committee Meeting Summary: IEEE 2800 Adoption, Expedited Interconnection Track & Reliability Updates All Posts - All Posts - CAISO - company news - ERCOT - ISONE - MISO - NYISO - PJM - PJM IPS Feb 24 - SERC - SPP - SRP Search ## PJM Planning Committee Meeting Summary: IEEE 2800 Adoption,…Record $16B Data Center Project Advances in Michigan | Engineering News-Record — Engineering News-RecordRecord $16B Data Center Project Advances in Michigan | Engineering News-Record ### Data Centers ## Open AI founder and CEO Sam Altman wants Saline Barn Data Center to become an example for how AI data centers can benefit local communities Photo courtesy of Jacob Hamilton/Ann Arbor News via AP Sam Altman, founder of OpenAI, says he hopes the data center under construction in Saline Township,…New Florence AWS data center to tap local aquifer for water - ABC17NEWS — ABC17NEWSNew Florence AWS data center to tap local aquifer for water - ABC17NEWS - Livestream Special Coverage - Livestream Newscasts - Submit Tips, Pics and Video - Work for KMIZ - Experienced Account Executive - Explore Local Jobs - Intern with KMIZ Amazon Web Services (AWS) is developing Project Green, a new data center in New Florence, Montgomery County, that will draw water from an aquifer deep…Nvidia Says AI Demand Could Keep Supply Tight Through 2027 — Winbuzzer# Nvidia Says AI Demand Could Keep Supply Tight Through 2027 Author: Markus Kasanmascheff Published: 2026-06-02T14:22:51+00:00 Source: winbuzzer.com (winbuzzer.com) Language: en ## Story Nvidia Says AI Demand Could Keep Supply Tight Through 2027 Search Companies, AI Divisions, Projects, Labs Chatbots, AI Assistants, AI Solutions - Windows 10 - Windows 11 - Microsoft Azure - Google Cloud -…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →AI Data Centers Run Into the Grid Reality Check — June 02, 2026
2w ago00:08:26Tap to summarizeERCOT 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.Got 60 seconds? Tell us what you think and help shape the show:In this episodeAs data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media — Houston Public MediaAs data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media Michael Minasi | KUT News ERCOT will vote Tuesday on a new process for evaluating data centers. https://cdn.houstonpublicmedia.org/wp-content/uploads/2026/06/01112255/WEB-Data-Centers-FEATURE.mp3?srcid=rss-feed Texas power grid operators are preparing for an influx of data centers. In the…Building the infrastructure for the Intelligence Age in Michigan | OpenAI — OpenAIBuilding the infrastructure for the Intelligence Age in Michigan | OpenAI June 1, 2026 # Building the infrastructure for the Intelligence Age in Michigan Loading… Share Today, alongside Governor Gretchen Whitmer, local community and labor leaders, and our partners at Oracle, Related Digital, and Walbridge, we broke ground on The Barn, a 1GW data center campus in Saline, Michigan. This…HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them — HPCwireHPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them ## Off the Wire Press Releases ## SoftBank Group to Build 5 GW of AI Data Center Capacity in France June 1, 2026 Shares --- Major investment to strengthen France’s AI infrastructure, support European technological sovereignty and anchor advanced data center manufacturing in Dunkirk with Schneider…What’s in the water? What we know and don’t know about data center water discharge in Virginia • Virginia Mercury — Virginia MercuryWhat’s in the water? What we know and don’t know about data center water discharge in Virginia • Virginia Mercury ##### 5:20 ##### News Story # What’s in the water? What we know and don’t know about data center water discharge in Virginia ## Most data centers in Virginia are permitted to discharge water into municipal wastewater systems, the same place household water goes to be treated and…Louisiana data centres could push power costs on households — IT Brief CanadaLouisiana data centres could push power costs on households IT Brief Canada - Technology news for CIOs & IT decision-makers # Louisiana data centres could push power costs on households Mon, 1st Jun 2026 (Today) SOFIAH NICHOLE SALIVIO News Editor The Alliance for Affordable Energy and Sierra Club Delta Chapter have published a report on the cost of supplying electricity to large data centres…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
Transcribe →AI Load Turns Into Grid Policy, Gas Demand and Guardrails — June 01, 2026
2w ago00:08:40Tap to summarizePJM 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 episodePJM Board Announces Strategic Actions for Load Integration - Investors Hangout — Investors HangoutPJM Board Announces Strategic Actions for Load Integration - Investors Hangout Search Search Type Board Post Member Go! News ## PJM Board Announces Strategic Actions for Load Integration In the pursuit of a more efficient and reliable electricity system, the PJM Board of Managers is taking significant steps to integrate large load customers while ensuring the affordability of electricity for…The Market Is Paying for a Problem It Hasn’t Solved — The AI Grid ReportThe Market Is Paying for a Problem It Hasn’t Solved # The AI Grid Report SubscribeSign in # The Market Is Paying for a Problem It Hasn’t Solved ### Two months in, we keep seeing the same pattern: every region thinks it has solved the grid problem, and every region has only relocated it. May 30, 2026 1 Share A month ago I wrote the first recap. The premise was that capital is pouring into…EIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 — Power EngineeringEIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 Credit: David J / Creative Commons The U.S. Energy Information Administration (EIA) has forecast that natural gas consumption in the U.S. power sector will remain “near recent highs” this summer, while a new record is expected for summer 2027. In its May Short-Term Energy Outlook(STEO), the EIA notes…AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram — Fort Worth Star-Telegram# AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram Published: 2026-05-28T19:05:52-05:00 Source: star-telegram.com (star-telegram.com) Language: en ## Story AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram May 28-Data center developer EdgeConneX is expanding a billion-plus-dollar project in Bastrop County as Texas officials…Gov. Shapiro releases data center development standards | News | northcentralpa.com — Northcentralpa.comGov. Shapiro releases data center development standards | News | northcentralpa.com You are the owner of this article. Edit Article Add New Article You have permission to edit this article. Gov. Shapiro has released a set of standards that data center developers must meet in order to receive state assistance such as tax benefits and expedited permitting."/> Michael Burkholder Harrisburg,…Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com.
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