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.
27episodes
Episodes
Newest firstAll episodes
Pension capital, grid rules and local vetoes hit AI buildout — July 04, 2026
Yesterday00:10:19Tap to summarizeCPPIB 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 episodeCPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail — The Globe and MailCPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail The Globe and Mail CPPIB invests $2.4-billion with Swedish fund EQT to build data centres Ad Choices James Bradshaw Institutional Investing Reporter Published Yesterday Share Save for later Canada Pension Plan Investment Board is investing US$1.75-billion ($2.4-billion) to back a strategy led by…FERC Orders Regional Grid Operators to Justify or Reform Tariff ... — Troutman Pepper LockeFERC Orders Regional Grid Operators to Justify or Reform Tariff Provisions for Interconnection of Large Loads | Troutman Pepper Locke - JDSupra July 2, 2026 # FERC Orders Regional Grid Operators to Justify or Reform Tariff Provisions for Interconnection of Large Loads Emily Beard, Monica Sterling Troutman Pepper Locke + Follow x Following x Following - Unfollow…Georgia Power bets on growing data center demand for energy | Macon Telegraph — The TelegraphGeorgia Power bets on growing data center demand for energy | Macon Telegraph An aerial view of the Meta’s Stanton Springs Data Center on Wednesday, Sept. 3, 2025, in Newton County, Georgia. The data center was built in two phases and broke ground on the first phase in 2018. In the past six months, Georgia Power has gotten approval to build nearly 10,000 megawatts of new generation capacity and…Oracle : New Mexico Environment Department Letter — Marketscreener# Oracle : New Mexico Environment Department Letter Published: 2026-07-03T02:38:12+10:00 Source: au.marketscreener.com (au.marketscreener.com) Language: en ## Story New Mexico Environment Department c/o New Mexico Environmental Department 1190 St. Francis Drive, Suite N4050 Santa Fe, NM 87505 As the proud tenant of Project Jupiter's southern New Mexico AI data center campus, Oracle…Digital Gateway data center project dies after final developer withdraws appeal - WTOP News — InsideNoVa.comDigital Gateway data center project dies after final developer withdraws appeal - WTOP News # Digital Gateway data center project dies after final developer withdraws appeal InsideNoVa.com July 2, 2026, 7:36 PM The massive PW Digital Gateway data center project is officially dead after developer QTS withdrew its legal challenge at the Virginia Supreme Court Thursday. This article was…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 →PJM Stress Pulls Data Centers Into Grid Rulemaking — July 03, 2026
2d ago00:10:32Tap to summarizePJM 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 episodeDOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC — TFTCDOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC Share The federal government conscripted hyperscaler diesel generators into grid service for the third time in 2026. The pattern is no longer anomalous. Key takeaways - Energy Secretary Chris Wright issued two emergency orders on June 30 under Section 202(c) of the Federal Power Act, directing PJM to dispatch backup…PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers — PA Environment Digest BlogPA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers The Public Utility Commission published notice in the July 4 PA Bulletin inviting comments on the possibility of promulgating regulations for interconnecting electric loads, including large loads. Specifically, the Commission seeks comments on…Ferc addresses arguments on rehearing 9559652 — Troutman Pepper# Ferc addresses arguments on rehearing 9559652 Published: 2026-07-01T19:22:38+00:00 Source: jdsupra.com (jdsupra.com) Language: en ## Story On June 18, 2026, FERC accepted in part and rejected in part requests for rehearing of its December 18, 2025, order (December Order) directing PJM Interconnection, L.L.C. (PJM) to revise its Open Access Transmission Tariff (Tariff) to clarify and…Kline Twp. residents say questions remain after data center sessions — Standard SpeakerKline Twp. residents say questions remain after data center sessions People listen as an AWS representative, not pictured, talk about plans during planning commission at the McAdoo-Kelayres Elementary/Middle School on Wednesday, July 1, 2026.(John Haeger / Staff Photographer) Getting your Trinity Audio player ready... KLINE TWP. — After two review sessions that lasted for six hours on…Realty Income Joins JV To Acquire Hyperscale Data Centers — BisnowRealty Income Joins JV To Acquire Hyperscale Data Centers - United States News - National Real Estate News Contact Us Edit Story News # Realty Income Joins JV To Acquire Hyperscale Data Centers Data Center Capital Markets National Capital Markets July 01, 2026 | 1:11 p.m. ET A trio of partners has formed a venture to invest in hyperscale data centers, beginning stateside with the intent…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 →Digital Realty Tightens Its Grip on Northern Virginia AI Capacity — July 02, 2026
3d ago00:04:57Tap to summarizeDigital 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 episodeDigital Realty Pays $3.5B for Blackstone Data Center Stakes — Data Center KnowledgeDigital Realty Pays $3.5B for Blackstone Data Center Stakes - Build & Design - Data Center Site Selection - Deals - AI Data Centers # Digital Realty Pays $3.5B for Blackstone Data Center Stakes The deal reflects the operator’s strategy to scale its footprint amid surging AI-driven demand for data center infrastructure, while potentially signaling Blackstone’s shift toward higher-return…Digital Realty to Buy Blackstone Data Centers | InsiderFinance — InsiderFinanceDigital Realty to Buy Blackstone Data Centers | InsiderFinance Skip to content Log in Get Started # Digital Realty to Buy Blackstone Data Centers Digital Realty to Buy Blackstone Data Centers; deal enlarges Northern Virginia assets and links to a $2.346B Blackstone secondary that may pressure shares. June 30, 2026·2 min read View all news articles #### KEY TAKEAWAYS - Digital Realty…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 →Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout — July 01, 2026
4d ago00:07:11Tap to summarizeDigital 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 episodeDigital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone — BlackstoneDigital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone # Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers ## june 29, 2026 Increases Ownership in New, High-Quality, Fully-Leased Hyperscale Assets in Top U.S. MarketAUSTIN, Texas and New York — Digital Realty (NYSE: DLR), the world’s largest…Digital Realty Announces Secondary Offering of Common Stock — Globe NewswireDigital Realty Announces Secondary Offering of Common Stock # Digital Realty Announces Secondary Offering of Common Stock by Blackstone June 29, 2026 16:07 ET | Source: Digital Realty Trust, L.P. Follow Digital Realty Trust, L.P. --- Share --- AUSTIN, Texas, June 29, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center,…Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets — Value The MarketsDigital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets # Digital Realty Sets New Valuation Benchmark for AI Infrastructure By Patricia Miller Jun 30, 2026 2 min read Digital Realty's $27 million per megawatt acquisition sets a new standard for AI infrastructure, impacting both investors and crypto companies. Digital Realty has established a new valuation…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 →Digital Realty’s Power Path Meets Local Grid Pushback — June 30, 2026
5d ago00:07:46Tap to summarizeDigital 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 episodeDigital 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 CommissionDigital 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. The Kansas City thread was already a land-position story; this filing adds the power path for a development site, which is the key infrastructure signal for whether acreage can become campus-scale data center…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 CommissionDigital 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. The filing identifies the assets as three hyperscale data centers totaling 288 megawatts in Northern Virginia, calls that market the world’s largest data…DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns — TMC Insight# DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns Published: 2026-06-29T11:22:39.970000+00:00 Source: insight.tmcnet.com (insight.tmcnet.com) Language: en ## Story DeSoto County directed its attorney to draft a one-year moratorium on new data center applications after residents raised environmental concerns. • DCIP Group's proposed…Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future - Climate 411 — Environmental Defense Fund# Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future Published: 2026-06-29 Author: Alison Wenzel The battle over the future of North Carolina’s electric grid is heating up in front of the North Carolina Utilities Commission. At the center of the debate is Duke Energy Carolinas’ 2026 general rate case, a multi-billion-dollar request that initially sought a staggering…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 →Local Data Center Pushback Moves From Ballots to Water and Zoning — June 29, 2026
6d ago00:08:10Tap to summarizeNashville, 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 episodePennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw — The Cool Down# Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw Author: James Nanzo Published: 2026-06-28T02:49:00+00:00 Source: thecooldown.com (thecooldown.com) Language: en ## Story Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw -…Yondr JK 1 prices USD $715m notes for Virginia data centre — DataCenterNews USYondr JK 1 prices USD $715m notes for Virginia data centre DataCenterNews US - Specialist news for cloud & data center decision-makers United States Powered By # Yondr JK 1 prices USD $715m notes for Virginia data centre Fri, 26th Jun 2026 (Today) SOFIAH NICHOLE SALIVIO News Editor Yondr Group and JK Land Holdings, through their joint venture Yondr JK 1, have priced USD $715 million of…Could new zoning rules stop a data center from rising next to the Nashville Zoo? — NewsChannel 5Could new zoning rules stop a data center from rising next to the Nashville Zoo? DirecTV customers have lost access to NewsChannel 5 and CBS – Here’s how to stay connected ## Actions # Could new zoning rules stop a data center from rising next to the Nashville Zoo? Prev Next Two Nashville bills creating zoning rules for data centers and pausing new data centers advance to a July 7 Metro…Draft zone changes limit data centers in Fayette County | Lexington Herald Leader — Lexington Herald LeaderDraft zone changes limit data centers in Fayette County | Lexington Herald Leader Rows of servers fill Data Hall B at the Facebook’s Fort Worth Data Center in Texas. A Virginia company plans a large-scale data center in Louisville, the first in Kentucky. Fort Worth Star-Telegram Lexington’s planning staff released a draft of changes it thinks the Lexington-Fayette Urban County Council and…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 →FERC Tariff Push Meets Data Center Siting Blowback — June 26, 2026
1w ago00:07:34Tap to summarizeFERC’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 episodeFERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development — JD Supra# FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development Published: 2026-06-25T18:35:49+00:00 Source: jdsupra.com (jdsupra.com) Language: en ## Story On June 18, 2026, the Federal Energy Regulatory Commission (FERC or the Commission) issued an order to New York Independent System Operator, Inc. (NYISO) directing NYISO and NYISO transmission…FERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States — MondaqFERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States ARTICLE 25 June 2026 # FERC Issues Show Cause Order To Southwest Power Pool, Inc. AGAkin Gump Strauss Hauer & Feld LLP More #### Contributor Akin is a law firm focused on providing extraordinary client service, a rewarding environment for our diverse workforce and exceptional legal representation…When the Well Runs Dry: How Water Scarcity May Limit Data Center Development | ArentFox Schiff - JDSupra — ArentFox Schiff # When the Well Runs Dry: How Water Scarcity May Limit Data Center Development   **Data centers are not only straining the nation’s power grid but also…People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States — MondaqPeople Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States ARTICLE 24 June 2026 # People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore FLFennemore More #### Contributor Fennemore, an Am Law 200 firm, has been a trailblazer in legal…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 →Data center buildout hits grid, water and zoning tests — June 25, 2026
1w ago00:09:28Tap to summarizeFERC 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 episodeDigital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas — Telecom Review AmericasDigital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas Digital Realty announced a series of transactions that, together, bolster the company’s three core pillars of growth: (i) expansion of its hyperscale data center development capacity through the acquisition of a new powered land site in the Kansas City metro, (ii) growth of its colocation…Energy Regulator Staves Off Critique in New Data Center Orders — Bloomberg LawEnergy Regulator Staves Off Critique in New Data Center Orders Environment & Energy LinkedIn The Federal Energy Regulatory Commission’s instructions to the country’s grid operators to get more organized on data center policies create, for now, a shield against litigation over the reach of its authority, energy analysts say. FERC issued show cause orders last week to six regional operators to…Virginia's drought is so severe even data centers face the same water limits as everyone else — The Cool DownVirginia's drought is so severe even data centers face the same water limits as everyone else Photo Credit: iStock As drought conditions deepen in Virginia, localities are being pushed to make tougher choices about how water is used. Data centers, despite being among the state's heaviest water users, generally are not exempt from those limits. ### What's happening? Questions about special…Clark County, Nev., Commissioners Approve Data Center Project — GovTech# Clark County, Nev., Commissioners Approve Data Center Project Published: 2026-06-23T21:26:51+00:00 Source: govtech.com (govtech.com) Language: en ## Story (TNS) — A wave of discontent with data centers has risen across the United States, and that wave is continuing in Nevada.The latest target? An expansion to the already massive Switch facility in the southwest Las Vegas Valley.Switch's plan…Spalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com — Griffin Daily NewsSpalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com You have permission to edit this article. Edit Share This A conceptual site plan for the 75 South Data Center Campus on 292.41 acres at 1221 Tomochichi Road and an adjacent parcel, north of state Route 16, shows the campus would have seven two-story buildings totaling 2.240 million square feet, and a…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 →Oracle’s AI bottleneck moves from GPUs to memory and grid rules — June 24, 2026
2w ago00:08:01Tap to summarizeOracle 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 episodeOracle 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 CommissionOracle 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. For GPU and memory supply-chain readers, the filing links component availability directly to stranded data center capacity…[PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners1 UNITED STATES OF AMERICA FEDERAL ENERGY REGULATORY COMMISSION Interconnection of Large Loads to the ) Docket No. RM26-4-000 Interstate Transmission System ) INITIAL COMMENTS OF THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS The National Association of Regulatory Utility Commissioners (“NARUC”), respectfully submits these comments responding to the Federal Energy Regulatory…FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown — Mayer Brown # FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors In late October 2025, at the direction of the Secretary of the US Department of…Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group## Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity RENO, NV, December 19, 2025 New Q3 data from Synergy Research Group shows that the number of large data centers operated by hyperscale providers has climbed to 1,297 worldwide, nearly tripling since early 2018. Over the same period, total operational capacity has increased more than fourfold as average 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 →Digital Realty expands as PJM and ERCOT queues bite — June 23, 2026
2w ago00:05:33Tap to summarizeDigital 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 episodeDigital 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 CommissionDigital 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%. This is a material ownership consolidation in a named data center platform, using Digital Realty common stock as consideration. If completed, Digital Realty says its Teraco interest will rise to 77%, with…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 CommissionDigital Realty disclosed that its operating partnership acquired approximately 1,440 acres of development land at Astra Enterprise Park near Kansas City. This is a concrete site-control disclosure from Digital Realty in a new Kansas City-area development location, with consideration paid in cash and operating partnership units. Track Astra Enterprise Park as a newly disclosed Digital Realty…AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT | Carbon Direct — Carbon DirectWhy Carbon Direct? [Log in](https://platform.carbondirect.io/) [Get started](../contact) [Get started](../contact) [Get started](../contact) white paper # AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT Data centers requiring over 10 GW of power were announced in PJM and ERCOT in just six months. Getting that power online means navigating backlogged and slow…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 →