
Hosted by The Data Center Daily — Lantern Podcasts · EN

NextEra Energy’s Dominion bid and Iowa nuclear restart put utility scale at the center of AI load growth, while Verizon’s $1 billion Google fiber deal and new local siting fights show the buildout straining networks, grids, and permitting.In this episodeNextEra aims to cash in on surging power demand from data centers - E&E News by POLITICO — E&E NewsNextEra aims to cash in on surging power demand from data centers - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # NextEra aims to cash in on surging power demand from data centers The power giant’s move to buy Dominion Energy reflects its plans to become the utility of choice at the epicenter of the AI boom. John Ketchum, CEO of NextEra Energy,…Verizon signs $1B dark fiber deal with Google - Telecompetitor — TelecompetitorVerizon signs $1B dark fiber deal with Google - Telecompetitor July 27, 2026 # Verizon signs $1B dark fiber deal with Google - Share on LinkedIn - Share on X - Email this Page Verizon has signed an agreement worth more than $1 billion to supply Google with dark fiber that will connect the technology company’s data centers, Verizon CEO Dan Schulman disclosed during the carrier’s second-quarter…States cannot be granted filing rights under Section 205 of the Federal Power Act | Utility Dive — Utility DiveStates cannot be granted filing rights under Section 205 of the Federal Power Act | Utility Dive Skip to main content CONTINUE TO SITE ➞ # Don't miss tomorrow's electric utility industry news Let Utility Dive's free newsletter keep you informed, straight from your inbox. Daily Dive M-F Storage Weekly Every Tuesday Load Management Weekly Every Wednesday In partnership with Renewable Energy…Plymouth Township opposes Conshohocken data center - WHYY — WHYYPlymouth Township opposes Conshohocken data center - WHYY ## All Things Considered #### Listen Live Next #### Marketplace Marketplace focuses on the latest business news both nationally and internationally, the global economy, and wider events linked to the financial markets. It is noted for its accessible coverage of business, economics and personal finance. This story is part of the WHYY…Namyangju Mega Data Center Stalls Over Power, Water Supply - Seoul Economic Daily — Seoul Economic DailyNamyangju Mega Data Center Stalls Over Power, Water Supply - Seoul Economic Daily Seoul Economic Daily Seoul Economic Daily KST Seoul Economic DailyKorea's Leading Business News Since 1960 Menu Saved ArticlesNewslettersAI KEYSettings |Summary|Save AAA Kakao data center in Ansan, Gyeonggi Province. Photo courtesy of Kakao Plans by Kakao, Woori Bank, and Shinhan Bank to build a mega data…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.

PJM saw more than 3 GW of data-center demand drop offline during a voltage event, while Texas moves to shield households from expansion costs and a California AI campus fights for Colorado River water, sharpening the grid-and-resource politics of AI infrastructure.In this episodePower Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks | Financial Post — Financial PostPower Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks | Financial Post Subscribe for $0.99/week Power lines during high temperatures in Carolina Beach, North Carolina, on July 2. Photo by Allison Joyce /Photographer: Allison Joyce/Bloo (Bloomberg) — Back-to-back heat waves across the US are straining electricity grids serving millions of households and…Massive disconnect of power roils largest US electric grid — ReutersMassive disconnect of power roils largest US electric grid - AOL Updated Thu, July 23, 2026 at 1:02 AM UTC 14 By Tim McLaughlin July 22 (Reuters) - A massive amount of data center power abruptly disconnected from the largest U.S. electric grid on Wednesday, causing a voltage disturbance that could be felt from Washington, D.C., to Chicago, according to experts and data from grid operator…Governor Abbott Announces PUC And ERCOT Actions Protecting Residential Ratepayers From Data Center Costs | Brownwood News — Brownwood NewsGovernor Abbott Announces PUC And ERCOT Actions Protecting Residential Ratepayers From Data Center Costs | Brownwood News - Requiring data centers to not only pay for transmission infrastructure built to serve them but contribute toward meaningfully reducing residential electric bills. - Adopting rules to prevent large data centers from diverting existing power away from the ERCOT grid and…IVCM Sues IID for 260M Gallons of Colorado River Water · TFTC — TFTCIVCM Sues IID for 260M Gallons of Colorado River Water · TFTC Share A $10 billion AI data center campus promised Imperial Valley it wouldn't draw a drop of Colorado River water. That promise is now a court exhibit. Key takeaways - Imperial Valley Computer Manufacturing (IVCM) filed suit against the Imperial Irrigation District (IID) seeking 260 million gallons of Colorado River water per…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.

FERC is warning PJM to adopt grid reforms by September or face federal action, while Virginia weighs tighter data-center water rules and Wistron starts U.S. assembly of NVIDIA GB300 systems in Fort Worth.In this episodeFERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive — Utility Dive# FERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive Author: Ethan Howland Published: 2026-07-24T16:33:31+00:00 Source: utilitydive.com (utilitydive.com) Language: en ## Story FERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive Skip to main content  -…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.

PJM and FERC are moving the AI-load fight from auction bills to governance, with regulators weighing whether the grid operator’s board needs more power as data centers drive capacity costs and local water fights knock projects off course.In this episodeTransparency and independence of biggest US power grid in focus as FERC mulls major reforms | 95.7 KELO-FM — 95.7 KELO-FMUS energy officials consider power shift in PJM electric grid | 95.7 KELO-FM × More # US energy officials consider power shift in PJM electric grid By Thomson Reuters Jul 23, 2026 | 12:53 PM By Laila Kearney NEW YORK, July 23 (Reuters) – U.S. energy officials questioned PJM Interconnection’s power structure on Thursday as regulators weigh reforms to the country’s largest power grid, which…OpenAI Plans $20 Billion Georgia Data Center with 3.2 GW of Power — ConstructConnectOpenAI Plans $20 Billion Georgia Data Center with 3.2 GW of Power #### KEY POINTS OpenAI said it will invest $20 billion to launch Project Camellia in Effingham County, Ga., making the site one of the largest AI infrastructure projects now moving toward development in the Southeast. The project’s 3.2-gigawatt power requirement, to be delivered in phases from 2028 to 2032, points to a…Data Centers Drove $6.3 Billion of PJM’s Latest Capacity Auction Cost, Market Monitor Says — MGRIDData Centers Drove $6.3 Billion of PJM’s Latest Capacity Auction Cost, Market Monitor Says Trending Data Centers Drove $6.3 Billion of PJM’s Latest Capacity Auction Cost, Market Monitor Says Siemens Energy Breaks Ground on a $300 Million High-Voltage Switchgear Plant in Pearl, Mississippi - July 23, 2026 Key Facts - Data-center share, latest auction: $6.3 billion of $16.4 billion (38%) -…Data center company decides not to build in East Texas — The Texas TribuneData center company decides not to build in East Texas A heavily wooded property off of a country road near Athens in Henderson Co. on April 1, 2019. Diode Ventures has withdrawn plans for a datacenter in the East Texas county. Leslie Boorhem-Stephenson for The Texas Tribune Subscribe to The Y’all— a weekly dispatch about the people, places and policies defining Texas, produced by Texas Tribune…Ohio EPA scraps rule to permit data center discharge into ... — Farm and DairyOhio EPA scraps rule to permit data center discharge into waterways - Farm and Dairy CLOSE - Ohio Market Report - PA Market Report - NY Market Report - WV Market Report - Grain Markets - View All Classifieds - Place Your Classified Online - Around the Table - View All Recipes Shop Thursday, July 23, 2026 Get 4 Weeks of Farm and Dairy Home Delivered Sign Up for your FREE Trial Home News…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.

OpenAI plans a 3.2 GW Georgia data center campus as PJM’s market monitor tags data centers with $6.3 billion in capacity-auction charges, while water fights in Texas and California show the AI buildout’s local constraints are tightening.In this episodeOpenAI plans $20 billion data center campus near Savannah, Georgia — QuartzOpenAI plans $20 billion data center campus near Savannah, Georgia A.I. # OpenAI is building a $20 billion AI data center campus near Savannah, Georgia The project, called Project Camellia, will draw 3.2 gigawatts of power from Georgia Power in phases between 2028 and 2032 By Cris Tolomia 3 min read Updated July 22, 2026 Add QZ to Google NurPhoto / Getty Images OpenAI announced plans…AIP, MGX & GIP buy Aligned Data Centres for USD $40bn — DataCenterNews USAIP, MGX & GIP buy Aligned Data Centres for USD $40bn DataCenterNews US - Specialist news for cloud & data center decision-makers United States Powered By # AIP, MGX & GIP buy Aligned Data Centres for USD $40bn Wed, 22nd Jul 2026 (Today) KAREN JOY BACUDO Finance Editor AIP, MGX and BlackRock's GIP have completed the acquisition of Aligned Data Centres in a deal that values the company at…PJM monitor attributes US$6.3bn auction charges to data centres — BTWPJM monitor attributes US$6.3bn auction charges to data centres • Monitoring Analytics says data centres represented 38% of the US$16.4bn value of PJM’s 2028–2029 capacity auction • The monitor wants new data-centre demand backed by generation or procured separately through 15-year contracts --- ## The fact Monitoring Analytics, the independent market monitor for PJM Interconnection,…Developer scraps plan for data center near Cedar Creek Lake | Fort Worth Star-Telegram — Fort Worth Star-TelegramDeveloper scraps plan for data center near Cedar Creek Lake | Fort Worth Star-Telegram An undated photo of Cedar Creek Lake. According to records, Diode Ventures sought to draw up to 5 million gallons of water a day from the lake for use in a proposed data center, but those plans have now been called off. Ashley Cook Amid public outcry, a developer has abandoned its plans for a data center…Lawsuit Tests Water Strategy Behind California’s Lithium Valley — Data Center KnowledgeLawsuit Tests Water Strategy Behind California’s Lithium Valley # Lawsuit Tests Water Strategy Behind California’s Lithium Valley The case serves as a critical early test for Imperial County’s Lithium Valley development strategy, which envisions shifting agricultural water to support decades of industrial growth, including lithium processing and data centers. Shane Snider, Senior News…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.

Nvidia Vera Rubin is in full production with OpenAI deployment planned in Q3, while BlackRock, FERC, Ohio and Cape Town show the buildout’s capital, regulatory and local-permitting constraints tightening at once.In this episodeNvidia says Vera Rubin is in full production, with OpenAI set to deploy at scale in Q3 — The Next WebNvidia says Vera Rubin is in full production, with OpenAI set to deploy at scale in Q3 Image by: Coolcaesar #### TL;DR Nvidia confirmed Vera Rubin is in full production, with OpenAI deploying at scale in Q3 and CoreWeave reporting ten times the token output. Nvidia confirmed on Monday that its Vera Rubin platform has reached full production, with Ian Buck, the company’s vice president of…BlackRock Finances $12B Meta Data Center, Closes Aligned Acquisition — BisnowBlackRock Finances $12B Meta Data Center, Closes Aligned Acquisition - United States News - National Real Estate News Contact Us Edit Story News # BlackRock Finances $12B Meta Data Center, Closes Aligned Acquisition Data Center Capital Markets National Capital Markets July 21, 2026 | 3:14 p.m. ET BlackRock flexed its muscle as one of the artificial intelligence data center boom’s most…FERC Order RD26-7-000: Computational Load Registration and Standards Deadlines 2026 — AMPYX CYBER — AMPYX CYBERFERC Order RD26-7-000: Computational Load Registration and Standards Deadlines 2026 — AMPYX CYBER # NERC Computational Load Standards: FERC Sets December 2026 Deadlines Jul 21 ### By KEIRSTEN BRAGER FERC did not accelerate NERC's timeline, it made the calendar a directive and moved registration onto the critical path. The order creates the computational load entity, sets the December 31 and…Ohio EPA rejects blanket wastewater permit for all data centers | News, Sports, Jobs - The Vindicator — The VindicatorOhio EPA rejects blanket wastewater permit for all data centers | News, Sports, Jobs - The Vindicator - Today's Paper - | - Subscribe Today # Ohio EPA rejects blanket wastewater permit for all data centers Citing public opposition, the Ohio Environmental Protection Agency rejected a request for a blanket permit for data centers to discharge wastewater and decided to consider each project…Inside Cape Town’s deal turning fairways into a data hub — Daily MaverickInside Cape Town’s deal turning fairways into a data hub #### Business Maverick Every industrial revolution is bad for the environment in some way, but they do bring benefits. The great data centre buildout is just the factories of the Fourth Industrial Revolution. 21 Jul 2026 Add Daily Maverick on Google Follow Daily Maverick on Google News Cape Town is poised to welcome two new hyperscale…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.

FERC faces Senate questioning over data center interconnections as local governments in Florida, Texas and India tighten scrutiny on water, permitting and ratepayer exposure, while Naver courts Brookfield funding for a 1 GW NVIDIA-linked AI factory.In this episodeSenators to question FERC members on grid, data centers - E&E News by POLITICO — E&E NewsSenators to question FERC members on grid, data centers - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # Senators to question FERC members on grid, data centers All five members of the Federal Energy Regulatory Commission are scheduled to testify this week. Federal Energy Regulatory Commission Chair Laura Swett during a House Energy and Commerce…Naver Executives Visit Brookfield for AI Factory Funding Talks — ChosunNaver Executives Visit Brookfield for AI Factory Funding Talks [English](https://www.chosun.com/english/)[Industry](https://www.chosun.com/english/industry-en/) # Naver Executives Visit Brookfield for AI Factory Funding Talks Naver collaborates with NVIDIA on 1GW AI infrastructure; Brookfield's $100B program in discussions By Ahn Sang-hee(ChosunBiz) Published 2026.07.20. 15:05 ![젠슨 황 엔비디아…Thane residents flag discrepancy in Amazon data centre’s water consumption requirements - The HinduBusinessLine — The Hindu Business LineThane residents flag discrepancy in Amazon data centre’s water consumption requirements - The HinduBusinessLine ##### SENSEX 77,708.52 -442.93 ##### NIFTY 24,238.50 -95.80 ##### CRUDEOIL 7,930.00 -15.00 ##### GOLD 141,643.00 + 737.00 ##### SILVER 219,034.00 + 2,631.00 ##### SENSEX 77,708.52 -442.93 ##### NIFTY 24,238.50 -95.80 ##### NIFTY 24,238.50 -95.80 ##### CRUDEOIL…Pasco unanimously adopts moratorium on data centers — Tampa Bay BeaconsPasco unanimously adopts moratorium on data centers Pasco County Commission chair Jack Mariano praised county staff for expediting a yearlong moratorium on any new data centers in Pasco. “I think what you’ve isolated is this moratorium is rock solid for us, and we don’t have to worry about any data centers for a year.” [ Photo by PHOTO BY DOUGLAS R. CLIFFORD/TAMPA BAY TIMES ] ## Pasco…El Paso City Council approves data center policy framework - KVIA — KVIAEl Paso City Council approves data center policy framework - KVIA Biz/Tech Heriberto Perez, KVIA. EL PASO, Texas (KVIA) -- The El Paso City Council Monday approved its first Data Center Policy Framework, establishing a comprehensive approach for evaluating future hyperscale data center projects. The framework strengthens protections for residents, infrastructure, natural resources and utility…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.

PJM’s large-load plan and the data-center REIT boom show AI infrastructure moving from hype into balance-sheet and grid-rule territory, with investors, utilities, and hyperscalers all watching who pays for capacity.In this episodeData Centers Are the Hot New REITs. Should You Invest $1,000? - AOL — AOLData Centers Are the Hot New REITs. Should You Invest $1,000? - AOL Fri, July 17, 2026 at 3:03 PM UTC 0 ## Key Points Realty Income has increased its investment in the data center space. Data center REITs may be a great way to profit from the AI build-out. 10 stocks we like better than Realty Income › && Real estate investment trusts (REITs) have staged a comeback in 2026 after years of…Step Back — PJM now has a formal large-load integration plan on the table, so what should we watch to tell whether this is real reliability discipline or just a new queue label—and how would it shift leverage among hyperscalers, utilities, generators, and states chasing AI campuses?Background sourcesPJM Board Outlines Plans To Integrate Large Loads Reliably | PJM Inside Lines — Jason McGovernPJM Board Outlines Plans To Integrate Large Loads Reliably — PJM InterconnectionWhat PJM States Can Do to Ensure Affordable, Reliable Electricity During the Data Center Boom - RMI — RmiPJM trims near-term load forecast on stricter data center vetting, economic outlook | Utility Dive — Ethan HowlandFERC Targets Grid Rules for Data Centers, Large Loads — DatacenterknowledgePJM Monitor: AI Data Center Growth Reshaping Power Markets — DatacenterknowledgeDaily 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.

FERC ordered NERC to craft reliability standards for data-center-scale computational loads, while Virginia weighs making data centers absorb more grid costs. The buildout is shifting from site selection to hard rules on reliability, ratepayer exposure and secured power.In this episodeFERC Directs NERC To File Reliability Standards That ... — Energy Law BlogFERC Directs NERC To File Reliability Standards That Apply To Data Centers | Sheppard Blog # FERC Directs NERC To File Reliability Standards That Apply To Data Centers Written by Bruce Grabow, Shane P. Early July 16, 2026 Estimated Read Time: 2 mins ▶ Listen to this post As seen in Energy Law Blog On July 16, 2026, the Federal Energy Regulatory Commission (“FERC”) issued an order that…Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO — E&E News# Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO Author: Adam Aton Published: 2026-07-16T10:35:08+00:00 Source: eenews.net (eenews.net) Language: en ## Story Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer [
PJM’s market monitor says data centers drove $6.3 billion of its latest capacity auction cost, while New York pauses 50 MW-plus permits and Texas large-load buyers argue for paying transmission charges rather than shifting grid buildout costs.In this episodeAI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal — BloombergAI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal - Home - News - Utilities - AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal # AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal By Bloomberg Jul 14, 2026 Photographer: Bloomberg/Bloomberg (Bloomberg) Power-hungry data centers have increased supply costs for the largest US electric grid by more…New York Pauses Environmental Permits for Large Data Centers — WinBuzzerNew York Pauses Environmental Permits for Large Data Centers Search Search # New York Pauses Environmental Permits for Large Data Centers New York has paused environmental permits for large new data centers for up to one year while regulators set grid, water, air-quality and community rules. Markus Kasanmascheff By Markus Kasanmascheff July 15, 2026 10:39 am CEST TL;DR - Permit Pause:…Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today — ESG Today# Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today Author: Mark Segal Published: 2026-07-15T10:35:50+00:00 Source: esgtoday.com (esgtoday.com) Language: en ## Story Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today - ESG Investing, sustainable finance & business sustainability news -…Why some large loads insist on paying their way — Texas Energy and PowerWhy some large loads insist on paying their way # The Texas Energy and Power Newsletter SubscribeSign in Energy Capital Podcast Why some large loads insist on paying their way 2 0:00 -40:22 Audio playback is not supported on your browser. Please upgrade. ## Why some large loads insist on paying their way As large new loads line up in ERCOT, Texas must decide how to plan transmission and…NVIDIA touts Blackwell's AI efficiency gains in racks — DataCenterNews CanadaNVIDIA touts Blackwell's AI efficiency gains in racks DataCenterNews Canada - Specialist news for cloud & data center decision-makers Canada Powered By # NVIDIA touts Blackwell's AI efficiency gains in racks Wed, 15th Jul 2026 (Today) NVIDIA has outlined new claims about the energy efficiency of its Blackwell-based AI infrastructure, saying the figures relate to serving frontier AI models…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.