The Data Center Daily

By The Data Center Daily — Lantern Podcasts

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, ... more

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about The Data Center Daily:

How many episodes does The Data Center Daily have?

The podcast currently has 77 episodes available.

The Data Center Daily episodes:

August 14, 2026PJM and CAISO Rewrite the Rules for AI Load — August 14, 2026
PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW of signed load shows utilities converting AI demand into gas-backed capacity plans.
In this episode
PJM Proposes Framework To Connect Data Centers Without Compromising Reliability, Affordability — Inside Lines
# PJM Proposes Framework To Connect Data Centers Without Compromising Reliability, Affordability
Published: 2026-08-13T20:46:33+00:00
Source: insidelines.pjm.com (insidelines.pjm.com)
Language: en
## Story
PJM Interconnection today filed its proposed framework to connect new data centers and other Large Load customers that bring their own power supplies consistent with the Ratepayer Protection…
CAISO Issues Large Load Proposal to Address Show ... — RTO Insider
CAISO Issues Large Load Proposal to Address Show-cause Order
Aug 13, 2026 | David Krause
CAISO has proposed numerous changes to its large load interconnection processes about two months after FERC issued a show-cause order on the subject.
David Krause
BHE Montana Commits to Join EDAM in 2028
More From This Author →
Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines — EnergyReader.io — EnergyReader
Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines — EnergyReader.io
# Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines
By EnergyReader Newsroom · August 12, 2026
Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines Evergy's 3 GW of data center deals, combined with AEP's turbine bookings and NRG's Texas gas…
Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth - Markets Daily — Markets Daily
Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth - Markets Daily
# Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth
Posted by Tristan Rich on Aug 13th, 2026
Equinix (NASDAQ:EQIX) is planning years ahead to support a higher volume of data center development, with power availability, labor constraints and supply-chain management shaping how it…
Federal ruling hands virtual power plants a win in PJM | Canary Media — Canary Media
Federal ruling hands virtual power plants a win in PJM | Canary Media
Next Upcoming
### Rural America & The Clean Energy Transition at Climate Week NYC
Canary Media is hosting a half-day summit at Climate Week NYC featuring clean energy leaders working in rural communities across the U.S.
By Canary Media
September 22, 2026
Civic Hall
### Canary Live Bay Area
Where clean energy leaders…
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 [email protected].
...more
10min
August 13, 2026Japan-Backed Gas Power Meets AI Grid Strain — August 13, 2026
NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules and neural grid solvers show how AI load is reshaping power planning.
In this episode
NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms; reach funding milestone for up to 10 GW of gas-powered generation — PR Newswire
NextEra Energy, U.S. Department of Commerce and Government of Japan finalize commercial terms; reach funding milestone for up to 10 GW of gas-powered generation Accessibility Statement Skip Navigation
JUNO BEACH, Fla., Aug. 12, 2026 /PRNewswire/ -- NextEra Energy, Inc. (NYSE: NEE) today announced it has executed definitive agreements with the U.S. Department of Commerce and the Government of…
Closed-Loop Cooling Data Center Strategies for the New Wave of U.S. State Water Rules — Schneider Electric Blog
[Skip to content](#primary)
Schneider Electric Blog
[Data Centers](https://blog.se.com/datacenter "Data Centers")
# Closed-loop cooling data center strategies for the new wave of U.S. state water rules
* 2 views
* 7 min read
* [Guest Blogger](https://blog.se.com/author/guest-blogger/)
**Author:** Corey Olson, Senior Principal, Systems Engineering, Motivair by Schneider Electric
Water has…
From vision to reality: A unified neural solver for the power grid — TechXplore
From vision to reality: A unified neural solver for the power grid
share this!
Tweet
Share
---
August 11, 2026
# From vision to reality: A unified neural solver for the power grid
by Brookhaven National Laboratory
edited by Robert Egan
Add as preferred source
---
Credit: Brookhaven National Laboratory
The electric grid has never mattered more—or faced more pressure. As transportation,…
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 [email protected].
...more
7min
August 12, 2026Data Center Capital Hits Grid Rules and Local Permits — August 12, 2026
Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission fights, while PJM ride-through rules put data-center load behavior under tighter grid scrutiny.
In this episode
Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business Times — The Business Times
# Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business Times
Author: Young Zhan Heng, Shikhar Gupta
Published: 2026-08-12T08:27:43+08:00
Source: businesstimes.com.sg (businesstimes.com.sg)
Language: en
## Story
Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business…
Data Centres Face Mandatory Grid Ride-Through Rules After PJM Events, ETDatacenters — ET Datacenters
# Data Centres Face Mandatory Grid Ride-Through Rules After PJM Events, ETDatacenters
Author: ET Datacenters
Published: 2026-08-11T03:03:59+00:00
Source: datacenters.economictimes.indiatimes.com (datacenters.economictimes.indiatimes.com)
Language: en
## Story
Data Centres Face Mandatory Grid Ride-Through Rules After PJM Events, ETDatacenters
[![datacenters…
De Soto Data Center Tax Incentive Request Explained — Hoodline
De Soto Data Center Tax Incentive Request Explained
# De Soto Weighs Tax Breaks For Second Massive Data Center Campus
By Liam Westbrook
Published on August 11, 2026
Source: Carlson Design Group
Digital Realty, which bills itself as the world's largest data center developer, wants public tax incentives to help build a sprawling new server campus in De Soto, Kansas, a city of about 6,300…
Competitive transmission delivers benefits for the AI economy and customers | Utility Dive — Utility Dive
Competitive transmission delivers benefits for the AI economy and customers | Utility Dive
# Competitive transmission delivers benefits for the AI economy and customers
When utilities lose in legislatures and lose at the bidding table, they go back to FERC. Regulators should reaffirm competition as the default for regional projects.
Published Aug. 10, 2026
By Jim Rossi

Transmission…
Twain Financial Partners Closes Inaugural Securitized Letter of Credit Facility and Initial Transaction Supporting a Utility-Scale Battery Storage Project — PR Newswire
Twain Financial Partners Closes Inaugural Securitized Letter of Credit Facility and Initial Transaction Supporting a Utility-Scale Battery Storage Project Accessibility Statement Skip Navigation
ST. LOUIS, Aug. 10, 2026 /PRNewswire/ -- Twain Financial Partners ("Twain"), a specialty finance firm investing across the power, digital infrastructure, and real estate sectors, closed its inaugural…
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 [email protected].
...more
10min
August 11, 2026Power, Guarantees and Debt Behind the AI Buildout — August 11, 2026
CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note sale. The through-line is power-constrained growth funded with more complex capital stacks.
In this episode
CyrusOne's IPO Isn't About Real Estate — It's About Power — Ainvest
# CyrusOne's IPO Isn't About Real Estate — It's About Power
Published: 2026-08-10T07:05:02-04:00
Source: ainvest.com (ainvest.com)
Language: en
## Story
The market treats CyrusOne like a data center real estate story. It isn't one anymore.
CyrusOne, one of the world's largest colocation data center operators, has begun the process of selecting investment banks for a potential 2027 IPO — four…
Meta BlackRock $14B Data Center: $13B Residual Value Guarantee Reveals the Real Structure — AINvest
# Meta BlackRock $14B Data Center: $13B Residual Value Guarantee Reveals the Real Structure
Published: 2026-08-10T09:10:07-04:00
Source: ainvest.com (ainvest.com)
Language: en
## Story
Meta and BlackRock announced a $14 billion venture on July 28 to build a 1-gigawatt AI data center campus in El Paso, Texas. BlackRock-managed funds take 80%, MetaMETA-- keeps 20%. The headline reads like a bold…
Alphabet has closed a $25 billion U.S. dollar-denominated senior-note offering, with the debt spread across floating-rate and fixed-rate tranches maturing from 2028 through 2066. — SEC
Alphabet has closed a $25 billion U.S. dollar-denominated senior-note offering, with the debt spread across floating-rate and fixed-rate tranches maturing from 2028 through 2066.
This is a newly disclosed hyperscaler capital-markets transaction of material scale for investors and infrastructure suppliers tracking how AI-compute expansion is financed. The filing establishes new debt financing,…
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 [email protected].
...more
6min
August 10, 2026AI buildout runs into city halls, grid queues and fiber maps — August 10, 2026
Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, and local fights over data-center water, zoning and 1,000 MW campuses.
In this episode
Fort Smith Board of Directors set to discuss regulations for data center development | Northwest Arkansas Democrat-Gazette — Northwest Arkansas Democrat-Gazette
Fort Smith Board of Directors set to discuss regulations for data center development | Northwest Arkansas Democrat-Gazette
# Fort Smith Board of Directors set to discuss regulations for data center development
3 hours, 27 minutes ago by Ashley Torres
Construction work continues on the Serverfarm data center project site in Clarksville on Friday, July 31, 2026. (Arkansas…
PJM Accepts 715 Projects and 201.5 GW Into the First Cycle of Its Reformed Queue — MGRID
PJM Accepts 715 Projects and 201.5 GW Into the First Cycle of Its Reformed Queue
# PJM Accepts 715 Projects and 201.5 GW Into the First Cycle of Its Reformed Queue
Key Facts
- Projects Accepted: 715 of 811 applications
- Nameplate Capacity: 201.5 GW
- Largest by Capacity: Natural gas, 99.8 GW
- Largest by Count: Storage, 314 projects
- Study Timeline: One to two years
- Announced: August 3,…
A massive data center in rural Nevada is one step closer to being built - The Nevada Independent — The Nevada Independent
A massive data center in rural Nevada is one step closer to being built - The Nevada Independent
# A massive data center in rural Nevada is one step closer to being built
The vote clears a key hurdle for the 1,000-megawatt project, though Copia still needs final design approval and additional permits before construction begins.
Lyon County commissioners voted 3-1 Thursday to approve a zoning…
Zayo confirms Nvidia as its new ‘monster' customer — Fierce Network
Zayo confirms Nvidia as its new ‘monster' customer
Brought to you by:
# Zayo confirms Nvidia as its new ‘monster' customer
- Zayo and Nvidia are building 16 new fiber routes across the U.S.
- Zayo top executives said they're focusing on high-growth AI corridors
- While Lumen's CFO said new long-haul routes don't have a good business model, Zayo said this deal is "good business"
In April, Bill…
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 [email protected].
...more
8min
August 07, 2026FERC Win Meets Water Rules in AI Data Center Buildout — August 07, 2026
FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling into AI infrastructure through Aligned’s $40 billion sale.
In this episode
DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection - Energy-Storage.News — Energy-Storage.News
# DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection - Energy-Storage.News
Author: William Norman
Published: 2026-08-06T12:50:06+00:00
Source: energy-storage.news (energy-storage.news)
Language: en
## Story
DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection -…
3 Trends in State Regulation of Data Center Water Use -... — National Conference of State Legislatures
3 Trends in State Regulation of Data Center Water Use -...
# 3 Trends in State Regulation of Data Center Water Use
## Under consideration: tighter facility permitting, greater oversight and required use of sustainable cooling methods.
By Emily Ulizio | August 5, 2026
An Amazon data center under construction in Virginia, where a new state law requires water users that provide water to data…
MGX, AIP, and BlackRock’s GIP complete $40bn acquisition of Aligned Data Centers - DCD — Datacenter Dynamics
MGX, AIP, and BlackRock’s GIP complete $40bn acquisition of Aligned Data Centers - DCD
05 Aug 2026
# SpaceX earnings: 2GW of compute by year end, aiming for 10-20GW by end of 2027
# The Agentic AI Supplement
27 Jul 2026
16–17 September 2026
# Connect DCD Connect | London 2026
# MGX, AIP, and BlackRock’s GIP complete $40bn acquisition of Aligned Data Centers
Acquisition is the largest-ever…
Do PPAs have a future in the data center sector? - DCD — Data Center Dynamics
#
Recommended for you...
![Colossus II](https://media.datacenterdynamics.com/media/images/Colossus_II.2e16d0ba.fill-280x185.jpg)
# [SpaceX IPO filing reveals Anthropic set to pay Musk's firm $1.25bn a month to rent xAI data center space](/en/news/spacex-ipo-filing-reveals-anthropic-set-to-pay-musks-firm-125bn-a-month-to-rent-xai-data-center-space/)
Recommended for you...
![The Neocloud…
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 [email protected].
...more
7min
August 06, 2026NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens — August 06, 2026
NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sharpen the financing and permitting constraints around AI infrastructure growth.
In this episode
NTT Data Eyeing $9 Billion Outlay for Japan Data Centers — Bloomberg
NTT Data Eyeing $9 Billion Outlay for Japan Data Centers
- Home
- News
- Utilities
- NTT Data Eyeing $9 Billion Outlay for Japan Data Centers
# NTT Data Eyeing $9 Billion Outlay for Japan Data Centers
By Bloomberg
Aug 04, 2026
Photographer: Akio Kon/Bloomberg
(Bloomberg) NTT Data Group Corp. expects to spend at least $9 billion through 2033 to quadruple computing capacity to 1 gigawatt,…
Pimco Dictates Terms on Oracle Data Center Debt Deal - CRE Daily — CRE Daily
Pimco Dictates Terms on Oracle Data Center Debt Deal - CRE Daily
# Pimco Dictates Terms on Oracle Data Center Debt Deal
Pimco is reshaping AI data center debt by setting stricter financing terms, starting with Oracle’s $16B Michigan campus financing.
August 4, 2026
By
- Pimco anchored the $16B Oracle Michigan data center deal on its own terms, structuring debt to match Oracle’s lease…
The World's Largest Data Center Hub Pursues A Development Pause. Is It Even Legal? — Bisnow
The World's Largest Data Center Hub Pursues A Development Pause. Is It Even Legal?
News
Loudoun County, the data center capital of the world, is considering a pause on new facility applications, reflecting the growing political pushback to the explosion of construction in the sector.
But there are questions about the legality of such a move, including from one of the county's elected…
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 [email protected].
...more
6min
August 05, 2026ERCOT Pauses Batch Zero as Texas Orders Data Center Audits — August 05, 2026
ERCOT faces a Batch Zero delay after Governor Greg Abbott ordered audits of data centers before grid interconnection, raising fresh uncertainty for large-load projects in Texas. The move lands as NERC and FERC tighten scrutiny of reliability and grid governance.
In this episode
Recent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process - Utilities - United States — Mondaq
Recent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process - Utilities - United States
ARTICLE
5 August 2026
# Recent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process
BSButler Snow LLP More
#### Contributor
Butler Snow LLP is a full-service law firm with more than 360 attorneys and advisors collaborating across a network of…
Amazon Pulls Plug on Contentious Lusby Data Center - The Southern Maryland Chronicle — The Southern Maryland Chronicle
Amazon Pulls Plug on Contentious Lusby Data Center - The Southern Maryland Chronicle
Credit: ChatGPT
Amazon Web Services has formally withdrawn its application to build a massive data center campus near the Calvert Cliffs Nuclear Power Plant in Lusby, Calvert County Government announced, ending months of intense local debate over a project that had become one of the most contentious development…
NERC's Deadline and Large-Load Risks in NERC data center reliability — Microgrid Media
NERC's Deadline and Large-Load Risks in NERC data center reliability
# NERC’s August 3 Data Center Reliability Deadline Arrives as Grid Operators Report on Large-Load Risks
Share on LinkedIn Share on Facebook Share on X (Twitter)
Written by: Jonas Muthoni
Updated Aug 3, 2026 • 5 min read
The North American Electric Reliability Corporation’s August 3 reporting deadline for its Level 3…
PJM Governance and Stakeholder Reforms; Notice Requesting Post-Conference Comment | 91 FR 49430 — Federal Register
PJM Governance and Stakeholder Reforms; Notice Requesting Post-Conference Comment | 91 FR 49430
# PJM Governance and Stakeholder Reforms; Notice Requesting Post-Conference Comment
Department of Energy Federal Energy Regulatory Commission [Docket No. AD26-7-000] On July 23, 2026, the Federal Energy Regulatory Commission (Commission) convened a Chairman and...
- Published Tuesday, August 4,…
Equinix points to new audience for data centre CMBS — GlobalCapital
# Equinix points to new audience for data centre CMBS
Published: 2026-08-04T20:02:57+00:00
Source: globalcapital.com (globalcapital.com)
Language: en
## Story
Equinix, the US-based data centre operator, issued a £280m data centre securitization last week, which took a new tack in wooing European investors to this still young asset class.
Led by Goldman Sachs, the fixed rate note issued on…
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 [email protected].
...more
9min
August 04, 2026Equinix Issues $3B as Data-Center Power Fights Spread — August 04, 2026
Equinix has issued $3 billion in bonds for its AI-ready infrastructure buildout as Cape Town advances planning for two proposed sites and AEP makes the ratepayer case for large-load contracts. The buildout is increasingly a capital, permitting and grid-cost-allocation story.
In this episode
Cape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules - Towncrier Africa — Towncrier Africa
Cape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules - Towncrier Africa
Africa
# Cape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules
Cape Town’s approval of land-use changes for two proposed Equinix data centres has raised questions about water, electricity and regulation of hyperscale digital infrastructure.
By Towncrier Editorial…
American Electric Power: New Large Customers Expected To Offset Up To $16 Billion In Residential Costs — Pulse2
American Electric Power: New Large Customers Expected To Offset Up To $16 Billion In Residential Costs
American Electric Power: New Large Customers Expected To Offset Up To $16 Billion In Residential Costs
American Electric Power expects electricity demand from data centers, hyperscalers, and industrial customers to provide up to $16 billion in cost offsets for residential customers as the…
New issues: Equinix issued international bonds (US29444UBV70, US29444UBY10, US29444UBX37, US29390XAK00) in the amount of USD 850, USD 650, USD 650, USD 850 mln maturing in 2029, 2033, 2036, 2031 respectively. — Cbonds
New issues: Equinix issued international bonds (US29444UBV70, US29444UBY10, US29444UBX37, US29390XAK00) in the amount of USD 850, USD 650, USD 650, USD 850 mln maturing in 2029, 2033, 2036, 2031 respectively.
# New issues: Equinix issued international bonds (US29444UBV70, US29444UBY10, US29444UBX37, US29390XAK00) in the amount of USD 850, USD 650, USD 650, USD 850 mln maturing in 2029, 2033,…
What Equinix’s Azure Push Means for Malaysia’s Data Centres | Data Centre Magazine — Data Centre Magazine
What Equinix’s Azure Push Means for Malaysia’s Data Centres | Data Centre Magazine
# What Equinix’s Azure Push Means for Malaysia’s Data Centres
By Saffron Humphreys
August 03, 2026
undefined mins
Cheam Tat Inn, Managing Director, Malaysia, Equinix, says the expansion in Kuala Lumpur "enables customers to build more resilient, high-performance digital infrastructure". Photo Credits:…
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 [email protected].
...more
8min
August 03, 2026Data Center REITs Tap Debt as AI Load Forecasts Climb — August 03, 2026
Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping capital markets, rent mix and grid planning.
In this episode
Equinix seeks to raise $3B from US investment-grade bond sale — Crypto Briefing
Equinix seeks to raise $3B from US investment-grade bond sale
SEARCH
Searching...
Photo: www.mandurphy.net / baxtel.com
# Equinix seeks to raise $3B from US investment-grade bond sale
The data center giant is tapping debt markets to fund AI infrastructure expansion across its global network of facilities.
Share
Share on X Share on LinkedIn Share on Facebook
Add us on Google
Jul. 31,…
Equinix Q2 Earnings Call Highlights - Watch List News — Watch List News
Equinix Q2 Earnings Call Highlights - Watch List News
# Equinix Q2 Earnings Call Highlights
Posted by Hanz Christensen on Jul 31st, 2026
Share on Twitter Share on Facebook Share on LinkedIn Share on Stocktwits
Equinix (NASDAQ:EQIX) raised its full-year and long-term outlook after reporting accelerating recurring-revenue growth, record interconnection additions and strong bookings in the…
Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold — TechStock²
Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold
Dark
Light
Today: 2 August 2026
Real-Time Market Intelligence
2 August 2026
Data Centers· NYSE:DLR· Real Estate· Stock Market
# Digital Realty Trust (NYSE:DLR) stock: Higher rent-per-kilowatt as smaller leases take hold
View author profile by Iwona Majkowska
NEW YORK, August 2, 2026, 12:06 p.m.…
NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool — The Motley Fool
NextEra Just Raised Its Large-Load Forecast to 8 Gigawatts. Here's Why That Matters. | The Motley Fool
Electric utilities don't typically raise long-term demand forecasts by one-third unless something meaningful has changed. Yet that's exactly what NextEra Energy (NEE -0.36%) did earlier this year when it increased its forecast for large-load demand at Florida Power & Light (FPL) from 6…
Step Back — With Stargate adding five U.S. sites and a Norway project, how can investors and grid planners separate headline compute capacity from megawatts that are actually financeable and energizable—particularly through interconnection status, power contracts, equipment commitments, and take-or-pay obligations?Background sources
Wiring Capital to Compute — Daniel Painter
What the Michigan Stargate site says about today’s AI market | Latitude Media — Scott Clavenna
12 Gigawatts Were Announced. 4 Are Being Built. — Justin Hearn
OpenAI Stopped Waiting for the Texas Grid. It's Building Three of Its Own. — Yair Titelboim
Stargate Update: AI’s Biggest Data Center Buildout Meets Reality — Datacenterknowledge
The Stargate AI Infrastructure Project, Explained | Universal Asset Owners — Universal Asset Owners
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 [email protected].
...more
12min

FAQs about The Data Center Daily:

How many episodes does The Data Center Daily have?

The podcast currently has 77 episodes available.