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

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The podcast currently has 105 episodes available.

The Data Center Daily episodes:

September 22, 2026AI Compute’s Grid Bottleneck Gets Regulatory—and Local — September 22, 2026
NERC’s computational-load standards cleared an initial ballot, while Fluence’s battery-supply stumble and Eversource’s Connecticut study queue show the bottleneck moving from abstract AI power demand into compliance, manufacturing, and interconnection risk.
In this episode
NERC computational-load ballot: what changes before compliance — Btw
NERC computational-load ballot: what changes before compliance
## Why it matters
The preliminary vote matters because it narrows the chance that large computational loads will stay outside the reliability regime. It does not settle the text, approve a rule or start a compliance clock. Developers should distinguish those milestones before turning a standards signal into a capital budget.
Mara…
What’s going on with Fluence? — Latitude Media
Fluence revised its 2026 fiscal year guidance down for a second time last week, citing ongoing supply chain issues that the company expects will pull its annual revenue down by around $1 billion from original estimates — and that analysts worry could hamper its burgeoning work with data centers. The majority of that revenue decrease came down to delays at the energy storage provider’s new…
Developers explore hyperscale data centers in CT despite pushback — Hartford Business Journal
Developers explore hyperscale data centers in CT despite pushback
# Developers explore hyperscale data centers in CT despite pushback
Jacob Lucas, Eversource Energy’s vice president of transmission system planning, speaks at a recent Hartford Business Journal energy event. HBJ Photo | Luke Wayne Photography
By Andrew Larson
September 21, 2026
No hyperscale data center has been formally…
Data centre deal — Cape Town goes back to the drawing board — Daily Maverick
# Data centre deal — Cape Town goes back to the drawing board
Author: Lindsey Schutters
Published: 2026-09-20T00:00:00
Source: dailymaverick.co.za (dailymaverick.co.za)
Language: en
## Story
Data centre deal — Cape Town goes back to the drawing board
# Data centre deal — Cape Town forced back to the drawing board
There was, naturally, an appeal against the Municipal Planning Tribunal’s…
Rune is tapping spare solar power for modular data centers — Latitude Media
Texas curtailed nearly 10,000 gigawatt-hours of renewable energy last year, mostly due to transmission constraints. California, meanwhile, curtailed more than 3,700 GWh. The fact that so much power goes to waste each year shocked Varun Palivela, an electrical engineer who has spent his career designing high-performance computer chips. At a time when data center developers are scrambling for…
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].
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9min
September 21, 2026Data Center Cost Fights Hit Virginia, New Mexico and Senate — September 21, 2026
Virginia data center regulation moved forward as Gov. Abigail Spanberger proposed transparency, cost-allocation and environmental rules, while Project Jupiter got a New Mexico court green light and the Senate’s federal ratepayer fix stalled. The buildout is shifting from megawatts to who pays.
In this episode
Spanberger presents slate of data center regulation proposals, puts first directives in motion | Headlines | insidenova.com — InsideNoVa
Spanberger presents slate of data center regulation proposals, puts first directives in motion | Headlines | insidenova.com
# Spanberger presents slate of data center regulation proposals, puts first directives in motion
- Shannon Heckt | Virginia Mercury
- Sep 20, 2026
- 4 hrs ago
- 0

Gov. Abigail Spanberger signed Executive Order 22 on Friday, Sept. 18, 2026 to kick off her data…
New Mexico Supreme Court allows Project Jupiter permit proceedings to advance | Project Jupiter Data Center News | The Las Cruces New Mexican | santafenewmexican.com — Santa Fe New Mexican
New Mexico Supreme Court allows Project Jupiter permit proceedings to advance | Project Jupiter Data Center News | The Las Cruces New Mexican | santafenewmexican.com
# New Mexico Supreme Court allows Project Jupiter permit proceedings to advance
- By Nicholas Gilmore [email protected]
#### Nicholas Gilmore
- Author email ([email protected])
- Sep 17, 2026
- 3 hrs ago
- 0
…
Data Center Electricity Bill Dies in Senate: Who Pays for AI Grid Upgrades? — Karmactive
Data Center Electricity Bill Dies in Senate: Who Pays for AI Grid Upgrades?
# Data Center Electricity Bill Dies in Senate: Who Pays for AI Grid Upgrades?
September 18, 2026
Rahul Somvanshi
High-capacity electrical substations route bulk power across regional grids. As AI data centers request multi-megawatt connections, regulators face pressure to decide whether developers or household…
Liberty files new “large load” rate for massive power users | Newstalk KZRG — Newstalk KZRG
Liberty files new “large load” rate for massive power users | Newstalk KZRG
# Liberty files new “large load” rate for massive power users
By Ty Albright•
Published Sep 18, 2026
Updated 10 minutes ago
### What do you think?
Liberty Utilities is asking Missouri regulators to approve a new rate structure aimed at keeping the cost of serving massive electric users from being passed on to…
Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates - The Lincolnian Online — The Lincolnian Online
Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates - The Lincolnian Online
# Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates
Posted by Dante Gardener on Sep 19th, 2026
Equinix (NASDAQ:EQIX) executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7…
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].
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9min
September 18, 2026Congress Targets Data-Center Grid Cost Shifts — September 18, 2026
Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Power says Google’s 300 MW Botetourt campus will need $264 million in grid upgrades without charging other customers.
In this episode
House passes ratepayer protection bill to limit data center cost shifts | Utility Dive — Utility Dive
# House passes ratepayer protection bill to limit data center cost shifts | Utility Dive
Author: Ethan Howland
Published: 2026-09-17T10:31:21
Source: utilitydive.com (utilitydive.com)
Language: en
## Story
House passes ratepayer protection bill to limit data center cost shifts | Utility Dive
# House passes ratepayer protection bill to limit data center cost shifts
The bill would “largely…
New details emerge about Botetourt grid upgrades for Google data center - Cardinal News — Cardinal News
New details emerge about Botetourt grid upgrades for Google data center - Cardinal News
# New details emerge about Botetourt grid upgrades for Google data center
Transmission line and substation upgrades are estimated to cost $264 million, but Appalachian Power says other customers won’t pay for it.
by Matt Busse September 16, 2026 September 15, 2026
The Botetourt Center at Greenfield…
Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas — IDCNOVA
Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas
# Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas
16 Sept 2026 By: IDCNOVA Region: North America
Five major data center operators have filed plans to develop new facilities across Texas, underscoring the state's continued appeal as a…
ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit — EV Charging Magazine
ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit
# ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit
By Firas NAVARRO
September 16, 2026
RICHMOND, Va. — The U.S. Court of Appeals for the Fourth Circuit heard oral arguments in a consolidated challenge to the Federal Energy Regulatory Commission’s (FERC) Order No. 1920.
At the center of the petition by the…
Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues — EnergyPulse — OpenSentiment
Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues — EnergyPulse
# Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues
Proposed natural gas generation in U.S. power queues has surged, while renewables lost market share for a second consecutive year in 2026.
Lena Hartmann
16 September 2026, 16:05· 6 min read
U.S. power…
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].
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9min
September 17, 2026Data Centers Pitch Flexibility as Permitting Pushback Spreads — September 17, 2026
Google, Nvidia and Emerald AI are reviving AEMA to push flexible data centers as Florida and Oregon officials tighten scrutiny over hyperscale load, water and land use; Equinix is planning a bigger $5 billion-to-$7 billion annual build budget.
In this episode
How tech and energy giants plan to mainstream data center flexibility | Latitude Media — Latitude Media
How tech and energy giants plan to mainstream data center flexibility | Latitude Media
# How tech and energy giants plan to mainstream data center flexibility
Google, Nvidia, and start-up Emerald AI are behind a new coalition: the AI Energy Management Alliance.
Lisa Martine Jenkins
September 16, 2026
For years, the Advanced Energy Management Alliance was all but defunct. Launched in 2014 and…
Marion County approves 12-month moratorium on large-scale data centers - Ocala-News.com — Ocala-News.com
Marion County approves 12-month moratorium on large-scale data centers - Ocala-News.com
# Marion County approves 12-month moratorium on large-scale data centers
by Jeremiah Delgado September 16, 2026 September 16, 2026
The Marion County Board of County Commissioners right before they approved the moratorium for data centers on September 15.
Marion County commissioners voted on Tuesday to…
Equinix, Inc. (EQIX) Earnings Call Transcript & Summary — EarningsCalls
# Equinix, Inc. (EQIX) Earnings Call Transcript & Summary
September 15, 2026
NASDAQ US Real Estate Specialized REITs conference_presentation 35 min
## What were the key takeaways from Equinix, Inc.'s September 15, 2026 earnings call?
In the third quarter of fiscal year 2026, Equinix, Inc. (EQIX:US) reported a significant increase in its development budget, now expecting to invest $5 billion…
Oregon Data Center Debate Moves Toward Statewide Decisions on Power, Water and Development — Grants Pass Tribune
# Oregon Data Center Debate Moves Toward Statewide Decisions on Power, Water and Development
Published: 2026-09-15T04:24:44-08:00
Source: grantspasstribune.com (grantspasstribune.com)
Language: en
## Story
Oregon Data Center Debate Moves Toward Statewide Decisions on Power, Water and Development
# Oregon Data Center Debate Moves Toward Statewide Decisions on Power, Water and Development
by…
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].
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7min
September 16, 2026PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load — September 16, 2026
Branch Energy is moving into PJM with a $33 million raise to sell battery-backed capacity to data centers, while Google backs robot-built solar and developers test new campuses from Türkiye to tidal-powered subsea pods in Alaska.
In this episode
Branch Energy heads to PJM to sell battery capacity to data centers | Latitude Media — Latitude Media
Branch Energy heads to PJM to sell battery capacity to data centers | Latitude Media
# Branch Energy heads to PJM to sell battery capacity to data centers
Investors are betting that larger batteries and lower acquisition costs will make C&I batteries a strong player in the BYOC era.
Maeve Allsup
September 15, 2026
The distributed energy storage company Branch Energy announced today that it…
Step Back — As AI developers increasingly assemble power through batteries, behind-the-meter generation, and bespoke contracts, what actually counts as “delivered” capacity in PJM or ERCOT—and who bears the financial and reliability risk when megawatts exist on paper but not at the data center meter?Background sources
[PDF] Powering Reliability Through Market Design - PJM.com — Glazer, Craig
PJM’s IRAS Signals a New Era for AI Data Center Power — Datacenterknowledge
PJM Responds to FERC’s December Order on Co-Located Load | CES — Monika Shete
PJM’s big new data center plan: Make the states figure… | Canary Media — Canary Media
Google is backing Planted Solar’s plan for clean data center power — Latitude Media
In addition to its investments in enhanced geothermal , long-duration energy storage , and fourth-generation nuclear , Google is betting a very Silicon Valley-type approach to solar can help meet the moment for speed-to-power. The latest addition to the hyperscaler’s energy investment portfolio, Planted Solar, uses a combination of robots and software to build solar projects more quickly and…
Digital Realty Forms Türkiye JV for 22MW Campus | DLR Stock News — Stock Titan
Digital Realty Forms Türkiye JV for 22MW Campus | DLR Stock News
# Digital Realty Enters Türkiye Through Formation of New Joint Venture
Digital Realty and Rönesans Infrastructure launch a Turkish data center JV, starting with a 22 MW Ankara campus and future expansion to Istanbul.
## Rhea-AI Summary
Digital Realty (DLR) formed a strategic joint venture with Rönesans Infrastructure to develop…
Federal review advances for subsea data center off Nikiski | Homer News — Homer News
Federal review advances for subsea data center off Nikiski | Homer News
## Federal review advances for subsea data center off Nikiski
Published 4:30 am Monday, September 14, 2026
By Jeffrey Kennett Peninsula Clarion Staff
The ORPC proposed American Tidal Energy Project site is located at East Forland, Cook Inlet, just north of Nikiski, Alaska. (Photo courtesy of ORPC)
| Getting your…
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].
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10min
September 15, 2026Data Centers Face Grid-Cost Rules and Off-Grid Power Push — September 15, 2026
A House vote on H.R. 9340 could push states to consider full incremental cost recovery and financial assurances for 100 MW-plus data center loads. Meanwhile, Soluna secured conditional ERCOT Base Load status for 266 MW, TAR raised $120 million for modular off-grid power, and Bridge Data Centres is treating effluent on-site for AI cooling in Johor.
In this episode
House Vote Could Set Data Center Grid Cost Standard - Environment+Energy Leader — Environment+Energy Leader
House Vote Could Set Data Center Grid Cost Standard - Environment+Energy Leader
# House Vote Could Set Data Center Grid Cost Standard

Posted Monday, September 14, 2026 2:00 pm
By Environment+Energy Leader | Technology + Innovation
The House is scheduled to vote this week on H.R. 9340, the Ratepayer Protection Act, pushing a question utilities and state regulators have wrestled with for…
Soluna gets 266 MW ERCOT Base Load status | SLNH 8-K Filing — Stock Titan
Soluna gets 266 MW ERCOT Base Load status | SLNH 8-K Filing
# Soluna gets 266 MW ERCOT Base Load status
ERCOT’s conditional Base Load classification for Project Dorothy and Project Kati secures 266 MW of capacity for Soluna within its Batch Zero process.
Filing Impact
(Moderate)
## Rhea-AI Filing Summary
Soluna Holdings, Inc. (SLNH) disclosed that ERCOT has conditionally classified the 100…
TAR aims to build off-grid power for data centers in just six months | Latitude Media — Latitude Media
TAR aims to build off-grid power for data centers in just six months | Latitude Media
# TAR aims to build off-grid power for data centers in just six months
Unlike gas-heavy rivals, the startup is deploying modular solar and storage, and just raised $120 million to do it.
Catherine Boudreau
September 14, 2026
The Austin-based startup TAR aims to build off-grid power for data centers in less…
Why Johor data centre prioritises water treatment for AI cooling needs - The Business Times — The Business Times
Why Johor data centre prioritises water treatment for AI cooling needs - The Business Times
# Why this Johor data centre treats water as a priority – even before it’s fully built
Bridge Data Centres is converting effluent for cooling at its Johor campus – part of a wider strategy to secure the water and power needed for AI growth
Summarise
Published Mon, Sep 14, 2026 · 05:50 AM
- Bridge 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 [email protected].
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8min
September 14, 2026Oracle’s Data-Center Tab Explodes as Grid Rules Tighten — September 14, 2026
Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses.
In this episode
[PDF] New England Large Load Show Cause Order (EL26-72) — ISO New England
JOINT NEPOOL TRANSMISSION, MARKETS, AND RELIABILITY COMMITTEE | SEPTEMBER 15, 2026 | WESTBOROUGH, MA
Additional Details on Proposed Large Load Process
New England Large Load Show
Cause Order (EL26-72)
Nic Baldenko
PRINCIPAL ENGINEER, TRANSMISSION SERVICES
Alex Rost
DIRECTOR, TRANSMISSION SERVICES
Pradip Vijayan
SR. MANAGER, MODELING AND INTEGRATION
Project Title: New England Large Load…
Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. — U.S. Securities and Exchange Commission
Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026.
This is a large, long-duration capacity commitment beyond the property already on Oracle's balance sheet, and it materially extends the company's build-and-lease pipeline.
The filing identifies additional…
Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. — U.S. Securities and Exchange Commission
Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers.
The filing ties the spending directly to data-center expansion and shows that the investment…
IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion — 21 Alive News
IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion
# IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion
Site of Google data center at 5801 Adams Center Road in Fort Wayne.(staff)
By Jazlynn Bebout
Published: Sep. 11, 2026 at 3:58 PM EDT| Updated: 31 minutes ago
FORT WAYNE, Ind. (WPTA) - The Indiana Department…
Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media — Latitude Media
# Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media
Author: Maeve Allsup
Published: 2026-09-11T18:11:10+00:00
Source: latitudemedia.com (latitudemedia.com)
Language: en
## Story
Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media
# Oracle and OpenAI bet that more solar could combat data center pushback
The Stargate…
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].
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9min
September 11, 2026AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance — September 11, 2026
ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days.
In this episode
Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business Wire
Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix
# Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix
By Business Wire | September 10, 2026, 10:00 AM
New Innovation Lab program lets platform partners, such as Equinix, enable enterprises to order Comcast Business last-mile connectivity through standards-based APIs,…
PGRR144: New Requirements for Large Loads in ERCOT | EPE — EPE
PGRR144: New Requirements for Large Loads in ERCOT | EPE
Sep 10, 2026| News
# PGRR144 Moves Forward: New Dynamic Modeling and Validation Requirements for Large Loads in ERCOT
By Farid Ishak
ERCOT's large load interconnection requirements continue to evolve, with increasing focus on the completeness, accuracy, and validation of dynamic models used to study projects before they connect to the…
Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. — U.S. Securities and Exchange Commission
Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer.
This is a financing architecture for scaling AI compute, not just a demand forecast: Broadcom says financial partners fund deployments while it provides the technology to…
Is the West on the cusp of a transmission breakthrough? — Latitude Media
Three decades ago, Idaho Power proposed a 575-mile transmission line connecting the power grids in southern Nevada and Idaho. The benefits were straightforward: The desert Southwest, where electricity demand peaked in the summer as Phoenix and Las Vegas cranked the air conditioning, could swap power with the Pacific Northwest, where heating demand spiked during winter cold snaps. The resulting…
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].
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7min
September 10, 2026Data Center Power Deals Get Harder to Socialize — September 10, 2026
Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayers, while a UK think tank challenges promised job gains from the buildout.
In this episode
Are GenCos a solve for the data center power problem? — Latitude Media
Are GenCos a solve for the data center power problem? | Latitude Media
# Are GenCos a solve for the data center power problem?
The first and only utility to implement the structure so far is Indiana's NIPSCO — but interest is spreading.
Bianca Giacobone
September 9, 2026
A version of this story was published in the AI-Energy Nexus newsletter on September 9, 2026. Subscribe to get pieces…
Large-load tariffs increasingly rely on upfront payments, exit fees, ramp schedules | Utility Dive — Utility Dive
Large-load tariffs increasingly rely on upfront payments, exit fees, ramp schedules | Utility Dive
# Large-load tariffs increasingly rely on upfront payments, exit fees, ramp schedules
Active and proposed large-load tariffs have increased sharply since early 2025, as has the average qualifying demand threshold for covered customers.
Published Sept. 8, 2026
By Brian Martucci

Data…
EnerNex: large loads, new rules | Utility Dive — Utility Dive
# EnerNex: large loads, new rules | Utility Dive
Author: Dave Mueller, VP of Energy System Studies at EnerNex
Published: 2026-09-08T05:00:00
Source: utilitydive.com (utilitydive.com)
Language: en
## Story
EnerNex: large loads, new rules | Utility Dive Skip to main content
Informa TechTarget |
- Smart Cities Dive
- Waste Dive
Explore our brands An Informa TechTarget Publication
## People…
AI data centers may create far fewer jobs than projected, think tank ... — CNBC
AI data centers may create far fewer jobs than projected, think tank warns
# AI data centers won't create as many UK jobs as the tech sector projects, think tank warns
Published Wed, Sep 9 2026 8:26 AM EDT
Sawdah Bhaimiya
Key Points
- AI data centers may create only a quarter of the new jobs projected by the industry, economic think tank Verdant found.
- Verdant calculated that only around…
Digital Realty Pays $82Mln for Suburban Chicago Office; Data-Center Conversion Likely – Commercial Real Estate Direct — Commercial Real Estate Direct
Digital Realty Pays $82Mln for Suburban Chicago Office; Data-Center Conversion Likely – Commercial Real Estate Direct
# Digital Realty Pays $82Mln for Suburban Chicago Office; Data-Center Conversion Likely
September 9, 2026 in General News, Midwest
Crain's Chicago Business Digital Realty Trust has paid about $82 million, or $169.07/sf, for a 485,000-square-foot office building at 3800 Golf…
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].
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8min
September 09, 2026Equinix Leads a Global AI Capacity Land Grab — September 09, 2026
Equinix is putting $5.1 billion behind a UK AI campus while closing atNorth and winning Singapore capacity, as Google tests grid flexibility and Blackstone’s data-center risk transfer gets a harder look.
In this episode
TECHSHOTS | Equinix Announces $5.1 Billion UK AI Data Centre Investment — TECHSHOTS
TECHSHOTS | Equinix Announces $5.1 Billion UK AI Data Centre Investment
Tuesday, 8 September, 2026
### Equinix Announces $5.1 Billion UK AI Data Centre Investment
By Isha
Digital infrastructure firm Equinix will invest £3.9 billion ($5.1 billion) to build new AI data centers near London, establishing a large AI "campus" in Hertfordshire. This massive investment, announced in conjunction with…
CPP Investments and Equinix complete $4 billion acquisition of atNorth | Digitalisation World — Digitalisation World
CPP Investments and Equinix complete $4 billion acquisition of atNorth | Digitalisation World
# CPP Investments and Equinix complete $4 billion acquisition of atNorth
CPP Investments and Equinix have completed their $4 billion acquisition of Nordic data centre operator atNorth, with Partners Group also taking a 10% stake as the company continues expanding across the region under its own…
Singapore approves 200MW data centre capacity expansion for four operators — Pinsent Masons Out-Law
Singapore approves 200MW data centre capacity expansion for four operators
# Singapore approves 200MW data centre capacity expansion for four operators
Singapore. Spondylolithesis/iStock.
07 Sep 2026, 2:48 pm
Four operators have been granted approval to expand their data centre capacity in Singapore via a competitive process that required applicants to demonstrate their contribution across…
Why is Google funding PG&E’s latest VPP pilot? — Latitude Media
Pacific Gas & Electric is adding an unusual virtual power plant pilot to its roster of flexibility programs — one funded by Google, and not by ratepayers or a state-approved program. With its new Smart Home Assets for Reliability and Efficiency (or SHARE) VPP, the Northern California utility aims to unlock additional capacity on the regional electric transmission system — and put downward…
Did Blackstone Really Get the Data Center Risk Off Bank Balance Sheets? | Disruption Banking — Disruption Banking
Did Blackstone Really Get the Data Center Risk Off Bank Balance Sheets? | Disruption Banking
# Did Blackstone Really Get the Data Center Risk Off Bank Balance Sheets?
- Tejas Bansal
- September 8, 2026
Blackstone now values its data center portfolio at $185bn. The question is not whether the buildings are leased. It is whether the banks actually got the risk off their books.
Blackstone’s…
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].
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9min

FAQs about The Data Center Daily:

How many episodes does The Data Center Daily have?

The podcast currently has 105 episodes available.