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 45 episodes available.

The Data Center Daily episodes:

May 26, 2026Nvidia’s Vera Push Hits Taiwan, While Water Fights Spread — May 26, 2026
Nvidia Vera Rubin is moving from roadmap to supply-chain stress test, with Vera CPUs reaching Anthropic and OpenAI as Taiwan capacity tightens. Meanwhile, Maryland and Georgia water fights show the local permitting risk around hyperscale buildouts.
In this episode
NVIDIA Vera CPU Ships to Anthropic and OpenAI: What Developers Need to Know | byteiota — Byteiota
NVIDIA Vera CPU Ships to Anthropic and OpenAI: What Developers Need to Know | byteiota
NVIDIA Vera CPU: 88 Olympus cores, 1.2 TB/s bandwidth, purpose-built for agentic AI
NVIDIA VP Ian Buck personally drove to Anthropic’s San Francisco office on May 18 and handed over the first Vera CPUs. Then OpenAI. Then SpaceXAI. Then Oracle. This wasn’t a logistics story — it was a calculated signal. NVIDIA…
Nvidia supply push sharpens Taiwan pressure — Arabian Post — Arabian Post
Nvidia supply push sharpens Taiwan pressure — Arabian Post
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# Nvidia supply push sharpens Taiwan pressure
### 🕚 Mon 25 May 2026 | AP News
Jensen Huang’s arrival in Taipei ahead of Computex has put Nvidia’s next AI platform at the centre of a widening test for Taiwan’s semiconductor supply chain, as the company seeks more production capacity for Vera Rubin while riding record demand for…
Dangerous Dickerson Datacenter – wp DARNESTOWN net — wp DARNESTOWN net
Dangerous Dickerson Datacenter – wp DARNESTOWN net
Montgomery County’s first proposed hyperscale data center — a 360-megawatt complex planned for the former Dickerson coal plant site — has entered public review, igniting major political and environmental controversy.
The California developer, Atmosphere Data Centers, plans to build five massive server facilities on 110 industrial acres beside…
AOC presses EPA over Morgan County drinking water concerns tied to Georgia data center development - CBS Atlanta — CBS News
AOC presses EPA over Morgan County drinking water concerns tied to Georgia data center development - CBS Atlanta
U.S. Rep. Alexandria Ocasio-Cortez used a congressional hearing last week to spotlight concerns from Morgan County, Georgia residents who say their drinking water has been negatively impacted by nearby data center construction.
During a hearing before the House Energy and Commerce…
Step Back — As data center fights move from abstract megawatts to zoning hearings and drinking-water complaints, what evidence would actually tie a hyperscale campus to local water risk—and what can cities regulate up front before state environmental permits or utility approvals take over?Background sources
Data centers drain California's water with little public oversight — Rachel Becker
Water-Related Permits for Data Centers | US EPA — US EPA
Corpus Christi Leaders Believe Data Center Plans May Be Behind Delays to Emergency Water Supply - Inside Climate News — Insideclimatenews
When the AI Cloud Comes for Texas Water — Miranda Williamson
Little Rock’s proposed data center rules would cover planned Google facility, official says | Northwest Arkansas Democrat-Gazette — Joseph Flaherty
Longmont City Council votes to ban hyperscale data centers — London Lyle | [email protected]
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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13min
May 25, 2026SpaceX Turns xAI’s Colossus Into AI Compute Infrastructure — May 25, 2026
SpaceX’s xAI put hard numbers behind the AI compute boom, buying the Memphis Colossus site while filings show Anthropic paying $1.25 billion a month for capacity. The buildout’s economics still look compelling, but water and financing pressures are tightening.
In this episode
AFFILIATE OF PHOENIX INVESTORS SELLS MEMPHIS X-AI DATA CENTER TO SUBSIDIARY OF SPACEX FOR $185 MILLION — PR Newswire
AFFILIATE OF PHOENIX INVESTORS SELLS MEMPHIS X-AI DATA CENTER TO SUBSIDIARY OF SPACEX FOR $185 MILLION Accessibility Statement Skip Navigation
The Colossus I Data Center site totals 217 Acres
MEMPHIS, Tenn., May 23, 2026 /PRNewswire/ -- An affiliate of Phoenix Investors ("Phoenix") announced the sale of the 217 acres and 785,000-square-foot data center located at 3231 Paul R Lowry Road in…
xAI-Anthropic deal signals the rise of AI compute as a standalone business | CIO — CIO
xAI-Anthropic deal signals the rise of AI compute as a standalone business | CIO
# xAI-Anthropic deal signals the rise of AI compute as a standalone business
News
May 22, 20266 mins
## SpaceX IPO filing reveals rival model makers are buying infrastructure from each other, pointing to a new market for frontier-scale compute.
Credit: iStock
New SpaceX IPO filings suggest frontier AI firms are…
AOC Calls for EPA Investigation Into Georgia's 'Not Drinkable' Water Near Meta Data Center — International Business Times, Singapore Edition
The US representative Alexandria Ocasio-Cortez has called for federal and congressional investigations into whether large-scale data center construction is affecting local drinking water supplies in Georgia, spotlighting growing concerns over the environmental impact of America's AI infrastructure boom. The issue gained national attention after Ocasio-Cortez displayed bottles of visibly murky…
Does Barcelona AI Hub Expansion Reshape the Bull Case for Digital Realty Trust’s Global Platform (DLR)? - Simply Wall St News — Simply Wall St
Does Barcelona AI Hub Expansion Reshape the Bull Case for Digital Realty Trust’s Global Platform (DLR)? - Simply Wall St News
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- Digital Realty Trust has already opened its first Barcelona data center, BCN1, in the Sant Adrià de Besòs innovation area, adding 14 MW of planned capacity and low-latency links connecting the Americas, Europe, North Africa, the Middle East, and Asia.
-…
Higher Rates Aren’t Slowing The AI Data-Center Spending Spree - Finimize — Finimize
Higher Rates Aren’t Slowing The AI Data-Center Spending Spree - Finimize
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# Higher Rates Aren’t Slowing The AI Data-Center Spending Spree
With long-term Treasury yields elevated, analysts say hyperscalers can still justify massive buildouts – while smaller AI infrastructure players and data-center reits may feel funding costs more.
2…
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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11min
May 22, 2026Nvidia’s AI Boom Meets $15B Compute Leases and Resource Strain — May 22, 2026
Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed how AI infrastructure demand is turning into hard capacity, power, water, and capital commitments.
In this episode
Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU — AI Insider
Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU
- Newsletter
- AI, AI Funding & Investment, Business, Enterprise AI
# Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU
- James Dargan
- May 21, 2026
- 7 min read
Nvidia has reported record quarterly revenue of $81.6 billion for the three months ending April 26, up twenty percent from the…
Anthropic is paying $15 billion a year for access to Elon Musk’s data centers | The Verge — The Verge
Anthropic is paying $15 billion a year for access to Elon Musk’s data centers | The Verge
The homepageThe Verge logo.
The homepageThe Verge logo.
Science
AI
Business
# Anthropic is paying $15 billion a year for access to Elon Musk’s data centers
The financial details were included in SpaceX’s recently released IPO filing. It includes a clause in which either company can terminate the deal…
Blackstone's $5bn Backs Google Cloud AI Infrastructure Push | FinTech Magazine — FinTech Magazine
Blackstone's $5bn Backs Google Cloud AI Infrastructure Push | FinTech Magazine
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Tech & AI
# Blackstone's $5bn Backs Google Cloud AI Infrastructure Push
May 21, 2026
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Thomas Kurian, CEO of Google Cloud
Blackstone is committing US$5bn to a new US data centre company built around Google Cloud TPUs – custom chips purpose-built for AI
The race to lock in AI…
FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost Caps, Warns of Potential Loss of 4,500 MW of Colorado River Hydropower This Summer - Daily Energy Insider — Daily Energy Insider
# FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost Caps, Warns of Potential Loss of 4,500 MW of Colorado River Hydropower This Summer - Daily Energy Insider
Author: AI Assisted Summary
Published: 2026-05-21T20:46:17+00:00
Source: dailyenergyinsider.com (dailyenergyinsider.com)
Language: en
## Story
FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost…
Well permits disclose how Project Blue will get its water — KGUN 9
Well permits disclose how Project Blue will get its water
KGUN 9 News Community Inspired Journalism Southeast Side News
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# Well permits disclose how Project Blue will get its water
Documents say water use will be like a typical commercial building
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Documents say water use will be like a typical commercial building
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TUCSON, Ariz. (KGUN) — Concerns…
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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11min
May 21, 2026AI Data Center Deals Go Gigawatt as Grid Terms Tighten — May 21, 2026
Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms.
In this episode
Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider — Markets Insider
Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider
# Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3
May. 20, 2026, 04:15…
Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS — ABC17 News
Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS
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Montgomery County data center announcement
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Gov. Mike Kehoe and leaders from Google unveiled a data center project…
Google is building a new $5B neocloud with Blackstone – but why? — Fierce Network
Google is building a new $5B neocloud with Blackstone – but why?
Register today: AI and the Automated Network | June 10, 2026 | Save your spot!
# Google is building a new $5B neocloud with Blackstone – but why?
- Google inked a deal to create a new neocloud company with Blackstone called N1, which will use Google's TPU chips
- It's not clear what kinds of customers the new company will…
GridTracker Insights — May 2 – 15, 2026 — Interconnection.fyi
GridTracker Insights — May 2 – 15, 2026
# Interconnection.fyi - track interconnection queues in the US
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# GridTracker Insights — May 2 – 15, 2026
### The most important U.S. grid updates from the past 2 weeks
Interconnection.fyi, Nick Manderlink, Chris Talley, and Steven Zhang
May 20, 2026
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Note: This report covers all U.S. transmission grid interconnection queues
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IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News — Beyond Borders News
IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News
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The Imperial Irrigation District is considering a proposed Large Load Tariff aimed at establishing a standardized framework for evaluating and providing electric service to large-scale…
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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May 20, 2026Hyperscalers Push AI Capex Toward $630B as Grid Rules Loom — May 20, 2026
Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking show the AI infrastructure race moving from GPU orders into grid jurisdiction and site capacity.
In this episode
Hyperscalers Plan $630 Billion in 2026 CapEx — Datacenter Richness
# Hyperscalers Plan $630 Billion in 2026 CapEx
### Investment in GPUs, Data Centers for AI Poised to Surge 62% From 2025 Record
[Rich Miller](https://substack.com/@richmiller)
Feb 06, 2026
∙ Paid
An Amazon Web Services data center. Amazon said Thursday that it expects capital expenditures of $200 billion this year for AI infrastructure. (Photo: Amazon)
Despite historic investments in GPUs…
Step Back — FERC is being pushed to write rules for large-load interconnections, but load has usually been a utility and state-commission problem—what’s the actual jurisdictional hook here, and where could a federal rule meaningfully speed up or reshuffle AI data center projects versus just adding another process layer?Background sources
Source — Energy
Administration Tees up Major Expansion of FERC Jurisdiction Over Large-Load Interconnections | Davis Wright Tremaine — Davis Wright Tremaine
FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Perspectivas | Mayer Brown — Mayer Brown
FERC Grapples With Surging Reliability and Interconnection Demands From Data Centers — Orrick
‘The absolute edge of precedent’: FERC prepares to take on data centers - E&E News by POLITICO — Francisco
Energy Sector Debates New US Rules to Power Up More 'Large Load' Data Centers | Engineering News-Record — Mary B. Powers , Debra K. Rubin
FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next - Law Offices of Snell & Wilmer — Swlaw
DOE large load interconnection proposal sparks federal-state jurisdiction concerns | Utility Dive — Ethan Howland
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…
OpenAI's Stargate Project: A Guide to the AI Infrastructure — IntuitionLabs
![IntuitionLabs](/SVG/IntuitionLabs-icon-dark-bg.svg)
![IntuitionLabs](/SVG/IntuitionLabs-horizontal-dark-bg.svg)
# OpenAI’s Stargate Project: A Guide to the AI Infrastructure
![OpenAI’s Stargate Project: A Guide to the AI Infrastructure](/_next/image?url=%2Fimages%2Farticles%2Fopenai-stargate-datacenter-details.avif&w=2048&q=75)
**[Revised February 21, 2026]**
# The Stargate Project: An…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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11min
May 19, 2026AI Power Demand Moves From Permits to Megadeals — May 19, 2026
AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging compute capacity, and local permitting fights are tightening around transmission, stormwater, and water rights.
In this episode
NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand — The Economic Times
NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return24.24 % Invest Now Business News› Markets› US Stocks› News›NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand ##### The Economic Times daily newspaper is available online now. # NextEra Energy…
Google, Blackstone launch cloud company as Wall Street races to fund AI boom - AOL — Yahoo Finance
Google, Blackstone launch cloud company as Wall Street races to fund AI boom - AOL
Tue, May 19, 2026 at 2:32 AM UTC
0
Google, Blackstone launch cloud company as Wall Street races to fund AI boom
Google (GOOG, GOOGL) and Blackstone (BX) are launching an artificial intelligence cloud company, the latest sign that Wall Street is getting deeper in the AI infrastructure race.
The joint venture…
FERC Approves PJM Transmission Cost Updates for 2026 RTEP — Environment+Energy Leader
FERC Approves PJM Transmission Cost Updates for 2026 RTEP - Environment+Energy Leader 68 ° Clear Photo Credit: PJM Posted Monday, May 18, 2026 12:00 pm ## FERC Approves Cost Revisions as Grid Reliability Projects Expand A Federal Energy Regulatory Commission (FERC) order issued May 15 accepts updated cost assignments for hundreds of new transmission projects across the PJM Interconnection (PJM)…
Data center: New water rights law gives less weight to pushback citing broad impact • Utah News Dispatch — Utah News Dispatch
Data center: New water rights law gives less weight to pushback citing broad impact • Utah News Dispatch ##### 5:02 ##### News Story - Environment - Gov & Politics # Data center: New water rights law gives less weight to pushback citing broad impact ###### By: Annie Knox - May 18, 2026 5:02 am Community members protest ahead of a special Box Elder County Commission meeting to discuss the Stratos…
PA Environment Digest Blog: DEP Accepting Comments On Stormwater Permit For SNA North LLC/QTS A.I. Data Center Project In Salem Twp., Luzerne County — PA Environment Digest
PA Environment Digest Blog: DEP Accepting Comments On Stormwater Permit For SNA North LLC/QTS A.I. Data Center Project In Salem Twp., Luzerne County
The Department of Environmental Protection published notice in the April 18 PA Bulletin inviting comments on an Individual Stormwater Permit covering 94 acres in the SNA North LLC (QTS-Salem-Yellow-PH2N) A.I. Data Center Project In Salem Twp.,…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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11min
May 18, 2026AI Data Centers Run Into the Water Ledger — May 18, 2026
Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through water-service hearings, and a Kansas county just paused data center permits. Capacity still expands abroad, but siting fights are getting more physical.
In this episode
Data centers are guzzling California’s water. We have no idea how much. — CalMatters
Data centers drain California's water with little public oversight 1. Join the conversation on California's future, May 21. Join us at the CalMatters Ideas Festival on May 21. 💡 Get your tickets now. An irrigation ditch runs between farm land, on the right, and a proposed 950,000-square-foot data center, on the left, in Imperial County on March 11, 2026. Photo by Gina Ferazzi, Los Angeles Times…
PA Environment Digest Blog: PUC Sets July 7 Hearings On Greater Hazleton CAN DO Request To Supply 30,000 Gallons Of Water/Day To A Proposed A.I. Data Center Campus In The Humboldt Industrial Park, Luzerne County — PA Environment Digest
PA Environment Digest Blog: PUC Sets July 7 Hearings On Greater Hazleton CAN DO Request To Supply 30,000 Gallons Of Water/Day To A Proposed A.I. Data Center Campus In The Humboldt Industrial Park, Luzerne County
On April 10, the Public Utility Commission announced that two telephonic public input hearings will be held on Tuesday, July 7, 2026, regarding an application filed by the Greater…
Commission declares moratorium on data centers, battery storage operations — Linn County Journal
Commission declares moratorium on data centers, battery storage operations
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Linn County Commissioner Alison Hamilton said that she approved implementing a 12-month moratorium on taking applications for data centers and battery storage operations. (Journal file photo)
By Roger Sims, Journal staff
MOUND CITY – The Linn County Commission has issued a temporary 12-month…
Digital Realty Breaks Ground on 66MW Paris Data Center — B2Bdaily.com
Digital Realty Breaks Ground on 66MW Paris Data Center | B2Bdaily.com # Digital Realty Breaks Ground on 66MW Paris Data Center Article Highlights Off On The digital landscape of Europe is undergoing a massive transformation as the demand for high-performance computing and cloud storage continues to outpace existing supply. Digital Realty recently initiated construction on its PAR15 facility in…
Australia's NEXTDC launches $720M data center in Malaysia - TNGlobal — TechNode Global
Australia's NEXTDC launches $720M data center in Malaysia - TNGlobal
## Australia's NEXTDC launches $720M data center in Malaysia
May 15, 2026• Asia, Big Data, Malaysia, News•
NEXTDC Limited, an Australia-based digital infrastructure provider, has on Thursday announced the official launch of KL1 Kuala Lumpur, its first international data center with $720 million, establishing a strategic…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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11min
May 15, 2026PJM’s Summer Looks Covered, But AI Load Forecasts Don’t — May 15, 2026
PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite.
In this episode
PA power grid operator PJM ready for summer but faces data center risk — USA TODAY NETWORK
PA power grid operator PJM ready for summer but faces data center risk
STATE
# Pa.'s electric grid operator ready for summer, but facing new pressure
USA TODAY NETWORK
May 14, 2026, 4:57 a.m. ET
After projecting a potential shortfall in power supply during peak demand events in summer 2025, the regional electric grid operator PJM Interconnection says it is prepared to meet growing summer…
Step Back — When a hyperscale or AI campus shows up as a multi-gigawatt load request, what proof should PJM, utilities, and state regulators require before treating it as real in resource adequacy, transmission, and capacity-market planning—and who pays if that forecast turns out wrong?Background sources
Source — Monitoring Analytics, LLC
Source — Lori Sears -OPC-
[PDF] Stakeholder Comments - CIFP-LLA - PJM.com — Pjm
Source — Pjm
Source — Pjm
PJM Board Outlines Plans To Integrate Large Loads Reliably | PJM Inside Lines — Jason McGovern
What PJM States Can Do to Ensure Affordable, Reliable Electricity During the Data Center Boom - RMI — Laurie Stone
NERC Standards Committee Considering Supply Chain, Large Load Actions — RTO Insider
NERC Standards Committee Considering Supply Chain, Large Load Actions Email address: Password: Login Reset Close A link has been emailed to you - check your inbox. Already registered? Login Reset your password? Reset Password Looking to read the full article? Scroll down and login or sign up today! Page Reload Scroll Position NERC Standards Committee Considering Supply Chain, Large Load Actions…
DEP Considering Permits For 17 A.I. Data Centers Projects, Aware Of 34 Other Proposals; Data Centers In Fast Track Permitting Program Need Same Permits, Meet Same Standards As Everyone Else — PA Environment Digest Blog
PA Environment Digest Blog: DEP Considering Permits For 17 A.I. Data Centers Projects, Aware Of 34 Other Proposals; Data Centers In Fast Track Permitting Program Need Same Permits, Meet Same Standards As Everyone Else On May 12, the Department of Environmental Protection told the DEP Citizens Advisory Council it is actively considering permits for 17 A.I. data center proposals across the state…
Blackstone raises $1.75 bn in data centre REIT IPO — The Economic Times
Blackstone raises $1.75 bn in data centre REIT IPO - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return23.87 % Invest Now Business News› News› Company› Corporate Trends›Blackstone raises $1.75 bn in data centre REIT IPO ##### The Economic Times daily newspaper is available online now. # Blackstone raises $1.75 bn in data centre REIT IPO SECTIONS Blackstone…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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11min
May 14, 2026AI Data Centers Push Utilities Into Nuclear, Water and Tariff Fights — May 14, 2026
AI infrastructure is colliding with utility planning in concrete ways: Kentucky utilities are testing SMRs, Georgia and South Carolina communities are pressing QTS on water and local impacts, and regulators are trying to make large-load tariffs absorb the downside risk.
In this episode
Kentucky utilities turn to small nuclear reactors as data center boom tests the grid — The Cool Down
Kentucky utilities turn to small nuclear reactors as data center boom tests the grid
Photo Credit: iStock
Kentucky's energy future is now part of a much bigger conversation.
Louisville Gas and Electric and Kentucky Utilities are drawing fresh attention after announcing a collaboration with X-energy to explore leveraging small modular reactors — or SMRs — as data center growth and other large…
Data center drained 30 million gallons of water without reporting or paying for it, investigation reveals — The Cooldown
Data center drained 30 million gallons of water without reporting or paying for it, investigation reveals
Photo Credit: iStock
Georgia residents recently learned that a massive data center used nearly 30 million gallons of water without proper billing, deepening concerns about how large computing facilities — and especially those powering operations like artificial intelligence — can strain…
Step Back — As PUCs move from case-by-case data center hookups to formal “large load” rules, what specific tariff design—upfront payments, minimum bills, exit fees, curtailment rights, or collateral—actually protects other ratepayers if an AI campus is delayed, downsized, or disappears?Background sources
Source — Ethree
Wisconsin’s Data Center Tariff Signals a New Regulatory Baseline — Datacenterknowledge
Regulating the Surge: Legal Analysis of AEP Ohio’s New Data Center Tariff and PUCO’s Approval - KJK | Kohrman Jackson Krantz — Jace Libman-Phelps, Richard A. Morehouse
Source — Oklahoma
Comparing Large Load Tariffs for Data Centers Across U.S. Utilities - E3 — Tali Perelman
Federal and Colorado Action on Data Centers and Large Power Loads - Davis Graham — Caroline Schorsch
Community questions answered about QTS $8 billion campus | Charlotte Observer — Charlotte Observer
Community questions answered about QTS $8 billion campus | Charlotte Observer
A few miles from the Lake Wylie, S.C., site where QTS is pouring $8 billion into a massive new data center campus, about 60 residents sat quietly listening but for a few murmurs to hear a panel of company officials answer a a flood of questions about the project.
The project, now nearly three years into development,…
NVIDIA IREN 5GW AI Mega-Deal: Why Both Stocks Could Explode on Infrastructure Boom — International Business Times Australia
NVIDIA IREN 5GW AI Mega-Deal: Why Both Stocks Could Explode on Infrastructure Boom
NVIDIA IREN 5GW AI Mega-Deal: Why Both Stocks Could Explode on Infrastructure Boom Justin Sullivan/Getty Images
NEW YORK — NVIDIA and IREN Limited announced a landmark strategic partnership May 7, 2026, to accelerate deployment of up to 5 gigawatts of next-generation AI infrastructure, sending ripples through the…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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12min
May 13, 2026AI Buildout Runs Into Permits, Power Lines and Public Markets — May 13, 2026
Washington is trying to speed construction, states are adding water and ratepayer guardrails, and capital is still chasing the sector. The AI data center buildout is now a permitting, grid-capacity and financing story all at once.
In this episode
EPA plan would let work start on data centers, power plants before air permits - E&E News by POLITICO — E&E News
EPA plan would let work start on data centers, power plants before air permits - E&E News by POLITICO
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# EPA plan would let work start on data centers, power plants before air permits
Developers could start building “non-emitting” components ahead of air permitting under Administrator Lee Zeldin’s proposal.
Earth movers…
The $2 Trillion Interconnection Queue Bottleneck: What It's Costing Solar+Storage Projects — Illuminei
The $2 Trillion Interconnection Queue Bottleneck: What It's Costing Solar+Storage Projects
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Table of Contents
1.
Baseline Conditions Have Changed
2.
What Queue Position Costs
3.
Where the Engineering Decisions Actually Are
4.
How Developers Are Adapting — and What's Still Broken
5.
What Belongs in Your Engineering Scope From Day One
## 1. Baseline Conditions Have…
DeSantis approves guardrails for data centers | GB Daily | gulfshorebusiness.com — Gulfshore Business
DeSantis approves guardrails for data centers | GB Daily | gulfshorebusiness.com
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Gov. Ron DeSantis signed a law regulating large-scale data centers in Florida, focusing on protecting water resources and ensuring electric customers are not financially burdened. The law sets permit denial for projects harming water supplies and requires…
Meta’s $27 billion AI data center is transforming rural Louisiana — WVUE Fox 8
Meta’s $27 billion AI data center is transforming rural Louisiana
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RAYVILLE, La. (WVUE) - A rural Louisiana parish known for farming, small towns and quiet roads is now at the center of one of the largest artificial intelligence infrastructure projects in the world.
Meta, the parent company of Facebook and Instagram, is building a…
Blackstone Launches $1.75B Data Center REIT IPO Amid AI Boom - Equity Capital Market — Equity Capital Market
Blackstone Launches $1.75B Data Center REIT IPO Amid AI Boom - Equity Capital Market
Blackstone, the world’s largest alternative asset manager with more than$1.3 trillion in assets under management as of March 31, 2026, is bringing a new vehicle to public markets: Blackstone Digital Infrastructure Trust, Inc. (BXDC), a $1.75 billion IPO scheduled to price on the New York Stock Exchange on May…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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FAQs about The Data Center Daily:

How many episodes does The Data Center Daily have?

The podcast currently has 45 episodes available.