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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How many episodes does The Data Center Daily have?

The podcast currently has 46 episodes available.

The Data Center Daily episodes:

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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9min
May 12, 2026AI Compute Deals Meet the Grid-and-Water Reality — May 12, 2026
NVIDIA’s $3.4 billion IREN cloud deal and Digital Realty’s private-capital pivot show compute demand still accelerating, while Google, QTS, and Germany’s grid package underline the permitting, water, and interconnection constraints shaping where capacity can actually land.
In this episode
IREN Secures $3.4bn AI Cloud Contract with NVIDIA - Downstream Calendar — GlobeNewswire
IREN Secures $3.4bn AI Cloud Contract with NVIDIA - Downstream Calendar
# IREN Secures $3.4bn AI Cloud Contract with NVIDIA
May 10, 2026
NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) — IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has signed a five-year AI infrastructure cloud services contract with NVIDIA.
Under the agreement, IREN will provide NVIDIA with access to managed GPU cloud…
Digital Realty's $3B Fundraise | Real Estate Investor — Real Estate Investor
Digital Realty's $3B Fundraise | Real Estate Investor
### Digital Realty's $3B Fundraise
Real Estate Investor • May 11, 2026 at 12:06 PM ET
Digital Realty, the Austin-based data center REIT with an $80 billion enterprise value, is launching multiple fundraising series as part of a strategic shift toward private funding for growth. The company plans to debut a US open-end fund targeting up to…
Augusta data center could use wastewater for cooling — WRDW/WAGT
Augusta data center could use wastewater for cooling
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AUGUSTA, Ga. (WRDW/WAGT) - About 2.2 billion gallons of water flow past the banks of the Savannah River in Richmond County on average every day. From Augusta to Savannah, 1.4 million people rely on this river for their drinking water.
Augusta Utilities is one of the parties at the…
The German Government’s Grid Package: New Rules for Grid Connection — TaylorWessing
The German Government’s Grid Package: New Rules for Grid Connection Share this page - Share this page On this page Author Dr. Christian Ertel Salary Partner Author Dr. Christian Ertel Salary Partner - On this page Share this page - Share this page # The German Government’s Grid Package: New Rules for Grid Connection - Briefing In recent years, grid connection in Germany has become the bottleneck…
Palo commission recommends new regulations for Google data center — KCRG
Palo commission recommends new regulations for Google data center
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PALO, Iowa (KCRG) - The City of Palo’s Planning and Zoning Commission has voted to recommend a new ordinance outlining regulations for a Google data center -- but this agreement has several key differences compared to a proposal made by Linn County.
Google dropped out of…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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9min
May 11, 2026States Draw the Line on Data Center Grid Costs — May 11, 2026
Data center load is becoming a rate-design fight: Maryland is challenging PJM transmission charges, Oregon approved a dedicated large-load class, Louisiana is weighing tariffs, and Florida added water and bill protections while institutional capital keeps chasing the buildout.
In this episode
Maryland homeowners to pay extra $1.6 billion on their electric bills to subsidize AI data centers — The Cooldown
Maryland homeowners to pay extra $1.6 billion on their electric bills to subsidize AI data centers
Photo Credit: iStock
Maryland homeowners are projected to pay an additional $1.6 billion in electric bills over the next decade for grid upgrades linked to rapidly growing data center demand.
According to the state's Office of People's Counsel, the current cost structure used by PJM…
PGE Secures Regulatory Approval to Ensure Data Centers Pay for the Growth they Drive - 1430 KYKN — KYKN
PGE Secures Regulatory Approval to Ensure Data Centers Pay for the Growth they Drive - 1430 KYKN
# PGE Secures Regulatory Approval to Ensure Data Centers Pay for the Growth they Drive
Posted on May 9, 2026
Framework helps shield residential and small business customers from added costs while enabling growth in the region
Portland, Ore. – The Oregon Public Utilities Commission approved key…
Regulators weighing new rules for data centers, major power users — The Hayride
Regulators weighing new rules for data centers, major power users
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(The Center Square) — Louisiana regulators are grappling with how to power a wave of large scale industrial power users without shifting the cost onto existing customers, as demand for electricity surges alongside economic development efforts.
The issue took center stage Thursday at a Louisiana Public Service Commission…
Florida Bill Creates Data Center Guardrails for State — Tampa Bay Times
Florida Bill Creates Data Center Guardrails for State
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# Florida Bill Creates Data Center Guardrails for State
## Gov. Ron DeSantis has signed a bill to regulate large-scale data centers in Florida, promising…
Principal Financial $3B Data Center Funds: CRE Impact 2026 — AI Consulting Network
Principal Financial $3B Data Center Funds: CRE Impact 2026 Skip to main content
What is the Principal Financial data center fundraise? The Principal Financial data center fundraise is a $3 billion two-fund effort (US and Europe) launched May 8, 2026 by the asset management arm of Principal Financial Group, targeting 18% to 20% net IRR over 8 years and signaling where institutional real estate…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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9min
May 08, 2026AI Load Rush Hits Grid Rules, Gas Queues, and Gigawatt Campuses — May 08, 2026
AI infrastructure demand is colliding with grid process and power supply: FERC slipped its large-load rule, Oracle and OpenAI pushed Stargate past 5 GW, Hut 8 landed a major Texas lease, and gas is rising again in ERCOT’s queue.
In this episode
FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc — HyperSinc
FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc
energy11 hours ago· 2 readers
# FERC delays large-load rule by 2 months, threatening data center power timeline
FERC pushed its June 2026 deadline for landmark large-load interconnection rules past the DOE's April mandate, as 86 GW of new grid demand waits for connection protocols.
HyperSinc…
OpenAI, Oracle Add 4.5 GW to ‘Stargate’ AI Data‑Center Buildout | Brand Vision — Brand Vision
OpenAI, Oracle Add 4.5 GW to ‘Stargate’ AI Data‑Center Buildout | Brand Vision
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OpenAI and Oracle on Tuesday unveiled the next phase of their sprawling Stargate initiative: a 4.5‑gigawatt expansion that will deploy hyperscale data‑center campuses across at least four states and house two million AI accelerators. The announcement lifts Stargate’s total committed capacity to just over 5…
Hut 8 signs about $10 billion AI data center lease in Texas, shares jump | The Star — The Star
Hut 8 signs about $10 billion AI data center lease in Texas, shares jump | The Star
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# Hut 8 signs about $10 billion AI data center lease in Texas, shares jump
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Thursday, 07 May 2026 | 8:26 AM MYT
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AI (Artificial Intelligence) letters and robot hand are placed on computer motherboard in this illustration taken, June 23, 2023. REUTERS/Dado Ruvic/Illustration
May 6 (Reuters) -…
Kevin O'Leary's Utah AI campus gets approved - Chain Tech Daily — Chain Tech Daily
Kevin O'Leary's Utah AI campus gets approved - Chain Tech Daily
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Box Elder County commissioners approved Kevin O’Leary’s 9GW Stratos AI campus in Utah on May 4, amid loud public protests from hundreds of local residents.
Summary
- Kevin O’Leary’s Stratos project, a 40,000-acre AI campus in Utah, received county approval on May…
Gas power leapfrogs wind for first time in 10 years in Texas’ grid connection queue - AOL — AOL
Gas power leapfrogs wind for first time in 10 years in Texas’ grid connection queue - AOL
Thu, May 7, 2026 at 11:43 PM UTC
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Brandon Mulder is a journalism fellow at the University of Texas Energy Institute.
A decade ago, wind power was surging in popularity and attracting huge investments that made Texas a national leader in renewable energy. But today, gas generation is making a big…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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10min
May 07, 2026AI Capex Surges as Data Center Permitting Hits Local Resistance — May 07, 2026
AI infrastructure spending keeps ratcheting higher, with top cloud providers now forecast at $830 billion in 2026 capex, while local governments from Utah to Arizona to Kansas tighten scrutiny around water, zoning, and moratoria.
In this episode
North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce — PR Newswire
North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce Accessibility Statement Skip Navigation NEW YORK, May 6, 2026 /PRNewswire/ -- TrendForce's latest findings on the AI industry highlight that several major North American CSPs have recently raised their 2026 capital expenditure (CapEx) guidance in response to strong AI demand. As a result,…
State agencies start scrutinizing Box Elder County data center project — FOX 13 News
State agencies start scrutinizing Box Elder County data center project
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# State agencies start scrutinizing Box Elder County data center project
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SALT LAKE CITY — The Utah State Engineer has received an overwhelming number of public protests over a proposed data center in Box Elder County.
"Right now, all of our staff is…
Data crunch: Planning Commission hears proposals for new data center zoning code — KGUN 9 Tucson News
Data crunch: Planning Commission hears proposals for new data center zoning code
Eastbound Aviation Highway closed following serious motorcycle crash
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# Data crunch: Planning Commission hears proposals for new data center zoning code
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Tucson officials are considering new zoning regulations for large data…
Sedgwick County Commission extends moratorium on data centers for 90 more days — KWCH
Sedgwick County Commission extends moratorium on data centers for 90 more days
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WICHITA, Kan. (KWCH) - With data centers continuing to be a controversial topic, Sedgwick County leaders are extending a pause on data center development applications by three more months.
For months, data centers have been a hot topic in Sedgwick County…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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8min
May 06, 2026AI Loads Trigger Grid Alert as AEP Sees 63 GW by 2030 — May 06, 2026
AI infrastructure stress is moving from forecasts to operations: NERC is ordering action on volatile computational loads, AEP now sees 63 GW of new demand by 2030, and site constraints from water to China chip supply are tightening.
In this episode
NERC issues Level 3 alert, mandates action to address data center load losses — Utility Dive
# NERC issues Level 3 alert, mandates action to address data center load losses | Utility Dive
Published: 2026-05-05T11:00:00
Author: Robert Walton
## Summary
The North American Electric Reliability Corp. (NERC) has issued a rare Level 3 alert, the highest level of the alert, following instances of data centers unexpectedly dropping load or rapidly increasing demand. The alert includes seven…
AEP Reports First-Quarter 2026 Earnings, Reaffirms Guidance and Increases Five-Year Capital Plan — PR Newswire
AEP Reports First-Quarter 2026 Earnings, Reaffirms Guidance and Increases Five-Year Capital Plan Accessibility Statement Skip Navigation
- First-quarter 2026 GAAP earnings of $1.61 per share; operating earnings of $1.64 per share
- AEP reaffirms full-year 2026 operating earnings guidance of $6.15 to $6.45 per share
- New load additions expand to 63 gigawatts by 2030
- Cost offsets for existing…
2,300+ protest filings challenge water application for data center — FOX 13 News
2,300+ protest filings challenge water application for data center
FOX 13 is back on Xfinity after deal reached between Scripps, Comcast
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# More than 2,300 protest filings challenge water application for Box Elder County data center
Debate over groundwater’s role in Great Salt Lake health
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BOX ELDER COUNTY, Utah — Representatives of a future data…
As Nvidia goes to zero in China, Beijing races to fill the void — DIGITIMES Asia
As Nvidia goes to zero in China, Beijing races to fill the void
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# As Nvidia goes to zero in China, Beijing races to fill the void
, DIGITIMES Asia, Taipei
Credit: AFP
Nvidia CEO Jensen Huang said the company's share of China's data-center computing market has dropped to zero. The admission underscores how US export controls are reshaping the country's AI chip sector — and how…
Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email [email protected].
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8min

FAQs about The Data Center Daily:

How many episodes does The Data Center Daily have?

The podcast currently has 46 episodes available.