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 105 episodes available.

The Data Center Daily episodes:

July 17, 2026Data Centers Face the Grid Reliability Bill — July 17, 2026
FERC ordered NERC to craft reliability standards for data-center-scale computational loads, while Virginia weighs making data centers absorb more grid costs. The buildout is shifting from site selection to hard rules on reliability, ratepayer exposure and secured power.
In this episode
FERC Directs NERC To File Reliability Standards That ... — Energy Law Blog
FERC Directs NERC To File Reliability Standards That Apply To Data Centers | Sheppard
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# FERC Directs NERC To File Reliability Standards That Apply To Data Centers
Written by Bruce Grabow, Shane P. Early
July 16, 2026
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On July 16, 2026, the Federal Energy Regulatory Commission (“FERC”) issued an order that…
Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO — E&E News
# Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO
Author: Adam Aton
Published: 2026-07-16T10:35:08+00:00
Source: eenews.net (eenews.net)
Language: en
## Story
Virginia mulls shifting major grid costs to data centers - E&E News by POLITICO
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The Grid Short: PJM’s Future Capacity Auction Reveals Power Constraints in Looming Era of Higher Electrification Load | Energy Tech — Energy Tech
# The Grid Short: PJM’s Future Capacity Auction Reveals Power Constraints in Looming Era of Higher Electrification Load | Energy Tech
Author: Rod Walton, EnergyTech Managing Editor
Published: 2026-07-16T19:07:53+00:00
Source: energytech.com (energytech.com)
Language: en
## Story
The Grid Short: PJM’s Future Capacity Auction Reveals Power Constraints in Looming Era of Higher Electrification…
New $2.2B Cedar Creek data center project, abatements under review | Bastrop - Cedar Creek | Community Impact — Community Impact
New $2.2B Cedar Creek data center project, abatements under review | Bastrop - Cedar Creek | Community Impact
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# New $2.2B Cedar Creek data center project, abatements…
AI Surge Fuels Major Data-Center Stake Sales in US - CRE Daily — CRE Daily
AI Surge Fuels Major Data-Center Stake Sales in US - CRE Daily
# AI Surge Fuels Major Data-Center Stake Sales in US
AI demand is driving record valuations as Netrality and DataBank market majority stakes in US colocation platforms.
July 15, 2026
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- US data-center platforms, including Netrality and…
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July 16, 2026AI Load Sends Grid Costs Up as Permits Tighten — July 16, 2026
PJM’s market monitor says data centers drove $6.3 billion of its latest capacity auction cost, while New York pauses 50 MW-plus permits and Texas large-load buyers argue for paying transmission charges rather than shifting grid buildout costs.
In this episode
AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal — Bloomberg
AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal
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# AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal
By Bloomberg
Jul 14, 2026
Photographer: Bloomberg/Bloomberg
(Bloomberg) Power-hungry data centers have increased supply costs for the largest US electric grid by more…
New York Pauses Environmental Permits for Large Data Centers — WinBuzzer
New York Pauses Environmental Permits for Large Data Centers
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# New York Pauses Environmental Permits for Large Data Centers
New York has paused environmental permits for large new data centers for up to one year while regulators set grid, water, air-quality and community rules.
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July 15, 2026 10:39 am CEST
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- Permit Pause:…
Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today — ESG Today
# Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today
Author: Mark Segal
Published: 2026-07-15T10:35:50+00:00
Source: esgtoday.com (esgtoday.com)
Language: en
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Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today
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Why some large loads insist on paying their way — Texas Energy and Power
Why some large loads insist on paying their way
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## Why some large loads insist on paying their way
As large new loads line up in ERCOT, Texas must decide how to plan transmission and…
NVIDIA touts Blackwell's AI efficiency gains in racks — DataCenterNews Canada
NVIDIA touts Blackwell's AI efficiency gains in racks
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# NVIDIA touts Blackwell's AI efficiency gains in racks
Wed, 15th Jul 2026 (Today)
NVIDIA has outlined new claims about the energy efficiency of its Blackwell-based AI infrastructure, saying the figures relate to serving frontier AI models…
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July 15, 2026PJM’s Supply Gap Collides With Data Center Permit Backlash — July 15, 2026
PJM Interconnection missed its capacity supply target for a third straight auction as AI data center load strains the grid, while New York ordered a broad pause on large data center permits and local fights intensified from Mississippi to Florida.
In this episode
PJM Grid Auction Misses Supply Target a Third Time — Briefs
PJM Grid Auction Misses Supply Target a Third Time
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# PJM Grid's Third Auction Miss Signals Growing Supply Gap
Published Jul 14, 2026
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New York Orders Moratorium on Large Data Center Permits | Engineering News-Record — Engineering News-Record
New York Orders Moratorium on Large Data Center Permits | Engineering News-Record
### Government
## State is first to implement a full halt on new approvals
Photo courtesy of DataBank
Aerial view of DataBank's LGA3 data center campus in Orangeburg, N.Y., a 20-MW facility that opened in 2025 as demand for AI-driven computing infrastructure accelerated. New York's new executive order pauses…
Pollution from Musk’s unpermitted xAI power project hits hardest in Black communities - CNA — Channel NewsAsia
Pollution from Musk’s unpermitted xAI power project hits hardest in Black communities - CNA
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# Pollution from Musk’s unpermitted xAI power project hits hardest in Black communities
A drone view shows the xAI Colossus 2…
An AI Data Center at the Edge of the Everglades Heads to a Decisive Vote - Inside Climate News — Inside Climate News
An AI Data Center at the Edge of the Everglades Heads to a Decisive Vote - Inside Climate News
On a stretch of former farmland near the eastern edge of the Everglades, about 1,250 feet from a two-year-old elementary school, one of the region’s largest artificial-intelligence data centers could rise.
On July 15, Palm Beach County commissioners will take a final vote on Project Tango, a…
Pennsylvania data centers face increased oversight under new law | Utility Dive — Utility Dive
# Pennsylvania data centers face increased oversight under new law | Utility Dive
Author: Diana DiGangi
Published: 2026-07-14T15:33:48+00:00
Source: utilitydive.com (utilitydive.com)
Language: en
## Story
Pennsylvania data centers face increased oversight under new law | Utility Dive Skip to main content
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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
July 14, 2026Data Center Water Fights Hit Texas, Ohio and Nebraska — July 14, 2026
Fort Worth, Grimes County and Seward County are pushing data center water and utility guardrails as Ohio weighs a blanket wastewater permit; Yotta meanwhile is racing toward 85,000 GPUs for global AI customers.
In this episode
Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks — KBTX
Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks
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ANDERSON, Texas (KBTX) - Grimes County commissioners are set to take up two agenda items on Wednesday that highlight the county’s push to attract major industry while addressing concerns about infrastructure and natural resources.
At the 9 a.m. regular…
The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters - Gadget Review — Gadget Review
The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters - Gadget Review
# The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters
Ohio’s draft blanket permit would let data centers discharge biocide-laced, heated water into Lake Erie with no site-specific review
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Nikshep Myle has been a…
Fort Worth pulls major data center regulations from agenda | Fort Worth Star-Telegram — Fort Worth Star-Telegram
Fort Worth pulls major data center regulations from agenda | Fort Worth Star-Telegram
The Fort Worth city council will no longer consider a full package of data center development rule changes at its Aug. 11 meeting after calls to from the public to slow the process down.
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A package of proposed regulations on new data center development in Fort Worth will not get a vote…
Nebraska county imposes one year freeze on data center developments over utility concerns — When In Your State
Nebraska county imposes one year freeze on data center developments over utility concerns
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### A pause raises big questions
A Nebraska county has put data center projects on hold for one year as officials study how large tech facilities may affect local utility systems and community resources.
Seward County’s move reflects a growing concern in rural communities,…
How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises - BusinessInfoMedia — BusinessInfoMedia
How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises - BusinessInfoMedia
# How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises
For Yotta Data Services, it’s a race against time to build one of India’s largest pools of AI computing power, and the neocloud infrastructure giant is chasing global demand to fill it, rather than just tap the domestic research…
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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July 13, 2026Large-load tariffs and the data center water backlash — July 13, 2026
OG&E’s large-load tariff heads for a November Oklahoma regulator decision as Texas, Iowa and Coachella Valley communities scrutinize data center water, power and public-cost impacts. The buildout is moving from megawatts to municipal terms of service.
In this episode
OG&E large load tariff request to be decided in November - Oklahoma Energy Today — Oklahoma Energy Today
OG&E large load tariff request to be decided in November - Oklahoma Energy Today
July 10, 2026
# OG&E large load tariff request to be decided in November
Oklahoma Corporation Commissioners on Thursday approved the stage-setting steps for a large load tariff sought by Oklahoma Gas and Electric Company. The final decision won’t be made until early November.
Commissioners voted 3-0 to adopt…
Cedar Creek Lake data center, on hold, sought Tarrant water | Fort Worth Star-Telegram — Fort Worth Star-Telegram
Cedar Creek Lake data center, on hold, sought Tarrant water | Fort Worth Star-Telegram
An undated photo of Cedar Creek Lake. According to records, Diode Ventures has sought to draw up to 5 million gallons of water a day from the lake for use in a proposed data center.
Ashley Cook
Plans for a data center in Henderson County are apparently on hold for now after the developer did not provide…
Data center sought up to 2 billion gallons from Tarrant-owned lake - AOL — AOL
Data center sought up to 2 billion gallons from Tarrant-owned lake - AOL
Fri, July 10, 2026 at 3:13 PM UTC
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Plans for a data center in Henderson County are apparently on hold for now after the developer did not provide justification for a request to pull a maximum of nearly 2 billion gallons of water a year from Cedar Creek Lake.
However, the leader of a group opposing the data center said…
Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway | Greater Palm Springs Business Insider — Greater Palm Springs Business Insider
Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway | Greater Palm Springs Business Insider
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# Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway
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| Jul 11, 2026
Coachella, Indio and Desert Hot Springs have halted new data center development amid concerns…
Potential Dubuque data center could require 3 million gallons of water, city seeks public input — KCRG
Potential Dubuque data center could require 3 million gallons of water, city seeks public input
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DUBUQUE, Iowa (KCRG) — A Florida-based real estate company has contacted the City of Dubuque to discuss connecting a possible data center to city water and sanitary sewer systems, a move that would require city council approval.
According to…
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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July 10, 2026DOE Backs Texas Grid as AI Infra Capital Recycles — July 10, 2026
AEP Texas secured a $3.26 billion DOE loan for nearly 100 transmission projects as AI-load infrastructure keeps pulling in capital, from EQT’s reported $2.6 billion Copia Power deal to tougher local scrutiny in Kansas.
In this episode
DOE Closes $3.26 Billion Transmission Loan to AEP Texas — Power Magazine
DOE Closes $3.26 Billion Transmission Loan to AEP Texas
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Home T&D DOE Closes $3.26 Billion Transmission Loan to AEP Texas
The U.S. Department of Energy has closed a loan of up to $3.26 billion to AEP Texas to finance a portfolio of nearly 100 transmission…
Carlyle to Sell Copia Power to EQT: Financial Times — Bloomberg Law
Carlyle to Sell Copia Power to EQT: Financial Times
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Carlyle is set to sell data center power and infrastructure platform Copia Power to EQT, Financial Times reports, citing unidentified people familiar with the matter.
- Deal values Copia Power at at $2.6b
- Carlyle is set to make a more than fivefold return from the sale, one person briefed on the matter tells FT
- Deal…
De Soto’s data center project doubled in size from initial designs, drawing complaints | KCUR - Kansas City news and NPR — KCUR
De Soto’s data center project doubled in size from initial designs, drawing complaints | KCUR - Kansas City news and NPR Skip to main content
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ISO-NE's interconnection queue shows state-driven renewable and storage buildout - Research | Modo Energy — Modo Energy
ISO-NE's interconnection queue shows state-driven renewable and storage buildout - Research | Modo Energy
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# ISO-NE's interconnection queue shows state-driven renewable and storage buildout
ISO-NE's interconnection queue holds 127 active…
Private Capital Is Taking AI Chips Off the Table | Morningstar — Morningstar
Private Capital Is Taking AI Chips Off the Table | Morningstar
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The private capital giants that helped finance America’s artificial intelligence data center boom have spent the past eight days doing more selling, shelving, and refinancing.
On June 29, Blackstone BK sold stakes in three fully leased Northern Virginia data centers to Digital Realty Trust DLR for $3.5 billion, taking $1.2…
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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July 09, 2026Tariffs, backlash and IPOs test the AI data-center boom — July 09, 2026
Duke Energy’s large-load tariff is moving into North Carolina rate-case scrutiny as utilities try to shield customers from AI power risk. Meanwhile, QTS’s Virginia Digital Gateway collapse and Brookfield-backed Csquare’s planned IPO show the buildout’s permitting and capital-market split screen.
In this episode
Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media — Latitude Media
Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media
Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media
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# Duke Energy’s ‘light-touch’ large load tariff could be a problem.
The proposal lumps data centers together with conventional large users, leaving the latter exposed to rate pressure…
Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital — The Tech Capital
Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital
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Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily — CRE Daily
Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily
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# Brookfield’s Csquare Targets $1.35B Data Center IPO
Csquare Inc., Brookfield’s data center platform, plans a $1.35B US IPO as AI-driven infrastructure demand drives sector valuations higher.
July 7, 2026
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Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press — Aju Press
Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press
# Furiosa AI Partners with Equinix to Target European AI Infrastructure Market
by SEONGJUN JO Posted : July 8, 2026, 08:36Updated : July 8, 2026, 08:36
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July 08, 2026TeraWulf’s AI Pivot, FERC’s Grid Squeeze — July 08, 2026
TeraWulf and Anthropic’s $19 billion Kentucky lease anchors another bitcoin-to-AI infrastructure pivot as FERC large-load policy pressure, SPP interconnection automation limits, and Equinix’s Milan heat-reuse plan show where compute growth is hitting grids and cities.
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TeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times — The Economic Times
TeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times
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FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies — Orrick
# FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies
Published: 2026-07-06T21:57:24+00:00
Source: orrick.com (orrick.com)
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FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies
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Industry leaders see challenges to speeding interconnection through automation - pv magazine USA — pv magazine USA
Industry leaders see challenges to speeding interconnection through automation - pv magazine USA
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# Industry leaders see challenges to speeding interconnection through automation
A Southwest Power Pool executive said full automation of interconnection studies is “probably farther away than more immediate,” while an Invenergy executive indicated that phase one…
Equinix & A2A to heat Milan homes with data-centres — IT Brief UK
Equinix & A2A to heat Milan homes with data-centres
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# Equinix & A2A to heat Milan homes with data-centres
Tue, 7th Jul 2026 (Yesterday)
MARK TARRE News Chief
Equinix and A2A have agreed to recover heat from Equinix's Milan data centres for use in Milan's district heating network. The project is expected to…
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July 07, 2026Anthropic’s $19B Lease Puts AI Load in the Spotlight — July 07, 2026
Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina and Virginia’s Digital Gateway megaproject kept unraveling.
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TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA — Channel NewsAsia
TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA
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# TeraWulf jumps on $19 billion data center lease deal with Anthropic
FILE PHOTO: Anthropic logo, a keyboard, and a robotic hand in this…
Duke Energy proposes special rules for data centers in… | Canary Media — Canary Media
Duke Energy proposes special rules for data centers in… | Canary Media
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In Virginia, 'Largest Data Campus In the World' Deal Falls Apart — EIR News
In Virginia, 'Largest Data Campus In the World' Deal Falls Apart Skip to content
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# In Virginia, 'Largest Data Campus In the World' Deal Falls Apart
, and Paul Gallagher
July 5, 2026 . 6:26 AM
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Appearing to give in to multiple communities’ widespread opposition, Blackstone’s commercial real estate arm, QTS Realty Trust,…
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July 06, 2026FERC Orders, Water Fights, and the Data Center Backlash — July 06, 2026
FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights in New Mexico, and Equinix heat reuse in Milan show the data center buildout being judged on power, water, and community terms.
In this episode
FERC issues orders to US grid operators on large load integration. - Energy-Storage.News — Energy-Storage.News
# FERC issues orders to US grid operators on large load integration. - Energy-Storage.News
Author: April Bonner
Published: 2026-07-03T10:04:29+00:00
Source: energy-storage.news (energy-storage.news)
Language: en
## Story
FERC issues orders to US grid operators on large load integration. - Energy-Storage.News
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Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times — The Economic Times
Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times
Business News Tech Tech & Internet Blackstone's QTS terminates Digital Gateway data center project in Virginia
# Blackstone's QTS terminates Digital Gateway data center project in Virginia
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Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions — ECIKS.org
# Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions
Author: Chris Martin
Published: 2026-07-05T08:56:09+00:00
Source: eciks.org (eciks.org)
Language: en
## Story
Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions
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Doña Ana County: Project Jupiter out of compliance amid water supply concerns — Albuquerque Journal
Doña Ana County: Project Jupiter out of compliance amid water supply concerns
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Doña Ana County residents deserve elected officials who act, not just acknowledge
Opponents of Project Jupiter display signs during a Doña Ana County commission meeting on June 9. Algernon D'Ammassa/Journal
At the June 23 Doña Ana County Board of County Commissioners meeting, the county’s own economic…
Milan Draws Heat From Equinix Data Centres | Sustainability Magazine — Sustainability Magazine
Milan Draws Heat From Equinix Data Centres | Sustainability Magazine
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# Milan Draws Heat From Equinix Data Centres
By David Weston
July 05, 2026
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Milan's Duomo is among the landmarks connected to A2A's district heating network. Credit: Getty
Waste energy from…
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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FAQs about The Data Center Daily:

How many episodes does The Data Center Daily have?

The podcast currently has 105 episodes available.