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The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts Daily Prayer: Common Worship Morning and Evening Prayer Daily Prayer: Common Worship Morning and Evening Prayer The Church of England Our Daily Bread Evening Meditations Our Daily Bread Evening Meditations Our Daily Bread Ministries UK Podcast Agro Pintar Podcast Agro Pintar Choon Kiat Lim Expertease - Knowledge, Not Comedy Expertease - Knowledge, Not Comedy Clare Sera, Danno Sullivan ห้องเรียน MRP ห้องเรียน MRP Master T. Snippets of useful information Snippets of useful information Mack 潜在意識と星読みのヒーリングラジオ 潜在意識と星読みのヒーリングラジオ 小川智子 |西洋占星術と潜在意識ケア Off the Cut Podcast Off the Cut Podcast Eric Spencley, Zac Builds and Deric Jennings The Private School Leader Podcast The Private School Leader Podcast Mark Minkus Bitcoiners - Live From Bitcoin Beach Bitcoiners - Live From Bitcoin Beach Mike Peterson Retirement Answers Retirement Answers Jacob Duke, CFP® Pregnancy & Postnatal Entrepreneurs Collective Podcast Pregnancy & Postnatal Entrepreneurs Collective Podcast Niamh Cassidy, IBCLC O Sargento na Cela 7 O Sargento na Cela 7 Observador Grits and Eggs Podcast Grits and Eggs Podcast Deante’ Kyle Illumination Show With The Doctor! Illumination Show With The Doctor! Darrell Tolbert Ph.D Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach Islam Channel Islam Channel Islam Channel Stormboy Speaks Stormboy Speaks Stormboy Starlight Compost Multi-Cultural Cosmology Starlight Compost Multi-Cultural Cosmology KVMR-FM Daily Devotions Daily Devotions St. John's - Wood Lake MN Victory Light with The Kid Mero Victory Light with The Kid Mero THE KID MERO Los Angeles Weather Daily Los Angeles Weather Daily Fast Foundations Phoenix Weather Daily Phoenix Weather Daily Fast Foundations San Diego Weather Daily San Diego Weather Daily Fast Foundations San Francisco Weather Daily San Francisco Weather Daily Fast Foundations Escargot - News & Culture in Simple French Escargot - News & Culture in Simple French Escargot Simple French Your Daily Bread Your Daily Bread Biblical and World HIstory Subjects Scripture Unscripted Scripture Unscripted The Bible Bus Bright Side Universe Bright Side Universe TheSoul Publishing The Dr Pompa Podcast The Dr Pompa Podcast Dr. Daniel Pompa World Cup Football etc World Cup Football etc World Cup etc K-BUZZ K-BUZZ K-BUZZ The Daily Heretic The Daily Heretic Andrew Gold El arte de agradecer El arte de agradecer Biguis Yesterday in AI Yesterday in AI Mike Robinson Podcast Patapoe Podcast Patapoe 0d0a
The Data Center Daily

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The Data Center Daily

The Data Center Daily — Lantern Podcasts

Pension capital, grid rules and local vetoes hit AI buildout

July 04, 2026 4:01am 10 min

CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built.In this ...

PJM Stress Pulls Data Centers Into Grid Rulemaking

July 03, 2026 4:08am 10 min

PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets h...

Digital Realty Tightens Its Grip on Northern Virginia AI Capacity

July 02, 2026 4:13am 4 min

Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR sh...

Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout

July 01, 2026 4:14am 7 min

Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-m...

Digital Realty’s Power Path Meets Local Grid Pushback

June 30, 2026 4:13am 7 min

Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allo...

Local Data Center Pushback Moves From Ballots to Water and Zoning

June 29, 2026 4:14am 8 min

Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build.In this episodePennsylvania...

FERC Tariff Push Meets Data Center Siting Blowback

June 26, 2026 4:14am 7 min

FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and flexible-service questions while water scarcity and local bans add siting ...

Data center buildout hits grid, water and zoning tests

June 25, 2026 4:13am 9 min

FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over water, zoning and heat-island rules show the buildout’s constraints are b...

Oracle’s AI bottleneck moves from GPUs to memory and grid rules

June 24, 2026 4:14am 8 min

Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides.In this episodeOracle ...

Digital Realty expands as PJM and ERCOT queues bite

June 23, 2026 4:13am 5 min

Digital Realty moved to deepen its Teraco control and disclosed 1,440 acres near Kansas City, while Carbon Direct maps the PJM and ERCOT queue bottleneck standing between AI data center demand and speed to power.In this ...

Stargate’s Site Blitz Runs Into FERC’s Grid Rule Clock

June 22, 2026 4:14am 7 min

OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-load interconnection plan could define how data centers connect, pay, and ...

AI Capex Becomes a Data Center Power Cycle

June 19, 2026 4:14am 6 min

Microsoft, Alphabet, Meta and Amazon’s AI capex is now a site-selection and power-underwriting problem, while Stargate’s “pay your own way” pledge exposes the enforceable grid question: who funds capacity, upgrades and b...

Hyperscale Capex Runs Into the State-Regulator Wall

June 18, 2026 4:13am 7 min

Synergy Research Group pegs hyperscale capex at $142 billion in Q3, while NARUC’s FERC comments draw a hard state-jurisdiction line around large-load interconnection. The buildout is scaling faster than the permitting an...

Large-load queues meet FERC’s jurisdiction fight

June 17, 2026 4:14am 3 min

PJM interconnection data shows 877 active load, generation and transmission requests totaling 102.79 GW, while a DOE-prompted FERC large-load proceeding raises the core question for data centers: who controls and pays fo...

FERC’s Load Fight Meets a Nordic Data Center Auction

June 16, 2026 4:13am 9 min

FERC large-load interconnection reform is the center of gravity: DOE’s push tests who pays for gigawatt-scale AI campuses, while Digital Realty and Equinix’s reported atNorth bids show capital chasing cooler, power-rich ...

Stargate Wisconsin Meets the Grid-and-Water Reality Check

June 15, 2026 4:14am 13 min

OpenAI, Oracle and Vantage’s Port Washington Stargate plan puts Wisconsin’s grid, water and transmission constraints under the microscope, alongside FERC’s large-load interconnection fight and PJM’s urgent speed-to-power...

FERC’s Large-Load Clock Meets Hyperscale’s Capacity Surge

June 14, 2026 4:07am 13 min

FERC’s large-load interconnection docket has a June 2026 action marker, as state regulators press jurisdictional limits and Synergy Research shows hyperscale capacity nearly tripling since 2018. The buildout story is shi...

ERCOT’s AI Load Wave Hits the Cost-Allocation Wall

June 12, 2026 4:14am 11 min

ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals.In this e...

States Make Data Centers Pay as AI Capacity Keeps Scaling

June 11, 2026 4:13am 11 min

Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Reliance deal shows AI capacity demand still scaling globally.In this episod...

Broadcom’s AI Commitments Hit Real-World Data Center Gates

June 10, 2026 4:14am 13 min

Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and...

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