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The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts Semiconductor Insiders Semiconductor Insiders SemiWiki Land & Legacy - Habitat + Hunting Land & Legacy - Habitat + Hunting Land & Legacy Attitude with Arnie Arnesen Attitude with Arnie Arnesen Arnie Arnesen LessWrong (Curated & Popular) LessWrong (Curated & Popular) LessWrong AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias AI Unraveled: Latest AI News, ChatGPT, Gemini, Claude, DeepSeek, Gen AI, LLMs, Agents, Ethics, Bias Etienne Noumen AI for Interior Designers™ *Podcast AI for Interior Designers™ *Podcast Jenna Gaidusek B2B Podcasting Insights - business strategy podcast for founders and brands B2B Podcasting Insights - business strategy podcast for founders and brands Podknows Podcasting - B2B Podcasting Experts The Dutch Investors The Dutch Investors The Dutch Investors Ground Floor Government Ground Floor Government PhoneLive.io Reflections Reflections Livewire Labs Game Mess Mornings Game Mess Mornings Giant Bomb Dev Interrupted Dev Interrupted LinearB Ctrl-Alt-Speech Ctrl-Alt-Speech Mike Masnick & Ben Whitelaw EOD Gear IMPROVISED EOD Gear IMPROVISED Steve Cassidy Pivot Pivot New York Magazine Marketplace Tech Marketplace Tech Marketplace Being an Engineer Being an Engineer Aaron Moncur In A(i) Nutshell In A(i) Nutshell Andrew Davis Taylor Lorenz’s Power User Taylor Lorenz’s Power User Taylor Lorenz AI for Career Success AI for Career Success Curt Robbins AI Brief AI Brief MonPod Nós da Internet Nós da Internet NIC.br BEAM There, Done That BEAM There, Done That Plangora Best of LinkedIn: Strategic B2B Marketing Best of LinkedIn: Strategic B2B Marketing Thomas Allgeyer, Frenus GmbH Scrum Master Toolbox Podcast: Agile storytelling from the trenches Scrum Master Toolbox Podcast: Agile storytelling from the trenches Vasco Duarte, Agile Coach, Certified Scrum Master, Certified Product Owner DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair NestForms NestForms NestForms WhatCulture Gaming WhatCulture Gaming WhatCulture.com No Priors: Artificial Intelligence | Technology | Startups No Priors: Artificial Intelligence | Technology | Startups Conviction De quoi jme mail De quoi jme mail BFM Business The a16z Show The a16z Show Andreessen Horowitz Tecnologia Tecnologia CBN UpNext AI UpNext AI UpNext Labs The ITPro Podcast The ITPro Podcast ITPro Tech Talks Tech Talks Harvey Nash Kim Komando Daily Tech Update Kim Komando Daily Tech Update Kim Komando
The Data Center Daily

Tecnología

The Data Center Daily

The Data Center Daily — Lantern Podcasts

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...

AI Data Centers Face Curtailable Power and a Hard Supply Ceiling

June 09, 2026 4:13am 12 min

FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-gigawatt capacity gap, Delaware weighs bring-your-own-power rules, TikTo...

AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall

June 08, 2026 4:14am 8 min

ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 supply ramp and local governments from Reno to Statesboro tighten data-ce...

OpenAI’s $50B Compute Bill Meets Grid Pushback

June 05, 2026 5:43am 7 min

OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center morator...

AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories

June 04, 2026 5:26am 9 min

PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler cape...

AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply

June 03, 2026 5:29am 8 min

ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the sa...

AI Data Centers Run Into the Grid Reality Check

June 02, 2026 5:21am 8 min

ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and t...

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