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The Data Center Daily · July 16 · 8 min

AI 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 - Home - News - Utilities - AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal # 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 Search Search # 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. Markus Kasanmascheff By Markus Kasanmascheff July 15, 2026 10:39 am CEST TL;DR - 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 ## Story Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today - ESG Investing, sustainable finance & business sustainability news -… Why some large loads insist on paying their way — Texas Energy and Power Why some large loads insist on paying their way # The Texas Energy and Power Newsletter SubscribeSign in Energy Capital Podcast Why some large loads insist on paying their way 2 0:00 -40:22 Audio playback is not supported on your browser. Please upgrade. ## 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 DataCenterNews Canada - Specialist news for cloud & data center decision-makers Canada Powered By # 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… 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 data-center-daily@lanternpodcasts.com.

0:00 · Intro-8:31

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show notes

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

  1. 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 - Home - News - Utilities - AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal # 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…

  2. New York Pauses Environmental Permits for Large Data Centers — WinBuzzer

    New York Pauses Environmental Permits for Large Data Centers Search Search # 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. Markus Kasanmascheff By Markus Kasanmascheff July 15, 2026 10:39 am CEST TL;DR - Permit Pause:…

  3. 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 ## Story Google Signs Massive Clean Energy Deal with Largest Solar Project in U.S. - ESG Today - ESG Investing, sustainable finance & business sustainability news -…

  4. Why some large loads insist on paying their way — Texas Energy and Power

    Why some large loads insist on paying their way # The Texas Energy and Power Newsletter SubscribeSign in Energy Capital Podcast Why some large loads insist on paying their way 2 0:00 -40:22 Audio playback is not supported on your browser. Please upgrade. ## 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…

  5. NVIDIA touts Blackwell's AI efficiency gains in racks — DataCenterNews Canada

    NVIDIA touts Blackwell's AI efficiency gains in racks DataCenterNews Canada - Specialist news for cloud & data center decision-makers Canada Powered By # 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…

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 data-center-daily@lanternpodcasts.com.

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