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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, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.

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  • #122
    October 11 · 10 min

    FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan — October 11, 2026

    FERC accepted PJM's 50 MW large-load definition and registry but rejected its interim curtailment service and bring-your-own-capacity rules. Separately, xAI switched on Colossus 2 in Memphis, and Entergy testimony put Meta's Hyperion load in Louisiana at 4,500 MW. In this episode FERC rejects PJM's large-load curtailment plan, keeps the load registry | The Duck Curve — The Duck Curve “The Federal Energy Regulatory Commission on October 9 accepted PJM Interconnection's definition of a Large Load, end-use customer load with a cumulative peak of 50 MW or more at a single electrical site, and a Large Load Registry to track those loads, and rejected the rest of…” xAI brings Colossus 2 supercomputer online in Memphis - Newzino — Newzino “The campus hit about 1 gigawatt of IT load in early October, which the analysis firm SemiAnalysis calls a first for a single-site data center. Colossus 2 is scheduled to grow to 1.21 million Nvidia GPUs by the end of 2026, fed by a 1.2-gigawatt gas plant in Southaven,…” The 4,500 Megawatt Number Meta Fought to Keep Off the Record - Tech Thought Leaders — Tech Thought Leaders “Meta’s Hyperion campus in Richland Parish will draw 4,500 megawatts, and the number became public only when the chief executive of Entergy Louisiana said it under questioning at a Louisiana Public Service Commission hearing on 7 October. That is more than four times the peak…” TeraWulf’s 1 GW Muskie Bet: Power Scaled, Capital Strained | The Desk — The Desk “The transaction doubles contracted power capacity at the Muskie Data Campus in eastern Kentucky from 500 megawatts (MW) to 1 gigawatt (GW) and accelerates the target delivery of the second 500 MW phase from 2030 to 2029, while the initial 500 MW phase remains targeted to begin…” Digital Realty subsidiary issues €1B in notes | DLR 8-K Filing — Stock Titan “Digital Realty Trust, Inc. disclosed that its indirect finance subsidiary, Digital Euro Finco, LLC, issued and sold €1,000,000,000 aggregate principal amount of 5.125% Guaranteed Notes due October 9, 2036. The senior unsecured notes are fully and unconditionally guaranteed by…” 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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  • #121
    October 10 · 7 min

    DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap — October 10, 2026

    PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled. In this episode PJM Data Center Power Demand: DOE Pushes FERC on Costs — Discovery Alert “The US Department of Energy (DOE) told federal regulators on Wednesday, 7 October 2026 that PJM Interconnection must rework its stalled 6.8 GW backstop procurement so that data centres, not existing customers, pay for the power they need. According to Utility Dive’s Ethan…” Applied Digital signs a 15-year power deal with a planned 1,200 MW gas plant for its Polaris Forge 3 campus, from a developer run by its own executives | Colocation Scout — Colocation Scout “Applied Digital disclosed in its quarterly report filed October 7, 2026 that on October 4 it signed a power purchase agreement and a credit support agreement with Base Electron for capacity and energy from an approximately 1,200 MW natural gas plant that Base Electron plans to…” What happened to Duke’s clean transition tariff? — Latitude Media “That original announcement was made with much fanfare at a White House summit. But over two years later, it still hasn’t led to a formal tariff proposal. The next time Duke itself mentioned a CTT in an official proceeding was February 2026, when the idea resurfaced in a…” 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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  • #120
    October 9 · 5 min

    Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates — October 09, 2026

    Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid. In this episode Voltus raises $225 million to scale BYOC for data centers — Latitude Media “A little over a year after launching the first “bring your own distributed capacity” program for data centers in the Mid-Atlantic, virtual power plant provider Voltus announced today it has raised $225 million to scale that offering even further. The oversubscribed Series D is…” Duke Energy, Amazon and Google Back Data Centre Cost Deal — Data Centre Magazine “Duke Energy has reached a settlement in North Carolina that would require data centres and other large-load customers to pay upfront for the grid infrastructure built to serve them. The agreement was struck between the company’s two North Carolina utilities – Duke Energy…” Google Deal Backs 890 MW of Constellation Nuclear Uprates ... — POWER “Hyperscaler Google and Constellation Energy, the largest nuclear operator in the U.S., have signed a 20-year power purchase agreement (PPA) designed to support $4.3 billion of upgrades at 11 nuclear units across the PJM Interconnection, which is slated to add 890 MW of…” 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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  • #119
    October 8 · 11 min

    Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026

    Black Hills signs on to serve Google's Cheyenne campus with a 2.7 GW resource stack built largely on undisclosed third-party supply, and Indiana County's posted filing names AWS for 36 buildings at the Homer City gas campus. Also: Oracle's Wisconsin transmission line restarts review, Firmus and CDC end Project Southgate, and SpaceX reportedly seeks $40 billion to buy Nvidia chips. In this episode Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming — Finviz Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming # Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming By Black Hills Service Company, LLC | October 06, 2026, 4:10 PM - Investing $1.8 billion in new company-owned natural gas generation - Providing up to 590 megawatts (MW) of… AWS Files 36-Building Data Center Plan at 4.5GW Homer City Campus — Mike Bavto AWS Files 36-Building Data Center Plan at 4.5GW Homer City Campus # AWS Files 36-Building Data Center Plan at 4.5GW Homer City Campus Mike Bavto October 07, 2026 Amazon Web Services has formally signed on to the largest gas-powered data center project in the United States. Amazon Data Services, Inc., the company's development arm, filed a Preliminary Land Development Plan with the… US Opposition Intensifies! Another Mega Data Center by Oracle Risks Stalling Due to "Power Connection Issues" | Longbridge — Wallstreetcn US Opposition Intensifies! Another Mega Data Center by Oracle Risks Stalling Due to "Power Connection Issues" | Longbridge # US Opposition Intensifies! Another Mega Data Center by Oracle Risks Stalling Due to "Power Connection Issues" Wallstreetcn Oct 7, 2026 at 01:44 AM Following setbacks in New Mexico, Oracle's 1.3GW data center in Wisconsin faces delays in full-power supply until 2028 or… Firmus, CDC end planned $51B Australian AI buildout — Robert Clark Firmus, CDC end planned $51B Australian AI buildout # Firmus, CDC end planned $51B Australian AI buildout CDC exits $51 billion AI data center project in Australia after its partner, Firmus, embarks on aggressive Asian expansion. Robert Clark, Contributing Editor, Light Reading October 7, 2026 (SOURCE: JOEY CSUNYO ON UNSPLASH) Nvidia-backed Australian data center alliance Project Southgate… SpaceX Reportedly Seeking $40 Billion Financing To Buy ... — Amit Chowdhry SpaceX Reportedly Seeking $40 Billion Financing To Buy Nvidia AI Chips # SpaceX Reportedly Seeking $40 Billion Financing To Buy Nvidia AI Chips By Amit Chowdhry Yesterday at 3:17 PM SpaceX is seeking approximately $40 billion in financing to purchase Nvidia artificial intelligence chips, with the Elon Musk-led company discussing the potential financing with banks and asset managers,… 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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  • #118
    October 7 · 7 min

    First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns — October 07, 2026

    Blue Energy filed ERCOT's first small modular reactor interconnection request, planning up to 1.5 GW of GE Vernova Hitachi BWRX-300s for a Crusoe data center. Meanwhile, Amazon is pledging $1 billion to data center communities, and Taylor, Texas, votes on annexing a 500 MW campus. In this episode First Small Nuclear Reactors Seeking to Connect to Texas Grid — Energy Connects America just approved a 300MW nuclear reactor, as the same design expands toward data centers and Britain | TechRadar # US approves first data center-specific small nuclear reactor — the BWRX-300 may be covering not just the UK, but America too By Efosa Udinmwen Published 6 October 2026 3 min read BWRX-300 nuclear reactor set to power data centers in the US, UK, and Canada (Image… Where are the barriers to flexible interconnection? | Latitude Media — Latitude Media Where are the barriers to flexible interconnection? | Latitude Media # Where are the barriers to flexible interconnection? A live conversation with a utility and an RTO at GridFwd 2026 on the kinks that still need to be worked out. Maeve Allsup October 5, 2026 A year ago, Energy Secretary Chris Wright directed the Federal Energy Regulatory Commission to standardize large load… Amazon commits $1 billion to communities near data centers, AWS CEO says it no longer uses NDAs with government agencies | TechRadar — TechRadar Amazon commits $1 billion to communities near data centers, AWS CEO says it no longer uses NDAs with government agencies | TechRadar # Amazon commits $1 billion to communities near data centers, AWS CEO says it no longer uses NDAs with government agencies By Benedict Collins Published 6 October 2026 Amazon really wants you to like its AI data centers (Image credit: Shutterstock /… Taylor Data Center Annexation Vote Tests City Authority — The Texas Dispatch Taylor Data Center Annexation Vote Tests City Authority # Taylor Says Annexation Is How It Can Hold a 500-Megawatt Data Center to City Rules as Council Votes Oct. 8 By The Texas Dispatch · October 6, 2026 · 7:13 AM CST Taylor’s city council will vote Oct. 8 on whether to annex about 664 acres east of town so a data center campus with its own gas-fired power plant can be built under city… 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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  • #117
    October 6 · 10 min

    Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms — October 06, 2026

    The New York Times reports Meta has claimed billions in research tax credits by treating its AI data centers as experimental pilot models. Plus Michigan's conditional approval of DTE's Google contracts, MISO's 120-day study for paired large loads and generation, TeraWulf's 1 GW Muskie contract, and a cooler IPO window for data center builders. In this episode How Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times — Kashmir Hill, Jesse Drucker, Eli Tan, Mike Isaac How Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times # How Meta uses AI data centers to avoid billions in federal taxes Oct. 5, 2026 at 6:01 am By Kashmir Hill Jesse Drucker Eli Tan Mike Isaac Mark Zuckerberg says Meta’s artificial intelligence push is a tremendous success. “Our investments in AI are accelerating every major part of our core business,”… MPSC Approves Electric Energy Contracts For Data Center - MetroDetroitToday.com — MetroDetroitToday.com MPSC Approves Electric Energy Contracts For Data Center - MetroDetroitToday.com # MPSC Approves Electric Energy Contracts For Data Center 05 October 2026 Lansing, MI - On October 1, 2026 the Michigan Public Service Commission approved special contracts between DTE Electric Co. and Google LLC for the utility to provide electricity for a data center in Wayne County’s Van Buren Township,… MISO proposes fast-track large load, generation study process | Utility Dive — Ethan Howland MISO Asks FERC for 120-Day Large Load Interconnection Study # MISO Asks FERC to Fast-Track 200MW Loads and Their Power The grid operator for 15 states filed a proposal on 2 October 2026 for a 120-day study that reviews a large new load and the generation meant to serve it together, and keeps them paired for 15 years. By Parallax Intelligence Desk 6 October 2026 · Updated 6 October 2026 · 3… TeraWulf Doubles Muskie Contracted Power to 1 GW as AI Demand Pulls 500 MW Forward by a Year | AI Industry Today — AI Industry Today TeraWulf Doubles Muskie Contracted Power to 1 GW as AI Demand Pulls 500 MW Forward by a Year | AI Industry Today # TeraWulf Doubles Muskie Contracted Power to 1 GW as AI Demand Pulls 500 MW Forward by a Year TeraWulf is turning power availability into a strategic asset. The company has formally doubled contracted electric service at its Muskie campus from 500 MW to 1 GW and pulled the second… Wall Street is growing skeptical of the data center boom — Maureen Farrell Wall Street is growing skeptical of the data center boom # Wall Street is growing skeptical of the data center boom Backlash against the massive facilities and paused IPOs have some investors voicing concerns about data centers’ growth expectations and risks associated with their build-out. A yard sign protests the proposed data center on New Elm Street near the closed Cleveland-Cliffs steel… 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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  • #116
    October 5 · 11 min

    Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers — October 05, 2026

    Oracle proposes absorbing about $300 million of rising Point Beach nuclear costs for its Port Washington campus, while Spain's draft decree would make data centers prove hour-by-hour renewable backing or lose their grid permits. Plus Crusoe-linked filings with no tenant, Memphis's moratorium vote, and Indonesia halting BDx's 640 MW campus. In this episode Oracle volunteers to absorb a $300 million nuclear bill in Wisconsin · The Inference — Vincent Jiang # Oracle proposes $300m Point Beach cost shift as Wisconsin AI campus expands Author: Venkatesh Published: 2026-10-04T16:48:01Z Source: business-news-today.com Language: en ## Story Oracle proposes $300m Point Beach cost shift as Wisconsin AI campus expands # Oracle proposes $300m Point Beach cost shift as Wisconsin AI campus expands Oracle plans to subscribe to part of Point Beach Nuclear… Spain data centre decree 80 per cent hourly renewable rule — Kevin Yeandel Spain data centre decree 80 per cent hourly renewable rule KEY FINDING Published 5 October 2026 at 06:01. Evidence-based. Source-cited. No sponsored content. # Spain Planned for Four Gigawatts of Data Centre Demand by 2030. Its Own Draft Decree Admits It Has Already Handed Out About Twelve. By Kevin Yeandel Published 5 October 2026 at 06:01 Planta Solar PS20, Andalusia, Spain. Photo:… Crusoe files a $4.8bn Jayton campus and Project Hyper hits $12bn with no tenant named · The Inference — The Inference Crusoe files a $4.8bn Jayton campus and Project Hyper hits $12bn with no tenant named · The Inference # Crusoe files a $4.8bn Jayton campus and Project Hyper hits $12bn with no tenant named Two filings published today add a $4.8 billion Jayton campus to Crusoe's Project Hyper, taking the complex to $12 billion. The Jayton half names no tenant and delivers in 2029, against a ledger of six… Memphis Data Center Moratorium Faces Final Council Vote — Hoodline Memphis Data Center Moratorium Faces Final Council Vote # Memphis Council Faces Final Vote on Data Center Pause as Rally Targets Musk By Andre Washington Published on October 03, 2026 Memphis City Hall — Council Vote And Rally Venue Google Street View Memphis City Council members will take up the third and final reading of a data center development moratorium ordinance on October 6, 2026, a… Indonesia Halts BDx 640MW AI Data Centre Over Outstanding Approvals | Technology — Headtopics Indonesia Halts BDx 640MW AI Data Centre Over Outstanding Approvals | Technology # Indonesia Halts BDx 640MW AI Data Centre Over Outstanding Approvals 📆 4/10/2026 4:12 pm Indonesia, Data Centre, Bdx Data Centers ## Indonesia has halted construction of BDx Data Centers' 640MW AI campus in Jatiluhur, West Java, over pending environmental and building approvals, while the company maintains its… 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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  • #115
    October 4 · 10 min

    Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County — October 04, 2026

    A bipartisan Senate permitting package would make data centers pay both incremental and embedded transmission costs, while OpenAI takes a 20-year, roughly 8-gigawatt lease at SB Energy's Ohio campus backed by more than 9 gigawatts of planned gas. Plus TVA's Clinch River SMR permit and two fights over who gives up land for data center transmission lines in Louisiana and Indiana. In this episode The Senate Permitting Deal Contains a Data Center Double Tap - Heatmap News — Heatmap News The Senate Permitting Deal Contains a Data Center Double Tap - Heatmap News # The Senate Permitting Deal Contains a Data Center Double Tap The bill would let states and utilities discriminate against data centers and crypto miners, requiring them to pay higher rates to cover the full cost of any system upgrades. Robinson Meyer • 10/01/2026 Heatmap Illustration/Getty Images Call it the… OpenAI signs 20-year, 8GW lease at Ohio's Pike… · Slicast — Slicast # OpenAI signs 20-year, 8GW lease at Ohio's Pike County former uranium mine; SoftBank's SB Energy to develop first 800MW phase by 2028. Trade press Slicast · October 2, 2026 at 21:11 UTC · Global · Source: WOUB Public Media O penAI has agreed to lease approximately 8 gigawatts of a proposed data center campus in Pike County, Ohio, under a 20-year lease agreement. SB Energy, a subsidiary of… NRC Approves Construction for First U.S. Commercial SMR at Clinch River — Power Still Years Away - CRBC News — Annemarije de Boer # NRC Approves Construction for First U.S. Commercial SMR at Clinch River — Power Still Years Away Annemarije de Boer| Gadget Review 18h ago• 3 min read 1 Save NRC Action: On Sept. 29, 2026, the NRC granted TVA a construction permit for a GE Vernova Hitachi BWRX-300 at Clinch River — the first U.S. commercial SMR construction permit for this design. Limits: The permit authorizes construction… Louisiana landowners oppose transmission line meant to support Meta’s data center — Rob LaPerle Louisiana landowners oppose transmission line meant to support Meta’s data center # Louisiana landowners oppose transmission line meant to support Meta’s data center, Entergy attempts to quell concerns Landowners’ concerns are growing as Entergy considers building a large-scale electricity transmission line spanning Richland Parish and Rapides Parish. By Rob LaPerle Published: Oct. 3, 2026… IURC Lets Blackstone-Backed JV Take Land for 100 Miles of Lines Serving LEAP | Hoosier Enquirer — Hoosier Enquirer Team IURC Lets Blackstone-Backed JV Take Land for 100 Miles of Lines Serving LEAP | Hoosier Enquirer # IURC Lets Blackstone-Backed JV Take Land for 100 Miles of Lines Serving LEAP Hoosier Enquirer Team 1 hour ago Expand image 138 kV transmission lines in Benton County, Indiana. Photo: Patrick Finnegan / Wikimedia Commons (CC BY 2.0). One unwilling landowner, the developers told regulators, could… 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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  • #114
    October 3 · 10 min

    Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build — October 03, 2026

    Pennsylvania regulators propose interrupting new large loads that haven't brought their own capacity before anyone else during PJM grid events, while a $60 billion debt package forms behind Broadcom's compute for Anthropic. Plus Colossus's 90-day leases, a Microsoft-linked New Jersey site's year of unpermitted NOx, and Amazon's $1 billion community pledge. In this episode Pennsylvania PUC votes 4 to 0 to curtail new large loads first — Energy News Pennsylvania PUC votes 4 to 0 to curtail new large loads first # Pennsylvania PUC votes 4 to 0 to curtail new large loads first By Anela Dokso 02/10/2026 Updated: 02/10/2026 No Comments 3 Mins Read Network cabling in a data center. Illustrative photo: Taylor Vick / Unsplash. The Pennsylvania Public Utility Commission voted 4 to 0 on 1 October 2026 for a Tentative Order (Docket… Broadcom’s Syndicate Starts Raising $60 Billion for Anthropic’s AI Compute Buildout | AI Industry Today — AI Industry Today Desk Broadcom’s Syndicate Starts Raising $60 Billion for Anthropic’s AI Compute Buildout | AI Industry Today # Broadcom’s Syndicate Starts Raising $60 Billion for Anthropic’s AI Compute Buildout Broadcom’s $60 billion financing effort shows AI infrastructure scaling beyond chip supply into large-scale capital formation. As Anthropic expands toward multi-gigawatt compute deployments, Broadcom is… xAI turns surplus GPUs into a leasing business as it chases more capacity — Diego Almada Lopez Musk's Colossus idles at 11% and rents to the rivals it was built to beat · The Inference # Musk's Colossus idles at 11% and rents to the rivals it was built to beat SpaceX's Colossus, the Memphis cluster built in 122 days, runs near 11% utilization while Anthropic and Google rent its machines for a combined $2.2 billion a month. Both flagship leases carry 90-day exits, and that is the soft… NJ data center polluted for a year before regulators stepped in — Latitude Media This story is from Floodlight , a nonprofit newsroom that investigates the powers stalling climate action , published in partnership with The Guardian. Sign up for Floodlight’s newsletter here . DataOne, the Microsoft-linked New Jersey datacenter recently hit with a $1 million fine for running unpermitted generators, emitted large amounts of health-harming air pollution for nearly a year before… Amazon’s $1B plan to combat data center backlash draws more backlash - Ars Technica — Ars Technica Amazon’s $1B plan to combat data center backlash draws more backlash - Ars Technica # Amazon’s $1B plan to combat data center backlash draws more backlash Amazon praised for ending NDAs but slammed for downplaying data center pollution. Ashley Belanger – Oct 2, 2026 4:30 pm | 4 An aerial view of an Amazon Web Services data center in Sterling, Virginia. Credit: Anna Moneymaker / Staff… 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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  • #113
    October 2 · 10 min

    Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback — October 02, 2026

    Michigan regulators approved DTE's 20-year power contracts for Google's 1 GW Van Buren Township campus with some of the toughest ratepayer protections yet, while Amazon signed a 690 MW Calvert Cliffs nuclear deal and, per the FT, is pitching investors an $8 billion Grace Blackwell sale-leaseback. Plus Ireland's regulator warns data center fault behavior could black out the island, and Apollo backs a $15 billion JERA-Dell campus in Chiba. In this episode Michigan Public Service Commission (via Public) / MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs — Michigan Public Service Commission Michigan Public Service Commission (via Public) / MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs 01/10/2026 | Press release | Distributed by Public on 02/10/2026 02:11 # MPSC approves DTE Electric energy contracts for Google data center, protects other customers from the project’s costs Customer Assistance: 800-292-9555 … Large upgrade planned at Calvert Cliffs after power deal signed with Amazon - Maryland Matters — Maryland Matters Large upgrade planned at Calvert Cliffs after power deal signed with Amazon - Maryland Matters # Large upgrade planned at Calvert Cliffs after power deal signed with Amazon Plant will produce more energy as soon as 2030, thanks to 20-year power purchase agreement with data center operator By Christine Condon - September 30, 2026 4:05 pm The Calvert Cliffs Nuclear Power Plant Units 1 and 2… Amazon in Talks to Offload $8B Nvidia Grace Blackwell AI Chips via SPV, FT Reports - Emirates 24|7 — Reuters Amazon in Talks to Offload $8B Nvidia Grace Blackwell AI Chips via SPV, FT Reports - Emirates 24|7 # Amazon seeks to offload $8 billion of Nvidia chips to investors, FT reports Amazon explores $8 billion deal to move Nvidia Grace Blackwell AI chips into an SPV, lease them back, and attract investors via debt for a more asset-light balance sheet By Reuters Published: 2026-10-02T10:04:00+04:00… ‘Significant risk’ of power outages due to data centre demand, regulator warns — Cillian Sherlock, Press Association ‘Significant risk’ of power outages due to data centre demand, regulator warns # ‘Significant risk’ of power outages due to data centre demand, regulator warns By Cillian Sherlock, Press Association Published 1st Oct 2026, 16:29 BST A man walking through a large data centre ## The Commission for the Regulation of Utilities has published a document on risks identified by transmission system… Apollo to back $15 billion AI infrastructure project in Japan - The Japan Times — Mayumi Negishi Apollo to back $15 billion AI infrastructure project in Japan - The Japan Times # Apollo to back $15 billion AI infrastructure project in Japan Apollo Global Management intends to serve as a strategic investment and financing partner for U.K. developer RHAELM Holdings, which is teaming up with Jera, Japan’s largest power generator, and Dell Technologies on a venture in Chiba Prefecture. |… 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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  • #112
    October 1 · 10 min

    FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter — October 01, 2026

    FERC only partly approved PJM's 6.8 GW reliability backstop, and PJM has delayed the auction, while Oracle served a force majeure notice on its 2.45 GW Project Jupiter campus over gas pipeline delays. Plus a Korea-US-owned 6.47 GW gas campus in South Texas, Valar's 456-reactor Utah proposal, and Raskin's probe of data center NDAs. In this episode FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction | Utility Dive — Ethan Howland # FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction | Utility Dive Author: Ethan Howland Published: 2026-09-30T15:43:17+00:00 Source: utilitydive.com (utilitydive.com) Language: en ## Story FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction | Utility Dive Skip to main content CONTINUE TO SITE ➞ # Don't miss tomorrow's… Stargate : face à la fronde de l’opinion, Oracle sort le parachute — Axel Kannenberg Stargate : face à la fronde de l’opinion, Oracle sort le parachute # Stargate : face à la fronde de l’opinion, Oracle sort le parachute Par Laurent Delattre, publié le 29 septembre 2026 Face aux réactions d’une population hostile aux datacenters géants, Oracle invoque un cas de « Force Majeure » pour alléger le financement d’un projet clef dans Stargate. Ce pharaonique programme commence… The United States Department of Commerce and the Government of the Republic of Korea Announce Strategic Investment in Project Star, a $22.3 billion Energy Infrastructure Campus in Encinal, Texas, being jointly developed by Related Companies and NextEra Energy, in partnership with Lewis Energy Group — NextEra Energy, Inc., Lewis Energy Group, Related Digital The United States Department of Commerce and the Government of the Republic of Korea Announce Strategic Investment in Project Star, a $22.3 billion Energy Infrastructure Campus in Encinal, Texas, being jointly developed by Related Companies and NextEra Energy, in partnership with Lewis Energy Group # The United States Department of Commerce and the Government of the Republic of Korea Announce… A startup wants to build a massive nuclear-powered data center on public land in Utah - VPM — VPM A startup wants to build a massive nuclear-powered data center on public land in Utah - VPM # A startup wants to build a massive nuclear-powered data center on public land in Utah VPM | By Geoff Brumfiel Published September 30, 2026 at 5:01 AM EDT Matthew Daly / AP A Valar Atomics microreactor is seen on a C-17 aircraft, without nuclear fuel, at March Air Reserve Base in California on… Rep. Jamie Raskin investigates Big Tech data center NDA deals — Quartz # Rep. Jamie Raskin investigates Big Tech data center NDA deals Author: Cris Tolomia Published: 2026-09-30T17:46:26.522000+00:00 Source: qz.com (qz.com) Language: en ## Story # House Democrat probing Amazon, Google, Meta, and Oracle over data center NDAs Rep. Jamie Raskin is demanding the companies hand over secrecy agreements signed with local officials and disclose projected electricity and… 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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  • #111
    September 30 · 9 min

    Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout — September 30, 2026

    Anthropic's IPO prospectus reportedly commits at least $518 billion over a decade to Google, Amazon, Microsoft and Broadcom capacity, roughly 80% non-cancelable. That swaps demand risk for counterparty risk, as Samsung backs KKR's Helix and Pallone presses FERC on PJM data center costs. In this episode Report: Anthropic locks in $518B AI infrastructure commitments | TechTarget — TechTarget Report: Anthropic locks in $518B AI infrastructure commitments | TechTarget putilov_denis - stock.adobe.com ## Reports of Anthropic's massive compute commitments give infrastructure providers demand visibility, but contracts alone cannot guarantee power and data center capacity. By - Shane Snider, Senior News Writer Published: 29 Sep 2026 Anthropic has reportedly committed at least $518… Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix – Samsung Global Newsroom — Samsung Global Newsroom Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix – Samsung Global Newsroom # Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix Korea on September 29, 2026 Samsung Electronics to invest USD 500 million; five other affiliates investing the remainder Samsung affiliates' capabilities across the AI infrastructure stack provide a strong basis for future… Pallone urges FERC to shield PJM customers with strong rules for data centers | ROI-NJ — ROI-NJ Pallone urges FERC to shield PJM customers with strong rules for data centers | ROI-NJ # Pallone urges FERC to shield PJM customers with strong rules for data centers By ROI-NJ Staff September 29, 2026 Federal Energy Regulatory Commission Energy and Commerce Committee Ranking Member Frank Pallone Jr. (D-NJ) wrote to the Federal Energy Regulatory Commission (FERC) on Sept. 28, urging the… SD Guthrie Bhd - Entered Into Term Sheet for 21-year Bilateral Energy Supply Contract | I3investor — I3investor SD Guthrie Bhd - Entered Into Term Sheet for 21-year Bilateral Energy Supply Contract | I3investor ### SD Guthrie Bhd - Entered Into Term Sheet for 21-year Bilateral Energy Supply Contract ###### kltrader ###### Publish date: Wed, 30 Sep 2026, 10:49 AM - G3nerasi Kinta Sdn Bhd (GKinta), an indirectly 33.5%-owned company, entered into a term sheet for a 21-year Bilateral Energy Supply Contract… Hyundai Engineering Wins 870 Billion Won AI Data Center Deal in Gunsan - Seoul Economic Daily — Seoul Economic Daily Hyundai Engineering Wins 870 Billion Won AI Data Center Deal in Gunsan - Seoul Economic Daily # Hyundai Engineering Wins 870 Billion Won AI Data Center Deal in Gunsan First Win Comes Six Months After Creating Dedicated Data Center Unit; Priority Rights Expected on Follow-Up 240 MW Phase Picked as Preferred Bidder for Incheon and Gumi Projects; Annual Orders Could Reach 1.9 Trillion… 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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  • #110
    September 29 · 9 min

    Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load — September 29, 2026

    Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load claims. Meanwhile DG Matrix pilots a solid-state transformer on a live GPU cluster, and Cipher lands a $5.2 billion AI lease. In this episode Does the market finally have an opening for solid-state transformers? — Latitude Media For years, the solid-state transformer market was largely theoretical. But several pilots — the latest announced this week — are beginning to demonstrate that there’s a market: years from maturity, but concrete nonetheless. DG Matrix and TerraFlow Energy are preparing to deploy what will be one of the first SST architectures to power a high-performance computing cluster in the U.S. The pilot… Advocates Appeal Louisiana PSC's “Arbitrary and Capricious” Decision to Let Meta Off the Hook for its Data Center Project - Earthjustice — Earthjustice Advocates Appeal Louisiana PSC's “Arbitrary and Capricious” Decision to Let Meta Off the Hook for its Data Center Project - Earthjustice September 28, 2026 # Advocates Appeal Louisiana PSC’s “Arbitrary and Capricious” Decision to Let Meta Off the Hook for its Data Center Project After the Louisiana PSC ruled that Meta can continue withholding critical information as it fast-tracks approval… How Cipher Digital's (NASDAQ:CIFR) New 8-K Adds $5.2B via 10-Year AI Lab Lease — Kalkine How Cipher Digital's (NASDAQ:CIFR) New 8-K Adds $5.2B via 10-Year AI Lab Lease 18889881171 # How Cipher Digital's (NASDAQ:CIFR) New 8-K Adds $5.2B via 10-Year AI Lab Lease Nitish Kishor Nitish Kishor is an investment research and global markets professional with over eight years of experience in equity research, valuation, and capital markets. He specializes in assessing company… North Carolina’s Republican-controlled Utilities Commission has drawn a rare line in the sand. - Energy News Beat — Energy News Beat North Carolina’s Republican-controlled Utilities Commission has drawn a rare line in the sand. - Energy News Beat # North Carolina’s Republican-controlled Utilities Commission has drawn a rare line in the sand. September 28, 2026 Clark Savage 26 September 18, 2026, the North Carolina Utilities Commission denied Duke Energy Progress a Certificate of Public Convenience and Necessity for a new… Digital Realty Trust green notes receive BBB rating from Fitch — Traders Union Digital Realty Trust green notes receive BBB rating from Fitch Aleksandra Chaikina 29 min ago # Digital Realty Trust green notes receive BBB rating from Fitch Digital Realty taps green debt Digital Realty Trust is tapping the Swiss franc debt market as demand for data center capacity remains supported by AI workloads, cloud adoption and migration away from on-premise infrastructure. The CHF… 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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  • #109
    September 28 · 9 min

    Water Fights Shadow Data Centers From Pahrump to Gilroy — September 28, 2026

    A developer is suing to overturn Nye County's data center ban in Pahrump's water basin, which is overallocated more than three to one. California's seven-bill package, Amazon's Gilroy campus and a 60 MW Jessup filing put water and disclosure at the center of siting. In this episode Pahrump data center developer challenges Nye County ban over water concerns | Nevada | News | Politics and Government — Las Vegas Review-Journal Pahrump data center developer challenges Nye County ban over water concerns | Nevada | News | Politics and Government # Developer asks judge to toss Pahrump data center ban amid water fight Pahrump residents line Highway 160 in front of the Pahrump Nugget on July 18 to take part in a nationwide day of protest against data centers. (Robin Hebrock/Pahrump Valley Times) By Alan Halaly / Las… California’s New Data Center Package Highlights Growing State Focus on Energy, Water, and Environmental Impacts | Inside Energy & Environment — Inside Energy & Environment California’s New Data Center Package Highlights Growing State Focus on Energy, Water, and Environmental Impacts | Inside Energy & Environment # California’s New Data Center Package Highlights Growing State Focus on Energy, Water, and Environmental Impacts By Jayni Hein on September 25, 2026 Posted in Infrastructure, Procurement, and Permitting On September 21, 2026, California Governor Gavin… Developer applies for 200,000-square-foot data center in Jessup — The Times-Tribune Developer applies for 200,000-square-foot data center in Jessup # Developer applies for 200,000-square-foot data center in Jessup A Maryland-based data developer applied with Jessup to build a 200,000-square-foot data center at the former TMG Health site in the Valley View Business Park. (CHAD SEBRING/STAFF PHOTO) By Frank Lesnefsky | flesnefsky@scrantontimes.com | The… What China’s clean power advantage means for the AI race — Latitude Media Calls to slow down the artificial intelligence race took center stage this week as U.S. President Trump and Chinese President Xi Jinping spent three days together in Washington, D.C., including a state dinner with the leaders of the largest American AI companies. The U.S. and China have different problems when it comes to energy. The U.S. is short on capacity in the places it’s most needed,… Valley Water Response to Data Centers in Gilroy | Santa Clara Valley Water — Santa Clara Valley Water # Valley Water Response to Data Centers in Gilroy September 25, 2026 Valley Water has received letters regarding concerns with the Amazon Data Center in Gilroy. To clarify, Valley Water does not have land-use authority or a role in approving or permitting data centers. As the recycled water wholesaler in South County, Valley Water is responsible for the overall development of the… 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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  • #108
    September 25 · 9 min

    BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas — September 25, 2026

    BlackRock and IFM's AI Infrastructure Partnership is in exclusive talks to buy Blue Owl's Stack Infrastructure Asia-Pacific portfolio for up to $25 billion. Meanwhile, utilities keep choosing gas for data center load, and ERCOT's queue triage shows how little requested demand is firm. In this episode BlackRock-backed group in exclusive talks for Asia data centers — IJR News BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports | KELO-AM # BlackRock, IFM close in on $25 billion Stack data center deal, Bloomberg News reports By Thomson Reuters Sep 24, 2026 | 2:43 AM Sept 24 (Reuters) – A consortium backed by BlackRock and IFM Investors is in exclusive talks to buy Stack Infrastructure’s Asia Pacific data center ​portfolio for up to… Most new US power is clean — but utilities are choosing gas for data centers | Latitude Media — Latitude Media Most new US power is clean — but utilities are choosing gas for data centers | Latitude Media # Most new US power is clean — but utilities are choosing gas for data centers Trump supports AI and fossil fuels. Big utilities are backing him up. Nick Zenkin September 24, 2026 Photo credit: Mayy Contributor / Shutterstock When President Donald Trump addressed the United Nations General Assembly… Regulators need to get comfortable with bragawatts — Texas Energy and Power Regulators need to get comfortable with bragawatts ### How regulators can address future demand Seyi Fabode Sep 24, 2026 ∙ Paid ERCOT recently took a step much further than other system operators have been willing to take; it sorted the interconnection queue between load that is real and load that is unlikely. ERCOT sorted the queue into tiers and shared numbers, all true, that large load… UK Data Centre Giant Bags £2.45B Debt Facility — Bisnow UK Data Centre Giant Bags £2.45B Debt Facility # UK Data Centre Giant Bags £2.45B Debt Facility September 24, 2026 | 1:57 pm ET Mike Phillips, Europe Editor (mike.phillips@bisnow.com) Pexels/panumas nikhomkhai One of the largest data centre owners and developers in the UK has put in place a giant new debt package, some of which will fund its expansion. Virtus Data Centres said it secured… NORTH PORT: City OKs data center moratorium; stipulations for application | News | yoursun.com — YourSun NORTH PORT: City OKs data center moratorium; stipulations for application | News | yoursun.com # NORTH PORT: City OKs data center moratorium; stipulations for application - DANIEL FINTON STAFF WRITER - Sep 23, 2026 - 20 mins ago - 0 NORTH PORT — City commissioners OK'd an 18-month moratorium on data centers late Tuesday — with some stipulations for an application that was already… 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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  • #107
    September 24 · 8 min

    Transmission tax credits and ratepayer shields hit AI buildout — September 24, 2026

    Heinrich’s transmission tax credit proposal lands as California hardens data-center cost rules and AWS moves to buy Hong Kong capacity, underscoring the same constraint across AI infrastructure: power access, cost allocation, and ownership of scarce sites are becoming strategic battlegrounds. In this episode Exclusive: Heinrich proposes 30% credit for long-haul transmission — Latitude Media Sen. Martin Heinrich (D-N.M.) today is introducing a bill that would give a 30% tax break to long-haul transmission lines, Latitude Media has learned. The 10-year investment tax credit would apply to new lines and upgrades that cross interstate and regional boundaries — or are at least 100 miles long — as well as those in the U.S. Outer Continental Shelf where offshore wind is often sited. The… California Governor Signs Data Center Legislation - Stoel Rives LLP — Stoel Rives LLP California Governor Signs Data Center Legislation; California Public Utilities Commission Will Address Implementation | Stoel Rives LLP # California Governor Signs Data Center Legislation; California Public Utilities Commission Will Address Implementation Legal Alert 09.23.2026 By: - Jessica L. Bayles - Seth D. Hilton - Jason A. Johns - Madeleine Stenderowicz - Sam B.… Digital Realty scales back Kansas data center to 450,000 square feet - Kansas City Business Journal — Kansas City Business Journal Digital Realty scales back Kansas data center to 450,000 square feet - Kansas City Business Journal # Digital Realty scales back Kansas data center plans after build-to-suit client falls through expand Digital Realty revises plans for its first Kansas data center in De Soto. Carlson Design Group + GHAFARI By Sydnie Savage – Staff Writer, Kansas City Business Journal Sep 23, 2026 The… Amazon to Buy Grand Ming Hong Kong Data Centres- Mingtiandi — Mingtiandi Amazon to Buy Grand Ming Hong Kong Data Centres- Mingtiandi # Amazon Buying Hong Kong Data Centres From Grand Ming for Up to $312M 2026/09/23 by Christopher Caillavet Grand Ming’s iTech Tower 3 complex (Image: DC Byte) Amazon Web Services has agreed to buy two data centre projects in Hong Kong’s New Territories from debt-laden developer Grand Ming Group for up to HK$2.45 billion ($312… FERC has options for modernizing PJM’s governance | Utility Dive — Utility Dive # FERC has options for modernizing PJM’s governance | Utility Dive Author: Ari Peskoe Published: 2026-09-23T10:28:49.189606 Source: utilitydive.com (utilitydive.com) Language: en ## Story FERC has options for modernizing PJM’s governance | Utility Dive # FERC has options for modernizing PJM’s governance The commission’s jurisdiction over transmission governance allows it to modify… 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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  • #106
    September 23 · 5 min

    Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits — September 23, 2026

    Texas PUC softened large-load interconnection standards as ERCOT audits a 474 GW queue dominated by data centers, while Digital Realty adds Los Angeles subsea landing plans and a Pennsylvania township tightens local siting rules. In this episode Texas PUC adopts softened rules on data center interconnection — Utility Dive # Texas PUC adopts softened rules on data center interconnection Published: 2026-09-21T16:34:21+00:00 Source: utilitydive.com (utilitydive.com) Language: en ## Story The Public Utility Commission of Texas voted Friday to adopt new large load interconnection standards, opting to eliminate a proposed rule’s non-refundable interconnection fee and halve the financial security deposit for loads… Digital Realty to Develop New Cable Landing Station in Los — Digital Realty Trust, L.P. Digital Realty to Develop New Cable Landing Station in Los ## Expands Subsea Infrastructure Capabilities to Strengthen Connectivity Between Asia Pacific and North America September 22, 2026 18:00 ET | Source: Digital Realty Trust, L.P. AUSTIN, Texas, Sept. 22, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the world’s largest cloud- and carrier-neutral data center platform, today… Benton Twp. approves environmentally conscious data center ordinance — The Times-Tribune Benton Twp. approves environmentally conscious data center ordinance # Benton Twp. approves environmentally conscious data center ordinance A parcel of land sits between Franklin Valley Road on the left and Jordan Hollow Road to the right in Benton Twp. Thursday, August 27, 2026. (SEAN MCKEAG / STAFF PHOTOGRAPHER) By Christine Lee | clee@scrantontimes.com | The Times-Tribune PUBLISHED:… 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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  • #105
    September 22 · 8 min

    AI Compute’s Grid Bottleneck Gets Regulatory—and Local — September 22, 2026

    NERC’s computational-load standards cleared an initial ballot, while Fluence’s battery-supply stumble and Eversource’s Connecticut study queue show the bottleneck moving from abstract AI power demand into compliance, manufacturing, and interconnection risk. In this episode NERC computational-load ballot: what changes before compliance — Btw NERC computational-load ballot: what changes before compliance ## Why it matters The preliminary vote matters because it narrows the chance that large computational loads will stay outside the reliability regime. It does not settle the text, approve a rule or start a compliance clock. Developers should distinguish those milestones before turning a standards signal into a capital budget. Mara… What’s going on with Fluence? — Latitude Media Fluence revised its 2026 fiscal year guidance down for a second time last week, citing ongoing supply chain issues that the company expects will pull its annual revenue down by around $1 billion from original estimates — and that analysts worry could hamper its burgeoning work with data centers. The majority of that revenue decrease came down to delays at the energy storage provider’s new… Developers explore hyperscale data centers in CT despite pushback — Hartford Business Journal Developers explore hyperscale data centers in CT despite pushback # Developers explore hyperscale data centers in CT despite pushback Jacob Lucas, Eversource Energy’s vice president of transmission system planning, speaks at a recent Hartford Business Journal energy event. HBJ Photo | Luke Wayne Photography By Andrew Larson September 21, 2026 No hyperscale data center has been formally… Data centre deal — Cape Town goes back to the drawing board — Daily Maverick # Data centre deal — Cape Town goes back to the drawing board Author: Lindsey Schutters Published: 2026-09-20T00:00:00 Source: dailymaverick.co.za (dailymaverick.co.za) Language: en ## Story Data centre deal — Cape Town goes back to the drawing board # Data centre deal — Cape Town forced back to the drawing board There was, naturally, an appeal against the Municipal Planning Tribunal’s… Rune is tapping spare solar power for modular data centers — Latitude Media Texas curtailed nearly 10,000 gigawatt-hours of renewable energy last year, mostly due to transmission constraints. California, meanwhile, curtailed more than 3,700 GWh. The fact that so much power goes to waste each year shocked Varun Palivela, an electrical engineer who has spent his career designing high-performance computer chips. At a time when data center developers are scrambling for… 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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  • #104
    September 21 · 8 min

    Data Center Cost Fights Hit Virginia, New Mexico and Senate — September 21, 2026

    Virginia data center regulation moved forward as Gov. Abigail Spanberger proposed transparency, cost-allocation and environmental rules, while Project Jupiter got a New Mexico court green light and the Senate’s federal ratepayer fix stalled. The buildout is shifting from megawatts to who pays. In this episode Spanberger presents slate of data center regulation proposals, puts first directives in motion | Headlines | insidenova.com — InsideNoVa Spanberger presents slate of data center regulation proposals, puts first directives in motion | Headlines | insidenova.com # Spanberger presents slate of data center regulation proposals, puts first directives in motion - Shannon Heckt | Virginia Mercury - Sep 20, 2026 - 4 hrs ago - 0 Gov. Abigail Spanberger signed Executive Order 22 on Friday, Sept. 18, 2026 to kick off her data… New Mexico Supreme Court allows Project Jupiter permit proceedings to advance | Project Jupiter Data Center News | The Las Cruces New Mexican | santafenewmexican.com — Santa Fe New Mexican New Mexico Supreme Court allows Project Jupiter permit proceedings to advance | Project Jupiter Data Center News | The Las Cruces New Mexican | santafenewmexican.com # New Mexico Supreme Court allows Project Jupiter permit proceedings to advance - By Nicholas Gilmore ngilmore@sfnewmexican.com #### Nicholas Gilmore - Author email (ngilmore@sfnewmexican.com) - Sep 17, 2026 - 3 hrs ago - 0 … Data Center Electricity Bill Dies in Senate: Who Pays for AI Grid Upgrades? — Karmactive Data Center Electricity Bill Dies in Senate: Who Pays for AI Grid Upgrades? # Data Center Electricity Bill Dies in Senate: Who Pays for AI Grid Upgrades? September 18, 2026 Rahul Somvanshi High-capacity electrical substations route bulk power across regional grids. As AI data centers request multi-megawatt connections, regulators face pressure to decide whether developers or household… Liberty files new “large load” rate for massive power users | Newstalk KZRG — Newstalk KZRG Liberty files new “large load” rate for massive power users | Newstalk KZRG # Liberty files new “large load” rate for massive power users By Ty Albright• Published Sep 18, 2026 Updated 10 minutes ago ### What do you think? Liberty Utilities is asking Missouri regulators to approve a new rate structure aimed at keeping the cost of serving massive electric users from being passed on to… Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates - The Lincolnian Online — The Lincolnian Online Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates - The Lincolnian Online # Equinix Plans $5B-$7B Annual Data Center Buildout as AI Demand Accelerates Posted by Dante Gardener on Sep 19th, 2026 Equinix (NASDAQ:EQIX) executives said the company is expanding its development pipeline in response to customer demand, with planned annual investment of $5 billion to $7… 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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  • #103
    September 18 · 8 min

    Congress Targets Data-Center Grid Cost Shifts — September 18, 2026

    Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Power says Google’s 300 MW Botetourt campus will need $264 million in grid upgrades without charging other customers. In this episode House passes ratepayer protection bill to limit data center cost shifts | Utility Dive — Utility Dive # House passes ratepayer protection bill to limit data center cost shifts | Utility Dive Author: Ethan Howland Published: 2026-09-17T10:31:21 Source: utilitydive.com (utilitydive.com) Language: en ## Story House passes ratepayer protection bill to limit data center cost shifts | Utility Dive # House passes ratepayer protection bill to limit data center cost shifts The bill would “largely… New details emerge about Botetourt grid upgrades for Google data center - Cardinal News — Cardinal News New details emerge about Botetourt grid upgrades for Google data center - Cardinal News # New details emerge about Botetourt grid upgrades for Google data center Transmission line and substation upgrades are estimated to cost $264 million, but Appalachian Power says other customers won’t pay for it. by Matt Busse September 16, 2026 September 15, 2026 The Botetourt Center at Greenfield… Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas — IDCNOVA Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas # Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas 16 Sept 2026 By: IDCNOVA Region: North America Five major data center operators have filed plans to develop new facilities across Texas, underscoring the state's continued appeal as a… ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit — EV Charging Magazine ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit # ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit By Firas NAVARRO September 16, 2026 RICHMOND, Va. — The U.S. Court of Appeals for the Fourth Circuit heard oral arguments in a consolidated challenge to the Federal Energy Regulatory Commission’s (FERC) Order No. 1920. At the center of the petition by the… Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues — EnergyPulse — OpenSentiment Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues — EnergyPulse # Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues Proposed natural gas generation in U.S. power queues has surged, while renewables lost market share for a second consecutive year in 2026. Lena Hartmann 16 September 2026, 16:05· 6 min read U.S. power… 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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Showing 21–40 of 93 episodes