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The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts Notre Dame at The Voice of College Football Notre Dame at The Voice of College Football The Voice of College Football Network The Ebro, Laura, Rosenberg Show The Ebro, Laura, Rosenberg Show Ebro, Laura, Rosenberg The Sweet Side Of Life-Swingers Lifestyle Podcast The Sweet Side Of Life-Swingers Lifestyle Podcast Mr. And Mrs. Emily Sweets Dividend Talk Dividend Talk Dividend Talk 科技工作講 Tech Job N Talk 科技工作講 Tech Job N Talk Tech Job N Talk 科技工作講 ZFounderclub ZFounderclub ZFounderclub New York Mets News Today | 2 Min News | The Daily News Now! New York Mets News Today | 2 Min News | The Daily News Now! The Daily News Now! Alpha Hour With Pastor Elvis Alpha Hour With Pastor Elvis Alpha Hour With Pastor Elvis AWONDERJUNKIE AWONDERJUNKIE Ryan Anderson Music History Today Network Music History Today Network Music History Today Podcast Network Selling From the Heart Podcast Selling From the Heart Podcast Larry Levine, Darrell Amy SBS Nepali - एसबीएस नेपाली पोडकास्ट SBS Nepali - एसबीएस नेपाली पोडकास्ट SBS Daily Rosary Meditations | Catholic Prayers Daily Rosary Meditations | Catholic Prayers Dr. Mike Scherschligt Mayim Bialik's Breakdown Mayim Bialik's Breakdown Mayim Bialik JELI CARDS PODCAST JELI CARDS PODCAST Jeli Cards Grace for All Grace for All Jim Stovall, Greta Smith, First United Methodist Church, Maryville, TN Manufacturing an American Century Manufacturing an American Century AMCC Pray Every Day Pray Every Day Mary DeMuth Superkraft KI News | by Jörg Schieb Superkraft KI News | by Jörg Schieb Jörg Schieb テニス365 テニス365 株式会社フュービック Celsius 233 Book Summaries Podcast Celsius 233 Book Summaries Podcast Celsius 233 Espiadinha Espiadinha Athilas Kundalini Teachings by Master Chrism Kundalini Teachings by Master Chrism Krisztina Bonnar LSAT Unplugged + Law School Admissions Podcast LSAT Unplugged + Law School Admissions Podcast Steve Schwartz Law School Admissions Unplugged Podcast: Personal Statements, Application Essays, Scholarships, LSAT Prep, and More… Law School Admissions Unplugged Podcast: Personal Statements, Application Essays, Scholarships, LSAT Prep, and More… Steve Schwartz The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org The CTO Podcast with Fexingo: Technical Leadership, Architecture, and Engineering Org Fexingo The Daily Suncast The Daily Suncast The Daily Sun Las Alucines Las Alucines Lupita Villalobos y Kass Quezada (Quesito) Radio Prague International - latest broadcast in English Radio Prague International - latest broadcast in English Radio Prague International Aktuelle Lokalbeiträge Aktuelle Lokalbeiträge radio aktiv Laurent Gerra Laurent Gerra RTL Verdict with Ted Cruz Verdict with Ted Cruz Premiere Networks 佐々木彩夏の0100【オールナイトニッポンPODCAST】 佐々木彩夏の0100【オールナイトニッポンPODCAST】 ニッポン放送 The World and Everything In It The World and Everything In It WORLD Radio Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street: rilassati, parliamo di soldi! Colazione a Wall Street 5分鐘情境英文馬上用 | MJ英語 | MJ English 5分鐘情境英文馬上用 | MJ英語 | MJ English MJ English / MJ英語
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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