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The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts The Disrupters with Bill & Candace The Disrupters with Bill & Candace William Lee / Candace Thompson The Lucy Ann Lance Show The Lucy Ann Lance Show Cumulus Media Detroit Deep Leadership Deep Leadership Jon S. Rennie Alt Goes Mainstream Alt Goes Mainstream Michael Sidgmore The Farming Week The Farming Week Agriland Happy Work - Management & bien-être au travail Happy Work - Management & bien-être au travail Gaël Chatelain-Berry 赚钱认知|持续赚钱的心法 赚钱认知|持续赚钱的心法 甄琦学长 Investments Unplugged Investments Unplugged Macan Nia, Kevin Headland Strategy Talks: Content Strategy for Small Teams Strategy Talks: Content Strategy for Small Teams Dorien Morin-van Dam C-Suite Sales & Marketing Perspectives C-Suite Sales & Marketing Perspectives Steven MacDonald Energy News Beat Podcast Energy News Beat Podcast Stuart Turley Real Money Real Business Podcast Real Money Real Business Podcast Empire Flippers Leaders Worth Knowing Podcast Leaders Worth Knowing Podcast Leaders CNBC Business News Update CNBC Business News Update CNBC Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Handelsblatt Today – Der Finanzpodcast mit News zu Börse, Aktien und Geldanlage Solveig Gode, Nicole Bastian, Sandra Groeneveld, Nele Dohmen, Anis Mičijević, Ben Mendelson, Aileen Bunte On Our Mark: The Weatherby Podcast On Our Mark: The Weatherby Podcast Weatherby Inc. The Gemini Brief - Investment Deep Dives The Gemini Brief - Investment Deep Dives Lukasz Tomicki and LRT Capital Management LLC Ecorama Ecorama BOURSORAMA Odds on Open Odds on Open Ethan Kho Proactive - Interviews for investors Proactive - Interviews for investors Proactive CFO Podcast CFO Podcast Peter De Roeck The Championized Podcast The Championized Podcast Severen Henderson BBB Sharing BBB Sharing Barry Moore Gratitude Through Hard Times Gratitude Through Hard Times Chris Schembra Abraham Hicks’s Podcast Abraham Hicks’s Podcast Abraham Hicks Vishwas Mudagal Show Vishwas Mudagal Show Vishwas Mudagal The Independent Advisors The Independent Advisors Mark McEvily Through Thick And Skin: The Podcast Through Thick And Skin: The Podcast Erin Jensen, Aesthetic PA-C 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote 🇨🇭🇩🇪 Markt-Trends setzen mit Swissquote Markus Koch, Wieland Arlt und Feyyaz Alingan bieten Ihnen einen Überblick über alle Anlageklassen Der immocation Podcast | Lerne Immobilien Der immocation Podcast | Lerne Immobilien immocation HOA - It's A True Story Podcast HOA - It's A True Story Podcast The G.B. Group Construction & Painting Faszination Freiheit Faszination Freiheit Thorsten Wittmann Enlightened Misfits Podcast Enlightened Misfits Podcast Lauren Pearlingi The SAF Podcast The SAF Podcast SAF Investor The Travel Creator: Tips For Travel Influencers The Travel Creator: Tips For Travel Influencers Laura Haley Insurance Insider - Behind the Headlines Insurance Insider - Behind the Headlines Sam Casey
The Data Center Daily

Business

The Data Center Daily

The Data Center Daily — Lantern Podcasts

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...

AI Load Turns Into Grid Policy, Gas Demand and Guardrails

June 01, 2026 4:14am 8 min

PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-p...

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