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The Data Center Daily: Daily Summaries Delivered
by 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 5 days ago10 min
Meta Turns to a $95 Billion Stock Sale, With Nvidia Buying In, as North Carolina Pushes Data Centers to Pay for Power Plants — October 28, 2026
Meta plans to raise up to $95 billion in stock for its data center buildout, and Nvidia says it will put $3 billion into the offering. North Carolina's governor and attorney general want Duke's large-load deal to cover new generation, CenterPoint says about 12 GW of Houston large load remains in ERCOT's Batch Zero, and CAISO's board votes today on its large-load rules. In this episode: 1. Meta to sell up to $95B in stock to finance AI infrastructure buildout - SiliconANGLE — SiliconANGLE https://siliconangle.com/2026/10/26/meta-to-sell-up-to-95b-in-stock-to-finance-ai-infrastructure-buildout/ 2. NC Gov, AG call for data center owners to help pay for new ... — NC Newsline https://ncnewsline.com/2026/10/27/nc-gov-ag-call-for-data-center-owners-to-help-pay-for-new-power-plants/ 3. CenterPoint Lifts 10-Year Capital Plan to $70.7 Billion as About 12 GW of Houston Large Load Sits in ERCOT's Batch Zero — Marcus Reyes https://datacenterfeed.com/article/centerpoint-70-7-billion-capital-plan-houston-batch-zero-large-load-october-2026 4. CAISO's board votes tomorrow on new grid rules for very large electricity users — Junde Liu https://computelaw.blog/brief/caiso-s-board-votes-tomorrow-on-new-grid-rules-for-very-large-electricity-users/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 6 days ago9 min
Anthropic's S-1 Shows a Lab Leasing Its Own Data Centers as MISO's Large-Load Fast Track Draws State Opposition — October 27, 2026
Anthropic's newly public prospectus describes a hybrid compute model and lists data center moratoriums as a key risk, while 11 MISO states, Google and clean energy groups ask FERC to reject MISO's LARS fast track. Plus an ESIG and Brattle model of when a 500 MW load raises rates, and a Secaucus vote on an 80 MW cap. In this episode: 1. Anthropic is leasing data centers to reduce reliance on ... — Daniel Howley https://finance.yahoo.com/technology/article/anthropic-is-leasing-data-centers-to-reduce-reliance-on-amazon-google-others-173843933.html 2. Clean energy groups, states oppose MISO’s large load-generation study plan | Utility Dive — Utility Dive https://www.utilitydive.com/news/miso-large-load-lars-ferc-google-oms/849887/ 3. New ESIG/Brattle Report Quantifies How Large Loads Affect Electricity Rates for Existing Customers in Four Regions | ESIG — Ryan Willis https://www.esig.energy/report-quantifies-how-large-loads-affect-electricity-rates-for-existing-customers/ 4. Secaucus, N.J. never read plans for 125 MW data-center boom, got $0 deal — Hudson TV — Hudson TV https://hudsontv.com/secaucus-nj-data-centers-hartz-landlord-zba-ties-mw-capacity-oct26/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 1 weeks ago9 min
PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast — October 26, 2026
PG&E's third-quarter filings show 12,870 MW of data center requests but only 174 MW energized, and South Korea's energy minister says vague AI data center demand won't go into the next power plan. Plus NERC asks FERC to fast-track registering data center owners and operators, and SpaceXAI discloses up to $6.1 million in stormwater penalty exposure in Mississippi. In this episode: 1. PG&E reports 12,870 MW of data center load in its pipeline and lists large load beyond an initial 1.8 GW as work to be delayed or deferred | Colocation Scout — Bridgepointe Technologies https://colocationscout.com/news-pge-data-center-pipeline-12870mw-september-2026.html 2. Korea to Trim AI Data Center Power Demand Forecast - Seoul Economic Daily — Joo Jae-hyun https://en.sedaily.com/finance/2026/10/26/korea-to-trim-ai-data-center-power-demand-forecast 3. NERC Seeks FERC Approval to Add Two New Entities to Registry Criteria Tied to Large Computation Loads | American Public Power Association — Paul Ciampoli https://www.publicpower.org/periodical/article/nerc-seeks-ferc-approval-add-two-new-entities-registry-criteria-tied-large-computation-loads 4. SpaceXAI Discloses $6.1M Stormwater Permit Exposure at Mississippi AI Campus — Abdul-Rahman Oladimeji https://baxtel.com/news/spacexai-discloses-6-1m-stormwater-permit-exposure-at-mississippi-ai-campus Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 1 weeks ago9 min
Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires — October 24, 2026
Meta's first negative free cash flow quarter came with about $825 billion in future compute and infrastructure commitments, while a Wisconsin transmission owner put a price on making data centers pay for their own grid upgrades. Plus PJM tells FERC about a 3,900 MW load drop, and Amazon drops a four-building Loudoun County plan. In this episode: 1. Big Tech's capex spending looks different this year as Meta and Tesla save for later — Hamza Shaban https://finance.yahoo.com/technology/article/big-techs-capex-spending-looks-different-this-year-as-meta-and-tesla-save-for-later-100000383.html 2. The Transmission Side of But-For: ATC Asks FERC to Make Data Centers Pay for Their Own Wires | Fracmoo — Priya Raman https://fracmoo.com/power-markets/atc-data-center-transmission-costs-ferc/ 3. PJM urges FERC to set data center ride-through rules — OGGN Staff https://globalenergyreport.com/article/pjm-tells-ferc-data-centers-need-ride-through-rules-after-3900-mw-load-transfer/ 4. Amazon bows to local backlash over AI data centers ... — Oliver Haslam https://www.tomshardware.com/tech-industry/data-centers/amazon-bows-to-local-backlash-over-ai-data-centers-scraps-plans-to-build-four-new-facilities-in-northern-virginia-site-to-be-repurposed-for-mixed-use-and-residential-development Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 1 weeks ago9 min
Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain — October 23, 2026
Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation. In this episode: 1. Google is purchasing 1 GW of distributed capacity in PJM | Latitude Media — Maeve Allsup https://www.latitudemedia.com/news/google-is-purchasing-1-gw-of-distributed-capacity-in-pjm/ 2. Nvidia Locks Up AI Chip Testing and Optics Capacity With ... — Jeremy Fielding https://www.techtimes.com/articles/329352/20261022/nvidia-locks-ai-chip-testing-optics-capacity-six-partner-prepayment-push.htm 3. AI Data Center Boom: 65% of Announced Capacity May Never Get Built - Business Insider — Alistair Barr https://www.businessinsider.com/ai-data-centers-never-built-bragawatts-kevin-oleary-2026-10 4. Pa. county tells developer to stop work on data center, as utility reveals power line plan — Pennlive https://www.pennlive.com/news/2026/10/pa-county-tells-developer-to-stop-work-on-data-center-as-utility-reveals-power-line-plan.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 1 weeks ago8 min
Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027 — October 22, 2026
Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU. In this episode: 1. Untangling the accounting fight reshaping Google’s Arkansas power deal — Latitude Media https://www.latitudemedia.com/news/untangling-the-accounting-fight-reshaping-googles-arkansas-power-deal/ 2. Elon Musk says he’s staying in Memphis ‘night and day’ guiding data center buildout — WREG https://wreg.com/news/local/xai-memphis/elon-musk-says-hes-staying-in-memphis-night-and-day-guiding-data-center-buildout/ 3. TCEQ shuts down permit filing system amid data center dispute — Emily Foxhall https://www.texastribune.org/2026/10/21/data-center-permits-tceq-texas/ 4. Exclusive-ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders — StreetInsider https://www.streetinsider.com/Reuters/Exclusive-ByteDance%2C+Alibaba%2C+Tencent+place+over+%2435+billion+worth+of+Nvidia+chip+orders/27205601.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 1 weeks ago8 min
PJM Opens a Separate Lane for SB Energy's 9.6 GW Ohio Campus as Amazon Backs Indiana SMRs — October 21, 2026
PJM filed a FERC study agreement to evaluate roughly 9.6 GW of new data center load and 10.2 GW of generation at SB Energy's Flagship site in Pike County, Ohio, outside its interconnection queue. Also: AEP, X-energy and Amazon eye 960 MW of Xe-100 reactors in Indiana, Texas's data center permit freeze draws scrutiny, and Memphis deadlocks on a moratorium. In this episode: 1. PJM Files FERC Study Agreement for SB Energy's Proposed AI Campus at DOE's Portsmouth Site in Ohio — Data Center Feed https://datacenterfeed.com/article/pjm-sb-energy-flagship-portsmouth-ohio-state-agreement-approach-october-2026 2. AEP, X-energy Eye 960-MW Nuclear Plant at Retired ... — POWER https://www.powermag.com/aep-x-energy-eye-960-mw-nuclear-plant-at-retired-indiana-coal-site-backed-by-amazon/ 3. Watchdog group criticizes TCEQ for advancing data center permits — The Texas Tribune https://www.texastribune.org/2026/10/20/data-center-permits-tceq-abbott-texas-pause/ 4. Memphis Rejects Data Center Freeze After Fight Over ... — Steven Frank https://www.newsweek.com/memphis-faces-data-center-reckoning-as-freeze-sparks-city-hall-brawl-12596729 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 2 weeks ago8 min
Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load — October 19, 2026
NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing. In this episode: 1. NiSource Signs 20-Year Microsoft Power Agreement for 1,100 MW Indiana Data Centre Campus — Fiona Craig https://finance.yahoo.com/energy/articles/nisource-signs-20-microsoft-power-124331583.html 2. NERC passes grid reliability standards for data centers, AI facilities, ETDatacenters — ETDatacenters https://datacenters.economictimes.indiatimes.com/news/policy-land-power/nerc-passes-grid-reliability-standards-for-data-centers-ai-facilities/135008753 3. 🧭 AEP’s ~$4B Google Plant, Solaria’s ~$5.7B Uruguay Pact, AMD Backs Fermi — Globaldatacenterhub https://www.globaldatacenterhub.com/p/aeps-4b-google-plant-solarias-57b 4. Stratos Project water application reveals new details on massive data center | KSL.com — KSL.com https://www.ksl.com/article/51637099/stratos-project-water-application-reveals-new-details-on-massive-data-center Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
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About The Data Center Daily
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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