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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Episode #114
Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build — October 03, 2026
Oct 3, 202611 min
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: 1. Pennsylvania PUC votes 4 to 0 to curtail new large loads first — Energy News https://energynews.biz/pennsylvania-puc-large-load-curtailment-tentative-order/ 2. Broadcom’s Syndicate Starts Raising $60 Billion for Anthropic’s AI Compute Buildout | AI Industry Today — AI Industry Today Desk https://aiindustrytoday.com/news/broadcoms-syndicate-starts-raising-60-billion-for-anthropics-ai-compute-buildout/ 3. xAI turns surplus GPUs into a leasing business as it chases more capacity — Diego Almada Lopez https://cryptobriefing.com/xai-leases-compute-anthropic-google/ 4. NJ data center polluted for a year before regulators stepped in — Latitude Media https://www.latitudemedia.com/news/nj-data-center-polluted-for-a-year-before-regulators-stepped-in/ 5. Amazon’s $1B plan to combat data center backlash draws more backlash - Ars Technica — Ars Technica https://arstechnica.com/tech-policy/2026/10/amazons-1b-plan-to-combat-data-center-backlash-draws-more-backlash/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback — October 02, 2026
Oct 2, 202610 min
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: 1. 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 https://www.publicnow.com/view/CC270142F6DBAD116CA465AF3D45B0A665D1F999 2. Large upgrade planned at Calvert Cliffs after power deal signed with Amazon - Maryland Matters — Maryland Matters https://marylandmatters.org/2026/09/30/calvert-cliffs-power-purchase-amazon/ 3. Amazon in Talks to Offload $8B Nvidia Grace Blackwell AI Chips via SPV, FT Reports - Emirates 24|7 — Reuters https://www.emirates247.com/business/amazon-in-talks-to-offload-8b-nvidia-grace-blackwell-ai-chips-via-spv-ft-reports/6259 4. ‘Significant risk’ of power outages due to data centre demand, regulator warns — Cillian Sherlock, Press Association https://www.leinsterleader.ie/national/significant-risk-of-power-outages-due-to-data-centre-demand-regulator-warns-9247886 5. Apollo to back $15 billion AI infrastructure project in Japan - The Japan Times — Mayumi Negishi https://www.japantimes.co.jp/business/2026/10/02/companies/apollo-japan-ai/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter — October 01, 2026
Oct 1, 202610 min
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: 1. FERC chair slams PJM ‘mess’ as country’s largest grid operator delays power auction | Utility Dive — Ethan Howland https://www.utilitydive.com/news/pjm-delays-backstop-procurement-ferc-data-center/831751/ 2. Stargate : face à la fronde de l’opinion, Oracle sort le parachute — Axel Kannenberg https://www.heise.de/en/news/Massive-AI-data-center-delayed-Oracle-wants-deferral-of-rent-payments-11470336.html 3. 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 https://www.prnewswire.com/news-releases/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-302895079.html 4. A startup wants to build a massive nuclear-powered data center on public land in Utah - VPM — VPM https://www.vpm.org/npr-story/a-startup-wants-to-build-a-massive-nuclear-powered-data-center-on-public-land-in-utah/ 5. Rep. Jamie Raskin investigates Big Tech data center NDA deals — Quartz https://qz.com/raskin-amazon-google-meta-oracle-data-center-ndas-093026 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout — September 30, 2026
Sep 30, 202610 min
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: Top stories: 1. Report: Anthropic locks in $518B AI infrastructure commitments | TechTarget — TechTarget https://www.techtarget.com/it-infrastructure/news/366651336/Report-Anthropic-locks-in-518B-AI-infrastructure-commitments 2. Samsung To Invest USD 1 Billion in AI Infrastructure Company Helix – Samsung Global Newsroom — Samsung Global Newsroom https://news.samsung.com/global/samsung-to-invest-usd-1-billion-in-ai-infrastructure-company-helix 3. Pallone urges FERC to shield PJM customers with strong rules for data centers | ROI-NJ — ROI-NJ https://www.roi-nj.com/2026/09/29/industry/energy-utilities/pallone-urges-ferc-to-shield-pjm-customers-with-strong-rules-for-data-centers/ 4. SD Guthrie Bhd - Entered Into Term Sheet for 21-year Bilateral Energy Supply Contract | I3investor — I3investor https://klse.i3investor.com/web/blog/detail/jfapex/2026-09-30-story-h502434211-SD_Guthrie_Bhd_Entered_Into_Term_Sheet_for_21_year_Bilateral_Energy_Supp 5. Hyundai Engineering Wins 870 Billion Won AI Data Center Deal in Gunsan - Seoul Economic Daily — Seoul Economic Daily https://en.sedaily.com/finance/2026/09/28/hyundai-engineering-wins-870-billion-won-ai-data-center Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load — September 29, 2026
Sep 29, 202610 min
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: Top stories: 1. Does the market finally have an opening for solid-state transformers? — Latitude Media https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/ 2. Advocates Appeal Louisiana PSC's “Arbitrary and Capricious” Decision to Let Meta Off the Hook for its Data Center Project - Earthjustice — Earthjustice https://earthjustice.org/press/2026/advocates-appeal-louisiana-pscs-arbitrary-and-capricious-decision-to-let-meta-off-the-hook-for-its-data-center-project 3. How Cipher Digital's (NASDAQ:CIFR) New 8-K Adds $5.2B via 10-Year AI Lab Lease — Kalkine https://kalkine.com/news/artificial-intelligence/how-cipher-digitals-nasdaqcifr-new-8-k-adds-52b-via-10-year-ai-lab-lease 4. North Carolina’s Republican-controlled Utilities Commission has drawn a rare line in the sand. - Energy News Beat — Energy News Beat https://energynewsbeat.co/electrical-generation/north-carolinas-republican-controlled-utilities-commission-has-drawn-a-rare-line-in-the-sand/ 5. Digital Realty Trust green notes receive BBB rating from Fitch — Traders Union https://tradersunion.com/news/financial-news/show/3547816-digital-realty-green-notes-bbb-fitch/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
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