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Hosted by Unknown Host · 🇺🇸 US · EN-US · 50 episodes
Established thought leaders with verified media credentials.
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.
Unknown Host hosts The Data Center Daily, a news show with 50 episodes published.
PJM is asking FERC to let new large data centers be curtailed before households during shortages, while Texas’ grid-connection pause may push projects off-grid. AI load is forcing power markets to price reliability befor
NVIDIA disclosed a 4.25-gigawatt OpenAI tenant campus in Ohio with a $105 billion residual-value backstop, while NERC says AI-driven load could require 200 GW of new electricity within seven years. The buildout is gettin
Data centers face a three-front constraint: San Joaquin Valley water scrutiny, San Jose moratorium pressure, and storage projects stuck in grid queues, while Reuters reports lenders are pricing community opposition into
Evergy’s data-center load push is tied to keeping 2.8 GW of coal online longer, while FERC opens another PJM reform lane and grid-software vendors pitch more capacity from existing wires. The buildout is turning every bo
PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW of signed load shows utilities converting AI demand into gas-backed cap
NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules and neural grid solvers show how AI load is reshaping power planning. In
Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission fights, while PJM ride-through rules put data-center l
CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note sale. The through-line is power-constrained growth
Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, and local fights over data-center water, zoning and 1,000 MW campuses.
FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling into AI infrastructure through Aligned’s $40 billion sale. In this episode
NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sharpen the financing and permitting constraints around AI infrastructure
ERCOT faces a Batch Zero delay after Governor Greg Abbott ordered audits of data centers before grid interconnection, raising fresh uncertainty for large-load projects in Texas. The move lands as NERC and FERC tighten sc
Equinix has issued $3 billion in bonds for its AI-ready infrastructure buildout as Cape Town advances planning for two proposed sites and AEP makes the ratepayer case for large-load contracts. The buildout is increasingl
Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping ca
PJM opened an expedited interconnection track after FERC upheld broader queue reforms, while Amazon’s Anthropic commitments point to decade-scale AWS-chip demand and Texas weighs whether AI load gets new power—or new lim
Meta’s El Paso data-center venture puts AI infrastructure risk on the balance sheet, with AWS pressing Virginia on transmission funding, PJM moving on reliability backstops, and Equinix tapping bonds as the buildout keep
Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now collid
PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interc
NextEra Energy’s Dominion bid and Iowa nuclear restart put utility scale at the center of AI load growth, while Verizon’s $1 billion Google fiber deal and new local siting fights show the buildout straining networks, gri
PJM saw more than 3 GW of data-center demand drop offline during a voltage event, while Texas moves to shield households from expansion costs and a California AI campus fights for Colorado River water, sharpening the gri
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The Data Center Daily is hosted by Unknown Host. The show is categorised under news (business) and has published 50 episodes.
The Data Center Daily has published 50 episodes.
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