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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.
- Today10 min
Brookfield and Drax Plan a £20 Billion AI Campus at Britain's Biggest Power Station, as The Post Tallies Big Tech's Gas Plants and a $55 Billion Grid Bill Comes Due — November 03, 2026
Drax, Brookfield and Radiant propose a GW-scale data centre at Drax Power Station starting with 100 MW in 2028, while a Washington Post analysis maps the emissions locked in by tech-backed gas megaplants. Grid Strategies puts a $55 billion, ten-year price on the Senate's data center transmission bill, and OpenAI pitches demand flexibility as its answer to the ratepayer fight. In this episode: 1. Brookfield targets $27 billion AI data center at power station — CNBC https://www.cnbc.com/2026/11/03/brookfield-ai-data-center-yorkshire-drax.html 2. The tech industry is investing in mega gas plants to power their data centers - Anchorage Daily News — Evan Halper, Kevin Schaul, The Washington Post https://www.adn.com/nation-world/2026/11/02/the-tech-industry-is-investing-in-mega-gas-plants-to-power-their-data-centers/ 3. Data center operators might pay $55 billion under Senate bill | TechTarget — Shane Snider https://www.techtarget.com/news/data-center-operators-might-pay-55-billion-under-senate-bill/873521/ 4. Introducing the Grid Protectors Program — Openai https://openai.com/index/grid-protectors-program/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- Yesterday10 min
SemiAnalysis Puts 30 GW of 2028 Capacity on Tomorrow's Ballot, as Google Offers Xcel Exit Fees in Minnesota and Musk Adds Two Colossus 2 Clusters — November 02, 2026
SemiAnalysis maps how Tuesday's governor races, led by Texas and its TCEQ permit freeze, could move the 2028 US data center buildout. Google proposes minimum bills and exit fees for a 780 MW Minnesota campus, Musk says two new Colossus 2 clusters run before year-end, and OpenAI's Stargate team talks HBM and power gear in Korea. In this episode: 1. The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout — Maya Barkin, Wayne Ma, Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Dylan Patel https://newsletter.semianalysis.com/p/the-datacenter-backlash-goes-bipartisan 2. Massive AI Data Center Sparks Backlash Despite Clean Energy Promises | OilPrice.com — Felicity Bradstock https://oilprice.com/Energy/Energy-General/Massive-AI-Data-Center-Sparks-Backlash-Despite-Clean-Energy-Promises.html 3. Musk: 2 More SpaceXAI Data Centers Near Southaven by December | DeSoto County News — Jon Myers https://desotocountynews.com/mississippi-news/musk-spacexai-data-centers-gun-range-spam/ 4. 'Stargate Team' Arrived Before Altman... Follow-Up Talks on HBM, Infrastructure - The Asia Business Daily — Kwon Hyeonji by Park Joonyi https://www.asiae.co.kr/en/article/2026110209390481850 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 3 days ago10 min
Digital Realty and Equinix Book Record Leases, as Oracle Shrugs Off Project Jupiter's Power Risk and a Court Keeps xAI's Turbine Case Alive — October 31, 2026
Data center landlords Digital Realty and Equinix posted record bookings and pricing power, while Oracle insisted it isn't worried about the power and financing questions around its 2.45 GW Project Jupiter campus. Exelon's PJM filings show 37 GW of large-load requests shrinking to about 6 GW of 2031 demand, and a federal court denied xAI's motion to dismiss the NAACP's Clean Air Act suit over its Southaven turbines. In this episode: 1. Digital Realty (DLR) Q3 2026 Earnings Call Transcript | The Motley Fool — The Motley Fool https://www.fool.com/earnings/call-transcripts/2026/10/30/digital-realty-dlr-q3-2026-earnings-call-transcript/ 2. Oracle Dismisses Investor Concerns Over $165 Billion Project Jupiter AI Data Centre; Says 'We're Actually Not Too Worried' | Tech News - News18 — Ayush Mukherjee https://www.news18.com/tech/oracle-dismisses-investor-concerns-over-165-billion-project-jupiter-ai-data-centre-says-were-actually-not-too-worried-ws-l-10405361.html 3. Exelon’s 37 GW load list and PJM’s 2031 demand forecast — Mara Voss https://btw.media/en/exelon-37gw-request-list-2031-demand-forecast-en 4. Court tosses request to block Clean Air Act lawsuit against Musk’s xAI - Southern Environmental Law Center — Southern Environmental Law Center https://www.selc.org/press-release/court-tosses-request-to-block-clean-air-act-lawsuit-against-musks-xai/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 4 days ago9 min
Amazon's Free Cash Flow Goes $42 Billion Negative and Microsoft Borrows, as PJM Refiles Its Backstop and Hyperscaler Groups Back Paying Twice for the Grid — October 30, 2026
Amazon closes out the hyperscaler earnings round with capex above $75 billion in the quarter, and Microsoft plans its first bond sale in almost a decade. PJM refiles its reliability backstop with March 2027 bidding, buyer groups backed by the hyperscalers endorse a Senate bill that would charge big loads for both new and existing grid, and ERCOT asks the PUC to toss the first Batch Zero appeal. In this episode: 1. Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall St. – DNYUZ — New York Times https://dnyuz.com/2026/10/30/big-techs-data-center-blitz-is-burning-through-cash-and-scaring-wall-st/ 2. PJM backstop procurement: March 2027 bidding proposed — Jonas Muthoni https://microgridmedia.com/pjm-backstop-procurement-amended-filing-2026/ 3. Are data centers ready to pay double to unclog the grid? | Latitude Media — Latitude Media https://www.latitudemedia.com/news/are-data-centers-ready-to-pay-double-to-unclog-the-grid/ 4. ERCOT Asks the PUC to Throw Out the First Batch Zero Appeal With Prejudice | Morning Briefing, Oct 29, 2026 — Morning Briefing, Oct 29, 2026 https://powergrabtx.com/briefings/morning-briefing-2026-10-29/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 5 days ago9 min
Alphabet Spends $51 Billion and Burns Cash While Microsoft Prints It, as CAISO Approves Its Large-Load Rules — October 29, 2026
Microsoft and Alphabet's quarter splits on free cash flow as AI capex climbs, CAISO's board sends its large-load proposal to FERC, and Batch Zero turns into litigation in Texas. Plus Latitude Media on cracking turbines in the onsite gas rush. In this episode: 1. Particle: Hyperscalers Report Soaring Cloud Sales as AI Capacity Strains Cash and Supply — Particle https://particle.news/story/hyperscalers-report-soaring-cloud-sales-as-ai-capacity-strains-cash-and-supply 2. CAISO Board advances new procedures for connecting large loads quickly and reliably | California ISO — California ISO https://www.caiso.com/about/news/news-releases/caiso-board-advances-new-procedures-for-connecting-large-loads-quickly-and-reliably 3. Five Developers Have Now Appealed ERCOT's Batch Zero Rulings, and PUC Staff Expects Up to 20 More | Morning Briefing, Oct 28, 2026 — Morning Briefing, Oct 28, 2026 https://powergrabtx.com/briefings/morning-briefing-2026-10-28/ 4. The cracks in the AI race for onsite gas power — Latitude Media https://www.latitudemedia.com/news/cracks-ai-race-for-onsite-gas-power/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
- 6 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
- 1 weeks 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
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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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