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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The Data Center Daily is a news podcast hosted by Unknown Host, with 50 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.
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Unknown Host hosts The Data Center Daily, a news show with 50 episodes published.
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Episode #81
PJM’s Data-Center Curtailment Plan Meets Texas’ Off-Grid Push — August 19, 2026
Aug 19, 202611 min
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 before capacity shows up. In this episode: Top stories: 1. US Grid to Cut Power to New Data Centers First Amid Shortages — Federal Character https://federalcharacter.com/us-grid-to-cut-power-to-new-data-centers-first-amid-shortages/ 2. The grid's woes just got bigger in Texas | Latitude Media — Latitude Media https://www.latitudemedia.com/news/the-grids-woes-just-got-bigger-in-texas/ 3. FERC Allows CAISO, SPP More Time for Show-Cause Filings | Potomac | newsdata.com — NewsData https://www.newsdata.com/california_energy_markets/potomac/ferc-allows-caiso-spp-more-time-for-show-cause-filings/article_1a2c7f2e-7995-40ac-a5fd-d90c230fb08f.html 4. Bitdeer signs US$4.7 billion Norway AI data centre deal – Intelligent Data Centres — Intelligent Data Centres https://www.intelligentdatacentres.com/2026/08/17/bitdeer-signs-us4-7-billion-norway-ai-data-centre-deal/ 5. Flexential Secures $800 Million to Fund Data Center Development Across Four High-Growth Markets — PR Newswire https://www.prnewswire.com/news-releases/flexential-secures-800-million-to-fund-data-center-development-across-four-high-growth-markets-302853453.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
NVIDIA’s 4.25-GW OpenAI Ohio Bet Meets Grid Reality — August 18, 2026
Aug 18, 20269 min
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 getting specific—and financially heavier. In this episode: Top stories: 1. NVIDIA disclosed a specific Ohio AI campus commitment with an identified tenant: through its partnership with SB Energy, it says it has secured land, power, and shell capacity at the PORTS Technology Campus for NVIDIA AI compute infrastructure, with an OpenAI affiliate as tenant. OpenAI will use approximately 4.25 gigawatts of IT load there to deploy NVIDIA’s full-stack DSX AI factory platform. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm 2. NVIDIA also disclosed a substantial contingent financial backstop for the campus: its initial residual-value-guarantee obligations are cumulatively capped at $105 billion, and it may, at its sole discretion, provide credit support for approximately an additional 3.8 gigawatts at the Portsmouth Site. — NVIDIA https://www.sec.gov/Archives/edgar/data/1045810/000104581026000069/nvda-20260817.htm 3. For the electric grid watchdog, the AI era is about moving fast without breaking things - E&E News by POLITICO — E&E News https://www.eenews.net/articles/for-the-electric-grid-watchdog-the-ai-era-is-about-moving-fast-without-breaking-things/ 4. WhiteFiber Expands North Carolina Data Center Footprint with Agreement to Acquire Two New Development Sites — WhiteFiber, Inc. https://www.prnewswire.com/news-releases/whitefiber-expands-north-carolina-data-center-footprint-with-agreement-to-acquire-two-new-development-sites-302852438.html 5. DEH: Data center agreement in Kozani expected within 3-6 months — Parapolitika https://en.parapolitika.gr/business/218309/deh-data-center-agreement-in-kozani-expected-within-3-6-months/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Data Centers Hit Water, Grid and Financing Bottlenecks — August 17, 2026
Aug 17, 20266 min
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 project risk. In this episode: Top stories: 1. Will AI data centers soak up the last of the valley’s water? – SJV Water — SJV Water https://sjvwater.org/will-ai-data-centers-soak-up-the-last-of-the-valleys-water/ 2. Big Batteries to Bolster the Grid Are Stuck Waiting to Plug In — Bloomberg https://www.energyconnects.com/news/renewables/2026/august/big-batteries-to-bolster-the-grid-are-stuck-waiting-to-plug-in/ 3. Data center financing scrutinized amid community opposition — Reuters https://lexch.com/news/nation-world/business/article_5b784e7c-e920-5847-97cb-df80899dd805.html 4. San Jose residents push for data center moratorium - San José Spotlight — San José Spotlight https://sanjosespotlight.com/san-jose-residents-push-for-data-center-moratorium/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Data centers pull coal, PJM reform, and grid software into one fight — August 16, 2026
Aug 16, 202610 min
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 bottleneck into policy and capital. In this episode: Top stories: 1. In the Midwest, more coal power for data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/in-the-midwest-more-coal-power-for-data-centers/ 2. PJM Governance and Stakeholder Reforms; Notice Regarding Dispute Resolution Procedures | 91 FR 52301 — Federal Register https://thefederalregister.org/documents/2026-16522/pjm-governance-and-stakeholder-reforms-notice-regarding-dispute-resolution-procedures 3. Utility Dive explores OATI’s plan to boost transmission capacity — Utility Dive https://www.oati.com/news/powernow-transmission-capacity/ 4. Centuria, ResetData advance AI data centre rollout | Financial Standard — Financial Standard https://www.financialstandard.com.au/news/centuria-resetdata-advance-ai-data-centre-rollout-179813600 5. CVC DIF to acquire leading German data centre operator firstcolo from Cube Infrastructure Managers | CVC — CVC https://www.cvc.com/media/news/2026/cvc-dif-to-acquire-leading-german-data-centre-operator-firstcolo-from-cube-infrastructure-managers/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
PJM and CAISO Rewrite the Rules for AI Load — August 14, 2026
Aug 14, 20269 min
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 capacity plans. In this episode: Top stories: 1. PJM Proposes Framework To Connect Data Centers Without Compromising Reliability, Affordability — Inside Lines https://insidelines.pjm.com/pjm-proposes-framework-to-connect-data-centers-without-compromising-reliability-affordability/ 2. CAISO Issues Large Load Proposal to Address Show ... — RTO Insider https://www.rtoinsider.com/139113-caiso-issues-large-load-proposal-address-show-cause-order/ 3. Evergy Books 3 GW of Data Center Load as Utilities Race to Secure Gas Turbines — EnergyReader.io — EnergyReader https://energyreader.io/brief/7243 4. Equinix Plans Through 2029 as Power Constraints Shape Data Center Growth - Markets Daily — Markets Daily https://www.themarketsdaily.com/2026/08/13/equinix-plans-through-2029-as-power-constraints-shape-data-center-growth.html 5. Federal ruling hands virtual power plants a win in PJM | Canary Media — Canary Media https://www.canarymedia.com/articles/virtual-power-plants/federal-ruling-virtual-power-plants-pjm Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
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