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 #111
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
Water Fights Shadow Data Centers From Pahrump to Gilroy — September 28, 2026
Sep 28, 202610 min
A developer is suing to overturn Nye County's data center ban in Pahrump's water basin, which is overallocated more than three to one. California's seven-bill package, Amazon's Gilroy campus and a 60 MW Jessup filing put water and disclosure at the center of siting. In this episode: Top stories: 1. Pahrump data center developer challenges Nye County ban over water concerns | Nevada | News | Politics and Government — Las Vegas Review-Journal https://www.reviewjournal.com/news/politics-and-government/nevada/developer-asks-judge-to-toss-pahrump-data-center-ban-amid-water-fight-3891110/ 2. California’s New Data Center Package Highlights Growing State Focus on Energy, Water, and Environmental Impacts | Inside Energy & Environment — Inside Energy & Environment https://www.insideenergyandenvironment.com/2026/09/californias-new-data-center-package-highlights-growing-state-focus-on-energy-water-and-environmental-impacts/ 3. Developer applies for 200,000-square-foot data center in Jessup — The Times-Tribune https://www.thetimes-tribune.com/2026/09/25/developer-applies-for-200000-square-foot-data-center-in-jessup/ 4. What China’s clean power advantage means for the AI race — Latitude Media https://www.latitudemedia.com/news/what-chinas-clean-power-advantage-means-for-the-ai-race/ 5. Valley Water Response to Data Centers in Gilroy | Santa Clara Valley Water — Santa Clara Valley Water https://www.valleywater.org/news-events/news-releases/ValleyWaterResponsetoDataCentersinGilroy Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas — September 25, 2026
Sep 25, 202610 min
BlackRock and IFM's AI Infrastructure Partnership is in exclusive talks to buy Blue Owl's Stack Infrastructure Asia-Pacific portfolio for up to $25 billion. Meanwhile, utilities keep choosing gas for data center load, and ERCOT's queue triage shows how little requested demand is firm. In this episode: Top stories: 1. BlackRock-backed group in exclusive talks for Asia data centers — IJR News https://ijr.com/discover/blackrock-ifm-seek-25b-asia-data-center-deal-a49accc3 2. Most new US power is clean — but utilities are choosing gas for data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/most-new-us-power-is-clean-but-utilities-are-choosing-gas-for-data-centers/ 3. Regulators need to get comfortable with bragawatts — Texas Energy and Power https://www.texasenergyandpower.com/p/regulators-need-to-get-comfortable 4. UK Data Centre Giant Bags £2.45B Debt Facility — Bisnow https://www.bisnow.com/news/london/data-center-capital-markets/uk-data-centre-giant-bags-pound2-45b-debt-facility 5. NORTH PORT: City OKs data center moratorium; stipulations for application | News | yoursun.com — YourSun https://www.yoursun.com/northport/news/north-port-city-oks-data-center-moratorium-stipulations-for-application/article_9d27ac19-5d49-4b5b-92e7-f3ea236eed20.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Transmission tax credits and ratepayer shields hit AI buildout — September 24, 2026
Sep 24, 20268 min
Heinrich’s transmission tax credit proposal lands as California hardens data-center cost rules and AWS moves to buy Hong Kong capacity, underscoring the same constraint across AI infrastructure: power access, cost allocation, and ownership of scarce sites are becoming strategic battlegrounds. In this episode: Top stories: 1. Exclusive: Heinrich proposes 30% credit for long-haul transmission — Latitude Media https://www.latitudemedia.com/news/exclusive-heinrich-proposes-30-credit-for-long-haul-transmission/ 2. California Governor Signs Data Center Legislation - Stoel Rives LLP — Stoel Rives LLP https://www.stoel.com/insights/publications/california-governor-signs-data-center-legislation-california-public-utilities-commission-will-address-implementation 3. Digital Realty scales back Kansas data center to 450,000 square feet - Kansas City Business Journal — Kansas City Business Journal https://www.bizjournals.com/kansascity/news/2026/09/23/digital-realty-data-center-project-jayhawk-evergy.html 4. Amazon to Buy Grand Ming Hong Kong Data Centres- Mingtiandi — Mingtiandi https://www.mingtiandi.com/real-estate/data-centres/amazon-buying-hong-kong-data-centres-from-grand-ming-for-up-to-312m/ 5. FERC has options for modernizing PJM’s governance | Utility Dive — Utility Dive https://www.utilitydive.com/news/ferc-options-modernizing-pjm-governance-peskoe/830905/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
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