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Published 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.
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Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Power says Google’s 300 MW Botetourt campus will need $264 million in grid upgrades without charging other customers. In this episode: Top stories: 1. House passes ratepayer protection bill to limit data center cost shifts | Utility Dive — Utility Dive https://www.utilitydive.com/news/house-passes-ratepayer-protection-bill-data-centers/830658/ 2. New details emerge about Botetourt grid upgrades for Google data center - Cardinal News — Cardinal News https://cardinalnews.org/2026/09/16/new-details-emerge-about-botetourt-grid-upgrades-for-google-data-center/ 3. Digital Realty, Colovore, Hut 8, CoreSite, and DataBank File to Build New Data Centers Across Texas — IDCNOVA https://www.idcnova.com/news/Digital-Realty-Colovore-Hut-8-CoreSite-and-DataBank-File-to-Build-New-Data-Centers-Across-Texas 4. ETCC Challenges FERC Order 1920 ROFR Carve-Out in Fourth Circuit — EV Charging Magazine https://evchargingmag.com/etcc-fourth-circuit-oral-arguments-ferc-order-1920-rofr 5. Natural Gas Capacity Surges as Renewables Lose Ground in U.S. Interconnection Queues — EnergyPulse — OpenSentiment https://www.opensentiment.org/article/natural-gas-capacity-surges-renewables-lose-ground-us-interconnection-queues Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Google, Nvidia and Emerald AI are reviving AEMA to push flexible data centers as Florida and Oregon officials tighten scrutiny over hyperscale load, water and land use; Equinix is planning a bigger $5 billion-to-$7 billion annual build budget. In this episode: Top stories: 1. How tech and energy giants plan to mainstream data center flexibility | Latitude Media — Latitude Media https://www.latitudemedia.com/news/how-tech-and-energy-giants-plan-to-mainstream-data-center-flexibility/ 2. Marion County approves 12-month moratorium on large-scale data centers - Ocala-News.com — Ocala-News.com https://www.ocala-news.com/2026/09/16/marion-county-approves-12-month-moratorium-on-large-scale-data-centers/ 3. Equinix, Inc. (EQIX) Earnings Call Transcript & Summary — EarningsCalls https://earningscalls.dev/transcripts/equinix-inc_eqix_earnings_call_transcript_2026-09-15 4. Oregon Data Center Debate Moves Toward Statewide Decisions on Power, Water and Development — Grants Pass Tribune https://www.grantspasstribune.com/oregon-data-center-debate-moves-toward-statewide-decisions-on-power-water-and-development/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Branch Energy is moving into PJM with a $33 million raise to sell battery-backed capacity to data centers, while Google backs robot-built solar and developers test new campuses from Türkiye to tidal-powered subsea pods in Alaska. In this episode: Top stories: 1. Branch Energy heads to PJM to sell battery capacity to data centers | Latitude Media — Latitude Media https://www.latitudemedia.com/news/branch-energy-heads-to-pjm-to-sell-battery-capacity-to-data-centers/ 2. Step Back: As AI developers increasingly assemble power through batteries, behind-the-meter generation, and bespoke contracts, what actually counts as “delivered” capacity in PJM or ERCOT—and who bears the financial and reliability risk when megawatts exist on paper but not at the data center meter? 3. Google is backing Planted Solar’s plan for clean data center power — Latitude Media https://www.latitudemedia.com/news/google-is-backing-planted-solars-plan-for-clean-data-center-power/ 4. Digital Realty Forms Türkiye JV for 22MW Campus | DLR Stock News — Stock Titan https://www.stocktitan.net/news/DLR/digital-realty-enters-turkiye-through-formation-of-new-joint-9o2bmeiz9kv2.html 5. Federal review advances for subsea data center off Nikiski | Homer News — Homer News https://www.homernews.com/2026/09/14/federal-review-advances-for-subsea-data-center-off-nikiski/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
A House vote on H.R. 9340 could push states to consider full incremental cost recovery and financial assurances for 100 MW-plus data center loads. Meanwhile, Soluna secured conditional ERCOT Base Load status for 266 MW, TAR raised $120 million for modular off-grid power, and Bridge Data Centres is treating effluent on-site for AI cooling in Johor. In this episode: Top stories: 1. House Vote Could Set Data Center Grid Cost Standard - Environment+Energy Leader — Environment+Energy Leader https://www.environmentenergyleader.com/stories/house-vote-could-set-data-center-grid-cost-standard,139919 2. Soluna gets 266 MW ERCOT Base Load status | SLNH 8-K Filing — Stock Titan https://www.stocktitan.net/sec-filings/SLNH/8-k-soluna-holdings-inc-reports-material-event-d80a428c7b84.html 3. TAR aims to build off-grid power for data centers in just six months | Latitude Media — Latitude Media https://www.latitudemedia.com/news/tar-aims-to-build-off-grid-power-for-data-centers-in-just-six-months/ 4. Why Johor data centre prioritises water treatment for AI cooling needs - The Business Times — The Business Times https://www.businesstimes.com.sg/companies-markets/johor-data-centre-water-treatment-malaysia-bridge-data-centres Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting and power fixes around major campuses. In this episode: Top stories: 1. [PDF] New England Large Load Show Cause Order (EL26-72) — ISO New England https://www.iso-ne.com/static-assets/documents/100039/a02a_tc_mc_rc_large_loads_planning_presentation.pdf 2. Oracle now discloses $288 billion of additional lease commitments, substantially all related to data-center arrangements, that were not reflected on its balance sheet as of August 31, 2026. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 3. Oracle's data-center build pace accelerated sharply: capital expenditures rose from $8.5 billion in the first quarter of fiscal 2026 to $28.5 billion in the first quarter of fiscal 2027, while construction in progress reached $48,546 million and is primarily equipment and improvements for data centers. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1341439/000119312526389274/orcl-20260831.htm 4. IDEM approves Google’s latest request to fill wetlands for Fort Wayne data center expansion — 21 Alive News https://www.21alivenews.com/2026/09/11/idem-approves-googles-latest-request-fill-wetlands-fort-wayne-data-center-expansion/ 5. Oracle and OpenAI bet that more solar could combat data center pushback | Latitude Media — Latitude Media https://www.latitudemedia.com/news/oracle-and-openai-bet-that-more-solar-could-combat-data-center-pushback/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise connectivity from weeks to days. In this episode: Top stories: 1. Comcast Business Opens Its Last-Mile Network to Partner Platforms, Starting with Equinix — Business Wire https://finviz.com/news/390894/comcast-business-opens-its-last-mile-network-to-partner-platforms-starting-with-equinix 2. PGRR144: New Requirements for Large Loads in ERCOT | EPE — EPE https://epeconsulting.com/epe-intelligence/news/pgrr144-moves-forward-new-dynamic-modeling-and-validation-requirements-for-large-loads-in-ercot 3. Broadcom newly identifies an AI XPV platform designed to finance and deploy XPU-based infrastructure at more than 20 gigawatts through 2028, with an initial $35 billion tranche aimed at more than 1 gigawatt for a customer. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1730168/000173016826000080/avgo-20260802.htm 4. Is the West on the cusp of a transmission breakthrough? — Latitude Media https://www.latitudemedia.com/news/is-the-west-on-the-cusp-of-a-transmission-breakthrough/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayers, while a UK think tank challenges promised job gains from the buildout. In this episode: Top stories: 1. Are GenCos a solve for the data center power problem? — Latitude Media https://www.latitudemedia.com/news/are-gencos-a-solve-for-the-data-center-power-problem/ 2. Large-load tariffs increasingly rely on upfront payments, exit fees, ramp schedules | Utility Dive — Utility Dive https://www.utilitydive.com/news/large-load-tariffs-lbnl-brattle/829796/ 3. EnerNex: large loads, new rules | Utility Dive — Utility Dive https://www.utilitydive.com/spons/enernex-large-loads-new-rules/829232/ 4. AI data centers may create far fewer jobs than projected, think tank ... — CNBC https://www.cnbc.com/2026/09/09/ai-data-centers-jobs-tech-buildout.html 5. Digital Realty Pays $82Mln for Suburban Chicago Office; Data-Center Conversion Likely – Commercial Real Estate Direct — Commercial Real Estate Direct https://crenews.com/2026/09/09/digital-realty-pays-82mln-for-suburban-chicago-office-data-center-conversion-likely/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Equinix is putting $5.1 billion behind a UK AI campus while closing atNorth and winning Singapore capacity, as Google tests grid flexibility and Blackstone’s data-center risk transfer gets a harder look. In this episode: Top stories: 1. TECHSHOTS | <!-- -->Equinix Announces $5.1 Billion UK AI Data Centre Investment — TECHSHOTS https://www.techshotsapp.com/business/equinix-announces-51-billion-uk-ai-data-centre-investment 2. CPP Investments and Equinix complete $4 billion acquisition of atNorth | Digitalisation World — Digitalisation World https://www.datacentre.solutions/news/23657-cpp-investments-and-equinix-complete-4-billion-acquisition-of-atnorth 3. Singapore approves 200MW data centre capacity expansion for four operators — Pinsent Masons Out-Law https://www.pinsentmasons.com/out-law/news/singapore-approves-200mw-data-centre-capacity-expansion-for-four-operators 4. Why is Google funding PG&E’s latest VPP pilot? — Latitude Media https://www.latitudemedia.com/news/why-is-google-funding-pges-latest-vpp-pilot/ 5. Did Blackstone Really Get the Data Center Risk Off Bank Balance Sheets? | Disruption Banking — Disruption Banking https://www.disruptionbanking.com/2026/09/08/did-blackstone-really-get-the-data-center-risk-off-bank-balance-sheets/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Digital Realty opened a 6.4 MW Nairobi facility as DOE and Montana released the final environmental review for the North Plains Connector and Berkshire’s Greg Abel drew a ratepayer line around hyperscaler load. In this episode: Top stories: 1. Federal Register :: Transcontinental Gas Pipe Line Company, LLC; Notice of Request Under Blanket Authorization and Establishing Intervention and Protest Deadline — Federal Register https://www.federalregister.gov/documents/2026/09/08/2026-18228/transcontinental-gas-pipe-line-company-llc-notice-of-request-under-blanket-authorization-and 2. Nairobi’s new data center links customers to more than 100 networks. Digital Realty opened it. — Stock Titan https://www.stocktitan.net/news/DLR/digital-realty-strengthens-nairobi-as-east-africa-digital-gateway-xalgb4itpusv.html 3. DOE and Montana release Final Environmental Impact Statement for 422-mile North Plains Connector transmission line — Energies Media https://energiesmedia.com/north-plains-montana-environmental-impact/ 4. Greg Abel Says Berkshire Will Serve the Hyperscalers Only If Its Other Customers Don't Pay for It - Brief Chain — Brief Chain https://briefchain.com/greg-abel-says-berkshire-will-serve-the-hyperscalers-only-if-its-other-customers-dont-pay-for-it/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
AI data centers face California audits, Orange County and Louisville rulemaking, and a New Mexico court pause, while FERC lets SPP use topology optimization to manage congestion as large loads push the grid. In this episode: Top stories: 1. Power Under Pressure: California Launches Surprise AI Data... — West Coast Observer https://westcoastobserver.com/power-under-pressure-california-launches-surprise-ai-data-center-audits/ 2. Orange County Considers AI Data Center Moratorium — Hoodline https://hoodline.com/2026/09/orange-county-weighs-yearlong-pause-on-ai-data-centers-over-water-fears/ 3. Planning Commission advances new data center regulations — Spectrum News 1 https://spectrumnews1.com/ky/louisville/news/2026/09/04/data-center-code-amendments 4. Project Jupiter major data center roils New Mexico – The Quad Report — The Quad Report https://thequadreport.com/project-jupiter-major-data-center-roils-new-mexico/ 5. FERC approves new approach to managing SPP grid congestion | SPP transmission topology optimization | Strategic Partnerships, Inc. — Strategic Partnerships, Inc. https://www.spartnerships.com/ferc-spp-transmission-topology-optimization/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Maryland utilities are proposing very-large-load tariffs for 100 MW-plus customers to shield ratepayers from data-center interconnection costs. We also track Trump’s bulk-power equipment order, a Massachusetts battery cancellation after a $65 million grid-connection bill, and a possible 350 MW facility assessment at New Hampshire’s retiring Merrimack coal-plant site. In this episode: Top stories: 1. SMECO Data Center Costs: New Rules Aim To Protect Customers — The Bay Net https://thebaynet.com/smeco-proposes-new-rules-to-keep-data-center-costs-off-customers-electric-bills/ 2. Three questions left open by Trump’s bulk power executive order — Latitude Media https://www.latitudemedia.com/news/three-questions-left-open-by-trumps-bulk-power-executive-order/ 3. What a canceled battery project in Tewksbury says about New England's aging power grid | WBUR News — WBUR https://www.wbur.org/news/2026/09/03/battery-storage-tewksbury-canceled-clean-energy 4. Eversource asked to assess potential 350 MW facility in Bow - WMUR — WMUR https://www.wmur.com/article/eversource-assess-350-mw-facility-bow-9226/73594468 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
SB Energy’s IPO filing puts a SoftBank renewables developer’s AI data-center pivot — and OpenAI-linked PORTS-Pike ambitions — under the microscope, as Equinix and CPP close atNorth and new grid, water constraints shape where compute can actually land. In this episode: Top stories: 1. Under the hood of SB Energy’s IPO filing — Latitude Media https://www.latitudemedia.com/news/under-the-hood-of-sb-energys-ipo-filing/ 2. HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them — HPCwire https://www.hpcwire.com/off-the-wire/equinix-and-cpp-investments-complete-4b-acquisition-of-atnorth/ 3. Quantica Plans Deep Aquifer Water Use for Broadview, Montana Data Center | MATR — MATR https://matr.net/news/quantica-plans-deep-aquifer-water-use-for-broadview-montana-data-center/ 4. PG&E sees rising interest in ‘customer-driven’ flexible interconnection pilot | Utility Dive — Utility Dive https://www.utilitydive.com/news/pge-sees-rising-interest-in-customer-driven-flexible-interconnection-pil/829447/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
PJM and Oklo are headed to FERC over a 750-MW advanced-nuclear-plus project dropped from the interconnection queue, while AI-driven battery deployments and Keppel’s Tokyo data-center acquisition show how compute growth is reshaping power and capital plans. In this episode: Top stories: 1. PJM drops Oklo advanced nuclear project from interconnection study cycle | Utility Dive — Utility Dive https://www.utilitydive.com/news/pjm-oklo-advanced-nuclear-ferc-interconnection/829150/ 2. How the AI boom has impacted US battery storage so far — Latitude Media https://www.latitudemedia.com/news/how-the-ai-boom-has-impacted-us-battery-storage-so-far/ 3. Keppel, Singtel land major DC deals in Japan, Singapore — Light Reading https://www.lightreading.com/data-centers/keppel-dc-reit-expands-japan-assets-as-singtel-kkr-close-5-2b-stt-gdc-deal Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
FERC large-load tariff reforms are slipping toward November as New Jersey adds water-and-energy reporting rules and Colorado Springs weighs a contested AI data center, sharpening the regulatory squeeze around compute growth. In this episode: Top stories: 1. Mukherji Helps Bring New Reporting Rules for New Jersey Data Centers — India-West https://indiawest.com/mukherji-helps-bring-new-reporting-rules-for-new-jersey-data-centers/ 2. Six ISOs Push Large-Load Reform to November — Enverus https://www.enverus.com/blog/show-cause-show-later-six-isos-push-large-load-reform-november/ 3. Is Raeden setting a new data center standard in Colorado Springs? - Rocky Mountain Voice — Rocky Mountain Voice https://rockymountainvoice.com/2026/08/31/is-raeden-setting-a-new-data-center-standard-in-colorado-springs/ 4. OpenAI joins PORTS-Pike project — OpenAI https://openai.com/index/openai-joins-ports-pike-project Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Montgomery County, East Whiteland and Nye County are showing how data center growth is running into moratoriums, water-service conditions and outright basin bans, while FERC lets SPP test topology optimization to squeeze more out of the grid. In this episode: Top stories: 1. Atmosphere Data Centers scraps challenge to Elrich's permitting moratorium — Bethesda Magazine https://bethesdamagazine.com/2026/08/28/atmosphere-data-centers-withdraws-challenge-elrich-moratorium/ 2. FERC Accepts SPP Plan to Cut Transmission Congestion | Interactive News — 111things https://111things.com/national/ferc-accepts-spp-plan-to-cut-transmission-congestion/ 3. East Whiteland Halts Data Center Work Over Water Approval - MyChesCo — MyChesCo https://www.mychesco.com/a/news/government/east-whiteland-halts-data-center-work-over-water-approval/ 4. Nevada county bans data centers in overdrawn basin, citing water strain — The Cooldown https://www.thecooldown.com/green-tech/nye-county-bans-data-centers-water-basin/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Duke Energy Florida wants to delay a dedicated large-load rate as Singapore pushes renewable-backed data centers and interconnection cost models keep showing the buildout’s grid exposure. In this episode: Top stories: 1. Duke Energy Florida asks to punt on rate for large load customers | Utility Dive — Utility Dive https://www.utilitydive.com/news/duke-energy-florida-psc-large-load-rate/828951/ 2. Digital Realty breaks ground on new state-of-the-art data center in Switzerland | Markets Insider — Markets Insider https://markets.businessinsider.com/news/stocks/digital-realty-breaks-ground-on-new-state-of-the-art-data-center-in-switzerland-1036496978 3. Equinix Backs Geothermal, SMRs And Co-innovation To Future-proof Singapore Data Centres - FutureIoT — FutureIoT https://futureiot.tech/equinix-backs-geothermal-smrs-and-co-innovation-to-future-proof-singapore-data-centres/ 4. Singapore's new data centres must use renewables. Can they overcome the hurdles? - The Business Times — The Business Times https://www.businesstimes.com.sg/opinion-features/singapores-new-data-centres-must-use-renewables-can-they-overcome-hurdles 5. Your Interconnection Costs Depend on Your Neighbors | Why interconnection analysis moved from one project at a time to studying the whole group, and how we built it. - Simple Thread — Simple Thread https://www.simplethread.com/your-interconnection-costs-depend-on-your-neighbors/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
NVIDIA is taking on more AI-infrastructure financing risk, including OpenAI-linked Ohio capacity and broader cloud-service commitments, while Oracle’s Project Jupiter and Pennsylvania’s GRID order show permitting and grid compliance tightening around the buildout. In this episode: Top stories: 1. NM Supreme Court delivers two blows to Oracle data center in southern New Mexico - KOB 4 — KOB 4 https://www.kob.com/new-mexico/nm-supreme-court-delivers-two-blows-to-oracle-data-center-in-southern-new-mexico/ 2. NVIDIA has provided credit support for an OpenAI-linked data-center buildout at SB Energy's PORTS Technology Campus in Ohio, covering approximately 4.25 gigawatts of IT load with guarantees capped at $105 billion. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm 3. NVIDIA introduced a new AI-cloud business model in which partners procure NVIDIA data-center infrastructure while NVIDIA commits to cloud-service agreements totaling $36 billion, typically over six years. — U.S. Securities and Exchange Commission https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm 4. Pennsylvania’s Data Center Executive Order Ties Compliance With State's GRID Requirements to Streamlined Development — Ballard Spahr LLP https://www.jdsupra.com/legalnews/pennsylvania-s-data-center-executive-7927106/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Microsoft and Wisconsin ratepayer advocates are challenging ATC’s data-center transmission-cost plan at FERC, while PG&E tests flexible interconnection and West Virginia PSC staff presses NextEra’s MARL line toward a pause or dismissal. The buildout is running into who-pays and who-connects constraints. In this episode: Top stories: 1. Microsoft challenges ATC plan for data center transmission costs — Wisconsin Watch https://wisconsinwatch.org/2026/08/wisconsin-data-center-microsoft-ratepayer-advocates-challenge-atc-plan-transmission-costs/ 2. What PG&E has learned in two years of flexible interconnection | Latitude Media — Latitude Media https://www.latitudemedia.com/news/what-pge-has-learned-in-two-years-of-flexible-interconnection/ 3. PSC staff makes case for NextEra MARL project dismissal path | Energy and Environment | wvgazettemail.com — West Virginia Gazette-Mail https://www.wvgazettemail.com/news/energy_and_environment/psc-staff-makes-case-for-path-to-dismissing-nexteras-1b-marl-power-line-project/article_e9c69e7d-5b79-4b1b-9989-a75fecf29660.html 4. Data centers’ hidden water footprint is linked to the grid — Latitude Media https://www.latitudemedia.com/news/data-centers-hidden-water-footprint-is-linked-to-the-grid/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factory aimed at data-center interconnection bottlenecks. In this episode: Top stories: 1. Six ISOs Push Large-Load Reform to November — Enverus https://www.enverus.com/blog/show-cause-show-later-six-isos-push-large-load-reform-november/ 2. How Heron Power plans to scale first transformer factory to 40 GW — Latitude Media https://www.latitudemedia.com/news/how-heron-power-plans-to-scale-first-transformer-factory-to-40-gw/ 3. JDI Realty Claims John Buck Site in Fire Sale — The Real Deal https://therealdeal.com/chicago/2026/08/23/jdi-realty-claims-john-buck-site-in-fire-sale/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
Project Jupiter faces New Mexico Supreme Court petitions over construction water, while Singapore turns 200MW of scarce capacity into provisional industrial policy and Nvidia backs land-and-power developer Cloverleaf to keep AI compute buildouts moving. In this episode: Top stories: 1. Project Jupiter faces new legal challenges over water well, air permit hearings — Albuquerque Journal https://www.abqjournal.com/news/new-legal-challenges-target-project-jupiter-construction/3106492 2. Singapore's 200MW data-centre award is not live compute — btw.media https://btw.media/en/singapore-dc-cfa2-200mw-allocation-not-live-compute 3. Cloverleaf deal is latest example of Nvidia using its war chest to patch cracks in the AI bubble — The Register https://www.theregister.com/systems/2026/08/22/cloverleaf-deal-is-latest-example-of-nvidia-using-its-war-chest-to-patch-cracks-in-the-ai-bubble/5291369 4. Data center project receives nod from Kearney Planning Commission with new regulations in place | 1340 KGFW - The Information Channel — 1340 KGFW - The Information Channel https://kgfw.com/2026/08/21/421081/ 5. Idaho officials weigh policies on emerging AI data centers | Local | idahostatejournal.com — Idaho State Journal https://www.idahostatejournal.com/news/local/ai-arrival-county-officials-race-to-set-ai-data-center-rules-as-pocatello-permit-fight/article_1bd8d9b7-0fed-49bc-ab9b-3a764de2c41f.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com
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