The Data Center Daily

SpaceXAI has applied for a permit for a 6 GW, battery-backed campus in Cochise County, Arizona, and Latitude Intelligence finds utilities have carbon-free supply planned for only about 30% of signed data center load. Plus Morgan Stanley pushes 5 GW of US builds into 2029 while leaving its capex forecasts unchanged, and a Nature Energy paper finds residential customers carry a median 47% of data-ce...

Nvidia has reportedly told cloud partners that at least 51% of their GPU services must go to non-Chinese customers, while the Senate's BAAJA permitting bill went to a cloture vote with its data center cost rules intact. Plus Morgan Stanley's 12.4 GW Texas-and-Ohio risk estimate and SemiAnalysis on China's wind-powered Galaxy campus. In this episode: 1. Nvidia cracks down on overseas cloud AI GPU r...

Exelon has asked FERC to replace PJM's three-year-forward capacity auction with a prompt one, and PJM is pushing back on the timeline; ERCOT is checking whether nearly 10 GW of mid-size Texas loads were shrunk to avoid its review. Florida regulators sent Duke's large-load tariff back, and OpenAI published a community compact after last week's ballot losses. In this episode: 1. Exelon asks FERC for...

Google is pushing ahead with a $17 billion Wyoming campus partly powered by 702 MW of Bloom fuel cells, days after voters backed nearly every anti-data-center ballot measure. Plus Evergy's 1.4 GW Digital Realty letter of intent, ERCOT's push to consolidate Batch Zero complaints, and Goldman's notes from DCD Connect on schedule slippage. In this episode: 1. Google plans $17 billion Wyoming data cen...

Texas Governor-elect Gina Hinojosa is expected to continue the data center grid-connection moratorium, extending uncertainty for the nation’s largest buildout market. Election results in Georgia and Michigan also signal tougher scrutiny of utility spending and who pays for grid expansion. In this episode: Top stories: 1. Get Off of My Cloud – Texas Moratorium on Data Center Grid Connections Disrup...

Jefferies says utility load cuts could shrink PJM's 6.8 GW reliability backstop to roughly 630 MW, even as an independent CRA forecast sees an 11.5 GW shortfall by 2030 and Aurora prices forecasting error at $79 billion to $624 billion. Amazon, Microsoft, Oracle and Google disclose more than $131 billion in new financing, and Microsoft's Indiana campus clears a groundwater vote while its power nee...

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. B...

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...

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 S...

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...

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/hyperscal...

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...

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 ... —...

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 1...

Meta's first negative free cash flow quarter came with about $825 billion in future compute and infrastructure commitments, while a Wisconsin transmission owner put a price on making data centers pay for their own grid upgrades. Plus PJM tells FERC about a 3,900 MW load drop, and Amazon drops a four-building Loudoun County plan. In this episode: 1. Big Tech's capex spending looks different this ye...

Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation. In this episode: 1...

Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU. In this episode: 1. Untangling the accounting fight re...

PJM filed a FERC study agreement to evaluate roughly 9.6 GW of new data center load and 10.2 GW of generation at SB Energy's Flagship site in Pike County, Ohio, outside its interconnection queue. Also: AEP, X-energy and Amazon eye 960 MW of Xe-100 reactors in Indiana, Texas's data center permit freeze draws scrutiny, and Memphis deadlocks on a moratorium. In this episode: 1. PJM Files FERC Study A...

NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing. In this episode: 1. NiSource Signs 20-Year Microsoft Power Agreement for 1,100 MW Indiana Data Centre Campus — Fiona Craig https://finance.yah...

Oregon's governor has paused air and water permits for data centers until July 2027, and DOE issued a heat-driven emergency order for PJM. Plus FERC's split vote on Duke's large-load transmission rules and Microsoft's multi-gigawatt plan for its Maia inference chips. In this episode: 1. Oregon governor orders pause on environmental permits to build or expand data centers — Banks Post https://www.b...

Google lands two power paths. Indiana regulators approved AES Indiana's $1.3 billion solar, storage and wires plan for its 390 MW Monrovia campus, the first test of the state's 80% large-load cost law. Separately, Constellation will spend $4.3 billion uprating 11 PJM reactors by 890 MW. In this episode: Top stories: 1. Indiana approves AES plan to power Google data center in Monrovia — WFYI Public...

PJM cleared its first 2.1 GW of fast-track capacity, Engie batteries and an LS Power gas uprate, as a Senate Democratic report says hyperscalers resist paying for shared grid upgrades and Meta's infrastructure chief puts 2026 spend above $100 billion. In this episode: Top stories: 1. PJM fast-tracks first 2.1 GW of capacity as data centers strain supply - Newzino — Newzino https://newzino.com/stor...

FERC accepted PJM's 50 MW large-load definition and registry but rejected its interim curtailment service and bring-your-own-capacity rules. Separately, xAI switched on Colossus 2 in Memphis, and Entergy testimony put Meta's Hyperion load in Louisiana at 4,500 MW. In this episode: Top stories: 1. FERC rejects PJM's large-load curtailment plan, keeps the load registry | The Duck Curve — The Duck Cu...

PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled. In this episode: Top stories: 1. PJM Data Center Power Demand: DOE Pushes FERC on Costs — Discovery Alert https://discoveryalert.com/...

Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid. In this episode: Top stories: 1. Voltus raises $225 million to scale BYOC for data centers — Latitude Media https://www.latitudemedi...