The Data Center Daily

AEP Texas secured a $3.26 billion DOE loan for nearly 100 transmission projects as AI-load infrastructure keeps pulling in capital, from EQT’s reported $2.6 billion Copia Power deal to tougher local scrutiny in Kansas. In this episode: Top stories: 1. DOE Closes $3.26 Billion Transmission Loan to AEP Texas — Power Magazine https://www.powermag.com/doe-closes-3-26-billion-transmission-loan-to-aep-t...

Duke Energy’s large-load tariff is moving into North Carolina rate-case scrutiny as utilities try to shield customers from AI power risk. Meanwhile, QTS’s Virginia Digital Gateway collapse and Brookfield-backed Csquare’s planned IPO show the buildout’s permitting and capital-market split screen. In this episode: Top stories: 1. Duke Energy’s 'light-touch' large load tariff could be a problem. | La...

TeraWulf and Anthropic’s $19 billion Kentucky lease anchors another bitcoin-to-AI infrastructure pivot as FERC large-load policy pressure, SPP interconnection automation limits, and Equinix’s Milan heat-reuse plan show where compute growth is hitting grids and cities. In this episode: Top stories: 1. TeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times — The Eco...

Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina and Virginia’s Digital Gateway megaproject kept unraveling. In this episode: Top stories: 1. TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA — Channel NewsAsia https://www.channelnewsasia.com/business/terawulf-jumps-19-billion...

FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights in New Mexico, and Equinix heat reuse in Milan show the data center buildout being judged on power, water, and community terms. In this episode: Top stories: 1. FERC issues orders to US grid operators on large load integration. - Energy-Storage. News...

CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built. In this episode: Top stories: 1. CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail — The Globe and Mail https://www.theglobeandmail.com/business/...

PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets hyperscale assets in Northern Virginia. In this episode: Top stories: 1. DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC — TFTC https://www.tftc.io/doe-emergen...

Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR shares tied to the deal. In this episode: Top stories: 1. Digital Realty Pays $3.5B for Blackstone Data Center Stakes — Data Center Knowledge https://www.datacenterknowledge.com/buil...

Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-megawatt benchmark for AI infrastructure. In this episode: Top stories: 1. Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackst...

Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allocation fights deeper into permitting and regulation. In this episode: Top stories: 1. Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City:...

Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build. In this episode: Top stories: 1. Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw — The Cool Down https://www.thecooldown.com/green-tech/brookville-data-center...

FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and flexible-service questions while water scarcity and local bans add siting risk for data center developers. In this episode: Top stories: 1. FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development — JD Supra...

FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over water, zoning and heat-island rules show the buildout’s constraints are becoming operational, not theoretical. In this episode: Top stories: 1. Digital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas — T...

Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides. In this episode: Top stories: 1. Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for dat...

Digital Realty moved to deepen its Teraco control and disclosed 1,440 acres near Kansas City, while Carbon Direct maps the PJM and ERCOT queue bottleneck standing between AI data center demand and speed to power. In this episode: Top stories: 1. Digital Realty agreed to issue common stock to buy approximately 16% of the interests in its Teraco joint venture, increasing its interest in Africa’s lea...

OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-load interconnection plan could define how data centers connect, pay, and navigate federal-state boundaries. In this episode: Top stories: 1. OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites — OpenAI https://openai.com/inde...

Microsoft, Alphabet, Meta and Amazon’s AI capex is now a site-selection and power-underwriting problem, while Stargate’s “pay your own way” pledge exposes the enforceable grid question: who funds capacity, upgrades and backup when AI load lands? In this episode: Top stories: 1. AI Infrastructure Capex in 2026: What Hyperscaler Spending Means ... — Build https://build.inc/insights/ai-infrastructure...

Synergy Research Group pegs hyperscale capex at $142 billion in Q3, while NARUC’s FERC comments draw a hard state-jurisdiction line around large-load interconnection. The buildout is scaling faster than the permitting and cost-allocation machinery around it. In this episode: Top stories: 1. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory...

PJM interconnection data shows 877 active load, generation and transmission requests totaling 102.79 GW, while a DOE-prompted FERC large-load proceeding raises the core question for data centers: who controls and pays for grid entry at hyperscale? In this episode: Top stories: 1. Latest Active PJM Interconnection Queue Requests with daily data updates — Interconnection.fyi — Interconnection.fyi ht...

FERC large-load interconnection reform is the center of gravity: DOE’s push tests who pays for gigawatt-scale AI campuses, while Digital Realty and Equinix’s reported atNorth bids show capital chasing cooler, power-rich Nordic capacity. In this episode: Top stories: 1. Secretary of Energy Directs FERC to Initiate Rulemaking to Expedite Data Center and Large Load Interconnection - Gibson Dunn — Gib...

OpenAI, Oracle and Vantage’s Port Washington Stargate plan puts Wisconsin’s grid, water and transmission constraints under the microscope, alongside FERC’s large-load interconnection fight and PJM’s urgent speed-to-power problem. In this episode: Top stories: 1. Data Center Cooling Water Discharge: Assessing Environmental Transparency and Information Gaps — UC Law Environmental Journal https://rep...

FERC’s large-load interconnection docket has a June 2026 action marker, as state regulators press jurisdictional limits and Synergy Research shows hyperscale capacity nearly tripling since 2018. The buildout story is shifting from abstract AI demand to queues, tariffs, water and siting. In this episode: Top stories: 1. FERC to Act on Large Load Interconnection Docket by June 2026 — Federal Energy...

ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals. In this episode: Top stories: 1. Texas grid slammed by 519 power-hungry AI data center requests in just two years — The Cool Down https://www.thecooldown.com/green-tech/texas-data-centers-...

Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Reliance deal shows AI capacity demand still scaling globally. In this episode: Top stories: 1. Ohio lawmakers introduce sweeping new data center legislation - Route Fifty — Route Fifty https://www.route-fifty.com/artificial-intelligence/2026/06/ohio-lawma...

Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and permitting into harder gates for data center growth. In this episode: Top stories: 1. Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performan...