The Data Center Daily

FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-gigawatt capacity gap, Delaware weighs bring-your-own-power rules, TikTok wins a $25 billion Thailand buildout, and Nvidia tightens South Korea memory partnerships. In this episode: Top stories: 1. NEWS: FERC has greenlit SPP’s proposal to offer data c...

ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 supply ramp and local governments from Reno to Statesboro tighten data-center siting rules. In this episode: Top stories: 1. Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire — Reuters https://gvwire.com/2026/06/05/texas-...

OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center moratorium. In this episode: Top stories: 1. BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 — BERNAMA https://bernama.com/en/news.php?id=2553577 2. AI Data Center Boom Ris...

PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion. In this episode: Top stories: 1. PJM Monitor: AI Data Center Growth Reshaping Power Markets — Data Center Knowledge https://www.datacenterknowledge.co...

ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems. In this episode: Top stories: 1. San Angelo May End Up With a Data Center It Can’t Regulate — San Angelo LIVE! https://www...

ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights. In this episode: Top stories: 1. As data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media — Houston Public Media...

PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-policy negotiation, not just a site-selection race. In this episode: Top stories: 1. PJM Board Announces Strategic Actions for Load Integration - Investors Hangout — Investors Hango...

FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution. In this episode: Top stories: 1. [PDF] Interconnection of Large Load - U.S. Chamber of Commerce — U.S. Chamber of Commerce https://www.uschamber.com/assets/documents/FINAL-USCC-Comments-to-FERC-on-DOE-L...

I Squared Capital is paying $225 million for Cogent data centers as Iren lines up Dell-built Nvidia Blackwell systems in Texas, while Pahrump and Pulaski County push moratoriums that show AI infrastructure’s water and permitting constraints tightening. In this episode: Top stories: 1. I Squared Capital buys $225M data center portfolio from Cogent Fiber to build AI inference platform — Crypto Brief...

Data center power fights are moving into grid planning and local law: NV Energy says Tahoe customers will keep service, Virginia residents contest a 765-kV line, California starts a $2 billion Bay Area build, and Franklin County townships eye self-generation rules. In this episode: Top stories: 1. Are Lake Tahoe Residents Really Losing Electricity Supply to Data Center Hyperscalers? | TD World — T...

Nvidia Vera Rubin is moving from roadmap to supply-chain stress test, with Vera CPUs reaching Anthropic and OpenAI as Taiwan capacity tightens. Meanwhile, Maryland and Georgia water fights show the local permitting risk around hyperscale buildouts. In this episode: Top stories: 1. NVIDIA Vera CPU Ships to Anthropic and OpenAI: What Developers Need to Know | byteiota — Byteiota https://byteiota.com...

SpaceX’s xAI put hard numbers behind the AI compute boom, buying the Memphis Colossus site while filings show Anthropic paying $1.25 billion a month for capacity. The buildout’s economics still look compelling, but water and financing pressures are tightening. In this episode: Top stories: 1. AFFILIATE OF PHOENIX INVESTORS SELLS MEMPHIS X-AI DATA CENTER TO SUBSIDIARY OF SPACEX FOR $185 MILLION — P...

Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed how AI infrastructure demand is turning into hard capacity, power, water, and capital commitments. In this episode: Top stories: 1. Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU — AI Insider https://theaiinsider.tech/2026/05...

Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms. In this episode: Top stories: 1. Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S....

Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking show the AI infrastructure race moving from GPU orders into grid jurisdiction and site capacity. In this episode: Top stories: 1. Hyperscalers Plan $630 Billion in 2026 CapEx — Datacenter Richness https://datacenterrichness.substack.com/p/hyperscalers-p...

AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging compute capacity, and local permitting fights are tightening around transmission, stormwater, and water rights. In this episode: Top stories: 1. NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand — The Economic Times https:/...

Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through water-service hearings, and a Kansas county just paused data center permits. Capacity still expands abroad, but siting fights are getting more physical. In this episode: Top stories: 1. Data centers are guzzling California’s water. We have no idea how...

PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite. In this episode: Top stories: 1. PA power grid operator PJM ready for summer but faces data center risk — USA TOD...

AI infrastructure is colliding with utility planning in concrete ways: Kentucky utilities are testing SMRs, Georgia and South Carolina communities are pressing QTS on water and local impacts, and regulators are trying to make large-load tariffs absorb the downside risk. In this episode: Top stories: 1. Kentucky utilities turn to small nuclear reactors as data center boom tests the grid — The Cool...

Washington is trying to speed construction, states are adding water and ratepayer guardrails, and capital is still chasing the sector. The AI data center buildout is now a permitting, grid-capacity and financing story all at once. In this episode: Top stories: 1. EPA plan would let work start on data centers, power plants before air permits - E&E News by POLITICO — E&E News https://www.eenews.net/...

NVIDIA’s $3.4 billion IREN cloud deal and Digital Realty’s private-capital pivot show compute demand still accelerating, while Google, QTS, and Germany’s grid package underline the permitting, water, and interconnection constraints shaping where capacity can actually land. In this episode: Top stories: 1. IREN Secures $3.4bn AI Cloud Contract with NVIDIA - Downstream Calendar — GlobeNewswire https...

Data center load is becoming a rate-design fight: Maryland is challenging PJM transmission charges, Oregon approved a dedicated large-load class, Louisiana is weighing tariffs, and Florida added water and bill protections while institutional capital keeps chasing the buildout. In this episode: Top stories: 1. Maryland homeowners to pay extra $1.6 billion on their electric bills to subsidize AI dat...

AI infrastructure demand is colliding with grid process and power supply: FERC slipped its large-load rule, Oracle and OpenAI pushed Stargate past 5 GW, Hut 8 landed a major Texas lease, and gas is rising again in ERCOT’s queue. In this episode: Top stories: 1. FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc — HyperSinc https://hypersinc.com/article/ferc...

AI infrastructure spending keeps ratcheting higher, with top cloud providers now forecast at $830 billion in 2026 capex, while local governments from Utah to Arizona to Kansas tighten scrutiny around water, zoning, and moratoria. In this episode: Top stories: 1. North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce — PR Newswire https://www.p...

AI infrastructure stress is moving from forecasts to operations: NERC is ordering action on volatile computational loads, AEP now sees 63 GW of new demand by 2030, and site constraints from water to China chip supply are tightening. In this episode: Top stories: 1. NERC issues Level 3 alert, mandates action to address data center load losses — Utility Dive https://www.utilitydive.com/news/nerc-iss...