Afleveringen
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Fort Worth, Grimes County and Seward County are pushing data center water and utility guardrails as Ohio weighs a blanket wastewater permit; Yotta meanwhile is racing toward 85,000 GPUs for global AI customers.
In this episode:
Top stories:
1. Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks — KBTX
https://www.kbtx.com/2026/07/14/grimes-county-vote-data-center-safeguards-discuss-evapco-incentive-talks/
2. The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters - Gadget Review — Gadget Review
https://www.gadgetreview.com/the-epa-is-writing-permits-that-could-let-ohio-data-centers-dump-wastewater-into-state-waters
3. Fort Worth pulls major data center regulations from agenda | Fort Worth Star-Telegram — Fort Worth Star-Telegram
https://www.star-telegram.com/news/local/fort-worth/article316495179.html
4. Nebraska county imposes one year freeze on data center developments over utility concerns — When In Your State
https://wheninyourstate.com/nebraska/nebraska-county-imposes-one-year-freeze-on-data-center-developments-over-utility-concerns/
5. How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises - BusinessInfoMedia — BusinessInfoMedia
https://businessinfomedia.com/how-yotta-is-building-its-ai-infra-playbook-to-serve-global-enterprises
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
OG&E’s large-load tariff heads for a November Oklahoma regulator decision as Texas, Iowa and Coachella Valley communities scrutinize data center water, power and public-cost impacts. The buildout is moving from megawatts to municipal terms of service.
In this episode:
Top stories:
1. OG&E large load tariff request to be decided in November - Oklahoma Energy Today — Oklahoma Energy Today
https://okenergytoday.com/2026/07/oge-large-load-tariff-request-to-be-decided-in-november/
2. Cedar Creek Lake data center, on hold, sought Tarrant water | Fort Worth Star-Telegram — Fort Worth Star-Telegram
https://www.star-telegram.com/news/local/article316408121.html
3. Data center sought up to 2 billion gallons from Tarrant-owned lake - AOL — AOL
https://www.aol.com/articles/data-center-now-hold-sought-151357000.html
4. Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway | Greater Palm Springs Business Insider — Greater Palm Springs Business Insider
https://gpsbusinessinsider.com/coachella-valley-data-centers-power-barrier/
5. Potential Dubuque data center could require 3 million gallons of water, city seeks public input — KCRG
https://www.kcrg.com/2026/07/10/potential-dubuque-data-center-could-require-3-million-gallons-water-city-seeks-public-input/
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Zijn er afleveringen die ontbreken?
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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-texas/
2. Carlyle to Sell Copia Power to EQT: Financial Times — Bloomberg Law
https://news.bloomberglaw.com/bankruptcy-law/carlyle-to-sell-copia-power-to-eqt-financial-times
3. De Soto’s data center project doubled in size from initial designs, drawing complaints | KCUR - Kansas City news and NPR — KCUR
https://www.kcur.org/housing-development-section/2026-07-09/de-soto-data-center-complaints-beale-infrastructure
4. ISO-NE's interconnection queue shows state-driven renewable and storage buildout - Research | Modo Energy — Modo Energy
https://modoenergy.com/research/en/iso-ne-interconnection-queue-outlook-july-2026
5. Private Capital Is Taking AI Chips Off the Table | Morningstar — Morningstar
https://www.morningstar.com/stocks/private-capital-is-taking-ai-chips-off-table
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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. | Latitude Media — Latitude Media
https://www.latitudemedia.com/news/duke-energys-light-touch-large-load-tariff-could-be-a-problem/
2. Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital — The Tech Capital
https://thetechcapital.com/blackstone-backed-qtss-virginia-digital-gateway-project-collapses-after-years-of-legal-opposition/
3. Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily — CRE Daily
https://www.credaily.com/briefs/brookfield-s-csquare-targets-1-35b-ipo-amid-ai-data-center-boom/
4. Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press — Aju Press
https://www.ajupress.com/view/20260708083670322
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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 Economic Times
https://economictimes.indiatimes.com/markets/us-stocks/news/terawulf-jumps-on-19-billion-data-center-lease-deal-with-anthropic/articleshow/132221952.cms
2. FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies — Orrick
https://www.orrick.com/en/Insights/2026/07/FERC-Show-Cause-Orders-Signal-Broad-Reform-to-Large-Load-Interconnection-Policies
3. Industry leaders see challenges to speeding interconnection through automation - pv magazine USA — pv magazine USA
https://pv-magazine-usa.com/2026/07/07/industry-leaders-see-challenges-to-speeding-interconnection-through-automation/
4. Equinix & A2A to heat Milan homes with data-centres — IT Brief UK
https://itbrief.co.uk/story/equinix-a2a-to-heat-milan-homes-with-data-centres
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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-data-center-lease-deal-anthropic-6235606
2. Duke Energy proposes special rules for data centers in… | Canary Media — Canary Media
https://www.canarymedia.com/articles/data-centers/duke-energy-proposes-special-rules-for-data-centers-in-north-carolina
3. In Virginia, 'Largest Data Campus In the World' Deal Falls Apart — EIR News
https://eir.news/2026/07/news/in-virginia-largest-data-campus-in-the-world-deal-falls-apart/
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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 — Energy-Storage.News
https://www.energy-storage.news/its-really-about-flexibility-ferc-issues-show-cause-orders-to-us-grid-operators-on-large-load-integration/
2. Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times — The Economic Times
https://economictimes.indiatimes.com/tech/technology/blackstones-qts-terminates-digital-gateway-data-center-project-in-virginia/articleshow/132156040.cms
3. Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions — ECIKS.org
https://eciks.org/11973-99402-cheyenne-water-bacteria-meta-contractor
4. Doña Ana County: Project Jupiter out of compliance amid water supply concerns — Albuquerque Journal
https://www.abqjournal.com/opinion/opinion-when-out-of-compliance-isnt-enough/3073245
5. Milan Draws Heat From Equinix Data Centres | Sustainability Magazine — Sustainability Magazine
https://sustainabilitymag.com/news/how-equinix-turns-data-centre-heat-into-milan-city-heating
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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/article-cppib-invests-with-eqt-to-build-data-centres/
2. FERC Orders Regional Grid Operators to Justify or Reform Tariff ... — Troutman Pepper Locke
https://www.jdsupra.com/legalnews/ferc-orders-regional-grid-operators-to-4073455/
3. Georgia Power bets on growing data center demand for energy | Macon Telegraph — The Telegraph
https://www.macon.com/news/environment/article316332066.html
4. Oracle : New Mexico Environment Department Letter — Marketscreener
https://au.marketscreener.com/news/oracle-new-mexico-environment-department-letter-ce7f5fd3da8ff127
5. Digital Gateway data center project dies after final developer withdraws appeal - WTOP News — InsideNoVa.com
https://wtop.com/prince-william-county/2026/07/digital-gateway-data-center-project-dies-after-final-developer-withdraws-appeal/
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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-emergency-order-ai-data-centers-backup-generators-pjm-record-demand
2. PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers — PA Environment Digest Blog
http://paenvironmentdaily.blogspot.com/2026/07/puc-invites-comments-on-potential.html
3. Ferc addresses arguments on rehearing 9559652 — Troutman Pepper
https://www.jdsupra.com/legalnews/ferc-addresses-arguments-on-rehearing-9559652/
4. Kline Twp. residents say questions remain after data center sessions — Standard Speaker
https://www.standardspeaker.com/2026/07/02/kline-twp-residents-say-questions-remain-after-data-center-sessions/
5. Realty Income Joins JV To Acquire Hyperscale Data Centers — Bisnow
https://www.bisnow.com/national/news/data-center-capital-markets/realty-income-joins-jv-to-acquire-hyperscale-data-centers-135259
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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/build-design/digital-realty-pays-3-5b-for-blackstone-data-center-stakes
2. Digital Realty to Buy Blackstone Data Centers | InsiderFinance — InsiderFinance
https://www.insiderfinance.io/news/digital-realty-to-buy-blackstone-data-centers
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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 - Blackstone — Blackstone
https://www.blackstone.com/news/press/digital-realty-announces-purchase-of-blackstone-interest-in-three-northern-virginia-data-centers/
2. Digital Realty Announces Secondary Offering of Common Stock — Globe Newswire
https://www.globenewswire.com/news-release/2026/06/29/3319288/0/en/Digital-Realty-Announces-Secondary-Offering-of-Common-Stock-by-Blackstone.html
3. Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets — Value The Markets
https://www.valuethemarkets.com/cryptocurrency/news/digital-realty-sets-new-valuation-benchmark-for-ai-infrastructure
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. — U.S. Securities and Exchange Commission
https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm
2. Digital Realty agreed to buy out Blackstone’s blended 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, moving three Northern Virginia hyperscale developments toward wholly owned Digital Realty status. — U.S. Securities and Exchange Commission
https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm
3. DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns — TMC Insight
https://insight.tmcnet.com/insight/desoto-county-moves-toward-data-center-moratorium-as-dcip-group-project-sparks-water-and-power-concerns-mqz4oeg9
4. Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future - Climate 411 — Environmental Defense Fund
https://blogs.edf.org/climate411/2026/06/29/grid-expectations-re-wiring-duke-energys-rate-case-for-a-clean-energy-future/
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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-development-moratorium-water-concerns/
2. Yondr JK 1 prices USD $715m notes for Virginia data centre — DataCenterNews US
https://datacenter.news/story/yondr-jk-1-prices-usd-715m-notes-for-virginia-data-centre
3. Could new zoning rules stop a data center from rising next to the Nashville Zoo? — NewsChannel 5
https://www.newschannel5.com/news/state/tennessee/davidson-county/could-new-zoning-rules-stop-a-data-center-from-rising-next-to-the-nashville-zoo
4. Draft zone changes limit data centers in Fayette County | Lexington Herald Leader — Lexington Herald Leader
https://www.kentucky.com/news/local/counties/fayette-county/article316284740.html
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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
https://www.jdsupra.com/legalnews/ferc-directs-new-york-independent-2348120/
2. FERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States — Mondaq
https://www.mondaq.com/unitedstates/utilities/1805318/ferc-issues-show-cause-order-to-southwest-power-pool-inc
3. When the Well Runs Dry: How Water Scarcity May Limit Data Center Development | ArentFox Schiff - JDSupra — ArentFox Schiff
https://www.jdsupra.com/legalnews/when-the-well-runs-dry-how-water-9607382
4. People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States — Mondaq
https://www.mondaq.com/unitedstates/construction-planning/1805946/people-power-vs-streaming-power-why-the-data-center-backlash-is-becoming-a-legal-risk-developers-cannot-ignore
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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 — Telecom Review Americas
https://www.telecomreviewamericas.com/articles/wholesale-and-capacity/digital-realty-powers-the-ai-era-with-strategic-infrastructure-and-acquisitions/
2. Energy Regulator Staves Off Critique in New Data Center Orders — Bloomberg Law
https://news.bloomberglaw.com/environment-and-energy/energy-regulator-staves-off-critique-in-new-data-center-orders
3. Virginia's drought is so severe even data centers face the same water limits as everyone else — The Cool Down
https://www.thecooldown.com/green-tech/data-centers-drought-restrictions-virginia/
4. Clark County, Nev., Commissioners Approve Data Center Project — GovTech
https://www.govtech.com/artificial-intelligence/clark-county-nev-commissioners-approve-data-center-project
5. Spalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com — Griffin Daily News
https://www.griffindailynews.com/news/spalding-boc-to-hold-zoning-hearing-on-4th-data-center-thursday/article_21c20183-7efe-55d7-9f38-1bfe1dfeb96d.html
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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 data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. — U.S. Securities and Exchange Commission
https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm
2. [PDF] Interconnection of Large Loads to the Interstate Transmission ... — National Association of Regulatory Utility Commissioners
https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0
3. FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown — Mayer Brown
https://www.mayerbrown.com/en/insights/publications/2025/11/ferc-large-load-interconnection-preliminary-rulemaking-key-takeaways-for-data-center-developers-other-large-load-projects-and-investors
4. Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group
https://www.srgresearch.com/articles/hyperscale-spending-spree-is-driving-dramatic-growth-in-data-center-capacity
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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 leading data center platform to 77%. — U.S. Securities and Exchange Commission
https://www.sec.gov/Archives/edgar/data/1297996/000119312526276844/d50837d8k.htm
2. Digital Realty disclosed that its operating partnership acquired approximately 1,440 acres of development land at Astra Enterprise Park near Kansas City. — U.S. Securities and Exchange Commission
https://www.sec.gov/Archives/edgar/data/1297996/000119312526276844/d50837d8k.htm
3. AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT | Carbon Direct — Carbon Direct
https://www.carbon-direct.com/research-and-reports/ai-meets-the-grid-interconnection-queue-analysis-in-pjm-and-ercot
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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/index/five-new-stargate-sites
2. Step Back: Stargate just named five more AI data-center sites — so how do we tell which of these are real, executable gigawatts versus land-banked options or narrative management? What documents or market signals should we trust most: interconnection status, utility tariffs, substation work, turbine orders, water permits, financing commitments, or something else?
3. FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next - Law Offices of Snell & Wilmer — Law Offices of Snell & Wilmer
https://www.swlaw.com/publication/ferc-sets-june-action-on-does-large-load-interconnection-plan-putting-federal-state-boundaries-at-the-center-of-what-comes-next
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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-capex-2026
2. Step Back: When OpenAI says Stargate will “pay its own way” for power, what would that have to mean in enforceable grid terms — take-or-pay contracts, upgrade deposits, curtailment rights, capacity obligations — and where could costs still leak back to ratepayers or the market?
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] -
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 Utility Commissioners
https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0
2. Step Back: We usually count data center water risk as “gallons in,” but for AI-scale campuses with hybrid or liquid cooling, what actually comes out the other side — heat, chemicals, blowdown — and how well do today’s permits make that visible?
3. Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group — Synergy Research Group
https://www.srgresearch.com/articles/hyperscale-spending-spree-is-driving-dramatic-growth-in-data-center-capacity
Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected] - Laat meer zien
