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The Data Center Daily

The Data Center Daily. Daily briefing on AI compute: hyperscaler capex, the power grid, semiconductor supply, and energy markets reshaped by intelligence at scale.

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Episodes

  1. Friday, October 9, 2026 · 6 min Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates
  2. Thursday, October 8, 2026 · 11 min Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City
  3. Wednesday, October 7, 2026 · 8 min First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns
  4. Tuesday, October 6, 2026 · 11 min Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms
  5. Monday, October 5, 2026 · 11 min Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers
  6. Sunday, October 4, 2026 · 10 min Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County
  7. Saturday, October 3, 2026 · 11 min Pennsylvania Puts Unpowered Data Centers First in the Curtailment Line; Banks and Blackstone Assemble $60B for Broadcom's Anthropic Build
  8. Friday, October 2, 2026 · 10 min Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback
  9. Thursday, October 1, 2026 · 10 min FERC Sends PJM's Data Center Backstop Back; Oracle Invokes Force Majeure on Stargate's Jupiter
  10. Wednesday, September 30, 2026 · 10 min Anthropic's $518B Non-Cancelable Compute Bet Lands on the Buildout
  11. Tuesday, September 29, 2026 · 10 min Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load
  12. Monday, September 28, 2026 · 10 min Water Fights Shadow Data Centers From Pahrump to Gilroy
  13. Friday, September 25, 2026 · 10 min BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas
  14. Thursday, September 24, 2026 · 8 min Transmission tax credits and ratepayer shields hit AI buildout
  15. Wednesday, September 23, 2026 · 5 min Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits
  16. Tuesday, September 22, 2026 · 9 min AI Compute’s Grid Bottleneck Gets Regulatory—and Local
  17. Monday, September 21, 2026 · 9 min Data Center Cost Fights Hit Virginia, New Mexico and Senate
  18. Friday, September 18, 2026 · 9 min Congress Targets Data-Center Grid Cost Shifts
  19. Thursday, September 17, 2026 · 7 min Data Centers Pitch Flexibility as Permitting Pushback Spreads
  20. Wednesday, September 16, 2026 · 9 min PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load
  21. Tuesday, September 15, 2026 · 8 min Data Centers Face Grid-Cost Rules and Off-Grid Power Push
  22. Monday, September 14, 2026 · 8 min Oracle’s Data-Center Tab Explodes as Grid Rules Tighten
  23. Friday, September 11, 2026 · 7 min AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance
  24. Thursday, September 10, 2026 · 7 min Data Center Power Deals Get Harder to Socialize
  25. Wednesday, September 9, 2026 · 8 min Equinix Leads a Global AI Capacity Land Grab
  26. Tuesday, September 8, 2026 · 8 min Data Centers Meet the Grid’s New Cost Discipline
  27. Monday, September 7, 2026 · 8 min AI data centers meet audits, moratoriums and grid workarounds
  28. Friday, September 4, 2026 · 7 min Big Loads Face Grid Cost Controls
  29. Thursday, September 3, 2026 · 8 min AI Infrastructure’s IPO, M&A and Megawatt Tests
  30. Wednesday, September 2, 2026 · 6 min PJM-Oklo Fight Puts AI Power Bottleneck on Display