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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, September 25, 2026 · 10 min BlackRock-Backed AIP Nears $25B Stack Asia Deal as Utilities Lean on Gas
  2. Thursday, September 24, 2026 · 8 min Transmission tax credits and ratepayer shields hit AI buildout
  3. Wednesday, September 23, 2026 · 5 min Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits
  4. Tuesday, September 22, 2026 · 9 min AI Compute’s Grid Bottleneck Gets Regulatory—and Local
  5. Monday, September 21, 2026 · 9 min Data Center Cost Fights Hit Virginia, New Mexico and Senate
  6. Friday, September 18, 2026 · 9 min Congress Targets Data-Center Grid Cost Shifts
  7. Thursday, September 17, 2026 · 7 min Data Centers Pitch Flexibility as Permitting Pushback Spreads
  8. Wednesday, September 16, 2026 · 9 min PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load
  9. Tuesday, September 15, 2026 · 8 min Data Centers Face Grid-Cost Rules and Off-Grid Power Push
  10. Monday, September 14, 2026 · 8 min Oracle’s Data-Center Tab Explodes as Grid Rules Tighten
  11. Friday, September 11, 2026 · 7 min AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance
  12. Thursday, September 10, 2026 · 7 min Data Center Power Deals Get Harder to Socialize
  13. Wednesday, September 9, 2026 · 8 min Equinix Leads a Global AI Capacity Land Grab
  14. Tuesday, September 8, 2026 · 8 min Data Centers Meet the Grid’s New Cost Discipline
  15. Monday, September 7, 2026 · 8 min AI data centers meet audits, moratoriums and grid workarounds
  16. Friday, September 4, 2026 · 7 min Big Loads Face Grid Cost Controls
  17. Thursday, September 3, 2026 · 8 min AI Infrastructure’s IPO, M&A and Megawatt Tests
  18. Wednesday, September 2, 2026 · 6 min PJM-Oklo Fight Puts AI Power Bottleneck on Display
  19. Tuesday, September 1, 2026 · 8 min AI Data Centers Hit Tariff Delays, Reporting Rules and Local Fights
  20. Monday, August 31, 2026 · 7 min Data Centers Hit the Water-and-Permitting Wall
  21. Friday, August 28, 2026 · 9 min Data Center Power Rules Hit Rates, Renewables and Queue Costs
  22. Thursday, August 27, 2026 · 6 min Nvidia Moves Into AI Data Center Risk as Permits Tighten
  23. Wednesday, August 26, 2026 · 8 min Data Center Load Runs Into the Grid-Bill Fight
  24. Tuesday, August 25, 2026 · 6 min Large-Load Tariffs Slip as Grid Hardware Bottlenecks Bite
  25. Monday, August 24, 2026 · 9 min AI Data Centers Hit the Permitting-and-Power Wall
  26. Friday, August 21, 2026 · 7 min OpenAI Rethinks Stargate as Data Center Capital Keeps Flowing
  27. Thursday, August 20, 2026 · 9 min Riot’s $9.1B AI Lease Puts Power Access Back in Focus
  28. Wednesday, August 19, 2026 · 11 min PJM’s Data-Center Curtailment Plan Meets Texas’ Off-Grid Push
  29. Tuesday, August 18, 2026 · 9 min NVIDIA’s 4.25-GW OpenAI Ohio Bet Meets Grid Reality
  30. Monday, August 17, 2026 · 6 min Data Centers Hit Water, Grid and Financing Bottlenecks