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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. Monday, November 9, 2026 · 11 min Exelon Asks FERC for a Prompt PJM Capacity Auction as ERCOT Hunts for Data Centers Sized Just Under 75 MW
  2. Friday, November 6, 2026 · 11 min Google Commits $17 Billion to Wyoming as Ballot Measures Go 40-for-41 Against Data Centers, Evergy Lines Up 1.4 GW With Digital Realty
  3. Thursday, November 5, 2026 · 6 min Texas Election Raises the Stakes for AI Data Center Permits
  4. Wednesday, November 4, 2026 · 11 min PJM's Data Center Backstop Could Shrink to 630 MW, as Aurora Prices the Forecasting Gap and Hyperscalers Line Up $131 Billion in New Financing
  5. Tuesday, November 3, 2026 · 10 min Brookfield and Drax Plan a £20 Billion AI Campus at Britain's Biggest Power Station, as The Post Tallies Big Tech's Gas Plants and a $55 Billion Grid Bill Comes Due
  6. Monday, November 2, 2026 · 10 min SemiAnalysis Puts 30 GW of 2028 Capacity on Tomorrow's Ballot, as Google Offers Xcel Exit Fees in Minnesota and Musk Adds Two Colossus 2 Clusters
  7. Saturday, October 31, 2026 · 10 min Digital Realty and Equinix Book Record Leases, as Oracle Shrugs Off Project Jupiter's Power Risk and a Court Keeps xAI's Turbine Case Alive
  8. Friday, October 30, 2026 · 10 min Amazon's Free Cash Flow Goes $42 Billion Negative and Microsoft Borrows, as PJM Refiles Its Backstop and Hyperscaler Groups Back Paying Twice for the Grid
  9. Thursday, October 29, 2026 · 10 min Alphabet Spends $51 Billion and Burns Cash While Microsoft Prints It, as CAISO Approves Its Large-Load Rules
  10. Wednesday, October 28, 2026 · 10 min Meta Turns to a $95 Billion Stock Sale, With Nvidia Buying In, as North Carolina Pushes Data Centers to Pay for Power Plants
  11. Tuesday, October 27, 2026 · 10 min Anthropic's S-1 Shows a Lab Leasing Its Own Data Centers as MISO's Large-Load Fast Track Draws State Opposition
  12. Monday, October 26, 2026 · 10 min PG&E Defers Large Load Beyond 1.8 GW as South Korea Moves to Cut Its AI Data Center Demand Forecast
  13. Saturday, October 24, 2026 · 10 min Meta Discloses $825 Billion in Compute Commitments as ATC Asks FERC to Bill Data Centers for Their Own Wires
  14. Friday, October 23, 2026 · 9 min Google Contracts 1,070 MW of Virtual Capacity in PJM Through 2040 as Nvidia Prepays Its Back-End Supply Chain
  15. Thursday, October 22, 2026 · 9 min Google and Entergy Rework Arkansas Deal Over Who Pays, as Musk Promises 10 GW More Compute in 2027
  16. Wednesday, October 21, 2026 · 9 min PJM Opens a Separate Lane for SB Energy's 9.6 GW Ohio Campus as Amazon Backs Indiana SMRs
  17. Monday, October 19, 2026 · 9 min Microsoft Pays for Its Own 1,100 MW in Indiana as NERC Writes Rules for Data Center Load
  18. Wednesday, October 14, 2026 · 9 min Oregon Freezes Data Center Permits as DOE Waives Limits for a Strained PJM
  19. Tuesday, October 13, 2026 · 9 min Google's Power Math: Indiana Cost Test, 890 MW of Nuclear Uprates
  20. Monday, October 12, 2026 · 8 min PJM Fast-Tracks 2.1 GW as Senators Tally Data Center Grid Costs
  21. Sunday, October 11, 2026 · 10 min FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan
  22. Saturday, October 10, 2026 · 8 min DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap
  23. Friday, October 9, 2026 · 6 min Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates
  24. Thursday, October 8, 2026 · 11 min Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City
  25. Wednesday, October 7, 2026 · 8 min First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns
  26. Tuesday, October 6, 2026 · 11 min Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms
  27. 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
  28. Sunday, October 4, 2026 · 10 min Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County
  29. 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
  30. Friday, October 2, 2026 · 10 min Michigan Makes Google Carry Its Own Grid Costs; Amazon Signs Calvert Cliffs and Shops an $8B GPU Leaseback