WEBVTT

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<v Sarah>PJM <00:00:00.594>couldn't <00:00:00.928>find <00:00:01.154>enough <00:00:01.427>power <00:00:01.800>for <00:00:01.980>the <00:00:02.200>third <00:00:02.448>year <00:00:02.693>in <00:00:02.800>a <00:00:02.900>row — <00:00:03.640>and <00:00:03.827>today

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<v Sarah>three <00:00:04.697>states <00:00:05.060>and <00:00:05.160>a <00:00:05.257>county <00:00:05.660>decided <00:00:06.112>that's <00:00:06.400>exactly <00:00:06.980>the <00:00:07.097>moment <00:00:07.467>to <00:00:07.568>make <00:00:07.804>building <00:00:08.240>harder.

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<v Sarah>If <00:00:10.272>you're <00:00:10.444>just <00:00:10.632>joining

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<v Sarah>data <00:00:11.749>center <00:00:12.140>approvals <00:00:12.604>have <00:00:12.764>been <00:00:12.922>getting <00:00:13.192>tougher <00:00:13.672>locally — <00:00:14.619>communities <00:00:15.172>are <00:00:15.328>weighing <00:00:15.682>utility <00:00:16.252>load

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<v Sarah>water <00:00:17.545>roads <00:00:18.319>noise <00:00:18.772>and <00:00:18.952>cleanup <00:00:19.462>against <00:00:20.172>tax <00:00:20.476>base <00:00:20.772>and <00:00:21.004>jobs.

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<v Sarah>We've <00:00:22.140>seen <00:00:22.359>it <00:00:22.465>in <00:00:22.625>De <00:00:22.772>Soto's <00:00:23.182>doubled <00:00:23.602>project <00:00:24.148>footprint

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<v Sarah>Dubuque's <00:00:25.500>potential <00:00:25.985>three-million-gallon-a-day <00:00:27.439>water <00:00:27.841>demand

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<v Sarah>and <00:00:28.812>Seward <00:00:29.166>County <00:00:29.514>Nebraska

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<v Sarah>putting <00:00:30.452>a <00:00:30.549>twelve-month <00:00:31.269>freeze <00:00:31.665>on <00:00:31.827>construction

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<v Sarah>permits <00:00:33.412>and <00:00:33.592>special-use <00:00:34.332>requests <00:00:35.052>while <00:00:35.500>officials <00:00:35.985>write <00:00:36.324>standards.

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<v Matt>This <00:00:38.172>is <00:00:38.352>The <00:00:38.476>Data <00:00:38.778>Center <00:00:39.132>Daily.

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<v Matt>Today: <00:00:40.372>a <00:00:40.625>state <00:00:40.932>moratorium, <00:00:41.892>a <00:00:42.012>new <00:00:42.316>oversight <00:00:42.972>law, <00:00:43.612>unpermitted <00:00:44.223>generators <00:00:44.759>in <00:00:44.892>Memphis, <00:00:45.732>and <00:00:45.892>a <00:00:46.028>vote <00:00:46.458>beside <00:00:46.785>an <00:00:46.943>elementary <00:00:47.521>school.

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<v Matt>Where's <00:00:48.924>the <00:00:49.051>power <00:00:49.430>coming <00:00:49.784>from?

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<v Matt>Let's <00:00:50.952>find <00:00:51.224>out. <00:00:52.024>Local <00:00:52.488>data <00:00:52.778>center <00:00:53.096>bans <00:00:53.564>and <00:00:53.681>ballot <00:00:54.104>backlash <00:00:54.824>isn't <00:00:55.224>over.

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<v Matt>Follow <00:00:56.424>us <00:00:56.628>wherever <00:00:57.004>you're <00:00:57.192>listening, <00:00:57.904>and <00:00:58.044>the <00:00:58.168>next <00:00:58.484>chapter <00:00:58.971>comes <00:00:59.357>to <00:00:59.524>you.

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<v Sarah>From <00:01:00.743>Briefs:

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<v Quote>The <00:01:03.055>big <00:01:03.352>driver <00:01:03.748>is <00:01:03.919>data <00:01:04.225>centers, <00:01:04.939>especially <00:01:05.395>the <00:01:05.503>ones <00:01:05.739>powering <00:01:06.146>artificial <00:01:06.710>intelligence.

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<v Quote>Those <00:01:08.393>facilities <00:01:09.025>consume <00:01:09.446>enormous <00:01:10.055>amounts <00:01:10.362>of <00:01:10.462>electricity, <00:01:11.475>and <00:01:11.567>they <00:01:11.727>keep <00:01:11.885>getting <00:01:12.135>built <00:01:12.415>faster <00:01:12.927>than <00:01:13.095>new <00:01:13.268>power <00:01:13.581>plants <00:01:13.875>can <00:01:13.975>connect <00:01:14.282>to <00:01:14.355>the <00:01:14.479>grid.

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<v Quote>PJM's <00:01:16.308>independent <00:01:16.941>market <00:01:17.275>monitor

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<v Quote>Monitoring <00:01:18.639>Analytics

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<v Quote>reported <00:01:20.111>that <00:01:20.242>power <00:01:20.632>prices <00:01:21.002>in <00:01:21.075>the <00:01:21.322>PJM <00:01:21.832>region <00:01:22.221>jumped <00:01:22.735>76% <00:01:23.969>during <00:01:24.195>the <00:01:24.295>first <00:01:24.545>quarter <00:01:24.922>of <00:01:25.007>this <00:01:25.199>year

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<v Quote>pushed <00:01:26.232>higher <00:01:26.628>by <00:01:26.767>that <00:01:26.959>data-center <00:01:27.524>demand.

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<v Sarah>Third <00:01:28.674>straight <00:01:29.078>year <00:01:29.483>PJM <00:01:30.116>missed <00:01:30.430>its <00:01:30.612>capacity <00:01:31.190>target — <00:01:32.090>and <00:01:32.198>this <00:01:32.438>time <00:01:32.683>it <00:01:32.830>cleared <00:01:33.163>right <00:01:33.457>at <00:01:33.530>the <00:01:33.643>price <00:01:33.960>ceiling, <00:01:34.670>$325 <00:01:36.110>per <00:01:36.270>megawatt-day.

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<v Sarah>CEO <00:01:38.297>David <00:01:38.683>Mills <00:01:38.996>called <00:01:39.302>that <00:01:39.490>ceiling <00:01:40.425>and <00:01:40.590>I'm <00:01:40.890>quoting — <00:01:41.790>'untenable.'

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<v Sarah>When <00:01:43.370>the <00:01:43.483>price <00:01:43.814>pins <00:01:44.090>the <00:01:44.230>cap <00:01:44.510>three <00:01:44.763>years <00:01:45.080>running, <00:01:45.790>you're <00:01:46.070>past <00:01:46.510>'bad <00:01:46.940>auction.'

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<v Sarah>The <00:01:48.127>market's <00:01:48.584>saying <00:01:48.859>supply <00:01:49.337>still <00:01:49.710>won't <00:01:49.963>clear <00:01:50.283>at <00:01:50.410>the <00:01:50.520>highest <00:01:50.923>price <00:01:51.217>it's <00:01:51.380>allowed <00:01:51.617>to <00:01:51.761>charge.

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<v Matt>Thirteen <00:01:53.979>states <00:01:54.430>and <00:01:54.670>D.C.

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<v Matt>— <00:01:55.770>the <00:01:55.890>biggest <00:01:56.390>grid <00:01:56.763>in <00:01:56.890>the <00:01:57.010>country — <00:01:57.930>and <00:01:58.043>it <00:01:58.230>can't <00:01:58.710>find <00:01:59.050>the <00:01:59.190>megawatts <00:01:59.977>three <00:02:00.377>years <00:02:00.772>straight.

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<v Matt>So <00:02:02.297>every <00:02:02.710>hyperscaler <00:02:03.558>with <00:02:03.790>a <00:02:03.864>letter <00:02:04.123>of <00:02:04.299>intent <00:02:04.770>sitting <00:02:05.217>in <00:02:05.430>PJM <00:02:05.902>territory: <00:02:07.010>who <00:02:07.494>told <00:02:07.790>you <00:02:07.930>the <00:02:08.057>power <00:02:08.450>was <00:02:08.687>coming?

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<v Matt>Here's <00:02:10.193>the <00:02:10.370>answer <00:02:10.766>to <00:02:10.893>the <00:02:11.006>whole <00:02:11.460>LOA <00:02:12.089>game.

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<v Matt>You <00:02:13.153>can <00:02:13.369>sign <00:02:13.813>all <00:02:14.033>the <00:02:14.203>letters <00:02:14.573>you <00:02:14.761>want — <00:02:15.613>the <00:02:15.735>capacity <00:02:16.293>auction <00:02:16.766>is <00:02:16.913>where <00:02:17.133>the <00:02:17.273>actual <00:02:17.817>electrons <00:02:18.441>have <00:02:18.686>to <00:02:18.841>show <00:02:19.113>up, <00:02:19.793>and <00:02:19.945>they <00:02:20.137>didn't.

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<v Matt>A <00:02:21.319>letter <00:02:21.620>of <00:02:21.753>intent <00:02:22.366>is <00:02:22.733>not <00:02:23.113>a <00:02:23.253>megawatt.

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<v Sarah>And <00:02:25.033>Mills <00:02:25.393>isn't <00:02:25.639>hiding <00:02:25.966>it — <00:02:26.500>he's <00:02:26.681>basically <00:02:27.159>saying <00:02:27.453>the <00:02:27.613>cap <00:02:27.982>blocks <00:02:28.413>the <00:02:28.526>price <00:02:28.850>signal <00:02:29.241>that'd <00:02:29.633>get <00:02:29.813>new <00:02:30.050>plants <00:02:30.460>built.

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<v Sarah>So <00:02:31.533>you're <00:02:31.740>stuck: <00:02:32.542>prices <00:02:33.001>high <00:02:33.227>enough <00:02:33.486>to <00:02:33.625>hurt <00:02:33.817>ratepayers, <00:02:34.933>not <00:02:35.161>high <00:02:35.387>enough <00:02:35.620>to <00:02:35.733>fix <00:02:36.004>supply.

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<v Matt>And <00:02:37.566>guess <00:02:37.893>who <00:02:38.137>eats <00:02:38.425>that <00:02:38.653>gap?

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<v Matt>The <00:02:39.833>ratepayer <00:02:40.446>in <00:02:40.681>Ohio <00:02:41.253>who <00:02:41.486>never <00:02:41.833>asked <00:02:42.253>for <00:02:42.353>a <00:02:42.473>data <00:02:42.839>center <00:02:43.193>hall.

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<v Matt>That <00:02:44.433>$325 <00:02:46.033>doesn't <00:02:46.382>vanish — <00:02:47.246>it <00:02:47.420>lands <00:02:47.806>on <00:02:47.966>somebody's <00:02:48.553>bill.

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<v Matt>Meanwhile <00:02:50.340>Carlyle <00:02:51.097>repriced <00:02:51.633>a <00:02:51.726>power <00:02:52.064>platform <00:02:52.665>like <00:02:52.893>Copia <00:02:53.529>fivefold, <00:02:54.673>because <00:02:55.033>scarcity <00:02:55.753>is <00:02:55.953>a <00:02:56.073>hell <00:02:56.420>of <00:02:56.513>a <00:02:56.597>business <00:02:57.006>model.

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<v Sarah>Keep <00:02:58.441>that <00:02:58.660>in <00:02:58.761>mind <00:02:58.993>for <00:02:59.133>the <00:02:59.233>whole <00:02:59.493>rundown <00:02:59.980>today.

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<v Sarah>New <00:03:01.081>York's <00:03:01.413>moratorium, <00:03:02.516>Pennsylvania's <00:03:03.169>oversight <00:03:03.833>law — <00:03:04.593>all <00:03:04.740>of <00:03:04.846>it <00:03:05.001>sits <00:03:05.220>on <00:03:05.353>top <00:03:05.620>of <00:03:05.713>a <00:03:05.817>grid <00:03:06.105>that <00:03:06.313>can't <00:03:06.686>clear <00:03:06.987>enough <00:03:07.284>supply.

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<v Sarah>Regulators <00:03:09.133>are <00:03:09.262>moving <00:03:09.713>because <00:03:10.013>the <00:03:10.143>physics <00:03:10.693>stopped <00:03:11.180>cooperating.

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<v Sarah>This <00:03:13.462>one's <00:03:13.770>from <00:03:14.009>Engineering <00:03:14.570>News-Record:

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<v Quote>New <00:03:16.079>York <00:03:16.311>Gov.

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<v Quote>Kathy <00:03:17.039>Hochul <00:03:17.471>on <00:03:17.695>July <00:03:18.031>14 <00:03:18.671>ordered <00:03:19.284>state <00:03:19.602>regulators <00:03:20.164>to <00:03:20.335>halt <00:03:20.648>action <00:03:21.044>on <00:03:21.202>qualifying <00:03:21.751>environmental <00:03:22.328>permit <00:03:22.720>applications <00:03:23.351>for <00:03:23.538>large <00:03:23.935>data <00:03:24.261>centers <00:03:24.804>while

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<v Quote>New <00:03:25.295>York <00:03:25.595>develops <00:03:26.031>new <00:03:26.335>statewide <00:03:26.967>standards <00:03:27.511>governing <00:03:27.898>their <00:03:28.088>energy <00:03:28.511>use

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<v Quote>water <00:03:29.364>consumption <00:03:30.011>and <00:03:30.247>community <00:03:30.821>impacts.

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<v Quote>While <00:03:32.381>several <00:03:32.648>states <00:03:33.023>have <00:03:33.191>flirted <00:03:33.567>with <00:03:33.671>a <00:03:33.775>data <00:03:34.065>center <00:03:34.351>pause

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<v Quote>New <00:03:35.295>York <00:03:35.604>is <00:03:35.751>now <00:03:35.911>the <00:03:36.071>first <00:03:36.324>to <00:03:36.488>impose <00:03:36.911>a <00:03:37.044>broad <00:03:37.355>permitting <00:03:37.851>moratorium <00:03:38.564>on <00:03:38.691>the <00:03:38.811>rapidly <00:03:39.279>expanding <00:03:39.780>sector.

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<v Sarah>New <00:03:40.801>York's <00:03:41.173>the <00:03:41.286>headline: <00:03:41.881>Executive <00:03:42.726>Order <00:03:43.046>No.

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<v Sarah>62, <00:03:44.193>signed <00:03:44.726>by <00:03:44.897>Hochul <00:03:45.369>yesterday.

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<v Sarah>It <00:03:46.573>directs <00:03:47.013>the <00:03:47.109>Department <00:03:47.500>of <00:03:47.599>Environmental <00:03:48.261>Conservation <00:03:49.233>to <00:03:49.617>hold <00:03:49.933>pending <00:03:50.410>discretionary <00:03:51.210>permit <00:03:51.615>applications <00:03:52.433>in <00:03:52.646>abeyance — <00:03:53.653>the <00:03:53.777>ones <00:03:54.113>not <00:03:54.399>deemed

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<v Sarah>complete <00:03:55.199>before <00:03:55.537>July <00:03:55.873>14 — <00:03:57.020>while <00:03:57.173>the <00:03:57.286>state <00:03:57.610>writes <00:03:58.017>statewide <00:03:58.649>standards <00:03:59.206>on <00:03:59.382>energy

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<v Sarah>water <00:04:00.693>and <00:04:00.809>community <00:04:01.393>impact.

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<v Sarah>So <00:04:02.713>the <00:04:02.886>local <00:04:03.213>moratorium <00:04:03.940>story <00:04:04.313>has <00:04:04.481>gone <00:04:04.753>statewide.

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<v Sarah>The <00:04:06.079>county <00:04:06.413>freezes <00:04:06.886>we've <00:04:07.137>seen <00:04:07.453>hit <00:04:07.713>zoning; <00:04:08.625>this <00:04:08.813>one <00:04:09.033>reaches <00:04:09.366>up <00:04:09.521>into <00:04:09.766>state <00:04:10.084>environmental <00:04:10.811>permitting.

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<v Sarah>First <00:04:12.246>state <00:04:12.540>to <00:04:12.646>do <00:04:12.833>it.

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<v Matt>Okay, <00:04:14.473>but <00:04:14.673>read <00:04:15.013>the <00:04:15.137>fine <00:04:15.433>print <00:04:15.665>with <00:04:15.873>me.

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<v Matt>It <00:04:16.924>pauses <00:04:17.530>discretionary <00:04:18.343>permits <00:04:18.865>that <00:04:19.033>weren't <00:04:19.366>complete <00:04:19.839>before <00:04:20.177>July <00:04:20.593>14.

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<v Matt>So <00:04:22.104>anything <00:04:22.723>already <00:04:23.119>deemed <00:04:23.464>complete?

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<v Matt>Keeps <00:04:25.130>moving. <00:04:25.973>And <00:04:26.321>this <00:04:26.577>only <00:04:26.883>touches <00:04:27.273>the <00:04:27.433>state <00:04:27.679>review <00:04:28.020>layer.

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<v Matt>Which <00:04:29.145>means <00:04:29.558>a <00:04:29.700>municipality <00:04:30.498>can <00:04:30.731>still <00:04:31.078>wave <00:04:31.430>something <00:04:31.768>through <00:04:32.171>while <00:04:32.495>Albany's <00:04:32.962>officially <00:04:33.478>on <00:04:33.731>pause.

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<v Matt>It's <00:04:35.211>an <00:04:35.358>air-permitting <00:04:36.054>halt, <00:04:36.798>not <00:04:36.958>a <00:04:37.078>stop-work <00:04:37.691>order <00:04:38.038>on <00:04:38.247>construction.

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<v Matt>Real, <00:04:40.238>but <00:04:40.429>narrower <00:04:41.030>than <00:04:41.178>the <00:04:41.318>word <00:04:41.718>moratorium <00:04:42.638>wants <00:04:42.858>you <00:04:42.971>to <00:04:43.131>think.

64
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<v Sarah>And <00:04:44.324>notice <00:04:44.646>what's <00:04:45.108>missing — <00:04:45.878>no <00:04:46.102>hard <00:04:46.427>sunset <00:04:46.865>in <00:04:46.958>the <00:04:47.145>order.

65
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<v Sarah>It <00:04:48.102>runs <00:04:48.398>until <00:04:48.738>DEC <00:04:49.211>develops <00:04:49.658>the <00:04:49.782>framework.

66
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<v Sarah>Open-ended, <00:04:51.638>no <00:04:51.878>date.

67
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<v Sarah>That's <00:04:52.958>a <00:04:53.065>pause <00:04:53.430>with <00:04:53.638>no <00:04:53.851>clock <00:04:54.198>on <00:04:54.411>it.

68
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<v Matt>Put <00:04:54.950>that <00:04:55.108>against <00:04:55.338>the <00:04:55.585>PJM <00:04:56.102>miss <00:04:56.411>we <00:04:56.566>just <00:04:56.898>hit — <00:04:57.691>third <00:04:58.002>straight <00:04:58.428>auction <00:04:58.971>short <00:04:59.291>on <00:04:59.489>supply.

69
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<v Matt>That's <00:05:01.118>why <00:05:01.258>the <00:05:01.398>pauses <00:05:01.898>are <00:05:02.008>showing <00:05:02.438>up.

70
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<v Matt>Nobody <00:05:03.758>can <00:05:03.928>promise <00:05:04.298>the <00:05:04.418>megawatts, <00:05:05.531>so <00:05:05.695>states <00:05:06.058>are <00:05:06.158>hitting <00:05:06.458>the <00:05:06.587>brakes <00:05:07.051>to <00:05:07.211>go <00:05:07.398>do <00:05:07.578>the <00:05:07.718>math <00:05:08.070>they <00:05:08.232>should've <00:05:08.566>done <00:05:08.851>first.

71
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<v Sarah>Channel <00:05:10.796>NewsAsia <00:05:11.412>has <00:05:11.580>this <00:05:11.852>one.

72
00:05:12.354 --> 00:05:14.412
<v Matt>Southaven, <00:05:13.639>Mississippi.

73
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<v Matt>Gas <00:05:14.963>turbines <00:05:15.562>running <00:05:15.836>next <00:05:16.145>to <00:05:16.292>the <00:05:16.456>Colonial <00:05:16.879>Hills <00:05:17.261>neighborhood — <00:05:18.412>unpermitted.

74
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<v Matt>And <00:05:19.792>the <00:05:19.932>exhaust <00:05:20.559>lands <00:05:20.962>hardest <00:05:21.532>on <00:05:21.745>Black <00:05:22.068>residents <00:05:22.629>living <00:05:23.012>right <00:05:23.265>up <00:05:23.412>against <00:05:23.712>the <00:05:23.825>fence <00:05:24.172>line.

75
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<v Matt>There's <00:05:25.512>a <00:05:25.592>guy <00:05:25.825>in <00:05:25.964>that <00:05:26.159>piece, <00:05:26.785>Ervin <00:05:27.164>Laws, <00:05:27.862>who <00:05:28.060>says <00:05:28.332>he <00:05:28.532>can't <00:05:28.785>do <00:05:28.936>anything <00:05:29.332>about <00:05:29.552>the <00:05:29.692>noise <00:05:30.172>because <00:05:30.812>Musk <00:05:31.192>has <00:05:31.404>more <00:05:31.585>money <00:05:31.900>than <00:05:32.119>he <00:05:32.268>does.

76
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<v Matt>That's <00:05:33.812>the <00:05:33.959>whole <00:05:34.185>story <00:05:34.732>in <00:05:34.952>one <00:05:35.194>sentence.

77
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<v Sarah>And <00:05:36.572>note <00:05:36.924>what <00:05:37.172>'unpermitted' <00:05:38.225>means <00:05:38.556>here — <00:05:39.312>the <00:05:39.434>turbines <00:05:39.964>were <00:05:40.145>energized <00:05:40.858>before <00:05:41.152>the <00:05:41.272>air <00:05:41.522>permits <00:05:42.044>were <00:05:42.199>in <00:05:42.364>hand.

78
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<v Sarah>Somebody <00:05:43.829>signed <00:05:44.232>off <00:05:44.465>on <00:05:44.602>running <00:05:44.844>that <00:05:45.036>equipment. <00:05:46.119>So <00:05:46.632>who <00:05:47.112>was <00:05:47.372>it?

79
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<v Matt>Right — <00:05:49.122>utility, <00:05:49.989>county, <00:05:50.559>state, <00:05:51.345>somebody <00:05:51.812>let <00:05:51.985>it <00:05:52.140>turn <00:05:52.439>on.

80
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<v Matt>And <00:05:53.548>when <00:05:53.652>the <00:05:53.829>asthma <00:05:54.239>rates <00:05:54.620>show <00:05:54.865>up <00:05:54.999>in <00:05:55.114>Colonial <00:05:55.705>Hills, <00:05:56.532>who <00:05:56.679>do <00:05:56.772>those <00:05:57.036>ratepayers <00:05:57.692>call?

81
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<v Matt>Not <00:05:59.022>Memphis <00:05:59.439>Light, <00:05:59.992>Gas <00:06:00.432>and <00:06:00.572>Water.

82
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<v Matt>Not <00:06:01.732>the <00:06:01.912>guy <00:06:02.140>with <00:06:02.380>more <00:06:02.639>money.

83
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<v Sarah>It <00:06:03.665>rhymes <00:06:04.044>with <00:06:04.192>the <00:06:04.292>New <00:06:04.476>York <00:06:04.792>moratorium <00:06:05.505>we <00:06:05.660>just <00:06:05.932>hit — <00:06:06.721>Albany <00:06:07.212>pausing <00:06:07.745>state <00:06:08.063>environmental <00:06:08.812>reviews.

84
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<v Sarah>Except <00:06:10.140>here <00:06:10.352>the <00:06:10.458>review <00:06:10.785>never <00:06:11.088>happened <00:06:11.399>at <00:06:11.552>all, <00:06:12.272>and <00:06:12.352>the <00:06:12.483>turbines <00:06:13.072>are <00:06:13.192>already <00:06:13.665>spinning.

85
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<v Sarah>From <00:06:15.125>Inside <00:06:15.665>Climate <00:06:16.181>News:

86
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<v Quote>On <00:06:17.427>July <00:06:17.843>15 <00:06:18.531>Palm <00:06:18.750>Beach <00:06:18.929>County <00:06:19.249>commissioners <00:06:19.875>will <00:06:20.035>take <00:06:20.243>a <00:06:20.376>final <00:06:20.723>vote <00:06:21.070>on <00:06:21.193>Project <00:06:21.763>Tango

87
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<v Quote>a <00:06:22.540>hyperscale <00:06:23.230>AI <00:06:23.512>campus <00:06:23.976>proposed <00:06:24.443>for <00:06:24.603>a <00:06:24.723>202-acre <00:06:25.859>site <00:06:26.283>north <00:06:26.536>of <00:06:26.679>Southern <00:06:27.019>Boulevard.

88
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<v Quote>The <00:06:28.043>commissioners <00:06:28.595>will <00:06:28.792>decide <00:06:29.233>whether <00:06:29.496>to <00:06:29.663>let <00:06:29.863>the <00:06:29.979>developer <00:06:30.563>amend <00:06:30.983>its <00:06:31.105>approved <00:06:31.660>master <00:06:32.067>site <00:06:32.387>plan <00:06:32.670>to <00:06:32.776>build <00:06:33.083>the <00:06:33.310>AI <00:06:33.603>campus—a <00:06:34.533>request <00:06:34.915>that

89
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<v Quote>wouldn’t <00:06:35.443>rezone <00:06:35.883>the <00:06:36.083>land

90
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<v Quote>but <00:06:36.776>would <00:06:37.107>transform <00:06:37.715>what <00:06:37.891>gets <00:06:38.123>built <00:06:38.376>on <00:06:38.536>it.

91
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<v Matt>Twelve <00:06:39.459>hundred <00:06:39.869>and <00:06:40.089>fifty <00:06:40.369>feet <00:06:40.721>from <00:06:40.902>an <00:06:41.067>elementary <00:06:41.706>school <00:06:42.081>that's <00:06:42.529>two <00:06:42.836>years <00:06:43.289>old.

92
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<v Matt>Nobody <00:06:44.742>built <00:06:45.057>that <00:06:45.306>school <00:06:45.693>thinking <00:06:46.129>a <00:06:46.278>hyperscale <00:06:47.116>AI <00:06:47.558>campus <00:06:48.029>was <00:06:48.262>going <00:06:48.577>next <00:06:48.849>door — <00:06:49.919>because <00:06:50.161>when <00:06:50.309>the <00:06:50.438>county <00:06:50.969>zoned <00:06:51.393>this <00:06:51.702>in <00:06:51.889>2016

93
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<v Matt>hyperscale <00:06:54.129>AI <00:06:54.513>data <00:06:54.829>centers <00:06:55.313>didn't <00:06:55.756>exist.

94
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<v Sarah>Right, <00:06:57.589>and <00:06:57.697>that's <00:06:58.009>the <00:06:58.196>exact <00:06:58.593>mechanism: <00:06:59.756>no <00:07:00.049>rezoning <00:07:00.671>required; <00:07:01.609>the <00:07:01.809>land <00:07:02.222>stays <00:07:02.721>what <00:07:02.876>it <00:07:03.062>is.

95
00:07:03.749 --> 00:07:14.289
<v Sarah>The <00:07:04.097>developer's <00:07:04.735>asking <00:07:05.055>commissioners <00:07:05.702>to <00:07:05.876>amend <00:07:06.249>the <00:07:06.426>master <00:07:06.833>site <00:07:07.169>plan <00:07:07.649>so <00:07:08.049>a <00:07:08.209>206,000-square-foot <00:07:10.186>server <00:07:10.609>farm <00:07:11.029>becomes <00:07:11.769>a <00:07:11.889>hyperscale <00:07:12.769>AI <00:07:13.180>campus <00:07:13.916>on

96
00:07:14.369 --> 00:07:15.975
<v Sarah>202 <00:07:15.276>acres.

97
00:07:15.975 --> 00:07:24.849
<v Matt>So <00:07:16.229>the <00:07:16.369>2016 <00:07:17.409>light-industrial <00:07:18.596>label <00:07:19.009>is <00:07:19.217>what <00:07:19.457>lets <00:07:19.697>this <00:07:19.985>move, <00:07:20.876>while <00:07:21.049>the <00:07:21.226>actual <00:07:21.622>thing <00:07:21.919>getting <00:07:22.196>built <00:07:22.609>looks <00:07:23.079>nothing <00:07:23.617>like <00:07:23.841>what <00:07:24.029>got <00:07:24.271>approved.

98
00:07:25.715 --> 00:07:33.571
<v Matt>Same <00:07:26.011>trick <00:07:26.264>we've <00:07:26.499>seen <00:07:26.739>elsewhere — <00:07:27.751>the <00:07:27.875>paperwork <00:07:28.507>describes <00:07:29.091>one <00:07:29.395>footprint, <00:07:30.391>the <00:07:30.541>reality <00:07:31.251>is <00:07:31.461>another <00:07:31.880>animal <00:07:32.380>entirely.

99
00:07:33.591 --> 00:07:42.691
<v Sarah>And <00:07:33.699>here's <00:07:34.003>what <00:07:34.171>makes <00:07:34.424>today's <00:07:34.835>vote <00:07:35.144>watchable: <00:07:36.231>the <00:07:36.348>zoning <00:07:36.727>commission <00:07:37.155>went <00:07:37.571>6-0 <00:07:38.664>to <00:07:38.835>urge <00:07:39.171>denial <00:07:39.704>after <00:07:40.131>39 <00:07:40.659>residents <00:07:41.131>spoke <00:07:41.381>against <00:07:41.811>it — <00:07:42.435>flat

100
00:07:42.731 --> 00:07:44.451
<v Sarah>against <00:07:43.038>their <00:07:43.231>own <00:07:43.455>planning <00:07:43.878>staff

101
00:07:44.491 --> 00:07:46.051
<v Sarah>who <00:07:44.651>recommended <00:07:45.162>approval.

102
00:07:46.131 --> 00:07:49.353
<v Sarah>That <00:07:46.504>split <00:07:46.824>lands <00:07:47.118>on <00:07:47.191>the <00:07:47.291>commissioners <00:07:47.864>at <00:07:47.991>the <00:07:48.104>final <00:07:48.435>vote <00:07:48.758>today.

103
00:07:49.353 --> 00:07:53.331
<v Matt>And <00:07:49.891>notice — <00:07:50.915>Palm <00:07:51.238>Beach <00:07:51.671>has <00:07:52.078>no <00:07:52.371>moratorium.

104
00:07:53.471 --> 00:07:57.491
<v Matt>New <00:07:53.987>York <00:07:54.419>just <00:07:54.668>halted <00:07:55.071>permits <00:07:55.563>statewide, <00:07:56.504>we <00:07:56.671>hit <00:07:56.883>that <00:07:57.061>earlier.

105
00:07:57.699 --> 00:08:00.371
<v Matt>Here <00:07:58.571>there's <00:07:58.991>nothing <00:07:59.464>above <00:07:59.751>the <00:07:59.880>county.

106
00:08:00.584 --> 00:08:06.851
<v Matt>If <00:08:01.051>these <00:08:01.331>five <00:08:01.691>commissioners <00:08:02.275>wave <00:08:02.558>it <00:08:02.671>through, <00:08:03.475>that's <00:08:03.831>the <00:08:03.955>ballgame, <00:08:04.958>at <00:08:05.051>the <00:08:05.203>edge <00:08:05.358>of <00:08:05.451>the <00:08:05.619>Everglades <00:08:06.264>no <00:08:06.451>less.

107
00:08:07.862 --> 00:08:10.557
<v Sarah>Utility <00:08:08.406>Dive's <00:08:08.809>Diana <00:08:09.195>DiGangi <00:08:09.842>has <00:08:10.054>this <00:08:10.282>one.

108
00:08:10.557 --> 00:08:16.183
<v Matt>Pennsylvania <00:08:11.463>just <00:08:11.843>did <00:08:12.043>the <00:08:12.183>thing <00:08:12.615>that <00:08:12.783>was <00:08:12.953>missing <00:08:13.351>from <00:08:13.636>every <00:08:14.263>LOA <00:08:14.730>fight <00:08:15.116>we've <00:08:15.503>had.

109
00:08:16.283 --> 00:08:24.789
<v Matt>The <00:08:16.643>new <00:08:16.923>law <00:08:17.276>makes <00:08:17.591>data <00:08:17.843>centers <00:08:18.343>disclose <00:08:19.023>their <00:08:19.303>actual <00:08:19.879>load <00:08:20.323>and <00:08:20.583>usage <00:08:21.036>to <00:08:21.163>the <00:08:21.303>utility — <00:08:22.514>before <00:08:23.123>the <00:08:23.367>grid <00:08:23.713>commits.

110
00:08:24.789 --> 00:08:28.263
<v Sarah>Right — <00:08:25.996>it's <00:08:26.223>a <00:08:26.314>disclosure <00:08:26.887>tool, <00:08:27.503>not <00:08:27.663>a <00:08:27.823>cap.

111
00:08:29.110 --> 00:08:37.303
<v Sarah>Which <00:08:29.170>is <00:08:29.283>why <00:08:29.543>I <00:08:29.655>want <00:08:29.810>to <00:08:29.895>know <00:08:30.076>if <00:08:30.210>there's <00:08:30.403>a <00:08:30.487>threshold <00:08:31.123>trigger <00:08:31.570>in <00:08:31.703>it, <00:08:32.303>something <00:08:32.711>like <00:08:32.943>the <00:08:33.143>75-megawatt <00:08:34.343>floor <00:08:34.823>in <00:08:35.143>OG&amp;E's <00:08:35.930>large-load <00:08:36.674>tariff.

112
00:08:37.583 --> 00:08:42.751
<v Sarah>A <00:08:37.923>law <00:08:38.135>with <00:08:38.343>no <00:08:38.559>threshold <00:08:39.143>is <00:08:39.343>a <00:08:39.463>very <00:08:39.815>different <00:08:40.156>thing <00:08:40.471>from <00:08:40.723>one <00:08:40.935>with <00:08:41.103>a <00:08:41.200>number <00:08:41.614>attached.

113
00:08:42.751 --> 00:08:48.103
<v Matt>Stack <00:08:43.415>that <00:08:43.607>next <00:08:43.890>to <00:08:44.130>PJM <00:08:44.713>missing <00:08:45.103>its <00:08:45.292>supply <00:08:45.760>target <00:08:46.143>for <00:08:46.283>the <00:08:46.423>third <00:08:46.876>straight <00:08:47.383>year.

114
00:08:48.821 --> 00:08:54.744
<v Matt>Every <00:08:48.973>hyperscaler <00:08:49.736>with <00:08:49.904>a <00:08:49.990>letter <00:08:50.291>of <00:08:50.413>intent <00:08:50.877>in <00:08:51.144>PJM <00:08:51.616>territory <00:08:52.384>was <00:08:52.824>told <00:08:53.184>the <00:08:53.364>megawatts <00:08:54.051>would <00:08:54.237>be <00:08:54.397>there.

115
00:08:54.842 --> 00:09:00.344
<v Matt>Pennsylvania's <00:08:56.152>basically <00:08:56.641>saying: <00:08:57.171>prove <00:08:57.757>it, <00:08:58.051>on <00:08:58.344>paper, <00:08:58.957>first.

116
00:09:00.392 --> 00:09:05.544
<v Sarah>That's <00:09:00.704>the <00:09:00.881>second <00:09:01.277>state-level <00:09:01.944>tool <00:09:02.317>aimed <00:09:02.611>at <00:09:02.728>data <00:09:03.030>center <00:09:03.352>load <00:09:03.592>this <00:09:03.832>week, <00:09:04.544>and <00:09:04.717>it's <00:09:04.974>Tuesday.

117
00:09:05.684 --> 00:09:12.018
<v Sarah>The <00:09:06.157>floor <00:09:06.504>moved — <00:09:07.331>we're <00:09:07.504>not <00:09:07.672>just <00:09:07.914>talking <00:09:08.310>county <00:09:08.637>resolutions <00:09:09.294>anymore; <00:09:10.157>we're <00:09:10.404>talking <00:09:10.931>statutes.

118
00:09:12.018 --> 00:09:15.384
<v Matt>That's <00:09:12.784>the <00:09:12.952>move <00:09:13.184>I've <00:09:13.430>wanted <00:09:13.744>since <00:09:13.984>the <00:09:14.224>AEP <00:09:14.722>discussion.

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<v Matt>Make <00:09:16.304>the <00:09:16.477>operator <00:09:16.968>show <00:09:17.264>the <00:09:17.464>load <00:09:17.830>before <00:09:18.174>anybody <00:09:18.710>breaks <00:09:19.064>ground — <00:09:20.054>because <00:09:20.304>right <00:09:20.584>now <00:09:20.864>the <00:09:21.048>ratepayer <00:09:21.688>eats <00:09:21.984>the <00:09:22.148>stranded <00:09:22.584>asset <00:09:23.032>when <00:09:23.244>the <00:09:23.366>forecast

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<v Matt>doesn't <00:09:24.296>show <00:09:24.531>up.

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<v Host>If <00:09:26.246>you <00:09:26.352>follow <00:09:26.733>AI <00:09:26.994>infrastructure

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<v Host>you <00:09:28.106>might <00:09:28.370>also <00:09:28.706>like <00:09:29.106>Anthropic <00:09:29.888>Pentagon <00:09:30.453>Watch: <00:09:31.226>a <00:09:31.546>daily <00:09:31.808>briefing <00:09:32.359>on <00:09:32.514>Anthropic's <00:09:33.146>fight <00:09:33.378>with <00:09:33.526>the <00:09:33.719>DoD <00:09:34.210>over <00:09:34.535>Claude

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<v Host>military <00:09:36.013>AI <00:09:36.346>use <00:09:36.844>autonomous <00:09:37.486>weapons

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<v Host>and <00:09:38.653>AI <00:09:38.919>procurement <00:09:39.573>blacklisting.

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<v Host>Find <00:09:41.479>it <00:09:41.630>wherever <00:09:42.026>you <00:09:42.192>listen <00:09:42.493>to <00:09:42.644>podcasts.

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<v Host>What <00:09:44.328>we're <00:09:44.497>watching <00:09:44.861>today: <00:09:45.485>Palm <00:09:46.088>Beach <00:09:46.267>County <00:09:46.581>commissioners <00:09:47.141>are <00:09:47.301>scheduled <00:09:47.688>to <00:09:47.773>take <00:09:47.981>a <00:09:48.114>final <00:09:48.445>vote <00:09:48.754>on <00:09:48.921>Project <00:09:49.434>Tango.

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<v Host>As <00:09:50.861>always, <00:09:51.768>we've <00:09:51.941>got <00:09:52.114>links <00:09:52.408>to <00:09:52.541>every <00:09:53.021>story <00:09:53.474>in <00:09:53.601>the <00:09:53.709>show <00:09:53.981>notes.

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<v Host>If <00:09:55.201>one <00:09:55.288>of <00:09:55.394>today's <00:09:55.794>items <00:09:56.114>is <00:09:56.265>relevant <00:09:56.648>to <00:09:56.733>your <00:09:56.925>work, <00:09:57.681>you <00:09:57.781>can <00:09:57.961>dig <00:09:58.173>into <00:09:58.321>the <00:09:58.438>source <00:09:58.834>material <00:09:59.328>there.

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<v Host>That's <00:10:00.641>The <00:10:00.749>Data <00:10:00.987>Center <00:10:01.314>Daily <00:10:01.621>for <00:10:01.821>today.

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<v Host>This <00:10:02.994>is <00:10:03.141>a <00:10:03.231>Lantern <00:10:03.681>Podcast.