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<v Sarah>Three <00:00:00.206>levels <00:00:00.533>of <00:00:00.676>government <00:00:01.107>moved <00:00:01.467>on <00:00:01.584>data <00:00:01.890>centers <00:00:02.272>this <00:00:02.464>week — <00:00:03.300>and <00:00:04.340>not <00:00:04.480>one <00:00:04.747>of <00:00:04.848>them <00:00:05.080>checked <00:00:05.392>with <00:00:05.540>the <00:00:05.640>other <00:00:05.940>two.

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<v Sarah>If <00:00:07.223>you're <00:00:07.427>just <00:00:07.573>joining

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<v Sarah>FERC <00:00:08.683>has <00:00:08.853>already <00:00:09.267>told <00:00:09.603>NERC <00:00:10.030>to <00:00:10.136>write <00:00:10.456>reliability <00:00:11.107>standards <00:00:11.703>for <00:00:11.820>computational <00:00:12.643>loads — <00:00:13.553>putting <00:00:13.827>data <00:00:14.133>centers <00:00:14.545>directly <00:00:15.091>into <00:00:15.303>the <00:00:15.418>conversation

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<v Sarah>about <00:00:16.466>unprecedented <00:00:17.347>load <00:00:17.660>growth <00:00:18.103>and <00:00:18.458>disturbances <00:00:19.150>on <00:00:19.223>the <00:00:19.347>Bulk-Power <00:00:19.992>System.

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<v Sarah>Now <00:00:21.243>the <00:00:21.416>fight <00:00:21.736>is <00:00:21.883>how <00:00:22.123>NERC <00:00:22.543>defines <00:00:23.023>obligations <00:00:23.723>for <00:00:23.910>large <00:00:24.294>computational <00:00:25.021>facilities

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<v Sarah>and <00:00:26.193>whether <00:00:26.443>those <00:00:26.703>obligations <00:00:27.423>can <00:00:27.651>hold <00:00:27.923>up <00:00:28.123>under <00:00:28.383>reliability <00:00:29.094>discipline <00:00:29.816>as <00:00:30.403>AI-driven <00:00:31.203>load <00:00:31.576>keeps <00:00:31.900>moving <00:00:32.273>through <00:00:32.503>the <00:00:32.611>grid-planning <00:00:33.296>stack.

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<v Matt>This <00:00:34.883>is <00:00:35.063>The <00:00:35.187>Data <00:00:35.500>Center <00:00:35.910>Daily.

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<v Matt>Today: <00:00:37.267>five <00:00:37.923>FERC <00:00:38.214>commissioners <00:00:38.936>in <00:00:39.083>a <00:00:39.169>Senate <00:00:39.493>hearing <00:00:39.891>room

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<v Matt>two <00:00:40.976>towns <00:00:41.489>making <00:00:41.825>opposite <00:00:42.416>calls

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<v Matt>and <00:00:43.576>Thane <00:00:43.979>residents <00:00:44.536>doing <00:00:44.861>arithmetic <00:00:45.557>Amazon <00:00:46.301>apparently <00:00:46.931>didn't.

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<v Sarah>We <00:00:48.283>start <00:00:48.499>with <00:00:48.611>that <00:00:48.863>hearing — <00:00:49.743>all <00:00:50.003>five <00:00:50.369>commissioners, <00:00:51.123>one <00:00:51.443>room, <00:00:52.136>docket <00:00:52.750>RM26-4.

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<v Matt>If <00:00:55.483>Federal <00:00:55.826>computational-load <00:00:57.030>reliability <00:00:57.819>standards <00:00:58.383>matters <00:00:58.830>to <00:00:58.943>you, <00:00:59.483>hit <00:00:59.717>follow — <00:01:00.590>we'll <00:01:00.750>be <00:01:00.867>back <00:01:01.176>on <00:01:01.310>it <00:01:01.459>soon.

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<v Sarah>From <00:01:03.330>Josh <00:01:03.626>Siegel <00:01:03.959>at <00:01:04.186>E&amp;E <00:01:04.642>News:

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<v Quote>Senators <00:01:06.267>will <00:01:06.363>have <00:01:06.531>a <00:01:06.617>chance <00:01:06.918>to <00:01:07.024>question <00:01:07.531>all <00:01:07.851>five <00:01:08.221>Federal <00:01:08.628>Energy <00:01:09.029>Regulatory <00:01:09.647>Commission <00:01:10.061>members <00:01:10.443>this <00:01:10.635>week <00:01:11.078>as <00:01:11.471>the <00:01:11.588>agency <00:01:11.984>takes <00:01:12.304>on <00:01:12.491>a <00:01:12.619>prominent

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<v Quote>role <00:01:13.504>in <00:01:13.647>addressing <00:01:14.068>rising <00:01:14.464>power <00:01:14.788>demand <00:01:15.163>from <00:01:15.355>data <00:01:15.671>centers.

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<v Quote>The <00:01:16.777>Senate <00:01:17.120>Energy <00:01:17.551>and <00:01:17.661>Natural <00:01:18.067>Resources <00:01:18.611>Committee <00:01:19.021>hearing <00:01:19.438>comes <00:01:19.824>as <00:01:19.951>the <00:01:20.055>commission <00:01:20.531>has <00:01:20.695>garnered <00:01:21.116>bipartisan <00:01:21.840>praise <00:01:22.311>for <00:01:22.531>its <00:01:22.691>initial <00:01:23.051>step <00:01:23.419>last

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<v Quote>month <00:01:24.004>addressing <00:01:24.791>how <00:01:24.998>to <00:01:25.111>connect <00:01:25.581>massive <00:01:25.995>data <00:01:26.311>centers <00:01:26.795>onto <00:01:27.071>the <00:01:27.175>electric <00:01:27.595>grid.

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<v Matt>All <00:01:28.666>five <00:01:29.037>commissioners, <00:01:29.926>one <00:01:30.186>room, <00:01:30.799>in <00:01:30.946>front <00:01:31.173>of <00:01:31.246>the <00:01:31.363>Senate.

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<v Matt>This <00:01:32.906>is <00:01:33.119>an <00:01:33.274>accountability <00:01:34.026>moment — <00:01:34.966>Lee <00:01:35.166>and <00:01:35.290>Heinrich <00:01:35.786>both <00:01:36.146>get <00:01:36.293>to <00:01:36.406>put <00:01:36.634>questions <00:01:37.119>on <00:01:37.246>the <00:01:37.363>record.

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<v Sarah>On <00:01:37.967>the <00:01:38.077>federal <00:01:38.487>reliability <00:01:39.214>front, <00:01:39.907>the <00:01:40.067>whole <00:01:40.318>commission <00:01:40.887>now <00:01:41.117>answers <00:01:41.520>to <00:01:41.684>Senate <00:01:42.096>Energy <00:01:42.567>and <00:01:42.797>Natural <00:01:43.219>Resources <00:01:43.915>this <00:01:44.171>week.

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<v Sarah>And <00:01:44.927>the <00:01:45.040>docket <00:01:45.414>to <00:01:45.534>watch <00:01:45.974>is <00:01:46.427>RM26-4.

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<v Sarah>The <00:01:49.036>interesting <00:01:49.556>part: <00:01:50.316>FERC <00:01:50.564>didn't <00:01:50.943>write <00:01:51.156>one <00:01:51.476>rule.

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<v Sarah>It <00:01:52.484>sent <00:01:52.740>show-cause <00:01:53.465>orders <00:01:53.903>to <00:01:54.056>six <00:01:54.409>regional <00:01:54.900>operators, <00:01:55.916>telling <00:01:56.244>each <00:01:56.496>one <00:01:56.729>to <00:01:56.896>examine <00:01:57.376>how <00:01:57.636>large <00:01:58.096>and <00:01:58.356>co-located <00:01:59.129>loads <00:01:59.466>connect.

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<v Sarah>That <00:02:00.802>pushes <00:02:01.116>the <00:02:01.268>hard <00:02:01.460>part <00:02:01.764>back <00:02:02.004>onto <00:02:02.383>PJM <00:02:02.956>and <00:02:03.120>everyone <00:02:03.556>else.

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<v Matt>Right, <00:02:05.136>and <00:02:05.380>that's <00:02:05.769>my <00:02:05.943>worry.

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<v Matt>'We <00:02:07.120>directed <00:02:07.516>the <00:02:07.692>operators <00:02:08.249>to <00:02:08.416>examine <00:02:08.889>it' <00:02:09.209>is <00:02:09.436>not <00:02:09.876>a <00:02:10.014>compliance <00:02:10.660>date.

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<v Matt>Is <00:02:11.696>any <00:02:11.936>senator <00:02:12.396>going <00:02:12.623>to <00:02:12.716>put <00:02:12.876>a <00:02:12.960>deadline <00:02:13.369>on <00:02:13.496>the <00:02:13.613>record, <00:02:14.196>with <00:02:14.424>consequences?

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<v Sarah>Bipartisan <00:02:16.505>praise <00:02:16.969>so <00:02:17.176>far — <00:02:17.956>Lee <00:02:18.236>and <00:02:18.404>Heinrich <00:02:18.900>both <00:02:19.209>liked <00:02:19.516>the <00:02:19.676>initial <00:02:20.052>step.

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<v Sarah>Praise <00:02:21.396>is <00:02:21.623>cheap <00:02:22.009>in <00:02:22.216>a <00:02:22.356>July <00:02:22.576>hearing.

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<v Sarah>I <00:02:23.588>want <00:02:23.769>to <00:02:23.908>hear <00:02:24.066>whether <00:02:24.316>there's <00:02:24.656>any <00:02:24.892>financial <00:02:25.492>bite <00:02:25.922>before <00:02:26.223>an <00:02:26.329>interconnection <00:02:27.132>milestone <00:02:27.700>gets <00:02:28.016>cleared.

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<v Matt>PJM <00:02:29.636>alone <00:02:30.089>is <00:02:30.226>sitting <00:02:30.489>on <00:02:30.636>something <00:02:31.060>like <00:02:31.362>twelve <00:02:31.716>gigawatts <00:02:32.409>of <00:02:32.569>large <00:02:32.900>load <00:02:33.183>in <00:02:33.256>the <00:02:33.383>queue.

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<v Matt>Ask <00:02:34.816>a <00:02:34.978>commissioner <00:02:35.296>how <00:02:35.524>much <00:02:35.743>of <00:02:35.844>that <00:02:36.105>clears <00:02:36.556>under <00:02:36.776>the <00:02:36.896>new <00:02:37.140>standards.

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<v Matt>Put <00:02:38.396>a <00:02:38.482>number <00:02:38.809>on <00:02:38.996>it, <00:02:39.583>or <00:02:39.903>admit <00:02:40.456>you <00:02:40.596>can't.

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<v Sarah>Here's <00:02:43.056>Ahn <00:02:43.291>Sang-hee <00:02:43.830>at <00:02:43.936>Chosun:

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<v Quote>According <00:02:45.787>to <00:02:45.884>industry <00:02:46.310>sources <00:02:46.853>on <00:02:47.024>July <00:02:47.440>20

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<v Quote>Lee <00:02:48.816>Choi <00:02:49.160>and <00:02:49.360>Kim <00:02:49.627>Hee-cheol

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<v Quote>Naver’s <00:02:50.920>Chief <00:02:51.168>Financial <00:02:51.660>Officer <00:02:52.280>(CFO)

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<v Quote>visited <00:02:53.880>Brookfield’s <00:02:54.369>headquarters <00:02:54.987>in <00:02:55.100>Toronto

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<v Quote>Canada <00:02:56.130>earlier <00:02:56.512>this <00:02:56.704>week.

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<v Quote>Brookfield, <00:02:58.267>which <00:02:58.457>invests <00:02:58.907>in <00:02:59.013>infrastructure, <00:03:00.057>energy, <00:03:00.576>real <00:03:01.017>estate, <00:03:01.675>private <00:03:01.977>equity, <00:03:02.420>and <00:03:02.537>credit, <00:03:03.270>manages <00:03:03.840>over <00:03:04.280>1 <00:03:04.444>trillion <00:03:04.860>dollars <00:03:05.307>in <00:03:05.440>assets.

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<v Quote>Recently

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<v Quote>it <00:03:07.244>launched <00:03:07.640>a <00:03:07.760>100 <00:03:08.290>billion <00:03:08.700>dollars <00:03:09.280>(approximately <00:03:10.240>148 <00:03:11.244>trillion <00:03:11.669>Korean <00:03:12.180>won) <00:03:13.067>AI <00:03:13.413>infrastructure <00:03:14.204>investment <00:03:14.710>program <00:03:15.253>covering <00:03:15.744>data <00:03:16.050>centers <00:03:16.460>and

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<v Quote>power <00:03:17.088>infrastructure.

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<v Sarah>Naver's top brass flew to Toronto this week — Chair Lee Hae-jin

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<v Sarah>CEO Choi Soo-yeon and CFO Kim Hee-cheol — to talk funding for a 1GW AI factory.

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<v Sarah>Brookfield's $100 billion program is the vehicle they're discussing.

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<v Matt>"Under discussion." A Korean hyperscaler and NVIDIA on a 1GW project, and the money is still a conversation in a Toronto conference room.

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<v Sarah>Right — Chosun's own phrase is 'interpretations suggest' the funding may be entering a full-scale phase.

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<v Sarah>So no signed commitment yet; the CFO showed up in person.

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<v Matt>And that's the thing to watch — Brookfield's $100 billion program has been background noise all year.

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<v Matt>This is the first specific company actually walking in the door to shop it.

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<v Matt>Closing the money is a different thing from taking the meeting.

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<v Sarah>Brookfield runs over a trillion in assets and has the balance sheet to close 1GW.

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<v Sarah>The hurdle is getting this past the MOU photo-op stage and into capital on a balance sheet, with an in-service date attached.

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<v Matt>A gigawatt.

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<v Matt>That's a power question before it's a funding question — where's the electricity for a 1GW factory coming from, and who signed the PPA?

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<v Matt>None of that's in the Toronto handshake yet.

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<v Sarah>The <00:04:42.695>Hindu <00:04:43.006>Business <00:04:43.426>Line <00:04:43.751>writes:

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<v Quote>Thane <00:04:46.240>locals <00:04:46.641>protesting <00:04:47.263>the <00:04:47.426>construction <00:04:47.970>of <00:04:48.076>an <00:04:48.240>Amazon <00:04:48.647>data <00:04:48.949>centre <00:04:49.271>near <00:04:49.490>their <00:04:49.670>residential <00:04:50.263>areas <00:04:50.775>have <00:04:51.273>flagged <00:04:51.693>glaring <00:04:52.246>discrepancies <00:04:53.090>in <00:04:53.183>the

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<v Quote>water <00:04:53.670>consumption <00:04:54.232>requirements <00:04:54.873>flagged <00:04:55.276>by <00:04:55.423>the <00:04:55.593>company <00:04:56.034>before <00:04:56.603>the <00:04:56.720>public <00:04:57.143>and <00:04:57.419>government <00:04:57.839>officials.

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<v Quote>Organisers <00:04:59.836>of <00:04:59.963>the <00:05:00.087>WakeUp <00:05:00.551>Thanekars <00:05:01.503>(WUT) <00:05:02.839>have <00:05:02.963>alleged <00:05:03.445>mismatch <00:05:03.993>between <00:05:04.363>the <00:05:04.476>water <00:05:04.790>consumption <00:05:05.360>levels <00:05:05.767>estimated <00:05:06.383>for <00:05:06.523>the <00:05:06.647>Balkum <00:05:07.127>data <00:05:07.417>centre <00:05:07.676>in

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<v Quote>Thane <00:05:08.323>and <00:05:08.787>demanded <00:05:09.175>that <00:05:09.323>the <00:05:09.443>company <00:05:10.023>“set <00:05:10.363>the <00:05:10.480>record <00:05:10.876>straight.”

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<v Matt>This <00:05:12.118>goes <00:05:12.454>past <00:05:12.794>the <00:05:12.934>usual <00:05:13.534>'the <00:05:13.894>data <00:05:14.248>center <00:05:14.502>will <00:05:14.754>use <00:05:14.994>too <00:05:15.206>much <00:05:15.401>water' <00:05:15.878>complaint.

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<v Matt>WakeUp <00:05:17.702>Thanekars <00:05:18.414>did <00:05:18.554>the <00:05:18.672>arithmetic <00:05:19.354>and <00:05:19.694>found <00:05:19.934>a <00:05:20.038>numerical <00:05:20.734>gap <00:05:21.144>between <00:05:21.526>what <00:05:21.734>Amazon <00:05:22.294>told <00:05:22.670>officials <00:05:23.294>and <00:05:23.686>what <00:05:23.854>the <00:05:24.054>cooling <00:05:24.676>actually <00:05:25.274>implies.

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<v Matt>And <00:05:26.966>here's <00:05:27.214>the <00:05:27.391>detail <00:05:27.750>that <00:05:27.878>gets <00:05:28.187>me — <00:05:29.003>Amazon's <00:05:29.634>own <00:05:29.894>website <00:05:30.502>says <00:05:30.734>the <00:05:30.911>system <00:05:31.334>flips <00:05:31.766>from <00:05:31.974>air <00:05:32.274>cooling <00:05:32.774>to <00:05:33.001>water-based <00:05:33.734>evaporative <00:05:34.434>cooling <00:05:34.966>once <00:05:35.467>it

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<v Matt>hits <00:05:35.867>about <00:05:36.214>29.4 <00:05:37.424>Celsius.

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<v Matt>In <00:05:38.934>Thane. <00:05:39.841>In <00:05:40.145>summer.

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<v Matt>That <00:05:41.702>threshold <00:05:42.198>gets <00:05:42.504>crossed <00:05:42.934>for <00:05:43.222>most <00:05:43.441>of <00:05:43.514>the <00:05:43.654>year.

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<v Sarah>The <00:05:44.745>sequencing <00:05:45.314>matters.

70
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<v Sarah>Residents <00:05:46.824>flagged <00:05:47.194>the <00:05:47.314>discrepancy <00:05:48.020>before <00:05:48.356>approval — <00:05:49.366>they <00:05:49.526>want <00:05:49.694>the <00:05:49.854>two-billion-gallon <00:05:50.870>math <00:05:51.286>done <00:05:51.441>at <00:05:51.514>the <00:05:51.643>permit <00:05:52.121>stage

71
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<v Sarah>not <00:05:53.067>after <00:05:53.354>the <00:05:53.467>concrete's <00:05:54.111>poured.

72
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<v Sarah>Different <00:05:55.712>continent, <00:05:56.328>same <00:05:56.527>mechanic.

73
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<v Sarah>I <00:05:57.528>want <00:05:57.696>the <00:05:57.864>same <00:05:58.102>answer <00:05:58.396>the <00:05:58.496>group <00:05:58.749>is <00:05:58.902>asking <00:05:59.236>for <00:05:59.478>directly — <00:06:00.509>which <00:06:00.843>water <00:06:01.222>number <00:06:01.536>did <00:06:01.676>the <00:06:01.792>regulator <00:06:02.358>actually <00:06:02.920>sign <00:06:03.236>off <00:06:03.523>on?

74
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<v Matt>Right, <00:06:04.906>because <00:06:05.496>'set <00:06:05.936>the <00:06:06.102>record <00:06:06.420>straight' <00:06:07.080>only <00:06:07.389>works <00:06:07.683>if <00:06:07.786>someone's <00:06:08.243>on <00:06:08.316>the <00:06:08.440>hook <00:06:08.736>for <00:06:08.876>the <00:06:08.993>record.

75
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<v Matt>A <00:06:10.272>residents' <00:06:10.916>group <00:06:11.062>caught <00:06:11.416>this.

76
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<v Matt>Where <00:06:12.736>was <00:06:12.876>the <00:06:13.000>reviewing <00:06:13.656>agency?

77
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<v Sarah>Here's <00:06:15.258>John <00:06:15.530>C. <00:06:15.750>Cotey <00:06:16.037>at <00:06:16.143>Tampa <00:06:16.470>Bay <00:06:16.710>Beacons:

78
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<v Quote>County <00:06:18.072>commissioners <00:06:18.719>voted <00:06:19.053>unanimously <00:06:19.839>to <00:06:19.986>approve <00:06:20.346>a <00:06:20.427>12-month <00:06:21.046>moratorium <00:06:21.786>on <00:06:22.006>new <00:06:22.250>data <00:06:22.556>centers

79
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<v Quote>freezing <00:06:23.582>building <00:06:23.926>permits

80
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<v Quote>rezonings <00:06:25.386>and <00:06:25.690>site <00:06:25.999>plans <00:06:26.306>for <00:06:26.466>the <00:06:26.636>massive <00:06:27.032>server <00:06:27.373>farms <00:06:27.763>across <00:06:28.186>unincorporated <00:06:29.066>Pasco.

81
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<v Quote>The <00:06:30.166>moratorium <00:06:30.879>is <00:06:31.066>retroactive <00:06:31.839>to <00:06:31.986>May <00:06:32.266>27, <00:06:33.186>the <00:06:33.346>day <00:06:33.486>the <00:06:33.592>county <00:06:33.919>first <00:06:34.237>advertised <00:06:34.766>the <00:06:34.876>hearing.

82
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<v Matt>Pasco <00:06:36.052>just <00:06:36.304>hit <00:06:36.604>pause.

83
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<v Matt>Twelve <00:06:38.153>months, <00:06:38.668>unanimous, <00:06:40.004>no <00:06:40.257>drama — <00:06:41.168>building <00:06:41.594>permits, <00:06:42.334>rezonings, <00:06:43.204>site <00:06:43.444>plans, <00:06:44.244>all <00:06:44.564>frozen <00:06:45.113>across <00:06:45.577>unincorporated <00:06:46.344>Pasco.

84
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<v Sarah>And <00:06:47.284>retroactive <00:06:48.031>to <00:06:48.124>May <00:06:48.324>27 — <00:06:49.464>the <00:06:49.584>day <00:06:49.796>they <00:06:49.975>advertised <00:06:50.504>the <00:06:50.624>hearing.

85
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<v Sarah>So <00:06:51.650>nobody <00:06:51.984>got <00:06:52.191>to <00:06:52.292>rush <00:06:52.524>a <00:06:52.624>project <00:06:53.064>through <00:06:53.224>the <00:06:53.348>door <00:06:53.650>before <00:06:53.944>the <00:06:54.084>ban <00:06:54.393>landed.

86
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<v Sarah>That's <00:06:55.724>a <00:06:55.810>county <00:06:56.116>that <00:06:56.276>read <00:06:56.424>the <00:06:56.546>playbook.

87
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<v Matt>That's <00:06:58.184>the <00:06:58.292>part <00:06:58.516>that <00:06:58.704>got <00:06:58.991>me.

88
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<v Matt>The <00:06:59.911>retroactive <00:07:00.644>date <00:07:01.004>means <00:07:01.236>they <00:07:01.464>saw <00:07:01.804>the <00:07:01.972>beat-the-clock <00:07:02.624>filings <00:07:03.113>coming.

89
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<v Matt>But <00:07:04.372>here's <00:07:04.697>my <00:07:04.854>problem <00:07:05.220>with <00:07:05.328>Chairman <00:07:05.744>Mariano — <00:07:07.251>'we <00:07:07.331>don't <00:07:07.595>have <00:07:07.718>to <00:07:07.824>worry <00:07:08.131>about <00:07:08.391>any <00:07:08.635>data <00:07:08.931>centers <00:07:09.271>for <00:07:09.491>a <00:07:09.627>year.'

90
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<v Matt>A <00:07:10.931>moratorium <00:07:11.638>gives <00:07:11.811>you <00:07:11.971>a <00:07:12.091>year <00:07:12.491>to <00:07:12.691>write <00:07:12.911>the <00:07:13.035>plan <00:07:13.331>you <00:07:13.491>don't <00:07:13.755>have <00:07:14.071>yet.

91
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<v Sarah>Right, <00:07:15.478>it <00:07:15.595>buys <00:07:15.899>time <00:07:16.118>to <00:07:16.238>study, <00:07:16.691>nothing <00:07:17.035>more.

92
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<v Sarah>And <00:07:17.971>put <00:07:18.118>it <00:07:18.219>next <00:07:18.438>to <00:07:18.544>El <00:07:18.779>Paso, <00:07:19.491>which <00:07:19.718>we'll <00:07:19.911>get <00:07:20.304>to — <00:07:20.951>one <00:07:21.200>county <00:07:21.638>slams <00:07:22.031>the <00:07:22.160>brakes, <00:07:22.941>another <00:07:23.337>writes <00:07:23.664>an <00:07:23.828>actual <00:07:24.243>framework.

93
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<v Sarah>Same <00:07:25.675>week, <00:07:26.151>two <00:07:26.427>very <00:07:26.843>different <00:07:27.203>instincts.

94
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<v Matt>Freeze <00:07:29.188>versus <00:07:29.595>rulebook.

95
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<v Matt>Pasco <00:07:31.177>picked <00:07:31.491>the <00:07:31.664>blunt <00:07:31.989>instrument.

96
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<v Matt>Cheaper <00:07:33.431>politically — <00:07:34.539>zero <00:07:34.798>controversy, <00:07:35.739>easy <00:07:36.304>board <00:07:36.671>win.

97
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<v Matt>The <00:07:37.771>test <00:07:38.144>is <00:07:38.281>whether <00:07:38.523>they <00:07:38.751>use <00:07:39.071>the <00:07:39.177>twelve <00:07:39.520>months <00:07:40.038>or <00:07:40.299>just <00:07:40.544>enjoy <00:07:40.851>the <00:07:41.051>quiet.

98
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<v Sarah>KVIA, <00:07:44.190>with <00:07:44.422>Heriberto <00:07:45.129>Perez:

99
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<v Quote>EL <00:07:46.496>PASO <00:07:47.189>Texas <00:07:47.616>(KVIA) -- <00:07:50.216>The <00:07:50.389>El <00:07:50.576>Paso <00:07:50.944>City <00:07:51.186>Council <00:07:51.593>Monday <00:07:51.989>approved <00:07:52.476>its <00:07:52.709>first <00:07:53.040>Data <00:07:53.353>Center <00:07:53.765>Policy <00:07:54.224>Framework

100
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<v Quote>establishing <00:07:55.576>a <00:07:55.662>comprehensive <00:07:56.309>approach <00:07:56.776>for <00:07:56.954>evaluating <00:07:57.605>future <00:07:58.073>hyperscale <00:07:58.720>data <00:07:59.010>center <00:07:59.287>projects.

101
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<v Quote>The <00:08:00.776>framework <00:08:01.183>strengthens <00:08:01.736>protections <00:08:02.216>for <00:08:02.392>residents, <00:08:03.179>infrastructure, <00:08:04.146>natural <00:08:04.568>resources <00:08:05.296>and <00:08:05.596>utility <00:08:06.064>ratepayers <00:08:06.603>in <00:08:06.683>El <00:08:06.832>Paso.

102
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<v Matt>El <00:08:07.903>Paso <00:08:08.431>put <00:08:08.711>the <00:08:08.927>ratepayer <00:08:09.764>in <00:08:09.911>the <00:08:10.122>actual <00:08:10.751>document.

103
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<v Matt>Not <00:08:12.319>just <00:08:12.564>on <00:08:12.691>the <00:08:12.811>protest <00:08:13.311>sign, <00:08:14.211>not <00:08:14.575>just <00:08:14.884>in <00:08:15.011>the <00:08:15.128>public <00:08:15.521>comment <00:08:15.928>period — <00:08:16.851>the <00:08:16.999>framework <00:08:17.882>itself <00:08:18.511>names <00:08:19.001>utility <00:08:19.727>ratepayer <00:08:20.489>protection.

104
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<v Matt>First <00:08:22.079>time <00:08:22.311>I've <00:08:22.463>seen <00:08:22.631>a <00:08:22.726>municipality <00:08:23.471>do <00:08:23.663>that <00:08:23.839>this <00:08:24.079>week.

105
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<v Sarah>Six <00:08:24.705>months <00:08:24.938>of <00:08:25.053>research, <00:08:25.871>2,300-plus <00:08:26.888>public <00:08:27.293>comments, <00:08:28.271>274 <00:08:29.528>survey <00:08:29.943>responses.

106
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<v Sarah>That <00:08:31.351>gives <00:08:31.571>you <00:08:31.711>a <00:08:31.831>paper <00:08:32.111>trail.

107
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<v Sarah>And <00:08:33.204>it <00:08:33.378>lands <00:08:33.731>the <00:08:33.871>same <00:08:34.255>week <00:08:34.591>Pasco <00:08:34.968>County <00:08:35.375>just <00:08:35.671>dropped <00:08:35.991>a <00:08:36.127>flat <00:08:36.591>one-year <00:08:37.071>moratorium.

108
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<v Matt>Right, <00:08:39.271>and <00:08:39.431>there's <00:08:39.731>the <00:08:39.858>split.

109
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<v Matt>Pasco <00:08:41.391>slams <00:08:41.811>the <00:08:41.919>door <00:08:42.151>for <00:08:42.328>twelve <00:08:42.728>months.

110
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<v Matt>El <00:08:43.727>Paso <00:08:44.157>builds <00:08:44.511>a <00:08:44.635>permitting <00:08:45.119>gate — <00:08:45.911>Special <00:08:46.248>Permit, <00:08:46.783>Plan <00:08:47.267>Commission <00:08:47.700>review, <00:08:48.260>public <00:08:48.721>hearing, <00:08:49.511>Council <00:08:49.855>sign-off.

111
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<v Matt>Two <00:08:51.301>totally <00:08:51.815>different <00:08:52.095>ways <00:08:52.404>to <00:08:52.559>slow <00:08:52.778>it <00:08:52.911>down.

112
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<v Sarah>And <00:08:54.138>El <00:08:54.287>Paso's <00:08:54.771>the <00:08:54.877>harder <00:08:55.211>one <00:08:55.418>to <00:08:55.567>game.

113
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<v Sarah>A <00:08:56.731>moratorium <00:08:57.491>expires.

114
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<v Sarah>A <00:08:58.895>framework <00:08:59.519>with <00:08:59.773>enhanced <00:09:00.328>environmental <00:09:01.135>standards <00:09:01.791>on <00:09:02.018>water <00:09:02.391>and <00:09:02.568>energy <00:09:02.980>demand <00:09:03.494>sticks <00:09:04.180>around <00:09:04.623>when <00:09:04.791>the <00:09:04.968>hyperscaler <00:09:05.691>application <00:09:06.422>actually <00:09:07.098>lands.

115
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<v Matt>The <00:09:08.271>residents <00:09:08.871>drove <00:09:09.098>it, <00:09:09.291>too — <00:09:10.004>water <00:09:10.371>use, <00:09:11.038>electricity <00:09:11.620>demand, <00:09:12.495>long-term <00:09:13.119>accountability, <00:09:13.951>their <00:09:14.418>words, <00:09:14.964>baked <00:09:15.711>into <00:09:16.051>the <00:09:16.171>recommendations.

116
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<v Matt>Turns <00:09:18.091>out <00:09:18.298>if <00:09:18.391>you <00:09:18.543>give <00:09:18.717>people <00:09:19.151>2,300 <00:09:20.071>comment <00:09:20.431>slots, <00:09:21.007>they'll <00:09:21.503>tell <00:09:21.671>you <00:09:21.861>exactly <00:09:22.399>what <00:09:22.607>they're <00:09:22.797>scared <00:09:23.151>of.

117
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<v Host>If <00:09:24.787>the <00:09:25.014>AI <00:09:25.307>boom <00:09:25.707>is <00:09:25.899>what's <00:09:26.157>driving <00:09:26.523>your <00:09:26.651>data <00:09:26.941>center <00:09:27.211>questions, <00:09:28.267>try <00:09:28.640>AI <00:09:28.947>Daily <00:09:29.200>Briefing.

118
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<v Host>It's <00:09:30.487>top <00:09:30.774>AI <00:09:31.067>news <00:09:31.427>for <00:09:31.611>engineers, <00:09:32.409>founders, <00:09:33.007>and <00:09:33.131>investors, <00:09:33.947>with <00:09:34.331>real <00:09:34.642>capabilities <00:09:35.364>versus <00:09:35.787>demo <00:09:36.171>hype <00:09:36.483>explained <00:09:37.115>fast <00:09:37.707>every <00:09:38.177>weekday.

119
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<v Host>Find <00:09:39.520>it <00:09:39.663>wherever <00:09:39.987>you <00:09:40.141>listen <00:09:40.374>to <00:09:40.516>podcasts.

120
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<v Host>What <00:09:42.490>we're <00:09:42.659>watching <00:09:43.071>next: <00:09:44.263>all <00:09:44.447>five <00:09:44.783>FERC <00:09:44.983>commissioners <00:09:45.523>are <00:09:45.623>scheduled <00:09:46.010>to <00:09:46.133>testify <00:09:46.655>this <00:09:46.831>week <00:09:47.069>before <00:09:47.363>the <00:09:47.480>Senate <00:09:47.892>Energy <00:09:48.343>and <00:09:48.513>Natural <00:09:48.919>Resources

121
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<v Host>Committee.

122
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<v Host>You'll <00:09:50.831>find <00:09:51.076>links <00:09:51.370>to <00:09:51.463>every <00:09:51.730>story <00:09:52.116>we <00:09:52.253>covered <00:09:52.516>today <00:09:52.810>in <00:09:52.883>the <00:09:52.991>show <00:09:53.250>notes, <00:09:54.036>if <00:09:54.163>you <00:09:54.255>want <00:09:54.410>to <00:09:54.503>dig <00:09:54.673>further <00:09:55.071>into <00:09:55.307>anything <00:09:55.679>that <00:09:55.789>caught <00:09:56.079>your <00:09:56.243>ear.

123
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<v Host>That's <00:09:57.523>The <00:09:57.631>Data <00:09:57.869>Center <00:09:58.196>Daily <00:09:58.503>for <00:09:58.703>today.

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<v Host>This <00:09:59.956>is <00:10:00.103>a <00:10:00.203>Lantern <00:10:00.713>Podcast.