The Data Center Daily
The Data Center Daily is a short daily briefing for professionals tracking the AI compute buildout and the energy infrastructure powering it. We cover hyperscaler capex (Microsoft, Google, Meta, AWS, Oracle, OpenAI/Stargate, xAI), data center siting and permitting, ISO/RTO interconnection queues (PJM, ERCOT, MISO, CAISO), power purchase agreements across gas, nuclear, and renewables, FERC and state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and...
Data Center Capital Hits Grid Rules and Local Permits
Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission fights, while PJM ride-through rules put data-center load behavior under tighter grid scrutiny.
In this episode
Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business Times — The Business Times# Digital Core Reit proposes US$315.9 million North America asset sale, enters Singapore - The Business Times Author: Young Zhan Heng, Shikhar Gupta Published: 2026-08-12T08:27:43+08:00 Source: businesstimes.com.sg (businesstimes.com.sg) Language: en ## Stor...
Power, Guarantees and Debt Behind the AI Buildout
CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note sale. The through-line is power-constrained growth funded with more complex capital stacks.
In this episode
CyrusOne's IPO Isn't About Real Estate — It's About Power — Ainvest# CyrusOne's IPO Isn't About Real Estate — It's About Power Published: 2026-08-10T07:05:02-04:00 Source: ainvest.com (ainvest.com) Language: en ## Story The market treats CyrusOne like a data center real estate story. It isn't one anymore. CyrusOne, one of the world's largest colocation data center operators, has be...
AI buildout runs into city halls, grid queues and fiber maps
Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, and local fights over data-center water, zoning and 1,000 MW campuses.
In this episode
Fort Smith Board of Directors set to discuss regulations for data center development | Northwest Arkansas Democrat-Gazette — Northwest Arkansas Democrat-GazetteFort Smith Board of Directors set to discuss regulations for data center development | Northwest Arkansas Democrat-Gazette # Fort Smith Board of Directors set to discuss regulations for data center development 3 hours, 27 minutes ago by Ashley Torres Construction work continues on the...
FERC Win Meets Water Rules in AI Data Center Buildout
FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling into AI infrastructure through Aligned’s $40 billion sale.
In this episode
DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection - Energy-Storage.News — Energy-Storage.News# DC Circuit Court of Appeals upholds FERC plan to speed up permitting for US energy projects' grid interconnection - Energy-Storage.News Author: William Norman Published: 2026-08-06T12:50:06+00:00 Source: energy-storage.news (energy-storage.news) Language: en ## Story DC Circuit Court of Appeal...
NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens
NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sharpen the financing and permitting constraints around AI infrastructure growth.
In this episode
NTT Data Eyeing $9 Billion Outlay for Japan Data Centers — BloombergNTT Data Eyeing $9 Billion Outlay for Japan Data Centers - Home - News - Utilities - NTT Data Eyeing $9 Billion Outlay for Japan Data Centers # NTT Data Eyeing $9 Billion Outlay for Japan Data Centers By Bloomberg Aug 04, 2026 Photographer: Akio Kon/Bloomberg (Bloomberg) NTT Data Group Corp. expects to spend at le...
ERCOT Pauses Batch Zero as Texas Orders Data Center Audits
ERCOT faces a Batch Zero delay after Governor Greg Abbott ordered audits of data centers before grid interconnection, raising fresh uncertainty for large-load projects in Texas. The move lands as NERC and FERC tighten scrutiny of reliability and grid governance.
In this episode
Recent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process - Utilities - United States — MondaqRecent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process - Utilities - United States ARTICLE 5 August 2026 # Recent Developments In Texas Data Center Interconnections And The ERCOT Batch Zero Process BS...
Equinix Issues $3B as Data-Center Power Fights Spread
Equinix has issued $3 billion in bonds for its AI-ready infrastructure buildout as Cape Town advances planning for two proposed sites and AEP makes the ratepayer case for large-load contracts. The buildout is increasingly a capital, permitting and grid-cost-allocation story.
In this episode
Cape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules - Towncrier Africa — Towncrier AfricaCape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules - Towncrier Africa Africa # Cape Town’s Data-Centre Expansion Is Moving Faster Than Its Water and Energy Rules Cape Town’s approval...
Data Center REITs Tap Debt as AI Load Forecasts Climb
Equinix is seeking $3 billion in investment-grade debt as Digital Realty’s bookings tilt toward higher-priced smaller leases and NextEra lifts FPL’s large-load forecast to 8 GW, underscoring how AI demand is reshaping capital markets, rent mix and grid planning.
In this episode
Equinix seeks to raise $3B from US investment-grade bond sale — Crypto BriefingEquinix seeks to raise $3B from US investment-grade bond sale SEARCH Searching... Photo: www.mandurphy.net / baxtel.com # Equinix seeks to raise $3B from US investment-grade bond sale The data center giant is tapping debt markets to fund AI infrastructure expansion across...
PJM Opens a Fast Lane as AI Load Tests Grid Queues
PJM opened an expedited interconnection track after FERC upheld broader queue reforms, while Amazon’s Anthropic commitments point to decade-scale AWS-chip demand and Texas weighs whether AI load gets new power—or new limits.
In this episode
PJM Begins Accepting Expedited Interconnection Track ... — PJM Inside LinesPJM Begins Accepting Expedited Interconnection Track Requests | PJM Inside Lines Search Home Planning PJM Begins Accepting Expedited Interconnection Track Requests PJM began accepting applications July 31 for large generation projects that are backed by a primary siting authority and can commence operation within three years. The Expedited Interconnection Track (EIT) is a t...
AI data centers shift risk to bonds, leases and ratepayers
Meta’s El Paso data-center venture puts AI infrastructure risk on the balance sheet, with AWS pressing Virginia on transmission funding, PJM moving on reliability backstops, and Equinix tapping bonds as the buildout keeps forcing capital and grid-cost questions.
In this episode
Meta identified El Paso, Texas, as the location of a proposed data center co-development venture in which it would hold a 20% interest. The proposed transaction includes approximately $2.3 billion of contributed assets, an approximately $1 billion distribution to Meta, future leases and approximately $13 billion of maximum residual-value-guarantee exposure. — U.S. Securities and Exchange CommissionMeta iden...
AI data centers lift Equinix as power and water fights widen
Equinix raised 2026 guidance after a record interconnection quarter, while Microsoft’s SEC filing, Georgia Power’s 3.2GW queue, Trump’s ratepayer pledge and Ohio’s wastewater reversal show AI infrastructure is now colliding with grid access, utility bills and local water oversight.
In this episode
Equinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook — PR NewswireEquinix Reports Second-Quarter Results, Raises 2026 Guidance and Long-Term Outlook Accessibility Statement Skip Navigation - Grew monthly recurring revenue 11% on both an as-reported basis and a normalized and constant currency basis year over year - Annualized gross bookings grew 23% year over year...
PJM, ERCOT and Investors Wrestle With AI Load
PJM and ERCOT are moving data-center load from abstract forecast to queue, tariff and cost-allocation fights, while NV Energy sues Tract and infrastructure investors line up new AI-capacity bets in France and U.S. interconnection assets.
In this episode
PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines — PJM Inside Lines# PJM Board Directs Action on Resource Adequacy, Affordability and Large Loads | PJM Inside Lines Author: Jason McGovern Published: 2026-07-27T20:10:41+00:00 Source: insidelines.pjm.com (insidelines.pjm.com) Language: en ## Story PJM Board Directs Action on Resource Adequacy, Affordability an...
AI buildout squeezes grids, fiber routes, and town halls
NextEra Energy’s Dominion bid and Iowa nuclear restart put utility scale at the center of AI load growth, while Verizon’s $1 billion Google fiber deal and new local siting fights show the buildout straining networks, grids, and permitting.
In this episode
NextEra aims to cash in on surging power demand from data centers - E&E News by POLITICO — E&E NewsNextEra aims to cash in on surging power demand from data centers - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # NextEr...
Data centers trip grid alarms from PJM to Texas
PJM saw more than 3 GW of data-center demand drop offline during a voltage event, while Texas moves to shield households from expansion costs and a California AI campus fights for Colorado River water, sharpening the grid-and-resource politics of AI infrastructure.
In this episode
Power Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks | Financial Post — Financial PostPower Grids Reach Tipping Point as 100F Weather, US Data Center Boom Stress Aging Networks | Financial Post Subscribe for $0.99/week Power lines during high temperatures in Carolina Beach, North Carolina, on July 2. Photo by...
FERC Puts PJM on Notice as AI Load Hits Water and Chip Supply
FERC is warning PJM to adopt grid reforms by September or face federal action, while Virginia weighs tighter data-center water rules and Wistron starts U.S. assembly of NVIDIA GB300 systems in Fort Worth.
In this episode
FERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive — Utility Dive# FERC will impose reforms if PJM fails to adopt changes by September, chairman warns | Utility Dive Author: Ethan Howland Published: 2026-07-24T16:33:31+00:00 Source: utilitydive.com (utilitydive.com) Language: en ## Story FERC will impose reforms if PJM fails to adopt ch...
FERC Eyes PJM Power Shift as AI Load Strains the Grid
PJM and FERC are moving the AI-load fight from auction bills to governance, with regulators weighing whether the grid operator’s board needs more power as data centers drive capacity costs and local water fights knock projects off course.
In this episode
Transparency and independence of biggest US power grid in focus as FERC mulls major reforms | 95.7 KELO-FM — 95.7 KELO-FMUS energy officials consider power shift in PJM electric grid | 95.7 KELO-FM × More # US energy officials consider power shift in PJM electric grid By Thomson Reuters Jul 23, 2026 | 12:53 PM By Laila Kearney NEW YORK, July 23 (Reuters) – U.S. energy...
OpenAI’s 3.2 GW Georgia Bet Meets PJM’s Cost Alarm
OpenAI plans a 3.2 GW Georgia data center campus as PJM’s market monitor tags data centers with $6.3 billion in capacity-auction charges, while water fights in Texas and California show the AI buildout’s local constraints are tightening.
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OpenAI plans $20 billion data center campus near Savannah, Georgia — QuartzOpenAI plans $20 billion data center campus near Savannah, Georgia A.I. # OpenAI is building a $20 billion AI data center campus near Savannah, Georgia The project, called Project Camellia, will draw 3.2 gigawatts of power from Georgia Power in phases between 2028 and 2032 By Cris Tolomia 3 min read Update...
Rubin Ships as AI Infrastructure Money Meets Grid Rules
Nvidia Vera Rubin is in full production with OpenAI deployment planned in Q3, while BlackRock, FERC, Ohio and Cape Town show the buildout’s capital, regulatory and local-permitting constraints tightening at once.
In this episode
Nvidia says Vera Rubin is in full production, with OpenAI set to deploy at scale in Q3 — The Next WebNvidia says Vera Rubin is in full production, with OpenAI set to deploy at scale in Q3 Image by: Coolcaesar #### TL;DR Nvidia confirmed Vera Rubin is in full production, with OpenAI deploying at scale in Q3 and CoreWeave reporting ten...
Data Centers Face Grid Hearings, Local Curbs, and New Capital
FERC faces Senate questioning over data center interconnections as local governments in Florida, Texas and India tighten scrutiny on water, permitting and ratepayer exposure, while Naver courts Brookfield funding for a 1 GW NVIDIA-linked AI factory.
In this episode
Senators to question FERC members on grid, data centers - E&E News by POLITICO — E&E NewsSenators to question FERC members on grid, data centers - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # Senators to question FERC members on grid, data centers All fi...
AI Load Turns Into REIT Heat and PJM Discipline
PJM’s large-load plan and the data-center REIT boom show AI infrastructure moving from hype into balance-sheet and grid-rule territory, with investors, utilities, and hyperscalers all watching who pays for capacity.
In this episode
Data Centers Are the Hot New REITs. Should You Invest $1,000? - AOL — AOLData Centers Are the Hot New REITs. Should You Invest $1,000? - AOL Fri, July 17, 2026 at 3:03 PM UTC 0 ## Key Points Realty Income has increased its investment in the data center space. Data center REITs may be a great way to profit from the AI build-out. 10 stocks we like better than...
Data Centers Face the Grid Reliability Bill
FERC ordered NERC to craft reliability standards for data-center-scale computational loads, while Virginia weighs making data centers absorb more grid costs. The buildout is shifting from site selection to hard rules on reliability, ratepayer exposure and secured power.
In this episode
FERC Directs NERC To File Reliability Standards That ... — Energy Law BlogFERC Directs NERC To File Reliability Standards That Apply To Data Centers | Sheppard Blog # FERC Directs NERC To File Reliability Standards That Apply To Data Centers Written by Bruce Grabow, Shane P. Early July 16, 2026 Estimated Read Time: 2 mins ▶ Listen to this post As seen...
AI Load Sends Grid Costs Up as Permits Tighten
PJM’s market monitor says data centers drove $6.3 billion of its latest capacity auction cost, while New York pauses 50 MW-plus permits and Texas large-load buyers argue for paying transmission charges rather than shifting grid buildout costs.
In this episode
AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal — BloombergAI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal - Home - News - Utilities - AI Bumps Power Cost 60% as Mega US Grid Fails to Hit Supply Goal # AI Bumps Power Cost 60% as Mega US Grid Fails to H...
PJM’s Supply Gap Collides With Data Center Permit Backlash
PJM Interconnection missed its capacity supply target for a third straight auction as AI data center load strains the grid, while New York ordered a broad pause on large data center permits and local fights intensified from Mississippi to Florida.
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PJM Grid Auction Misses Supply Target a Third Time — BriefsPJM Grid Auction Misses Supply Target a Third Time S&P 500 6,287 +0.42% DOW 44,521 -0.18% NASDAQ 21,103 +0.71% ▲ S&P 500 +12.4% ▲ Briefs Finance Fund +24.8% JOIN THE FUND → # NEWS / Economy # PJM Grid's Third Auction Miss Signals Growing Supply Gap Published Jul 14, 2026 [tts_player] Share: ###### Summary: - Close Menu ✕ - PJM's ca...
Data Center Water Fights Hit Texas, Ohio and Nebraska
Fort Worth, Grimes County and Seward County are pushing data center water and utility guardrails as Ohio weighs a blanket wastewater permit; Yotta meanwhile is racing toward 85,000 GPUs for global AI customers.
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Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks — KBTXGrimes County to vote on data-center safeguards, discuss EVAPCO incentive talks Share Add Us On GoogleAdd as a preferred source on Google ANDERSON, Texas (KBTX) - Grimes County commissioners are set to take up two agenda items on Wednesday that highlight the county’s push to attract major indu...
Large-load tariffs and the data center water backlash
OG&E’s large-load tariff heads for a November Oklahoma regulator decision as Texas, Iowa and Coachella Valley communities scrutinize data center water, power and public-cost impacts. The buildout is moving from megawatts to municipal terms of service.
In this episode
OG&E large load tariff request to be decided in November - Oklahoma Energy Today — Oklahoma Energy TodayOG&E large load tariff request to be decided in November - Oklahoma Energy Today July 10, 2026 # OG&E large load tariff request to be decided in November Oklahoma Corporation Commissioners on Thursday approved the stage-setting steps for...
DOE Backs Texas Grid as AI Infra Capital Recycles
AEP Texas secured a $3.26 billion DOE loan for nearly 100 transmission projects as AI-load infrastructure keeps pulling in capital, from EQT’s reported $2.6 billion Copia Power deal to tougher local scrutiny in Kansas.
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DOE Closes $3.26 Billion Transmission Loan to AEP Texas — Power MagazineDOE Closes $3.26 Billion Transmission Loan to AEP Texas - Energy & Engineering Group: - Chemical Engineering - Experience POWER - Data Center POWER eXchange - CLEAN Americas - POWER Search --- Home T&D DOE Closes $3.26 Billion Transmission Loan to AEP Texas The U.S. Department of Energy has closed a loan...
Tariffs, backlash and IPOs test the AI data-center boom
Duke Energy’s large-load tariff is moving into North Carolina rate-case scrutiny as utilities try to shield customers from AI power risk. Meanwhile, QTS’s Virginia Digital Gateway collapse and Brookfield-backed Csquare’s planned IPO show the buildout’s permitting and capital-market split screen.
In this episode
Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media — Latitude MediaDuke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media - Commentary - DATA CENTERS - U.S. market # Duke...
TeraWulf’s AI Pivot, FERC’s Grid Squeeze
TeraWulf and Anthropic’s $19 billion Kentucky lease anchors another bitcoin-to-AI infrastructure pivot as FERC large-load policy pressure, SPP interconnection automation limits, and Equinix’s Milan heat-reuse plan show where compute growth is hitting grids and cities.
In this episode
TeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times — The Economic TimesTeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return22.89 % Invest Now Business News› Markets› US Stocks› News›TeraWulf jumps on $19 billion data center lease deal with Anthropic ##### The...
Anthropic’s $19B Lease Puts AI Load in the Spotlight
Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina and Virginia’s Digital Gateway megaproject kept unraveling.
In this episode
TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA — Channel NewsAsiaTeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA #### Recent Searches #### Trending Topics CNA Explains China artificial intelligence Indonesia Malaysia podcasts Wellness Thailand Japan Advertisement Advertisement Business # TeraWulf jumps on $19 billion data center lease deal with Anthropic FILE PHOTO: Anthropic logo, a keyboard, and a robotic hand...
FERC Orders, Water Fights, and the Data Center Backlash
FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights in New Mexico, and Equinix heat reuse in Milan show the data center buildout being judged on power, water, and community terms.
In this episode
FERC issues orders to US grid operators on large load integration. - Energy-Storage.News — Energy-Storage.News# FERC issues orders to US grid operators on large load integration. - Energy-Storage.News Author: April Bonner Published: 2026-07-03T10:04:29+00:00 Source: energy-storage.news (energy-storage.news) Language: en ## Story FERC issues orders to US grid oper...
Pension capital, grid rules and local vetoes hit AI buildout
CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built.
In this episode
CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail — The Globe and MailCPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail The Globe and Mail CPPIB invests $2.4-billion with Swedish fund EQT to build data centres Ad Choices James Bradshaw Institutional Investing Reporter Published Yesterday Share Save...
PJM Stress Pulls Data Centers Into Grid Rulemaking
PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets hyperscale assets in Northern Virginia.
In this episode
DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC — TFTCDOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC Share The federal government conscripted hyperscaler diesel generators into grid service for the third time in 2026. The pattern is no longer anomalous. Key takeaways - Energy Secretary Chris Wright issued two emergency orders on June...
Digital Realty Tightens Its Grip on Northern Virginia AI Capacity
Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR shares tied to the deal.
In this episode
Digital Realty Pays $3.5B for Blackstone Data Center Stakes — Data Center KnowledgeDigital Realty Pays $3.5B for Blackstone Data Center Stakes - Build & Design - Data Center Site Selection - Deals - AI Data Centers # Digital Realty Pays $3.5B for Blackstone Data Center Stakes The deal reflects the operator’s strategy to scale its footprint amid surging AI-d...
Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout
Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-megawatt benchmark for AI infrastructure.
In this episode
Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone — BlackstoneDigital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone # Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers ## june 29, 2026 Increases Ownership in New, High-Quality, Fully-Leased Hyperscale Assets in Top...
Digital Realty’s Power Path Meets Local Grid Pushback
Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allocation fights deeper into permitting and regulation.
In this episode
Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. — U.S. Securities and Exchange CommissionDigital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two...
Local Data Center Pushback Moves From Ballots to Water and Zoning
Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build.
In this episode
Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw — The Cool Down# Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw Author: James Nanzo Published: 2026-06-28T02:49:00+00:00 Source: thecooldown.com (thecooldown.com) Language: en ## Story Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw -…
Yondr JK 1 prices USD...FERC Tariff Push Meets Data Center Siting Blowback
FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and flexible-service questions while water scarcity and local bans add siting risk for data center developers.
In this episode
FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development — JD Supra# FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development Published: 2026-06-25T18:35:49+00:00 Source: jdsupra.com (jdsupra.com) Language: en ## Story On June 18, 2026, the Federal Energy Regulatory Commission (FERC or the Commission) issued an o...
Data center buildout hits grid, water and zoning tests
FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over water, zoning and heat-island rules show the buildout’s constraints are becoming operational, not theoretical.
In this episode
Digital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas — Telecom Review AmericasDigital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas Digital Realty announced a series of transactions that, together, bolster the company’s three core pillars of growth: (i) expansion of its hypers...
Oracle’s AI bottleneck moves from GPUs to memory and grid rules
Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides.
In this episode
Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. — U.S. Securities and Exchange CommissionOracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical comp...
Digital Realty expands as PJM and ERCOT queues bite
Digital Realty moved to deepen its Teraco control and disclosed 1,440 acres near Kansas City, while Carbon Direct maps the PJM and ERCOT queue bottleneck standing between AI data center demand and speed to power.
In this episode
Digital Realty agreed to issue common stock to buy approximately 16% of the interests in its Teraco joint venture, increasing its interest in Africa’s leading data center platform to 77%. — U.S. Securities and Exchange CommissionDigital Realty agreed to issue common stock to buy approximately 16% of the interests in its Teraco joint venture, increasing its interest in Africa’s lead...
