The Data Center Daily

OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-load interconnection plan could define how data centers connect, pay, and navigate federal-state boundaries.

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# OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites | OpenAI [Skip to main content](https://openai.com/index/five-new-stargate-sites#main) [](https://openai.com/) * [Research](https://openai.com/research/index/) * Products * [Business](https://openai.com/business/) * [Developers](https://openai.com/api...

Microsoft, Alphabet, Meta and Amazon’s AI capex is now a site-selection and power-underwriting problem, while Stargate’s “pay your own way” pledge exposes the enforceable grid question: who funds capacity, upgrades and backup when AI load lands?

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Product Use Cases Company # AI Infrastructure Capex in 2026: What Hyperscaler Spending Means for Developers AI infrastructure capex is becoming a real estate development cycle, not just a chip-buying cycle. This post explains how hyperscaler spending changes site selection, power strategy and underwriting for institutional developers. by Build T...

Synergy Research Group pegs hyperscale capex at $142 billion in Q3, while NARUC’s FERC comments draw a hard state-jurisdiction line around large-load interconnection. The buildout is scaling faster than the permitting and cost-allocation machinery around it.

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1 UNITED STATES OF AMERICA FEDERAL ENERGY REGULATORY COMMISSION Interconnection of Large Loads to the ) Docket No. RM26-4-000 Interstate Transmission System ) INITIAL COMMENTS OF THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS The National Association of Regulatory Utility Commissioners (“NARUC”), respectfully submits...

PJM interconnection data shows 877 active load, generation and transmission requests totaling 102.79 GW, while a DOE-prompted FERC large-load proceeding raises the core question for data centers: who controls and pays for grid entry at hyperscale?

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[Interconnection.fyi Tracking U.S. ISO & utility interconnection queues](/) [Email Alerts](https://interconnectionfyi.substack.com?ref=interconnection.fyi&utm_source=interconnection.fyi&utm_medium=referral) [Data Centers](/data-center) [GridTracker](/about-gridtracker)[Data center projects](/data-center)[Distribution grid (DG)…

FERC large-load interconnection reform is the center of gravity: DOE’s push tests who pays for gigawatt-scale AI campuses, while Digital Realty and Equinix’s reported atNorth bids show capital chasing cooler, power-rich Nordic capacity.

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 Mobile Navigation # Secretary of Energy Directs FERC to Initiate Rulemaking to Expedite Data Center and Large Load Interconnection Client Alert  |  October 29, 2025 *The Secretary’s Direction included a proposed...

OpenAI, Oracle and Vantage’s Port Washington Stargate plan puts Wisconsin’s grid, water and transmission constraints under the microscope, alongside FERC’s large-load interconnection fight and PJM’s urgent speed-to-power problem.

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UC Law Environmental Journal UC Law Environmental Journal Volume 32 Number 2 Article 4 5-13-2026 # Data Center Cooling Water Discharge: Assessing Environmental Data Center Cooling Water Discharge: Assessing Environmental # Transparency and Information Gaps Transparency and Information Gaps Katherine Kim Follow this and additional works at: …

FERC’s large-load interconnection docket has a June 2026 action marker, as state regulators press jurisdictional limits and Synergy Research shows hyperscale capacity nearly tripling since 2018. The buildout story is shifting from abstract AI demand to queues, tariffs, water and siting.

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# FERC to Act on Large Load Interconnection Docket by June 2026 | Federal Energy Regulatory Commission [Skip to main content](https://www.ferc.gov/news-events/news/ferc-act-large-load-interconnection-docket-june-2026#main-content) [![Image 1: Federal Energy Regulatory Commission Logo](https://www.ferc.gov/themes/custom/ferc...

ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals.

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Texas grid slammed by 519 power-hungry AI data center requests in just two years Photo Credit: iStock Proposed AI data centers are poised to put a new kind of pressure on Texas' power system as their electricity needs climb, The Texas Tribune repo...

Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Reliance deal shows AI capacity demand still scaling globally.

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Ohio lawmakers introduce sweeping new data center legislation - Route Fifty Skip to Content - Exercise Your Privacy Rights --- --- --- --- --- --- --- By Nick Evans, Ohio Capital Journal By Nick Evans, Ohio Capital Journal | June 10, 2026 12:00 PM ET ## It’s a significant revision of sta...

Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and permitting into harder gates for data center growth.

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Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. For AI compute suppliers and capacity planners, the filing attaches disclosed scale and a...

FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-gigawatt capacity gap, Delaware weighs bring-your-own-power rules, TikTok wins a $25 billion Thailand buildout, and Nvidia tightens South Korea memory partnerships.

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# NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. Published: 2026-06-09T01:58:14.801000+00:00 Source: energycentral.com (energycentral.com) Language: en ## Story NEWS: FERC has greenlit SPP’s proposal to offer data centers (t...

ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 supply ramp and local governments from Reno to Statesboro tighten data-center siting rules.

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Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests By Reuters Published 2 days ago on June 5, 2026 ## Electrical power lines are shown during a stor...

OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center moratorium.

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BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 WORLD # OpenAI To Spend US$50 Bln On Computing Power In 2026 06/05/2026 04:47 PM OpenAI logo is seen in this illustration taken, March 11, 2024. -- Photo by REUTERS/Dado Ruvic/Illustration//File Photo SAN JOSE (California), May 6 (Bernama-dpa...

PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion.

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# PJM Monitor: AI Data Center Growth Reshaping Power Markets Published: 2026-06-03T16:44:36+00:00 Source: datacenterknowledge.com (datacenterknowledge.com) Language: en ## Story PJM Monitor: AI Data Center Growth Reshaping Power Markets # PJM Monitor: AI Data Center Growth Reshaping Power Markets AI-driven load growth is coll...

ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems.

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# San Angelo May End Up With a Data Center It Can’t Regulate Author: sarahboates Published: 2026-06-02T23:47:25-05:00 Sourc...

ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights.

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As data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media Michael Minasi | KUT News ERCOT will vote Tuesday...

PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-policy negotiation, not just a site-selection race.

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PJM Board Announces Strategic Actions for Load Integration - Investors Hangout Search Search Type Board Post Member Go! News ## PJM Board Announces Strategic Actions for Load Integration In the pursuit of a more efficient and reliable electricity system, the PJM Boar...

FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution.

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November 20, 2025 Ms. Debbie-Anne A. Reese, Secretary Federal Energy Regulatory Commission 888 First Street NE Washington, DC 20426 Re: Comments of the U.S. Chamber of Commerce in Response to the Federal Energy Regulatory Commission’s Notice Inviting Comments; Interconnection of Large Loads to the Interstate Transmission System, Docket No. RM26-4...

I Squared Capital is paying $225 million for Cogent data centers as Iren lines up Dell-built Nvidia Blackwell systems in Texas, while Pahrump and Pulaski County push moratoriums that show AI infrastructure’s water and permitting constraints tightening.

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I Squared Capital buys $225M data center portfolio from Cogent Fiber to build AI inference platform SEARCH Searching... # I Squared Capital buys $225M data center portfolio from Cogent Fiber to build AI inference platform The Miami-based infrastructure firm...

Data center power fights are moving into grid planning and local law: NV Energy says Tahoe customers will keep service, Virginia residents contest a 765-kV line, California starts a $2 billion Bay Area build, and Franklin County townships eye self-generation rules.

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Are Lake Tahoe Residents Really Losing Electricity Supply to Data Center Hyperscalers? | TD World # Are Lake Tahoe Residents Really Losing Electricity Supply to Data Center Hyperscalers? NV Energy says it will keep servicing the area until Li...

Nvidia Vera Rubin is moving from roadmap to supply-chain stress test, with Vera CPUs reaching Anthropic and OpenAI as Taiwan capacity tightens. Meanwhile, Maryland and Georgia water fights show the local permitting risk around hyperscale buildouts.

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NVIDIA Vera CPU Ships to Anthropic and OpenAI: What Developers Need to Know | byteiota NVIDIA Vera CPU: 88 Olympus cores, 1.2 TB/s bandwidth, purpose-built for agentic AI NVIDIA VP Ian Buck personally drove to Anthropic’s San Francisco office on May 18 and hand...

SpaceX’s xAI put hard numbers behind the AI compute boom, buying the Memphis Colossus site while filings show Anthropic paying $1.25 billion a month for capacity. The buildout’s economics still look compelling, but water and financing pressures are tightening.

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AFFILIATE OF PHOENIX INVESTORS SELLS MEMPHIS X-AI DATA CENTER TO SUBSIDIARY OF SPACEX FOR $185 MILLION Accessibility Statement Skip Navigation The Colossus I Data Center site totals 217 Acres MEMPHIS, Tenn., May 23, 2026 /PRNewswire/ -- An affiliate of Phoeni...

Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed how AI infrastructure demand is turning into hard capacity, power, water, and capital commitments.

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Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU - Newsletter - AI, AI Funding & Investment, Business, Enterprise AI # Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU - James Dargan - May 21, 2026 - 7 min...

Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms.

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Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider # Applied Digital Reaches Significant Milestone, Su...

Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking show the AI infrastructure race moving from GPU orders into grid jurisdiction and site capacity.

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# Hyperscalers Plan $630 Billion in 2026 CapEx ### Investment in GPUs, Data Centers for AI Poised to Surge 62% From 2025 Record [Rich Miller](https://substack.com/@richmiller) Feb 06, 2026 ∙ Paid An Amazon Web Services data center. Amazon said Thursday that it expects capital expenditures of $200 billion this year for AI infrastructure. (Photo: Amazon) ...

AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging compute capacity, and local permitting fights are tightening around transmission, stormwater, and water rights.

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NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return24.24 % Invest Now Business News› Markets› US Stocks› News›NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power...

Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through water-service hearings, and a Kansas county just paused data center permits. Capacity still expands abroad, but siting fights are getting more physical.

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Data centers drain California's water with little public oversight 1. Join the conversation on California's future, May 21. Join us at the CalMatters Ideas Festival on May 21. 💡 Get your tickets now. An irrigation ditch runs between farm land, o...

PJM says it has enough capacity for summer, but the sharper question is whether AI campus load forecasts are real enough to shape capacity markets, transmission plans and state permitting. Pennsylvania’s pipeline and Blackstone’s REIT IPO show both the grid stress and capital appetite.

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PA power grid operator PJM ready for summer but faces data center risk STATE # Pa.'s electric grid operator ready for summer, but facing new pressure USA TODAY NETWORK May 14, 2026, 4:57 a.m. E...

AI infrastructure is colliding with utility planning in concrete ways: Kentucky utilities are testing SMRs, Georgia and South Carolina communities are pressing QTS on water and local impacts, and regulators are trying to make large-load tariffs absorb the downside risk.

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Kentucky utilities turn to small nuclear reactors as data center boom tests the grid Photo Credit: iStock Kentucky's energy future is now part of a much bigger conversation. Louisville Gas and Electric and Kentucky Utilities ar...

Washington is trying to speed construction, states are adding water and ratepayer guardrails, and capital is still chasing the sector. The AI data center buildout is now a permitting, grid-capacity and financing story all at once.

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EPA plan would let work start on data centers, power plants before air permits - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to fo...

NVIDIA’s $3.4 billion IREN cloud deal and Digital Realty’s private-capital pivot show compute demand still accelerating, while Google, QTS, and Germany’s grid package underline the permitting, water, and interconnection constraints shaping where capacity can actually land.

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IREN Secures $3.4bn AI Cloud Contract with NVIDIA - Downstream Calendar # IREN Secures $3.4bn AI Cloud Contract with NVIDIA May 10, 2026 NEW YORK, May 07, 2026 (GLOBE NEWSWIRE) — IREN Limited (NASDAQ: IREN) (“IREN”) today announced it has signed a five-year AI infrastructure cloud services contract with NVIDIA. U...

Data center load is becoming a rate-design fight: Maryland is challenging PJM transmission charges, Oregon approved a dedicated large-load class, Louisiana is weighing tariffs, and Florida added water and bill protections while institutional capital keeps chasing the buildout.

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Maryland homeowners to pay extra $1.6 billion on their electric bills to subsidize AI data centers Photo Credit: iStock Maryland homeowners are projected to pay an additional $1.6 billion in electric bills over the next decade for grid upgrades li...

AI infrastructure demand is colliding with grid process and power supply: FERC slipped its large-load rule, Oracle and OpenAI pushed Stargate past 5 GW, Hut 8 landed a major Texas lease, and gas is rising again in ERCOT’s queue.

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FERC delays large-load rule by 2 months, threatening data center power timeline — HyperSinc energy11 hours ago· 2 readers # FERC delays large-load rule by 2 months, threatening data center power timeline FERC pushed its June 2026 deadline for landmark large-load interconnection rules past the DOE's April mandate...

AI infrastructure spending keeps ratcheting higher, with top cloud providers now forecast at $830 billion in 2026 capex, while local governments from Utah to Arizona to Kansas tighten scrutiny around water, zoning, and moratoria.

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North American AI Data Center Expansion Drives 2026 CapEx of Top Nine CSPs to US$830 Billion, Says TrendForce Accessibility Statement Skip Navigation NEW YORK, May 6, 2026 /PRNewswire/ -- TrendForce's latest findings on the AI industry highlight that several major North American CSPs have re...

AI infrastructure stress is moving from forecasts to operations: NERC is ordering action on volatile computational loads, AEP now sees 63 GW of new demand by 2030, and site constraints from water to China chip supply are tightening.

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# NERC issues Level 3 alert, mandates action to address data center load losses | Utility Dive Published: 2026-05-05T11:00:00 Author: Robert Walton ## Summary The North American Electric Reliability Corp. (NERC) has issued a rare Level 3 alert, the highest level of the alert, following in...