Podcast Index

Podcasts

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The Data Center Daily The Data Center Daily The Data Center Daily — Lantern Podcasts Dagen med Di Dagen med Di Dagens industri Design Thinking Podcast Design Thinking Podcast Ingrid Gerstbach Chief in Tech Deep Dive Shortcast Chief in Tech Deep Dive Shortcast Executive Women in Tech (EWIT) 120 jaar IJsfabriek Strombeek 120 jaar IJsfabriek Strombeek The Podcast Planet Optimizing Your Google Business Profile for Maximum Visibility Optimizing Your Google Business Profile for Maximum Visibility GMB Crush Investing and Trading Live Investing and Trading Live Josh Lillquist 36氪·快讯不联播 36氪·快讯不联播 36氪音频频道 The Media Copilot The Media Copilot The Media Copilot Beyond the Thesis With Papa PhD Beyond the Thesis With Papa PhD David Mendes, PhD What's Next|科技早知道 What's Next|科技早知道 声动活泼 Commerce Untold Commerce Untold Eitan Koter KGCI: Real Estate on Air KGCI: Real Estate on Air KGCI: Real Estate on Air ConversActions ConversActions Bill Mitchell LAFF YO DRAWS OFF PODCAST LAFF YO DRAWS OFF PODCAST WayneFrame Presents Capital Record Capital Record National Review Wenbin Fang's Podcast Playlist Wenbin Fang's Podcast Playlist Wenbin Fang / Listen Notes HR Voices HR Voices Rebecca Taylor Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets Michael Sidgmore Sounds Of Brass Sounds Of Brass Sounds Of Brass Think Fast Talk Smart: Communication Techniques Think Fast Talk Smart: Communication Techniques Matt Abrahams, Think Fast Talk Smart Brands, Beats & Bytes Brands, Beats & Bytes Brand Positioning Doctors Real Personal Finance Real Personal Finance Scott Frank Help and Hope Happen Here Help and Hope Happen Here Mark Levine The Derm Vet Podcast The Derm Vet Podcast Ashley Bourgeois, DVM, Dip ACVD CyberHub Podcast CyberHub Podcast James Azar Professional Ag Marketing Podcast Professional Ag Marketing Podcast Mike Minor Flipping Mastery Podcast Flipping Mastery Podcast Jerry Norton The Rich Somers Report The Rich Somers Report Rich Somers Everyday AI Podcast – An AI and ChatGPT Podcast Everyday AI Podcast – An AI and ChatGPT Podcast Everyday AI The Program Design Podcast The Program Design Podcast Lauren Monique It Depends: A Sales Tax Podcast by TaxConnex It Depends: A Sales Tax Podcast by TaxConnex TaxConnex Guardian Financial, Inc.'s Podcast Guardian Financial, Inc.'s Podcast Guardian Financial, Inc. Deep Learning with PolyAI Deep Learning with PolyAI Team PolyAI Your Dream Coach Podcast Your Dream Coach Podcast Shayla Wey Make More Love Make More Love Ellen Dorian Retire SMART Podcast Retire SMART Podcast Retire SMART LLC
The Data Center Daily

Business

The Data Center Daily

The Data Center Daily — Lantern Podcasts

Data center buildout hits grid, water and zoning tests

June 25, 2026 4:13am 9 min

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 b...

Oracle’s AI bottleneck moves from GPUs to memory and grid rules

June 24, 2026 4:14am 8 min

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 episodeOracle ...

Digital Realty expands as PJM and ERCOT queues bite

June 23, 2026 4:13am 5 min

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 ...

Stargate’s Site Blitz Runs Into FERC’s Grid Rule Clock

June 22, 2026 4:14am 7 min

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 ...

AI Capex Becomes a Data Center Power Cycle

June 19, 2026 4:14am 6 min

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 b...

Hyperscale Capex Runs Into the State-Regulator Wall

June 18, 2026 4:13am 7 min

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 an...

Large-load queues meet FERC’s jurisdiction fight

June 17, 2026 4:14am 3 min

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 fo...

FERC’s Load Fight Meets a Nordic Data Center Auction

June 16, 2026 4:13am 9 min

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 ...

Stargate Wisconsin Meets the Grid-and-Water Reality Check

June 15, 2026 4:14am 13 min

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...

FERC’s Large-Load Clock Meets Hyperscale’s Capacity Surge

June 14, 2026 4:07am 13 min

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 shi...

ERCOT’s AI Load Wave Hits the Cost-Allocation Wall

June 12, 2026 4:14am 11 min

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.In this e...

States Make Data Centers Pay as AI Capacity Keeps Scaling

June 11, 2026 4:13am 11 min

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.In this episod...

Broadcom’s AI Commitments Hit Real-World Data Center Gates

June 10, 2026 4:14am 13 min

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...

AI Data Centers Face Curtailable Power and a Hard Supply Ceiling

June 09, 2026 4:13am 12 min

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, TikTo...

AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall

June 08, 2026 4:14am 8 min

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-ce...

OpenAI’s $50B Compute Bill Meets Grid Pushback

June 05, 2026 5:43am 7 min

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 morator...

AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories

June 04, 2026 5:26am 9 min

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 cape...

AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply

June 03, 2026 5:29am 8 min

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 sa...

AI Data Centers Run Into the Grid Reality Check

June 02, 2026 5:21am 8 min

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 t...

AI Load Turns Into Grid Policy, Gas Demand and Guardrails

June 01, 2026 4:14am 8 min

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-p...

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