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ERCOT
Nvidia
Openai
Anthropic
XAI
Data Centers
PJM
PJM Interconnection
Broadcom
FERC
Data Center Industry
AI Compute Demand
Spacex
Valleylink
LS Power
I Squared Capital
Synergy Research Group
Interconnection Queue
EIA
Amazon Web Services (AWS)

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 stat... more

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Latest Episodes

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 V... more

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 thi... more

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 infra... more

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 perm... more

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Recent Guests

Maggie Glass
Reporter
WHSV
Episode: States Make Data Centers Pay as AI Capacity Keeps Scaling — June 11, 2026
Alan Lee
Journalist, TechTimes
TechTimes
Episode: AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall — June 08, 2026
Lucas Banda
Journalist, wrote for San Angelo Live
San Angelo Live
Episode: AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories — June 04, 2026

Hosts

Cassidy
Host linked with A Lantern Podcast and related Lantern network; appears across multiple episodes.
Matt
Co-host/host affiliated with A Lantern Podcast; appears in several episodes.

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Frequently Asked Questions About The Data Center Daily

What is The Data Center Daily about and what kind of topics does it cover?

This show delivers concise, data-driven briefings on the global AI compute buildout and the energy infrastructure that powers it. Episodes typically zero in on interconnection queues, grid constraints, and regulatory or financial mechanisms affecting hyperscale deployments, including state policy, utility tariffs, and CAPEX financing. Notable threads include how interconnection costs, permitting regimes, water use, and transmission upgrades shape where and when data centers come online, as well as the evolving roles of silicon supply, PPA structures, and regulatory actions in major markets. A standout trait is the rapid-fire, example-driven format that ties together policy shifts, corporate commitments, and infrastructure realities to illum... more

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Which podcasts are similar to The Data Center Daily?

These podcasts share a similar audience with The Data Center Daily:

1. The Data Center Frontier Show
2. Data Center Richness
3. DCD Zero Downtime: The Bi-Weekly Data Center Show
4. The Matt Walsh Show
5. Stuff You Should Know

How many episodes of The Data Center Daily are there?

The Data Center Daily launched 2 months ago and published 44 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Data Center Daily?

Recent guests on The Data Center Daily include:

1. Maggie Glass
2. Alan Lee
3. Lucas Banda

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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