
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
| Publishes | Daily | Episodes | 50 | Founded | 3 months ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | TechnologyNewsBusiness News | |||

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.
In this epi... more
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 ... more
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. more
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 A... more
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I guess it’s apt for such a podcast (data center cheerleading / “editorial spirit drawn from BlackRock”) to be an assemblage of AI generated voice and bro language that unsettles one on a soul level. Thanks everybody namaste
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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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5. All-In with Chamath, Jason, Sacks & Friedberg
The Data Center Daily launched 3 months ago and published 50 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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Recent guests on The Data Center Daily include:
1. Joelle Marcus Lima
2. Songjun Cho
3. Kent Jackson
4. Emily Wischenrad
5. Daniel Leschko
6. Shane Snyder
7. Catherine Kim
8. Maggie Glass
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