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FERC
Digital Realty
Data Centers
ERCOT
PJM Interconnection
NVIDIA
PJM
Openai
Blackstone
Hyperscale Data Centers
Anthropic
NERC
New York
Fort Worth
Interconnection Queues
AI Compute Demand
Synergy Research Group
Northern Virginia
Interconnection Queue
Terawulf

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

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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Recent Guests

Joelle Marcus Lima
Journalist at The Tech Capital
The Tech Capital
Episode: Tariffs, backlash and IPOs test the AI data-center boom — July 09, 2026
Songjun Cho
Analyst/Reporter
Aju Press
Episode: Tariffs, backlash and IPOs test the AI data-center boom — July 09, 2026
Kent Jackson
Reporter, Standard Speaker
Standard Speaker
Episode: PJM Stress Pulls Data Centers Into Grid Rulemaking — July 03, 2026
Emily Wischenrad
Reporter, Bisnow
Bisnow
Episode: PJM Stress Pulls Data Centers Into Grid Rulemaking — July 03, 2026
Daniel Leschko
Participant at a hearing referenced in reporting
Not clearly specified in transcript
Episode: PJM Stress Pulls Data Centers Into Grid Rulemaking — July 03, 2026
Shane Snyder
Data Center Knowledge contributor
Data Center Knowledge
Episode: Digital Realty Tightens Its Grip on Northern Virginia AI Capacity — July 02, 2026
Catherine Kim
Environmental law scholar
UC Law Environmental Journal
Episode: Stargate Wisconsin Meets the Grid-and-Water Reality Check — June 15, 2026
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

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.

Reviews

1.0 out of 5 stars from 1 ratings
  • Robots talking to each other

    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

    Apple Podcasts
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    Babbling101
    United States2 months ago

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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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1. WSJ What’s News
2. Prof G Markets
3. The Data Center Frontier Show
4. Data Center Richness
5. All-In with Chamath, Jason, Sacks & Friedberg

How many episodes of The Data Center Daily are there?

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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What guests have appeared on The Data Center Daily?

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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