
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 | Business NewsNewsTechnology | |||

PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW of signed load shows utilities converting AI demand into gas-backed capacity plans.
In this episode more
NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules and neural grid solvers show how AI load is reshaping power planning.
In this episode
• NextEra Energ... more
Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission fights, while PJM ride-through rules put data-center load behavior under tighter gri... more
CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note sale. The through-line is power-constrained growth funded with more complex capit... more
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AI generated content that is informative and relevant, but hard to get past it being read by AI voices.
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
How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.
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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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3. All-In with Chamath, Jason, Sacks & Friedberg
4. Open Circuit
5. Data Center Richness
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. Jessica Seuss
2. Shayna Green
3. Tim McLaughlin
4. Bob Marshall
5. Karen Joy Bakuto
6. Joseph Bowering
7. Ashley Cook
8. Joelle Marcus Lima
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