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Artwork for The Data Center Daily
FERC
PJM
Digital Realty
PJM Interconnection
Data Centers
ERCOT
Nvidia
Openai
Equinix
Blackstone
Fort Worth
Hyperscale Data Centers
Anthropic
NERC
Oracle
Nextera Energy
New York
Virginia
Interconnection Queues
Synergy Research Group

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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Artwork for The Data Center Daily

Latest Episodes

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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Recent Guests

Jessica Seuss
Writer at MONDAC, providing industry analysis and reporting
MONDAC
Episode: ERCOT Pauses Batch Zero as Texas Orders Data Center Audits — August 05, 2026
Shayna Green
Reporter, Bloomberg Law
Bloomberg Law
Episode: PJM Opens a Fast Lane as AI Load Tests Grid Queues — August 01, 2026
Tim McLaughlin
Reporter, Reuters
Reuters
Episode: Data centers trip grid alarms from PJM to Texas — July 27, 2026
Bob Marshall
Analyst, Ting Labs
Ting Labs
Episode: Data centers trip grid alarms from PJM to Texas — July 27, 2026
Karen Joy Bakuto
Data Center News US correspondent
Data Center News US
Episode: OpenAI’s 3.2 GW Georgia Bet Meets PJM’s Cost Alarm — July 23, 2026
Joseph Bowering
President
Monitoring Analytics
Episode: OpenAI’s 3.2 GW Georgia Bet Meets PJM’s Cost Alarm — July 23, 2026
Ashley Cook
Journalist
Fort Worth Star-Telegram
Episode: OpenAI’s 3.2 GW Georgia Bet Meets PJM’s Cost Alarm — July 23, 2026
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

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

2.5 out of 5 stars from 4 ratings
  • Creepy, but informative

    AI generated content that is informative and relevant, but hard to get past it being read by AI voices.

    Apple Podcasts
    3
    xtrablu
    United States9 days ago
  • 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
    1
    Babbling101
    United States3 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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Which podcasts are similar to The Data Center Daily?

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1. Catalyst with Shayle Kann
2. TBPN
3. All-In with Chamath, Jason, Sacks & Friedberg
4. Open Circuit
5. Data Center Richness

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. 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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