The Data Center Daily
The Data Center Daily — Lantern PodcastsThe 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 | 12 | Founded | 17 days ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | Business NewsNewsTechnology | |||
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Latest Episodes
Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms fro... more
Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking show the AI infrastructure race moving from GPU orders into grid jurisdiction and site capacity.
In th... more
AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging compute capacity, and local permitting fights are tightening around transmission, stormwater, and water r... more
Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through water-service hearings, and a Kansas county just paused data center permits. Capacity still expands ab... more
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Apple Podcasts | #213 |  United States/News/Business News |
Apple Podcasts | #125 |  Poland/News/Business News |
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The Data Center Daily launched 17 days ago and published 12 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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