About this podcast
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 state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and…
50 episodes · news
The Data Center Daily
About this podcast
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 state PUC orders, semiconductor supply (Nvidia, AMD, custom silicon, HBM), data center REITs and…
Recent episodes
- Data Center Power Deals Get Harder to Socialize — September 10, 2026New · 7 min
- Equinix Leads a Global AI Capacity Land Grab — September 09, 20262 days ago · 8 min
- Data Centers Meet the Grid’s New Cost Discipline — September 08, 20263 days ago · 8 min
- AI data centers meet audits, moratoriums and grid workarounds — September 07, 20264 days ago · 8 min
- Big Loads Face Grid Cost Controls — September 04, 20264 Sept · 7 min
- AI Infrastructure’s IPO, M&A and Megawatt Tests — September 03, 20263 Sept · 8 min
- PJM-Oklo Fight Puts AI Power Bottleneck on Display — September 02, 20262 Sept · 6 min
- AI Data Centers Hit Tariff Delays, Reporting Rules and Local Fights — September 01, 20261 Sept · 8 min
- Data Centers Hit the Water-and-Permitting Wall — August 31, 202631 Aug · 7 min
- Data Center Power Rules Hit Rates, Renewables and Queue Costs — August 28, 202628 Aug · 9 min
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