À propos de ce 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 épisodes · Zakelijk nieuws
The Data Center Daily
À propos de ce 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…
Épisodes récents
- Google's Power Math: Indiana Cost Test, 890 MW of Nuclear Uprates — October 13, 2026avant-hier · 9 min
- PJM Fast-Tracks 2.1 GW as Senators Tally Data Center Grid Costs — October 12, 2026il y a 3 jours · 8 min
- FERC Keeps PJM's Large-Load Registry, Kills the Curtailment Plan — October 11, 2026il y a 4 jours · 10 min
- DOE Tells FERC Data Centers Must Pay for PJM's 6.8 GW Gap — October 10, 2026il y a 5 jours · 8 min
- Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates — October 09, 2026il y a 6 jours · 6 min
- Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 20268 oct. · 11 min
- First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns — October 07, 20267 oct. · 8 min
- Meta Books AI Data Center Chips as an IRS Experiment; Michigan Locks Google Into 20-Year DTE Terms — October 06, 20266 oct. · 11 min
- Oracle Offers to Take Over Wisconsin's Nuclear Price Escalator; Spain Drafts an 80 Percent Hourly Renewables Test for Data Centers — October 05, 20265 oct. · 11 min
- Senate Permitting Deal Hands Data Centers the Full Grid Bill; OpenAI Signs for 8 GW in Pike County — October 04, 20264 oct. · 10 min
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