The Data Center Daily

About The Data Center Daily

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 infrastructure funds, and the macro and supply-chain stories where AI compute collides with the real economy. Editorial spirit drawn from SemiAnalysis, Wood Mackenzie's Energy Gang, BlackRock's The Bid, and Bloomberg's Odd Lots.

Publisher

The Data Center Daily — Lantern Podcasts

Category

news · technology

Language

en

Explicit

No

First episode

6 May 2026

Latest episode

9 Oct 2026

Latest episodes

120 episodes in the feed.

1. 

   9 Oct 2026

   Voltus Raises $225M for BYOC as Google Backs 890 MW of Nuclear Uprates — October 09, 2026

   Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid. In this episode: Top stories: 1. Voltus raises $225 million to scale BYOC for data centers — Latitude Media https://www.latitudemedia.com/news/voltus-raises-225-million-to-scale-byoc-for-data-centers/ 2. Duke Energy, Amazon and Google Back Data Centre Cost Deal — Data Centre Magazine https://datacentremagazine.com/news/duke-energy-amazon-and-google-back-data-centre-cost-deal 3. Google Deal Backs 890 MW of Constellation Nuclear Uprates ... — POWER https://www.powermag.com/google-deal-backs-890-mw-of-constellation-nuclear-uprates-at-11-pjm-reactors/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

2. 

   8 Oct 2026

   Google Lines Up 2.7 GW for a Wyoming Campus; Amazon's Name Lands on Homer City — October 08, 2026

   Black Hills signs on to serve Google's Cheyenne campus with a 2.7 GW resource stack built largely on undisclosed third-party supply, and Indiana County's posted filing names AWS for 36 buildings at the Homer City gas campus. Also: Oracle's Wisconsin transmission line restarts review, Firmus and CDC end Project Southgate, and SpaceX reportedly seeks $40 billion to buy Nvidia chips. In this episode: 1. Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming — Finviz https://finviz.com/news/399523/black-hills-corp-executes-definitive-agreements-to-serve-googles-planned-data-center-in-cheyenne-wyoming 2. AWS Files 36-Building Data Center Plan at 4.5GW Homer City Campus — Mike Bavto https://baxtel.com/news/aws-files-36-building-data-center-plan-at-4-5gw-homer-city-campus 3. US Opposition Intensifies! Another Mega Data Center by Oracle Risks Stalling Due to "Power Connection Issues" | Longbridge — Wallstreetcn https://longbridge.com/en/news/301090080 4. Firmus, CDC end planned $51B Australian AI buildout — Robert Clark https://www.lightreading.com/data-centers/firmus-cdc-end-planned-51b-australian-ai-buildout 5. SpaceX Reportedly Seeking $40 Billion Financing To Buy ... — Amit Chowdhry https://pulse2.com/spacex-reportedly-seeking-40-billion-financing-to-buy-nvidia-ai-chips/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

3. 

   7 Oct 2026

   First SMR Enters ERCOT's Queue as Amazon Pledges $1B to Host Towns — October 07, 2026

   Blue Energy filed ERCOT's first small modular reactor interconnection request, planning up to 1.5 GW of GE Vernova Hitachi BWRX-300s for a Crusoe data center. Meanwhile, Amazon is pledging $1 billion to data center communities, and Taylor, Texas, votes on annexing a 500 MW campus. In this episode: Top stories: 1. First Small Nuclear Reactors Seeking to Connect to Texas Grid — Energy Connects https://www.energyconnects.com/news/renewables/2026/october/first-small-nuclear-reactors-seeking-to-connect-to-texas-grid/ 2. Where are the barriers to flexible interconnection? | Latitude Media — Latitude Media https://www.latitudemedia.com/news/where-are-the-barriers-to-flexible-interconnection/ 3. Amazon commits $1 billion to communities near data centers, AWS CEO says it no longer uses NDAs with government agencies | TechRadar — TechRadar https://www.techradar.com/pro/amazon-commits-usd1-billion-to-communities-near-data-centers-aws-ceo-says-it-no-longer-uses-ndas-with-government-agencies 4. Taylor Data Center Annexation Vote Tests City Authority — The Texas Dispatch https://thetexasdispatch.com/taylor-data-center-annexation-vote-oct-8/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Apple Podcasts (US)

3.0 / 5

3 ratings

Spotify

3.0 / 5

2 ratings

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