AI Data Centers Face Curtailable Power and a Hard Supply Ceiling — June 09, 2026

FERC Tariff Push Meets Data Center Siting Blowback — June 26, 2026

FERC’s large-load tariff orders are moving from broad policy into regional compliance, with NYISO and SPP facing cost-allocation, co-location and flexible-service questions while water scarcity and local bans add siting risk for data center developers. IN THIS EPISODE 1. FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development [https://www.jdsupra.com/legalnews/ferc-directs-new-york-independent-2348120/] — JD Supra # FERC Directs New York Independent System Operator to Revise Tariff to Expedite Data Center Development Published: 2026-06-25T18:35:49+00:00 Source: jdsupra.com (jdsupra.com) Language: en ## Story On June 18, 2026, the Federal Energy Regulatory Commission (FERC or the Commission) issued an order to New York Independent System Operator, Inc. (NYISO) directing NYISO and NYISO transmission… 2. FERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States [https://www.mondaq.com/unitedstates/utilities/1805318/ferc-issues-show-cause-order-to-southwest-power-pool-inc] — Mondaq FERC Issues Show Cause Order To Southwest Power Pool, Inc. - Utilities - United States ARTICLE 25 June 2026 # FERC Issues Show Cause Order To Southwest Power Pool, Inc. AGAkin Gump Strauss Hauer & Feld LLP More #### Contributor Akin is a law firm focused on providing extraordinary client service, a rewarding environment for our diverse workforce and exceptional legal representation… 3. When the Well Runs Dry: How Water Scarcity May Limit Data Center Development | ArentFox Schiff - JDSupra [https://www.jdsupra.com/legalnews/when-the-well-runs-dry-how-water-9607382] — ArentFox Schiff  # When the Well Runs Dry: How Water Scarcity May Limit Data Center Development   **Data centers are not only straining the nation’s power grid but also… 4. People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States [https://www.mondaq.com/unitedstates/construction-planning/1805946/people-power-vs-streaming-power-why-the-data-center-backlash-is-becoming-a-legal-risk-developers-cannot-ignore] — Mondaq People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore - Construction & Planning - United States ARTICLE 24 June 2026 # People Power vs. Streaming Power: Why The Data Center Backlash Is Becoming A Legal Risk Developers Cannot Ignore FLFennemore More #### Contributor Fennemore, an Am Law 200 firm, has been a trailblazer in legal… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

Data center buildout hits grid, water and zoning tests — June 25, 2026

FERC is pressing six grid operators for data-center tariff clarity as Digital Realty expands its AI infrastructure footprint and local fights over water, zoning and heat-island rules show the buildout’s constraints are becoming operational, not theoretical. IN THIS EPISODE 1. Digital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas [https://www.telecomreviewamericas.com/articles/wholesale-and-capacity/digital-realty-powers-the-ai-era-with-strategic-infrastructure-and-acquisitions/] — Telecom Review Americas Digital Realty Powers the AI Era with Strategic Infrastructure and Acquisitions - Telecom Review Americas Digital Realty announced a series of transactions that, together, bolster the company’s three core pillars of growth: (i) expansion of its hyperscale data center development capacity through the acquisition of a new powered land site in the Kansas City metro, (ii) growth of its colocation… 2. Energy Regulator Staves Off Critique in New Data Center Orders [https://news.bloomberglaw.com/environment-and-energy/energy-regulator-staves-off-critique-in-new-data-center-orders] — Bloomberg Law Energy Regulator Staves Off Critique in New Data Center Orders Environment & Energy LinkedIn The Federal Energy Regulatory Commission’s instructions to the country’s grid operators to get more organized on data center policies create, for now, a shield against litigation over the reach of its authority, energy analysts say. FERC issued show cause orders last week to six regional operators to… 3. Virginia's drought is so severe even data centers face the same water limits as everyone else [https://www.thecooldown.com/green-tech/data-centers-drought-restrictions-virginia/] — The Cool Down Virginia's drought is so severe even data centers face the same water limits as everyone else Photo Credit: iStock As drought conditions deepen in Virginia, localities are being pushed to make tougher choices about how water is used. Data centers, despite being among the state's heaviest water users, generally are not exempt from those limits. ### What's happening? Questions about special… 4. Clark County, Nev., Commissioners Approve Data Center Project [https://www.govtech.com/artificial-intelligence/clark-county-nev-commissioners-approve-data-center-project] — GovTech # Clark County, Nev., Commissioners Approve Data Center Project Published: 2026-06-23T21:26:51+00:00 Source: govtech.com (govtech.com) Language: en ## Story (TNS) — A wave of discontent with data centers has risen across the United States, and that wave is continuing in Nevada.The latest target? An expansion to the already massive Switch facility in the southwest Las Vegas Valley.Switch's plan… 5. Spalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com [https://www.griffindailynews.com/news/spalding-boc-to-hold-zoning-hearing-on-4th-data-center-thursday/article_21c20183-7efe-55d7-9f38-1bfe1dfeb96d.html] — Griffin Daily News Spalding BOC to hold zoning hearing on 4th data center Thursday | News | griffindailynews.com You have permission to edit this article. Edit Share This A conceptual site plan for the 75 South Data Center Campus on 292.41 acres at 1221 Tomochichi Road and an adjacent parcel, north of state Route 16, shows the campus would have seven two-story buildings totaling 2.240 million square feet, and a… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

Oracle’s AI bottleneck moves from GPUs to memory and grid rules — June 24, 2026

Oracle warns AI data center schedules now hinge on memory and critical components, not just GPUs, while FERC’s large-load rulemaking keeps the grid-access fight centered on who pays and who decides. IN THIS EPISODE 1. Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. [https://www.sec.gov/Archives/edgar/data/1341439/000119312526277521/orcl-20260531.htm] — U.S. Securities and Exchange Commission Oracle expanded its AI hardware supply-chain risk beyond GPUs to memory devices and critical components, warning that delivery delays can create operating costs for data center capacity that is not yet revenue-generating and can trigger penalties or other contract remedies. For GPU and memory supply-chain readers, the filing links component availability directly to stranded data center capacity… 2. [PDF] Interconnection of Large Loads to the Interstate Transmission ... [https://pubs.naruc.org/pub/25031BF3-C5E4-85FA-243B-A3D2E5DC82A0] — National Association of Regulatory Utility Commissioners 1 UNITED STATES OF AMERICA FEDERAL ENERGY REGULATORY COMMISSION Interconnection of Large Loads to the ) Docket No. RM26-4-000 Interstate Transmission System ) INITIAL COMMENTS OF THE NATIONAL ASSOCIATION OF REGULATORY UTILITY COMMISSIONERS The National Association of Regulatory Utility Commissioners (“NARUC”), respectfully submits these comments responding to the Federal Energy Regulatory… 3. FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Insights | Mayer Brown [https://www.mayerbrown.com/en/insights/publications/2025/11/ferc-large-load-interconnection-preliminary-rulemaking-key-takeaways-for-data-center-developers-other-large-load-projects-and-investors] — Mayer Brown  # FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors In late October 2025, at the direction of the Secretary of the US Department of… 4. Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity | Synergy Research Group [https://www.srgresearch.com/articles/hyperscale-spending-spree-is-driving-dramatic-growth-in-data-center-capacity] — Synergy Research Group ## Hyperscale Spending Spree is Driving Dramatic Growth in Data Center Capacity RENO, NV, December 19, 2025 New Q3 data from Synergy Research Group shows that the number of large data centers operated by hyperscale providers has climbed to 1,297 worldwide, nearly tripling since early 2018. Over the same period, total operational capacity has increased more than fourfold as average data center… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

Digital Realty expands as PJM and ERCOT queues bite — June 23, 2026

Digital Realty moved to deepen its Teraco control and disclosed 1,440 acres near Kansas City, while Carbon Direct maps the PJM and ERCOT queue bottleneck standing between AI data center demand and speed to power. IN THIS EPISODE 1. Digital Realty agreed to issue common stock to buy approximately 16% of the interests in its Teraco joint venture, increasing its interest in Africa’s leading data center platform to 77%. [https://www.sec.gov/Archives/edgar/data/1297996/000119312526276844/d50837d8k.htm] — U.S. Securities and Exchange Commission Digital Realty agreed to issue common stock to buy approximately 16% of the interests in its Teraco joint venture, increasing its interest in Africa’s leading data center platform to 77%. This is a material ownership consolidation in a named data center platform, using Digital Realty common stock as consideration. If completed, Digital Realty says its Teraco interest will rise to 77%, with… 2. Digital Realty disclosed that its operating partnership acquired approximately 1,440 acres of development land at Astra Enterprise Park near Kansas City. [https://www.sec.gov/Archives/edgar/data/1297996/000119312526276844/d50837d8k.htm] — U.S. Securities and Exchange Commission Digital Realty disclosed that its operating partnership acquired approximately 1,440 acres of development land at Astra Enterprise Park near Kansas City. This is a concrete site-control disclosure from Digital Realty in a new Kansas City-area development location, with consideration paid in cash and operating partnership units. Track Astra Enterprise Park as a newly disclosed Digital Realty… 3. AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT | Carbon Direct [https://www.carbon-direct.com/research-and-reports/ai-meets-the-grid-interconnection-queue-analysis-in-pjm-and-ercot] — Carbon Direct Why Carbon Direct? [Log in](https://platform.carbondirect.io/) [Get started](../contact) [Get started](../contact) [Get started](../contact) white paper # AI Meets the Grid: Interconnection Queue Analysis in PJM and ERCOT Data centers requiring over 10 GW of power were announced in PJM and ERCOT in just six months. Getting that power online means navigating backlogged and slow… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

Stargate’s Site Blitz Runs Into FERC’s Grid Rule Clock — June 22, 2026

OpenAI Stargate’s five-site expansion keeps the AI infrastructure race focused on executable gigawatts, while FERC’s June deadline on DOE’s large-load interconnection plan could define how data centers connect, pay, and navigate federal-state boundaries. IN THIS EPISODE 1. OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites [https://openai.com/index/five-new-stargate-sites] — OpenAI # OpenAI, Oracle, and SoftBank expand Stargate with five new AI data center sites | OpenAI [Skip to main content](https://openai.com/index/five-new-stargate-sites#main) [](https://openai.com/) * [Research](https://openai.com/research/index/) * Products * [Business](https://openai.com/business/) * [Developers](https://openai.com/api/) * [Company](https://openai.com/about/) * … 2. Step Back — Stargate just named five more AI data-center sites — so how do we tell which of these are real, executable gigawatts versus land-banked options or narrative management? What documents or market signals should we trust most: interconnection status, utility tariffs, substation work, turbine orders, water permits, financing commitments, or something else? BACKGROUND SOURCES * What the Michigan Stargate site says about today’s AI market | Latitude Media [https://www.latitudemedia.com/news/what-the-michigan-stargate-site-says-about-todays-ai-market/] — Scott Clavenna * The Rise of the Private Grid - by Tara Tan [https://thereview.strangevc.com/p/the-rise-of-the-private-grid] — Tara Tan * Stargate, the AI data center project, is operational in Abilene TX [https://www.dallasnews.com/business/energy/2025/09/23/inside-stargate-ais-massive-texas-data-center-campus-with-5-more-sites-announced/] — Lana Ferguson 3. FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next - Law Offices of Snell & Wilmer [https://www.swlaw.com/publication/ferc-sets-june-action-on-does-large-load-interconnection-plan-putting-federal-state-boundaries-at-the-center-of-what-comes-next] — Law Offices of Snell & Wilmer [Skip to Main Content](#content) * [Media](https://www.swlaw.com/media/) * [All Publications](https://www.swlaw.com/publications/) ## Publication # FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next Apr 21, 2026 By [Ryan J. Regula](https://www.swlaw.com/people/ryan_regula/) The Federal Energy Regulatory Commission… Daily TopFive for The Data Center Daily. Links above go to the original articles. Follow and rate The Data Center Daily on Apple Podcasts [https://podcasts.apple.com/us/podcast/the-data-center-daily/id1896355970] or Spotify [https://open.spotify.com/show/2miCD1T5sntF7t77eRk8xv]. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].