AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories — June 04, 2026

AI Buildout Hits PJM Prices, ERCOT Queues and Nvidia Factories — June 04, 2026

PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion. IN THIS EPISODE 1. PJM Monitor: AI Data Center Growth Reshaping Power Markets [https://www.datacenterknowledge.com/energy-power-supply/pjm-monitor-ai-data-center-growth-reshaping-power-markets] — Data Center Knowledge # PJM Monitor: AI Data Center Growth Reshaping Power Markets Published: 2026-06-03T16:44:36+00:00 Source: datacenterknowledge.com (datacenterknowledge.com) Language: en ## Story PJM Monitor: AI Data Center Growth Reshaping Power Markets # PJM Monitor: AI Data Center Growth Reshaping Power Markets AI-driven load growth is colliding with queue delays, supply shortages, and outdated power… 2. San Angelo May End Up With a Data Center It Can’t Regulate [https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate] — San Angelo LIVE! San Angelo May End Up With a Data Center It Can’t Regulate AUSTIN, TX — The Electric Reliability Council of Texas (ERCOT) Board of Directors voted Monday and Tuesday to approve the long-awaited Batch Zero framework for large-load interconnection studies, a move that could accelerate some data center projects while leaving others behind. Historically, ERCOT and the Public Utility Commission… 3. Nvidia says Vera Rubin platform enters full production [https://datacenter.news/story/nvidia-says-vera-rubin-platform-enters-full-production] — DataCenterNews US Nvidia says Vera Rubin platform enters full production DataCenterNews US - Specialist news for cloud & data center decision-makers United States Powered By # Nvidia says Vera Rubin platform enters full production Tue, 2nd Jun 2026 Chief Executive Officer Jensen Huang used Nvidia's GTC Taipei keynote to announce that the company's Vera Rubin platform is moving into full production. At the… 4. Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times [https://www.businesstimes.com.sg/international/global/private-infrastructure-real-estate-capital-play-larger-financing-role-ai-data-centre-boom-goldman] — The Business Times Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times BROUGHT TO YOU BY # Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says It is increasing its capex forecast for the four largest hyperscalers to US$5.3 trillion between FY2025 and FY2030 Share Add BT as… 5. Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal [https://technode.global/2026/06/03/singapore-based-data-center-developer-bdx-secures-1-2-gw-of-power-in-indonesia-with-state-utility-pln/] — TNGlobal Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal ## Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN June 3, 2026• Big Data, Indonesia, News, Singapore• BDX Indonesia, under BDx Data Centers, has secured 1.2 GW of power capacity across its Indonesia portfolio through a strategic… 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].

AI Buildout Hits Grid Queues, Water Wells and Nvidia Supply — June 03, 2026

ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems. Got 60 seconds? Tell us what you think and help shape the show: [https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily] IN THIS EPISODE 1. San Angelo May End Up With a Data Center It Can’t Regulate [https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate] — San Angelo LIVE! # San Angelo May End Up With a Data Center It Can’t Regulate Author: sarahboates Published: 2026-06-02T23:47:25-05:00 Source: sanangelolive.com (sanangelolive.com) Language: en ## Story San Angelo May End Up With a Data Center It Can’t Regulate AUSTIN, TX — The Electric Reliability Council of Texas (ERCOT) Board of Directors voted Monday and Tuesday to approve the long-awaited Batch Zero… 2. PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) [https://www.zeroemissiongrid.com/iso-rto-meeting-summaries/pjm-pc-06-02-26/] — Zero-Emission Grid PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) # PJM Planning Committee Meeting Summary: IEEE 2800 Adoption, Expedited Interconnection Track & Reliability Updates All Posts - All Posts - CAISO - company news - ERCOT - ISONE - MISO - NYISO - PJM - PJM IPS Feb 24 - SERC - SPP - SRP Search ## PJM Planning Committee Meeting Summary: IEEE 2800 Adoption,… 3. Record $16B Data Center Project Advances in Michigan | Engineering News-Record [https://www.enr.com/articles/63087-record-16b-data-center-project-advances-in-michigan] — Engineering News-Record Record $16B Data Center Project Advances in Michigan | Engineering News-Record ### Data Centers ## Open AI founder and CEO Sam Altman wants Saline Barn Data Center to become an example for how AI data centers can benefit local communities Photo courtesy of Jacob Hamilton/Ann Arbor News via AP Sam Altman, founder of OpenAI, says he hopes the data center under construction in Saline Township,… 4. New Florence AWS data center to tap local aquifer for water - ABC17NEWS [https://abc17news.com/weather/insider-blog/2026/06/02/new-florence-aws-data-center-to-tap-local-aquifer-for-water/] — ABC17NEWS New Florence AWS data center to tap local aquifer for water - ABC17NEWS - Livestream Special Coverage - Livestream Newscasts - Submit Tips, Pics and Video - Work for KMIZ - Experienced Account Executive - Explore Local Jobs - Intern with KMIZ Amazon Web Services (AWS) is developing Project Green, a new data center in New Florence, Montgomery County, that will draw water from an aquifer deep… 5. Nvidia Says AI Demand Could Keep Supply Tight Through 2027 [https://winbuzzer.com/2026/06/02/nvidia-says-ai-demand-could-keep-supply-tight-through-2027-xcxwbn/] — Winbuzzer # Nvidia Says AI Demand Could Keep Supply Tight Through 2027 Author: Markus Kasanmascheff Published: 2026-06-02T14:22:51+00:00 Source: winbuzzer.com (winbuzzer.com) Language: en ## Story Nvidia Says AI Demand Could Keep Supply Tight Through 2027 Search Companies, AI Divisions, Projects, Labs Chatbots, AI Assistants, AI Solutions - Windows 10 - Windows 11 - Microsoft Azure - Google Cloud -… 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].

AI Data Centers Run Into the Grid Reality Check — June 02, 2026

ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights. Got 60 seconds? Tell us what you think and help shape the show: [https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily] IN THIS EPISODE 1. As data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media [https://www.houstonpublicmedia.org/articles/news/energy-environment/2026/06/01/553290/data-center-planning-ercot-texas-power-grid/?amp=1] — Houston Public Media As data centers flock to Texas, ERCOT tries to decide which projects are feasible – Houston Public Media Michael Minasi | KUT News ERCOT will vote Tuesday on a new process for evaluating data centers. https://cdn.houstonpublicmedia.org/wp-content/uploads/2026/06/01112255/WEB-Data-Centers-FEATURE.mp3?srcid=rss-feed Texas power grid operators are preparing for an influx of data centers. In the… 2. Building the infrastructure for the Intelligence Age in Michigan | OpenAI [https://openai.com/index/stargate-michigan-data-center/] — OpenAI Building the infrastructure for the Intelligence Age in Michigan | OpenAI June 1, 2026 # Building the infrastructure for the Intelligence Age in Michigan Loading… Share Today, alongside Governor Gretchen Whitmer, local community and labor leaders, and our partners at Oracle, Related Digital, and Walbridge, we broke ground on The Barn⁠, a 1GW data center campus in Saline, Michigan. This… 3. HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them [https://www.hpcwire.com/off-the-wire/softbank-group-to-build-5-gw-of-ai-data-center-capacity-in-france/] — HPCwire HPCwire - Since 1987 – Covering the Fastest Computers in the World and the People Who Run Them ## Off the Wire Press Releases ## SoftBank Group to Build 5 GW of AI Data Center Capacity in France June 1, 2026 Shares --- Major investment to strengthen France’s AI infrastructure, support European technological sovereignty and anchor advanced data center manufacturing in Dunkirk with Schneider… 4. What’s in the water? What we know and don’t know about data center water discharge in Virginia • Virginia Mercury [https://virginiamercury.com/2026/06/01/whats-in-the-water-what-we-know-and-dont-know-about-data-center-water-discharge-in-virginia/] — Virginia Mercury What’s in the water? What we know and don’t know about data center water discharge in Virginia • Virginia Mercury ##### 5:20 ##### News Story # What’s in the water? What we know and don’t know about data center water discharge in Virginia ## Most data centers in Virginia are permitted to discharge water into municipal wastewater systems, the same place household water goes to be treated and… 5. Louisiana data centres could push power costs on households [https://itbrief.ca/story/louisiana-data-centres-could-push-power-costs-on-households] — IT Brief Canada Louisiana data centres could push power costs on households IT Brief Canada - Technology news for CIOs & IT decision-makers # Louisiana data centres could push power costs on households Mon, 1st Jun 2026 (Today) SOFIAH NICHOLE SALIVIO News Editor The Alliance for Affordable Energy and Sierra Club Delta Chapter have published a report on the cost of supplying electricity to large data centres… 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].

AI Load Turns Into Grid Policy, Gas Demand and Guardrails — June 01, 2026

PJM load-integration plans move toward FERC as EIA ties 2027 gas demand records to data centers, EdgeConneX expands in Texas and Pennsylvania sets standards for incentives—signaling that AI infrastructure is now a grid-policy negotiation, not just a site-selection race. IN THIS EPISODE 1. PJM Board Announces Strategic Actions for Load Integration - Investors Hangout [https://investorshangout.com/pjm-board-announces-strategic-actions-for-load-integration-502313-/] — Investors Hangout PJM Board Announces Strategic Actions for Load Integration - Investors Hangout Search Search Type Board Post Member Go! News ## PJM Board Announces Strategic Actions for Load Integration In the pursuit of a more efficient and reliable electricity system, the PJM Board of Managers is taking significant steps to integrate large load customers while ensuring the affordability of electricity for… 2. The Market Is Paying for a Problem It Hasn’t Solved [https://www.theaigridreport.com/p/the-market-is-paying-for-a-problem] — The AI Grid Report The Market Is Paying for a Problem It Hasn’t Solved # The AI Grid Report SubscribeSign in # The Market Is Paying for a Problem It Hasn’t Solved ### Two months in, we keep seeing the same pattern: every region thinks it has solved the grid problem, and every region has only relocated it. May 30, 2026 1 Share A month ago I wrote the first recap. The premise was that capital is pouring into… 3. EIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 [https://www.power-eng.com/gas/eia-natural-gas-generation-to-remain-flat-this-summer-with-a-record-peak-expected-in-2027/] — Power Engineering EIA: Natural gas generation to remain flat this summer, with a record peak expected in 2027 Credit: David J / Creative Commons The U.S. Energy Information Administration (EIA) has forecast that natural gas consumption in the U.S. power sector will remain “near recent highs” this summer, while a new record is expected for summer 2027. In its May Short-Term Energy Outlook(STEO), the EIA notes… 4. AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram [https://www.star-telegram.com/entertainment/living/article315930183.html] — Fort Worth Star-Telegram # AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram Published: 2026-05-28T19:05:52-05:00 Source: star-telegram.com (star-telegram.com) Language: en ## Story AI boom fuels another major Bastrop County data center | Fort Worth Star-Telegram May 28-Data center developer EdgeConneX is expanding a billion-plus-dollar project in Bastrop County as Texas officials… 5. Gov. Shapiro releases data center development standards | News | northcentralpa.com [https://www.northcentralpa.com/news/gov-shapiro-releases-data-center-development-standards/article_90052c16-3e31-454b-870e-8d2a46aaf45f.html] — Northcentralpa.com Gov. Shapiro releases data center development standards | News | northcentralpa.com You are the owner of this article. Edit Article Add New Article You have permission to edit this article. Gov. Shapiro has released a set of standards that data center developers must meet in order to receive state assistance such as tax benefits and expedited permitting."/> Michael Burkholder Harrisburg,… 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].

FERC Grid Queue Faces the $142B Hyperscale Quarter — May 29, 2026

FERC large-load interconnection is the grid chokepoint behind Synergy’s $142 billion Q3 hyperscaler capex readout, as AI data centers push PPAs, nuclear deals and SMRs from strategy into execution. IN THIS EPISODE 1. [PDF] Interconnection of Large Load - U.S. Chamber of Commerce [https://www.uschamber.com/assets/documents/FINAL-USCC-Comments-to-FERC-on-DOE-Large-Load-Interconnection-ANOPR.pdf] — U.S. Chamber of Commerce November 20, 2025 Ms. Debbie-Anne A. Reese, Secretary Federal Energy Regulatory Commission 888 First Street NE Washington, DC 20426 Re: Comments of the U.S. Chamber of Commerce in Response to the Federal Energy Regulatory Commission’s Notice Inviting Comments; Interconnection of Large Loads to the Interstate Transmission System, Docket No. RM26-4-000 Dear Secretary Reese: The U.S. Chamber of… 2. 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… 3. Power Purchase Agreements (PPAs) for AI Data Centers | Introl Blog [https://introl.com/blog/power-purchase-agreements-ai-data-centers-renewable-energy-strategies] — Introl Blog # Power Purchase Agreements (PPAs) for AI Data Centers: Renewable Energy Strategies Microsoft's landmark 10.5GW renewable energy PPAs, Google's 24/7 carbon-free energy commitment by 2030, and Amazon's position as world's largest corporate renewable energy purchaser with 20GW [](https://blakecrosley.com) Blake Crosley 13 min read… 4. SMR and Nuclear-Powered Data Center Developments - iRecruit.co [https://www.irecruit.co/insights/smr-nuclear-powered-data-center-developments] — iRecruit.co [](/) [Get Started](/candidate-sign-up) March 10, 2026 # SMR and Nuclear-Powered Data Center Developments  Dallas Bond Data centers are facing a growing energy crisis. AI-focused facilities now… 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].