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

Digital Realty’s Power Path Meets Local Grid Pushback — June 30, 2026

Digital Realty put a 600-megawatt-by-2028 power timeline on Astra Enterprise Park near Kansas City, while local moratoria and Duke Energy’s North Carolina rate case show AI load growth pushing power, water, and cost-allocation fights deeper into permitting and regulation. IN THIS EPISODE 1. Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. [https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm] — U.S. Securities and Exchange Commission Digital Realty disclosed a utility-power agreement for Astra Enterprise Park near Kansas City: 600 megawatts of utility power by early 2028, with two gigawatts expected at full capacity. The Kansas City thread was already a land-position story; this filing adds the power path for a development site, which is the key infrastructure signal for whether acreage can become campus-scale data center… 2. Digital Realty agreed to buy out Blackstone’s blended 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, moving three Northern Virginia hyperscale developments toward wholly owned Digital Realty status. [https://www.sec.gov/Archives/edgar/data/1297996/000119312526288761/d100507d8k.htm] — U.S. Securities and Exchange Commission Digital Realty agreed to buy out Blackstone’s blended 64% interests in the Digital Carver Dulles 9 and Digital Carver Brickyard joint ventures, moving three Northern Virginia hyperscale developments toward wholly owned Digital Realty status. The filing identifies the assets as three hyperscale data centers totaling 288 megawatts in Northern Virginia, calls that market the world’s largest data… 3. DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns [https://insight.tmcnet.com/insight/desoto-county-moves-toward-data-center-moratorium-as-dcip-group-project-sparks-water-and-power-concerns-mqz4oeg9] — TMC Insight # DeSoto County Moves Toward Data Center Moratorium as DCIP Group Project Sparks Water and Power Concerns Published: 2026-06-29T11:22:39.970000+00:00 Source: insight.tmcnet.com (insight.tmcnet.com) Language: en ## Story DeSoto County directed its attorney to draft a one-year moratorium on new data center applications after residents raised environmental concerns. • DCIP Group's proposed… 4. Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future - Climate 411 [https://blogs.edf.org/climate411/2026/06/29/grid-expectations-re-wiring-duke-energys-rate-case-for-a-clean-energy-future/] — Environmental Defense Fund # Grid expectations: Re-wiring Duke Energy's rate case for a clean energy future Published: 2026-06-29 Author: Alison Wenzel The battle over the future of North Carolina’s electric grid is heating up in front of the North Carolina Utilities Commission. At the center of the debate is Duke Energy Carolinas’ 2026 general rate case, a multi-billion-dollar request that initially sought a staggering… 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].

Local Data Center Pushback Moves From Ballots to Water and Zoning — June 29, 2026

Nashville, Lexington and a Pennsylvania borough are turning data center growth into zoning and water fights, while Yondr JK 1 taps $715 million of project debt for a 48 MW Loudoun County build. IN THIS EPISODE 1. Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw [https://www.thecooldown.com/green-tech/brookville-data-center-development-moratorium-water-concerns/] — The Cool Down # Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw Author: James Nanzo Published: 2026-06-28T02:49:00+00:00 Source: thecooldown.com (thecooldown.com) Language: en ## Story Pennsylvania borough blocks water for data centers, pauses projects over 1.2M-gallon daily draw -… 2. Yondr JK 1 prices USD $715m notes for Virginia data centre [https://datacenter.news/story/yondr-jk-1-prices-usd-715m-notes-for-virginia-data-centre] — DataCenterNews US Yondr JK 1 prices USD $715m notes for Virginia data centre DataCenterNews US - Specialist news for cloud & data center decision-makers United States Powered By # Yondr JK 1 prices USD $715m notes for Virginia data centre Fri, 26th Jun 2026 (Today) SOFIAH NICHOLE SALIVIO News Editor Yondr Group and JK Land Holdings, through their joint venture Yondr JK 1, have priced USD $715 million of… 3. Could new zoning rules stop a data center from rising next to the Nashville Zoo? [https://www.newschannel5.com/news/state/tennessee/davidson-county/could-new-zoning-rules-stop-a-data-center-from-rising-next-to-the-nashville-zoo] — NewsChannel 5 Could new zoning rules stop a data center from rising next to the Nashville Zoo? DirecTV customers have lost access to NewsChannel 5 and CBS – Here’s how to stay connected ## Actions # Could new zoning rules stop a data center from rising next to the Nashville Zoo? Prev Next Two Nashville bills creating zoning rules for data centers and pausing new data centers advance to a July 7 Metro… 4. Draft zone changes limit data centers in Fayette County | Lexington Herald Leader [https://www.kentucky.com/news/local/counties/fayette-county/article316284740.html] — Lexington Herald Leader Draft zone changes limit data centers in Fayette County | Lexington Herald Leader Rows of servers fill Data Hall B at the Facebook’s Fort Worth Data Center in Texas. A Virginia company plans a large-scale data center in Louisville, the first in Kentucky. Fort Worth Star-Telegram Lexington’s planning staff released a draft of changes it thinks the Lexington-Fayette Urban County Council and… 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 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].