Pension capital, grid rules and local vetoes hit AI buildout — July 04, 2026

Pension capital, grid rules and local vetoes hit AI buildout — July 04, 2026

CPPIB is putting US$1.75 billion behind EQT’s EdgeConneX data-center buildout as FERC presses grid operators on large-load interconnection and local fights keep reshaping where AI capacity can actually get built. IN THIS EPISODE 1. CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail [https://www.theglobeandmail.com/business/article-cppib-invests-with-eqt-to-build-data-centres/] — The Globe and Mail CPPIB invests $2.4-billion with Swedish fund EQT to build data centres - The Globe and Mail The Globe and Mail CPPIB invests $2.4-billion with Swedish fund EQT to build data centres Ad Choices James Bradshaw Institutional Investing Reporter Published Yesterday Share Save for later Canada Pension Plan Investment Board is investing US$1.75-billion ($2.4-billion) to back a strategy led by… 2. FERC Orders Regional Grid Operators to Justify or Reform Tariff ... [https://www.jdsupra.com/legalnews/ferc-orders-regional-grid-operators-to-4073455/] — Troutman Pepper Locke FERC Orders Regional Grid Operators to Justify or Reform Tariff Provisions for Interconnection of Large Loads | Troutman Pepper Locke - JDSupra July 2, 2026 # FERC Orders Regional Grid Operators to Justify or Reform Tariff Provisions for Interconnection of Large Loads Emily Beard, Monica Sterling Troutman Pepper Locke + Follow x Following x Following - Unfollow… 3. Georgia Power bets on growing data center demand for energy | Macon Telegraph [https://www.macon.com/news/environment/article316332066.html] — The Telegraph Georgia Power bets on growing data center demand for energy | Macon Telegraph An aerial view of the Meta’s Stanton Springs Data Center on Wednesday, Sept. 3, 2025, in Newton County, Georgia. The data center was built in two phases and broke ground on the first phase in 2018. In the past six months, Georgia Power has gotten approval to build nearly 10,000 megawatts of new generation capacity and… 4. Oracle : New Mexico Environment Department Letter [https://au.marketscreener.com/news/oracle-new-mexico-environment-department-letter-ce7f5fd3da8ff127] — Marketscreener # Oracle : New Mexico Environment Department Letter Published: 2026-07-03T02:38:12+10:00 Source: au.marketscreener.com (au.marketscreener.com) Language: en ## Story New Mexico Environment Department c/o New Mexico Environmental Department 1190 St. Francis Drive, Suite N4050 Santa Fe, NM 87505 As the proud tenant of Project Jupiter's southern New Mexico AI data center campus, Oracle… 5. Digital Gateway data center project dies after final developer withdraws appeal - WTOP News [https://wtop.com/prince-william-county/2026/07/digital-gateway-data-center-project-dies-after-final-developer-withdraws-appeal/] — InsideNoVa.com Digital Gateway data center project dies after final developer withdraws appeal - WTOP News # Digital Gateway data center project dies after final developer withdraws appeal InsideNoVa.com July 2, 2026, 7:36 PM The massive PW Digital Gateway data center project is officially dead after developer QTS withdrew its legal challenge at the Virginia Supreme Court Thursday. This article was… 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].

PJM Stress Pulls Data Centers Into Grid Rulemaking — July 03, 2026

PJM data centers are being pulled deeper into grid operations, with DOE emergency orders, Pennsylvania load-interconnection rulemaking, and FERC co-location tariff action tightening scrutiny while fresh capital targets hyperscale assets in Northern Virginia. IN THIS EPISODE 1. DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC [https://www.tftc.io/doe-emergency-order-ai-data-centers-backup-generators-pjm-record-demand] — TFTC DOE Orders Data Centers to Backup Power Amid PJM Record Demand · TFTC Share The federal government conscripted hyperscaler diesel generators into grid service for the third time in 2026. The pattern is no longer anomalous. Key takeaways - Energy Secretary Chris Wright issued two emergency orders on June 30 under Section 202(c) of the Federal Power Act, directing PJM to dispatch backup… 2. PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers [http://paenvironmentdaily.blogspot.com/2026/07/puc-invites-comments-on-potential.html] — PA Environment Digest Blog PA Environment Digest Blog: PUC Invites Comments On Potential Regulations For Interconnecting Electric Loads, Including Large Loads, Like Data Centers The Public Utility Commission published notice in the July 4 PA Bulletin inviting comments on the possibility of promulgating regulations for interconnecting electric loads, including large loads. Specifically, the Commission seeks comments on… 3. Ferc addresses arguments on rehearing 9559652 [https://www.jdsupra.com/legalnews/ferc-addresses-arguments-on-rehearing-9559652/] — Troutman Pepper # Ferc addresses arguments on rehearing 9559652 Published: 2026-07-01T19:22:38+00:00 Source: jdsupra.com (jdsupra.com) Language: en ## Story On June 18, 2026, FERC accepted in part and rejected in part requests for rehearing of its December 18, 2025, order (December Order) directing PJM Interconnection, L.L.C. (PJM) to revise its Open Access Transmission Tariff (Tariff) to clarify and… 4. Kline Twp. residents say questions remain after data center sessions [https://www.standardspeaker.com/2026/07/02/kline-twp-residents-say-questions-remain-after-data-center-sessions/] — Standard Speaker Kline Twp. residents say questions remain after data center sessions People listen as an AWS representative, not pictured, talk about plans during planning commission at the McAdoo-Kelayres Elementary/Middle School on Wednesday, July 1, 2026.(John Haeger / Staff Photographer) Getting your Trinity Audio player ready... KLINE TWP. — After two review sessions that lasted for six hours on… 5. Realty Income Joins JV To Acquire Hyperscale Data Centers [https://www.bisnow.com/national/news/data-center-capital-markets/realty-income-joins-jv-to-acquire-hyperscale-data-centers-135259] — Bisnow Realty Income Joins JV To Acquire Hyperscale Data Centers - United States News - National Real Estate News Contact Us Edit Story News # Realty Income Joins JV To Acquire Hyperscale Data Centers Data Center Capital Markets National Capital Markets July 01, 2026 | 1:11 p.m. ET A trio of partners has formed a venture to invest in hyperscale data centers, beginning stateside with the intent… 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 Tightens Its Grip on Northern Virginia AI Capacity — July 02, 2026

Digital Realty is buying Blackstone-managed stakes in three fully leased Northern Virginia data centers for $3.5 billion, taking full control of 288 MW of AI-ready capacity while Blackstone sells $2.346 billion of DLR shares tied to the deal. IN THIS EPISODE 1. Digital Realty Pays $3.5B for Blackstone Data Center Stakes [https://www.datacenterknowledge.com/build-design/digital-realty-pays-3-5b-for-blackstone-data-center-stakes] — Data Center Knowledge Digital Realty Pays $3.5B for Blackstone Data Center Stakes - Build & Design - Data Center Site Selection - Deals - AI Data Centers # Digital Realty Pays $3.5B for Blackstone Data Center Stakes The deal reflects the operator’s strategy to scale its footprint amid surging AI-driven demand for data center infrastructure, while potentially signaling Blackstone’s shift toward higher-return… 2. Digital Realty to Buy Blackstone Data Centers | InsiderFinance [https://www.insiderfinance.io/news/digital-realty-to-buy-blackstone-data-centers] — InsiderFinance Digital Realty to Buy Blackstone Data Centers | InsiderFinance Skip to content Log in Get Started # Digital Realty to Buy Blackstone Data Centers Digital Realty to Buy Blackstone Data Centers; deal enlarges Northern Virginia assets and links to a $2.346B Blackstone secondary that may pressure shares. June 30, 2026·2 min read View all news articles #### KEY TAKEAWAYS - Digital Realty… 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].

Blackstone’s DLR Share Sale Follows $7.8B Data Center Buyout — July 01, 2026

Digital Realty’s Blackstone buyout values three Northern Virginia hyperscale data centers at $7.8 billion, while a linked secondary offering puts the capital structure in motion and analysts frame the deal as a new per-megawatt benchmark for AI infrastructure. IN THIS EPISODE 1. Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone [https://www.blackstone.com/news/press/digital-realty-announces-purchase-of-blackstone-interest-in-three-northern-virginia-data-centers/] — Blackstone Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers - Blackstone # Digital Realty Announces Purchase of Blackstone Interest in Three Northern Virginia Data Centers ## june 29, 2026 Increases Ownership in New, High-Quality, Fully-Leased Hyperscale Assets in Top U.S. MarketAUSTIN, Texas and New York — Digital Realty (NYSE: DLR), the world’s largest… 2. Digital Realty Announces Secondary Offering of Common Stock [https://www.globenewswire.com/news-release/2026/06/29/3319288/0/en/Digital-Realty-Announces-Secondary-Offering-of-Common-Stock-by-Blackstone.html] — Globe Newswire Digital Realty Announces Secondary Offering of Common Stock # Digital Realty Announces Secondary Offering of Common Stock by Blackstone June 29, 2026 16:07 ET | Source: Digital Realty Trust, L.P. Follow Digital Realty Trust, L.P. --- Share --- AUSTIN, Texas, June 29, 2026 (GLOBE NEWSWIRE) -- Digital Realty (NYSE: DLR), the largest global provider of cloud- and carrier-neutral data center,… 3. Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets [https://www.valuethemarkets.com/cryptocurrency/news/digital-realty-sets-new-valuation-benchmark-for-ai-infrastructure] — Value The Markets Digital Realty Sets New Valuation Benchmark for AI Infrastructure | Value The Markets # Digital Realty Sets New Valuation Benchmark for AI Infrastructure By Patricia Miller Jun 30, 2026 2 min read Digital Realty's $27 million per megawatt acquisition sets a new standard for AI infrastructure, impacting both investors and crypto companies. Digital Realty has established a new valuation… 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’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].