AI Power Demand Moves From Permits to Megadeals — May 19, 2026

ERCOT’s AI Load Wave Hits the Cost-Allocation Wall — June 12, 2026

ERCOT’s data-center queue has ballooned to 519 large-load requests in two years, sharpening fights at FERC and in Congress over who pays for AI-driven grid upgrades as Meta locks in new power and capacity deals. IN THIS EPISODE 1. Texas grid slammed by 519 power-hungry AI data center requests in just two years [https://www.thecooldown.com/green-tech/texas-data-centers-electricity-impact-power-grid/] — The Cool Down Texas grid slammed by 519 power-hungry AI data center requests in just two years Photo Credit: iStock Proposed AI data centers are poised to put a new kind of pressure on Texas' power system as their electricity needs climb, The Texas Tribune reported. That potential demand is arriving as the grid has come under intense scrutiny in recent years. ### What's happening? According to The… 2. ‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO [https://www.eenews.net/articles/buckle-up-ferc-lawmakers-grapple-with-data-center-costs/] — POLITICO ‘Buckle up’: FERC, lawmakers grapple with data center costs - E&E News by POLITICO - Skip to primary navigation - Skip to main content - Skip to footer # ‘Buckle up’: FERC, lawmakers grapple with data center costs Speakers at POLITICO’s Energy Summit pressed for more government action to ensure utility ratepayers don’t bear the costs of an energy-intensive AI boom. Federal Energy Regulatory… 3. RWE secures Meta PPA on 298-MW Texas solar project [https://www.solarpowerworldonline.com/2026/06/rwe-secures-meta-ppa-on-298-mw-texas-solar-project/] — Solar Power World # RWE secures Meta PPA on 298-MW Texas solar project Author: Billy Ludt Published: 2026-06-11T16:52:58+00:00 Source: solarpowerworldonline.com (solarpowerworldonline.com) Language: en ## Story RWE secures Meta PPA on 298-MW Texas solar project RWE and Meta have arranged a long-term corporate power purchase agreement (PPA) for the electricity generated by the 298-MWAC Rabbit’s Foot Solar… 4. Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat [https://telecomtalk.info/reliance-meta-ai-datacentre-in-gujarat-jamnagar/1008451/] — TelecomTalk Reliance, Meta Partner to Build AI-Enabled Data Centre in Jamnagar, Gujarat × ### Highlights - Reliance and Meta have partnered to develop a 168 MW AI-enabled data centre in Jamnagar, Gujarat. - The facility will be Meta's first built-to-suit data centre in India. - Reliance will provide end-to-end services, from design and construction to operations and utility management. Live #### Hardik… 5. NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs [https://wccftech.com/nvidia-first-co-packaged-optics-switch-lands-at-lambda-cutting-3kw-per-rack/] — Wccftech # NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs Author: Hassan Mujtaba Published: 2026-06-11T09:05:13+00:00 Source: wccftech.com (wccftech.com) Language: en ## Story NVIDIA's First Co-Packaged Optics Switch Lands at Lambda, Cutting 3kW Per Rack and Freeing Power for 3,137 Extra GPUs # NVIDIA’s First Co-Packaged Optics… 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].

States Make Data Centers Pay as AI Capacity Keeps Scaling — June 11, 2026

Texas ERCOT and Ohio lawmakers are pushing data centers toward paying more of their grid, tax, water and local-cost burden, while Meta’s 168 MW Reliance deal shows AI capacity demand still scaling globally. IN THIS EPISODE 1. Ohio lawmakers introduce sweeping new data center legislation - Route Fifty [https://www.route-fifty.com/artificial-intelligence/2026/06/ohio-lawmakers-introduce-sweeping-new-data-center-legislation/414089/] — Route Fifty Ohio lawmakers introduce sweeping new data center legislation - Route Fifty Skip to Content - Exercise Your Privacy Rights --- --- --- --- --- --- --- By Nick Evans, Ohio Capital Journal By Nick Evans, Ohio Capital Journal | June 10, 2026 12:00 PM ET ## It’s a significant revision of state policy, touching on tax breaks, nondisclosure agreements, water use and testing, utility… 2. Abbott wants data centers fully funding electric needs [https://www.kxan.com/news/texas/governor-abbott-directs-public-utility-commission-to-require-data-centers-to-fully-fund-electric-needs/] — KXAN Abbott wants data centers fully funding electric needs AUSTIN (Nexstar) — In a letter to the Public Utility Commission of Texas (PUCT) and the Electric Reliability Council of Texas (ERCOT), Gov. Greg Abbott called for immediate action that would ensure Texans do not pay the price of connecting data centers to the state’s electric grid. “The rapid scale of data center development requires… 3. Meta taps RIL for AI data centre capacity - The Times of India [https://timesofindia.indiatimes.com/business/international-business/meta-taps-ril-for-ai-data-centre-capacity/articleshow/131647108.cms] — The Times of India Meta taps RIL for AI data centre capacity - The Times of India Edition IN English Sign In - News - Business News - International Business News - Meta taps RIL for AI data centre capacity Trending # Meta taps RIL for AI data centre capacity Comments Share AA +Text Size - Small - Medium - Large . NEW DELHI: Meta has signed its first artificial intelligence data centre deal in India,… 4. Brattle Experts Examine the Potential Impacts of Large Loads on Transmission Investment Needs and Electricity Prices in Iowa and Wisconsin - Brattle [https://www.brattle.com/insights-events/publications/brattle-experts-examine-the-potential-impacts-of-large-loads-on-transmission-investment-needs-and-electricity-prices-in-iowa-and-wisconsin/] — Brattle Brattle Experts Examine the Potential Impacts of Large Loads on Transmission Investment Needs and Electricity Prices in Iowa and Wisconsin - Brattle In a recent white paper commissioned by Alliant Energy, Brattle energy experts identify system conditions, ratemaking approaches, and contractual structures that utilities can leverage to address electricity affordability concerns related to demand… 5. DEQ meeting about data center discharge water into Lake Anna tributaries turns contentious [https://www.whsv.com/2026/06/10/deq-meeting-about-data-center-discharge-water-into-lake-anna-tributaries-turns-contentious/] — WHSV DEQ meeting about data center discharge water into Lake Anna tributaries turns contentious Share Add Us On GoogleAdd as a preferred source on Google LOUISA, Va. (WWBT) - Amazon Web Services is seeking permission from the Department of Environmental Quality to release treated water from its data centers into Louisa County’s natural water sources. The requested Virginia Pollutant Discharge… 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].

Broadcom’s AI Commitments Hit Real-World Data Center Gates — June 10, 2026

Broadcom disclosed roughly $164.6 billion of firm obligations that include a new custom AI accelerator contract, plus a $29 billion lease backstop for AI racks. Meanwhile, Memphis and New York are turning water, land and permitting into harder gates for data center growth. IN THIS EPISODE 1. Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. [https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm] — U.S. Securities and Exchange Commission Broadcom disclosed a long-term custom AI accelerator contract inside firm remaining performance obligations of approximately $164.6 billion. For AI compute suppliers and capacity planners, the filing attaches disclosed scale and a revenue-recognition window to custom accelerator demand beyond current-period shipments. Broadcom has firm multi-year obligations that include a custom AI accelerator… 2. Broadcom arranged an investor-partner structure for AI racks based on its custom AI accelerators and agreed to backstop the customer’s lease obligations, with maximum exposure of $29 billion. [https://www.sec.gov/Archives/edgar/data/1730168/000173016826000054/avgo-20260503.htm] — U.S. Securities and Exchange Commission Broadcom arranged an investor-partner structure for AI racks based on its custom AI accelerators and agreed to backstop the customer’s lease obligations, with maximum exposure of $29 billion. This puts Broadcom in the financing and risk stack for AI compute capacity, not just the silicon supply chain. The AI rack model disclosed in the filing uses lease obligations and an investor partner;… 3. Step Back — As FERC and the RTOs start carving out faster, conditional paths for massive data center loads, where is the line between legitimate flexible service and queue-jumping that shifts transmission risk onto other customers? BACKGROUND SOURCES * FERC approves SPP non-firm, large load transmission service | Utility Dive [https://www.utilitydive.com/news/ferc-spp-chills-large-load-transmission-service/822211/] — Ethan Howland * Large Energy Users Want Power. Here’s How to Protect Other Ratepayers from the Costs. - RMI [https://rmi.org/resources/large-energy-users-want-power-heres-how-to-protect-other-ratepayers-from-the-costs/] — Rmi * From Rejection to National Rulemaking: The Federal Regulatory Framework for Data Center Power Is Taking Shape - Davis Graham [https://davisgraham.com/news-events/from-rejection-to-national-rulemaking-the-federal-regulatory-framework-for-data-center-power-is-taking-shape/] — Caroline Schorsch * FERC Grapples With Surging Reliability and Interconnection Demands From Data Centers [https://www.orrick.com/en/Insights/2025/11/FERC-Grapples-With-Surging-Reliability-and-Interconnection-Demands-From-Data-Centers] — Orrick * FERC Directs Nation’s Largest Grid Operator to Create New Rules to Embrace Innovation and Protect Consumers | Federal Energy Regulatory Commission [https://www.ferc.gov/news-events/news/ferc-directs-nations-largest-grid-operator-create-new-rules-embrace-innovation-and] — Federal Energy Regulatory Commission * The Emerging Regulatory Framework to Power Data Centers [https://www.pillsburylaw.com/en/news-and-insights/ferc-regulation-data-centers.html] — Pillsburylaw 4. City could take back land if xAI doesn't finish greywater facility [https://wreg.com/news/local/xai-memphis/city-officials-feel-positive-that-xais-water-recycling-facility-progressing-but-say-they-could-take-land-back/] — WREG City could take back land if xAI doesn't finish greywater facility xAI’s Colossus supercomputer site in southwest Memphis MEMPHIS, Tenn. — City leaders feel “pretty positive” that xAI — now part of SpaceX — will finish construction that stalled on a greywater recycling facility to cool their supercomputer in southwest Memphis. But if they don’t, the city’s chief legal officer says they have… 5. New York may temporarily freeze new large data centers - TechInformed [https://techinformed.com/new-york-may-temporarily-freeze-new-large-data-centers/] — TechInformed New York may temporarily freeze new large data centers - TechInformed Listen Text-to-speech not supported in this browser # New York may temporarily freeze new large data centers The bill would pause new DEC approvals for 20 MW-plus data centers and shift more infrastructure, energy and water costs onto large facilities --- New York lawmakers have passed the Responsible 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].

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

FERC approved SPP’s CHILLS tariff for curtailable large-load transmission as AI data-center demand keeps outrunning supply. Jefferies flags a multi-gigawatt capacity gap, Delaware weighs bring-your-own-power rules, TikTok wins a $25 billion Thailand buildout, and Nvidia tightens South Korea memory partnerships. IN THIS EPISODE 1. NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. [https://www.energycentral.com/energy-management/post/news-ferc-has-greenlit-spp-s-proposal-to-offer-data-centers-temporary-inxpqWQTeA8SqLf] — Energy Central # NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. Published: 2026-06-09T01:58:14.801000+00:00 Source: energycentral.com (energycentral.com) Language: en ## Story NEWS: FERC has greenlit SPP’s proposal to offer data centers (temporary) transmission service. Energy & Grid Management Energy Central Team há 23 minutos· Posted in Energy & Grid… 2. AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times [https://economictimes.indiatimes.com/tech/artificial-intelligence/ai-driven-data-centre-demand-far-outstrips-supply-despite-record-hyperscaler-spending-jefferies/articleshow/131578925.cms] — The Economic Times AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies - The Economic Times Business News Tech AI AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies # AI-driven data centre demand far outstrips supply despite record hyperscaler spending: Jefferies ANILast Updated: Jun 08, 2026, 10:33:48 AM IST Share Font… 3. Bills would require, incentivize Delaware data centers to bring their own power - Spotlight Delaware [https://spotlightdelaware.org/2026/06/08/bills-would-require-incentivize-delaware-data-centers-to-bring-their-own-power/] — Spotlight Delaware Bills would require, incentivize Delaware data centers to bring their own power - Spotlight Delaware Data centers would be required to supply their own power and would be the first cut off in an emergency under proposals being considered by legislators. | PHOTO COURTESY OF DAODUCQUAN / WIKIMEDIA Why Should Delaware Care?The popularity of artificial intelligence has sparked a boom in the… 4. TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout [https://www.techtimes.com/articles/317991/20260608/tiktok-wins-approval-25-billion-thailand-data-center-buildout.htm] — TechTimes # TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout Author: Jerry Owens Published: Jun 08 2026, 10:43 AM EDT Published: 2026-06-08T10:43:10-04:00 Source: techtimes.com (techtimes.com) Language: en ## Story TikTok Wins Approval For A $25 Billion Thailand Data-Center Buildout The TikTok logo is displayed at a TikTok office on September 25, 2025 in Culver City,… 5. Nvidia clinches deals with South Korean giants including SK Group to advance AI boom - The Business Times [https://www.businesstimes.com.sg/companies-markets/telcos-media-tech/nvidia-clinches-deals-south-korean-giants-including-sk-group-advance-ai-boom] — The Business Times Nvidia clinches deals with South Korean giants including SK Group to advance AI boom - The Business Times # Nvidia clinches deals with South Korean giants including SK Group to advance AI boom The agreements come during a high-profile trip by Nvidia CEO Jensen Huang to South Korea Share Add BT as a preferred source Add BT as a preferred source Published Mon, Jun 8, 2026 · 08:48 AM — Updated… 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 Tests, HBM4 Ramp, and City Hall — June 08, 2026

ERCOT says large data centers and crypto sites failed voltage-disturbance tests, sharpening summer outage risk as Nvidia readies Vera Rubin’s HBM4 supply ramp and local governments from Reno to Statesboro tighten data-center siting rules. IN THIS EPISODE 1. Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire [https://gvwire.com/2026/06/05/texas-grid-flags-risks-as-data-centers-crypto-sites-fail-voltage-tests/] — Reuters Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests - GV Wire Texas Grid Flags Risks as Data Centers, Crypto Sites Fail Voltage Tests By Reuters Published 2 days ago on June 5, 2026 ## Electrical power lines are shown during a storm in Anson, Texas, U.S., April 24, 2025. (Reuters/Mike Blake) - Several large data centers and crypto facilities planning to connect to the… 2. Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship [https://www.techtimes.com/articles/317855/20260605/nvidia-vera-rubin-hbm4-jensen-huang-confirms-all-three-suppliers-production-q3-ship.htm] — TechTimes Nvidia Vera Rubin HBM4: Jensen Huang Confirms All Three Suppliers in Production for Q3 Ship Nvidia CEO Jensen Huang waves to the media as he arrives at Gimpo airport in Seoul on June 5, 2026. ( Jung Yeon-je/FP via Getty Images Jensen Huang stepped off his plane at Seoul's Gimpo business aviation center on Friday and delivered the most definitive supply-chain signal of the AI infrastructure… 3. Blackstone Bets $30 Billion on India as US Data Center Capacity Collapses | AI | based.info [https://based.info/blackstone-bets-30-billion-on-india-as-us-data-center-capacity-collapses/] — based.info Blackstone Bets $30 Billion on India as US Data Center Capacity Collapses | AI | based.info Blackstone-backed AirTrunk committed $30 billion to build 5 gigawatts of AI data center capacity across India by 2030, the largest single digital infrastructure investment in the country’s history and a direct bet that geopolitical fragmentation will redirect Western cloud workloads away from… 4. Reno City Council extends data center moratorium [https://missoulacurrent.com/data-center-moratorium/] — Nevada Current Reno City Council extends data center moratorium Jeniffer Solis (Nevada Current) Reno City Council voted to keep a temporary data center moratorium in place and vowed to adopt new regulations sometime next year. The moratorium, approved Monday, will remain in place until Aug. 31, 2027, or until the city adopts new data center regulations. Opposition to data centers has been growing across… 5. Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control - Grice Connect [https://www.griceconnect.com/local-news/statesboro-approves-data-center-rules-in-3-1-vote-after-concerns-over-water-ai-and-local-control-12365705] — Grice Connect Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control - Grice Connect # Statesboro approves data center rules in 3-1 vote after concerns over water, AI and local control Statesboro City Council approved new data center rules in a 3-1 vote June 2 after public concerns over water use, artificial intelligence, environmental impact, and whether the city… 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].