The Data Center Daily

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

5 min · 23 de jun de 2026
Portada del episodio Digital Realty expands as PJM and ERCOT queues bite — June 23, 2026

Descripción

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].

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episode Data Center Water Fights Hit Texas, Ohio and Nebraska — July 14, 2026 artwork

Data Center Water Fights Hit Texas, Ohio and Nebraska — July 14, 2026

Fort Worth, Grimes County and Seward County are pushing data center water and utility guardrails as Ohio weighs a blanket wastewater permit; Yotta meanwhile is racing toward 85,000 GPUs for global AI customers. IN THIS EPISODE 1. Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks [https://www.kbtx.com/2026/07/14/grimes-county-vote-data-center-safeguards-discuss-evapco-incentive-talks/] — KBTX Grimes County to vote on data-center safeguards, discuss EVAPCO incentive talks Share Add Us On GoogleAdd as a preferred source on Google ANDERSON, Texas (KBTX) - Grimes County commissioners are set to take up two agenda items on Wednesday that highlight the county’s push to attract major industry while addressing concerns about infrastructure and natural resources. At the 9 a.m. regular… 2. The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters - Gadget Review [https://www.gadgetreview.com/the-epa-is-writing-permits-that-could-let-ohio-data-centers-dump-wastewater-into-state-waters] — Gadget Review The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters - Gadget Review # The EPA Is Writing Permits That Could Let Ohio Data Centers Dump Wastewater Into State Waters Ohio’s draft blanket permit would let data centers discharge biocide-laced, heated water into Lake Erie with no site-specific review Nikshep Myle Nikshep Myle Nikshep Myle has been a… 3. Fort Worth pulls major data center regulations from agenda | Fort Worth Star-Telegram [https://www.star-telegram.com/news/local/fort-worth/article316495179.html] — Fort Worth Star-Telegram Fort Worth pulls major data center regulations from agenda | Fort Worth Star-Telegram The Fort Worth city council will no longer consider a full package of data center development rule changes at its Aug. 11 meeting after calls to from the public to slow the process down. amccoy@star-telegram.com A package of proposed regulations on new data center development in Fort Worth will not get a vote… 4. Nebraska county imposes one year freeze on data center developments over utility concerns [https://wheninyourstate.com/nebraska/nebraska-county-imposes-one-year-freeze-on-data-center-developments-over-utility-concerns/] — When In Your State Nebraska county imposes one year freeze on data center developments over utility concerns Connect with us Depositphotos ### A pause raises big questions A Nebraska county has put data center projects on hold for one year as officials study how large tech facilities may affect local utility systems and community resources. Seward County’s move reflects a growing concern in rural communities,… 5. How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises - BusinessInfoMedia [https://businessinfomedia.com/how-yotta-is-building-its-ai-infra-playbook-to-serve-global-enterprises] — BusinessInfoMedia How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises - BusinessInfoMedia # How Yotta Is Building Its AI Infra Playbook To Serve Global Enterprises For Yotta Data Services, it’s a race against time to build one of India’s largest pools of AI computing power, and the neocloud infrastructure giant is chasing global demand to fill it, rather than just tap the domestic research… 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].

14 de jul de 202610 min
episode Large-load tariffs and the data center water backlash — July 13, 2026 artwork

Large-load tariffs and the data center water backlash — July 13, 2026

OG&E’s large-load tariff heads for a November Oklahoma regulator decision as Texas, Iowa and Coachella Valley communities scrutinize data center water, power and public-cost impacts. The buildout is moving from megawatts to municipal terms of service. IN THIS EPISODE 1. OG&E large load tariff request to be decided in November - Oklahoma Energy Today [https://okenergytoday.com/2026/07/oge-large-load-tariff-request-to-be-decided-in-november/] — Oklahoma Energy Today OG&E large load tariff request to be decided in November - Oklahoma Energy Today July 10, 2026 # OG&E large load tariff request to be decided in November Oklahoma Corporation Commissioners on Thursday approved the stage-setting steps for a large load tariff sought by Oklahoma Gas and Electric Company. The final decision won’t be made until early November. Commissioners voted 3-0 to adopt… 2. Cedar Creek Lake data center, on hold, sought Tarrant water | Fort Worth Star-Telegram [https://www.star-telegram.com/news/local/article316408121.html] — Fort Worth Star-Telegram Cedar Creek Lake data center, on hold, sought Tarrant water | Fort Worth Star-Telegram An undated photo of Cedar Creek Lake. According to records, Diode Ventures has sought to draw up to 5 million gallons of water a day from the lake for use in a proposed data center. Ashley Cook Plans for a data center in Henderson County are apparently on hold for now after the developer did not provide… 3. Data center sought up to 2 billion gallons from Tarrant-owned lake - AOL [https://www.aol.com/articles/data-center-now-hold-sought-151357000.html] — AOL Data center sought up to 2 billion gallons from Tarrant-owned lake - AOL Fri, July 10, 2026 at 3:13 PM UTC 0 Plans for a data center in Henderson County are apparently on hold for now after the developer did not provide justification for a request to pull a maximum of nearly 2 billion gallons of water a year from Cedar Creek Lake. However, the leader of a group opposing the data center said… 4. Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway | Greater Palm Springs Business Insider [https://gpsbusinessinsider.com/coachella-valley-data-centers-power-barrier/] — Greater Palm Springs Business Insider Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway | Greater Palm Springs Business Insider 0 Items Subscribe to The Insider Weekly newsletter # Greater Palm Springs Is Blocking Data Centers: High Power Costs May Have Stopped Them Anyway by | Jul 11, 2026 Coachella, Indio and Desert Hot Springs have halted new data center development amid concerns… 5. Potential Dubuque data center could require 3 million gallons of water, city seeks public input [https://www.kcrg.com/2026/07/10/potential-dubuque-data-center-could-require-3-million-gallons-water-city-seeks-public-input/] — KCRG Potential Dubuque data center could require 3 million gallons of water, city seeks public input Share Add Us On GoogleAdd as a preferred source on Google DUBUQUE, Iowa (KCRG) — A Florida-based real estate company has contacted the City of Dubuque to discuss connecting a possible data center to city water and sanitary sewer systems, a move that would require city council approval. According to… 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].

Ayer9 min
episode DOE Backs Texas Grid as AI Infra Capital Recycles — July 10, 2026 artwork

DOE Backs Texas Grid as AI Infra Capital Recycles — July 10, 2026

AEP Texas secured a $3.26 billion DOE loan for nearly 100 transmission projects as AI-load infrastructure keeps pulling in capital, from EQT’s reported $2.6 billion Copia Power deal to tougher local scrutiny in Kansas. IN THIS EPISODE 1. DOE Closes $3.26 Billion Transmission Loan to AEP Texas [https://www.powermag.com/doe-closes-3-26-billion-transmission-loan-to-aep-texas/] — Power Magazine DOE Closes $3.26 Billion Transmission Loan to AEP Texas - Energy & Engineering Group: - Chemical Engineering - Experience POWER - Data Center POWER eXchange - CLEAN Americas - POWER Search --- Home T&D DOE Closes $3.26 Billion Transmission Loan to AEP Texas The U.S. Department of Energy has closed a loan of up to $3.26 billion to AEP Texas to finance a portfolio of nearly 100 transmission… 2. Carlyle to Sell Copia Power to EQT: Financial Times [https://news.bloomberglaw.com/bankruptcy-law/carlyle-to-sell-copia-power-to-eqt-financial-times] — Bloomberg Law Carlyle to Sell Copia Power to EQT: Financial Times Share To: Facebook Carlyle is set to sell data center power and infrastructure platform Copia Power to EQT, Financial Times reports, citing unidentified people familiar with the matter. - Deal values Copia Power at at $2.6b - Carlyle is set to make a more than fivefold return from the sale, one person briefed on the matter tells FT - Deal… 3. De Soto’s data center project doubled in size from initial designs, drawing complaints | KCUR - Kansas City news and NPR [https://www.kcur.org/housing-development-section/2026-07-09/de-soto-data-center-complaints-beale-infrastructure] — KCUR De Soto’s data center project doubled in size from initial designs, drawing complaints | KCUR - Kansas City news and NPR Skip to main content © 2026 Kansas City Public Radio Menu NPR in Kansas City Donate Play Live Radio Next Up: 0:00 0:00 0:00 0:00 Available On Air Stations - bluesky - On Air Now Playing KCUR - On Air Now Playing 91.9 Classical KC All Streams Housing &… 4. ISO-NE's interconnection queue shows state-driven renewable and storage buildout - Research | Modo Energy [https://modoenergy.com/research/en/iso-ne-interconnection-queue-outlook-july-2026] — Modo Energy ISO-NE's interconnection queue shows state-driven renewable and storage buildout - Research | Modo Energy Back10 hours ago # ISO-NE's interconnection queue shows state-driven renewable and storage buildout Written by: Tia Pappas Share Translate Open Markdown # ISO-NE's interconnection queue shows state-driven renewable and storage buildout ISO-NE's interconnection queue holds 127 active… 5. Private Capital Is Taking AI Chips Off the Table | Morningstar [https://www.morningstar.com/stocks/private-capital-is-taking-ai-chips-off-table] — Morningstar Private Capital Is Taking AI Chips Off the Table | Morningstar Sign In The private capital giants that helped finance America’s artificial intelligence data center boom have spent the past eight days doing more selling, shelving, and refinancing. On June 29, Blackstone BK sold stakes in three fully leased Northern Virginia data centers to Digital Realty Trust DLR for $3.5 billion, taking $1.2… 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].

10 de jul de 20269 min
episode Tariffs, backlash and IPOs test the AI data-center boom — July 09, 2026 artwork

Tariffs, backlash and IPOs test the AI data-center boom — July 09, 2026

Duke Energy’s large-load tariff is moving into North Carolina rate-case scrutiny as utilities try to shield customers from AI power risk. Meanwhile, QTS’s Virginia Digital Gateway collapse and Brookfield-backed Csquare’s planned IPO show the buildout’s permitting and capital-market split screen. IN THIS EPISODE 1. Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media [https://www.latitudemedia.com/news/duke-energys-light-touch-large-load-tariff-could-be-a-problem/] — Latitude Media Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media Duke Energy’s 'light-touch' large load tariff could be a problem. | Latitude Media - Commentary - DATA CENTERS - U.S. market # Duke Energy’s ‘light-touch’ large load tariff could be a problem. The proposal lumps data centers together with conventional large users, leaving the latter exposed to rate pressure… 2. Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital [https://thetechcapital.com/blackstone-backed-qtss-virginia-digital-gateway-project-collapses-after-years-of-legal-opposition/] — The Tech Capital Blackstone-backed QTS's Virginia Digital Gateway project collapses after years of legal opposition - The Tech Capital Close Menu ## Sections ## Categories - Developing Markets - Emerging Markets - Finance & Investment - Financial Markets - Frontier Markets - Investment Agencies - Mature Markets - Merger & Acquisitions - Private Equity - Real Estate - Stocks - Appointments - Boardroom -… 3. Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily [https://www.credaily.com/briefs/brookfield-s-csquare-targets-1-35b-ipo-amid-ai-data-center-boom/] — CRE Daily Brookfield's Csquare Targets $1.35B Data Center IPO - CRE Daily Briefs Industrial # Brookfield’s Csquare Targets $1.35B Data Center IPO Csquare Inc., Brookfield’s data center platform, plans a $1.35B US IPO as AI-driven infrastructure demand drives sector valuations higher. July 7, 2026 By Valerija I. Share - Share via Email - Share on Twitter - Share on LinkedIn - Share on Facebook -… 4. Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press [https://www.ajupress.com/view/20260708083670322] — Aju Press Furiosa AI Partners with Equinix to Target European AI Infrastructure Market | Aju Press # Furiosa AI Partners with Equinix to Target European AI Infrastructure Market by SEONGJUN JO Posted : July 8, 2026, 08:36Updated : July 8, 2026, 08:36 Share Share - facebookfacebook - twittertwitter - URLURL close Text size Text size - A - A - A - A close AI semiconductor startup Furiosa AI is… 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].

9 de jul de 20268 min
episode TeraWulf’s AI Pivot, FERC’s Grid Squeeze — July 08, 2026 artwork

TeraWulf’s AI Pivot, FERC’s Grid Squeeze — July 08, 2026

TeraWulf and Anthropic’s $19 billion Kentucky lease anchors another bitcoin-to-AI infrastructure pivot as FERC large-load policy pressure, SPP interconnection automation limits, and Equinix’s Milan heat-reuse plan show where compute growth is hitting grids and cities. IN THIS EPISODE 1. TeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times [https://economictimes.indiatimes.com/markets/us-stocks/news/terawulf-jumps-on-19-billion-data-center-lease-deal-with-anthropic/articleshow/132221952.cms] — The Economic Times TeraWulf jumps on $19 billion data center lease deal with Anthropic - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return22.89 % Invest Now Business News› Markets› US Stocks› News›TeraWulf jumps on $19 billion data center lease deal with Anthropic ##### The Economic Times daily newspaper is available online now. Read Today's Paper # TeraWulf jumps on $19… 2. FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies [https://www.orrick.com/en/Insights/2026/07/FERC-Show-Cause-Orders-Signal-Broad-Reform-to-Large-Load-Interconnection-Policies] — Orrick # FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies Published: 2026-07-06T21:57:24+00:00 Source: orrick.com (orrick.com) Language: en ## Story FERC Show Cause Orders Signal Broad Reform to Large Load Interconnection Policies Toggle navigation [https://www.orrick.com/](https://www.orrick.com/) Insights - Insights - [Technology &… 3. Industry leaders see challenges to speeding interconnection through automation - pv magazine USA [https://pv-magazine-usa.com/2026/07/07/industry-leaders-see-challenges-to-speeding-interconnection-through-automation/] — pv magazine USA Industry leaders see challenges to speeding interconnection through automation - pv magazine USA Technology & Products # Industry leaders see challenges to speeding interconnection through automation A Southwest Power Pool executive said full automation of interconnection studies is “probably farther away than more immediate,” while an Invenergy executive indicated that phase one… 4. Equinix & A2A to heat Milan homes with data-centres [https://itbrief.co.uk/story/equinix-a2a-to-heat-milan-homes-with-data-centres] — IT Brief UK Equinix & A2A to heat Milan homes with data-centres IT Brief UK - Technology news for CIOs & IT decision-makers United Kingdom Powered By # Equinix & A2A to heat Milan homes with data-centres Tue, 7th Jul 2026 (Yesterday) MARK TARRE News Chief Equinix and A2A have agreed to recover heat from Equinix's Milan data centres for use in Milan's district heating network. The project is expected to… 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].

8 de jul de 20266 min