The Data Center Daily

Nvidia’s AI Boom Meets $15B Compute Leases and Resource Strain — May 22, 2026

Nvidia posted $81.6 billion in quarterly revenue as Anthropic’s $15 billion-a-year SpaceX compute lease and Google-Blackstone’s TPU venture showed how AI infrastructure demand is turning into hard capacity, power, water, and capital commitments. IN THIS EPISODE 1. Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU [https://theaiinsider.tech/2026/05/21/nvidia-posts-81-6b-quarter-and-bets-200b-on-agentic-ai-with-new-vera-cpu/] — AI Insider Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU - Newsletter - AI, AI Funding & Investment, Business, Enterprise AI # Nvidia Posts $81.6B Quarter and Bets $200B on Agentic AI With New Vera CPU - James Dargan - May 21, 2026 - 7 min read Nvidia has reported record quarterly revenue of $81.6 billion for the three months ending April 26, up twenty percent from the… 2. Anthropic is paying $15 billion a year for access to Elon Musk’s data centers | The Verge [https://www.theverge.com/science/935229/spacex-anthropic-ipo-ai-capacity-deal-colossus] — The Verge Anthropic is paying $15 billion a year for access to Elon Musk’s data centers | The Verge The homepageThe Verge logo. The homepageThe Verge logo. Science AI Business # Anthropic is paying $15 billion a year for access to Elon Musk’s data centers The financial details were included in SpaceX’s recently released IPO filing. It includes a clause in which either company can terminate the deal… 3. Blackstone's $5bn Backs Google Cloud AI Infrastructure Push | FinTech Magazine [https://fintechmagazine.com/news/blackstone-and-google-commit-us-5bn-for-new-ai-cloud-company-with-google] — FinTech Magazine Blackstone's $5bn Backs Google Cloud AI Infrastructure Push | FinTech Magazine Article Tech & AI # Blackstone's $5bn Backs Google Cloud AI Infrastructure Push May 21, 2026 undefined mins Share Share Thomas Kurian, CEO of Google Cloud Blackstone is committing US$5bn to a new US data centre company built around Google Cloud TPUs – custom chips purpose-built for AI The race to lock in AI… 4. FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost Caps, Warns of Potential Loss of 4,500 MW of Colorado River Hydropower This Summer - Daily Energy Insider [https://dailyenergyinsider.com/hearing-summaries/52386-ferc-unanimously-proposes-doubling-natural-gas-blanket-certificate-cost-caps-warns-of-potential-loss-of-4500-mw-of-colorado-river-hydropower-this-summer/?amp=] — Daily Energy Insider # FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost Caps, Warns of Potential Loss of 4,500 MW of Colorado River Hydropower This Summer - Daily Energy Insider Author: AI Assisted Summary Published: 2026-05-21T20:46:17+00:00 Source: dailyenergyinsider.com (dailyenergyinsider.com) Language: en ## Story FERC Unanimously Proposes Doubling Natural Gas Blanket Certificate Cost… 5. Well permits disclose how Project Blue will get its water [https://www.kgun9.com/news/community-inspired-journalism/southeast-side-news/well-permits-disclose-how-project-blue-will-get-its-water] — KGUN 9 Well permits disclose how Project Blue will get its water KGUN 9 News Community Inspired Journalism Southeast Side News ## Actions # Well permits disclose how Project Blue will get its water Documents say water use will be like a typical commercial building Prev Next Documents say water use will be like a typical commercial building Posted and last updated TUCSON, Ariz. (KGUN) — Concerns… 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 Center Deals Go Gigawatt as Grid Terms Tighten — May 21, 2026

Applied Digital, Google and Blackstone pushed AI infrastructure deeper into gigawatt-scale commitments, with Applied topping 1.2 GW contracted, Google touting $15 billion in Missouri, and grid operators moving large-load tariffs and queue reforms from theory into terms. IN THIS EPISODE 1. Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider [https://markets.businessinsider.com/news/stocks/applied-digital-reaches-significant-milestone-surpassing-1-gw-of-contracted-capacity-with-u-s-based-high-investment-grade-hyperscaler-lease-at-fourth-campus-polaris-forge-3-1036180900] — Markets Insider Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 | Markets Insider # Applied Digital Reaches Significant Milestone, Surpassing 1 GW of Contracted Capacity with U.S. Based High Investment-Grade Hyperscaler Lease at Fourth Campus, Polaris Forge 3 May. 20, 2026, 04:15… 2. Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS [https://abc17news.com/top-story/2026/05/20/kehoe-google-tout-15-billion-investment-to-accompany-data-center/] — ABC17 News Kehoe, Google tout $15 billion investment to accompany data center - ABC17NEWS - Livestream Special Coverage - Livestream Newscasts - Submit Tips, Pics and Video - Work for KMIZ - Experienced Account Executive - Explore Local Jobs - Intern with KMIZ Montgomery County data center announcement HIGH HILL, Mo. (KMIZ) Gov. Mike Kehoe and leaders from Google unveiled a data center project… 3. Google is building a new $5B neocloud with Blackstone – but why? [https://www.fierce-network.com/cloud/google-building-new-5b-neocloud-blackstone-why] — Fierce Network Google is building a new $5B neocloud with Blackstone – but why? Register today: AI and the Automated Network | June 10, 2026 | Save your spot! # Google is building a new $5B neocloud with Blackstone – but why? - Google inked a deal to create a new neocloud company with Blackstone called N1, which will use Google's TPU chips - It's not clear what kinds of customers the new company will… 4. GridTracker Insights — May 2 – 15, 2026 [https://interconnectionfyi.substack.com/p/gridtracker-insights-may-2-15-2026] — Interconnection.fyi GridTracker Insights — May 2 – 15, 2026 # Interconnection.fyi - track interconnection queues in the US SubscribeSign in # GridTracker Insights — May 2 – 15, 2026 ### The most important U.S. grid updates from the past 2 weeks Interconnection.fyi, Nick Manderlink, Chris Talley, and Steven Zhang May 20, 2026 Share Note: This report covers all U.S. transmission grid interconnection queues ##… 5. IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News [https://beyondbordersnews.com/iid-board-moves-on-release-of-proposed-large-load-tariff-for-public-review/] — Beyond Borders News IID Board Moves on Release of Proposed Large Load Tariff for Public Review - Beyond Borders News Contact Form First Name Last Name Email Subject Your Message Send Message ## Share your love -Editorial The Imperial Irrigation District is considering a proposed Large Load Tariff aimed at establishing a standardized framework for evaluating and providing electric service to large-scale… 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].

Hyperscalers Push AI Capex Toward $630B as Grid Rules Loom — May 20, 2026

Amazon, Google, Meta and Microsoft are pointing to as much as $630 billion in 2026 capex, while OpenAI’s Stargate and FERC’s large-load rulemaking show the AI infrastructure race moving from GPU orders into grid jurisdiction and site capacity. IN THIS EPISODE 1. Hyperscalers Plan $630 Billion in 2026 CapEx [https://datacenterrichness.substack.com/p/hyperscalers-plan-630-billion-in] — Datacenter Richness # Hyperscalers Plan $630 Billion in 2026 CapEx ### Investment in GPUs, Data Centers for AI Poised to Surge 62% From 2025 Record [Rich Miller](https://substack.com/@richmiller) Feb 06, 2026 ∙ Paid An Amazon Web Services data center. Amazon said Thursday that it expects capital expenditures of $200 billion this year for AI infrastructure. (Photo: Amazon) Despite historic investments in GPUs… 2. Step Back — FERC is being pushed to write rules for large-load interconnections, but load has usually been a utility and state-commission problem—what’s the actual jurisdictional hook here, and where could a federal rule meaningfully speed up or reshuffle AI data center projects versus just adding another process layer? BACKGROUND SOURCES * Source [https://www.energy.gov/sites/default/files/2025-10/403%20Large%20Loads%20Letter.pdf] — Energy * Administration Tees up Major Expansion of FERC Jurisdiction Over Large-Load Interconnections | Davis Wright Tremaine [https://www.dwt.com/blogs/energy--environmental-law-blog/2025/10/ferc-large-load-interconnections-ai-data-centers] — Davis Wright Tremaine * FERC Large-Load Interconnection Preliminary Rulemaking: Key Takeaways for Data Center Developers, Other Large Load Projects, and Investors | Perspectivas | Mayer Brown [https://www.mayerbrown.com/es/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 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 * ‘The absolute edge of precedent’: FERC prepares to take on data centers - E&E News by POLITICO [https://www.eenews.net/articles/the-absolute-edge-of-precedent-ferc-prepares-to-take-on-data-centers/] — Francisco * Energy Sector Debates New US Rules to Power Up More 'Large Load' Data Centers | Engineering News-Record [https://www.enr.com/articles/62219-energy-sector-debates-new-us-rules-to-power-up-large-load-data-centers-faster] — Mary B. Powers , Debra K. Rubin * FERC Sets June Action on DOE’s Large Load Interconnection Plan Putting Federal-State Boundaries at the Center of What Comes Next - Law Offices of Snell & Wilmer [https://www.swlaw.com/publication/ferc-sets-june-action-on-does-large-load-interconnection-plan-putting-federal-state-boundaries-at-the-center-of-what-comes-next/] — Swlaw * DOE large load interconnection proposal sparks federal-state jurisdiction concerns | Utility Dive [https://www.utilitydive.com/news/doe-large-load-interconnection-ferc-naruc/806278/] — Ethan Howland 3. 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… 4. OpenAI's Stargate Project: A Guide to the AI Infrastructure [https://intuitionlabs.ai/articles/openai-stargate-datacenter-details] — IntuitionLabs   # OpenAI’s Stargate Project: A Guide to the AI Infrastructure  **[Revised February 21, 2026]** # The Stargate Project: An… Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

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

AI infrastructure demand is now reshaping both sides of the ledger: utilities are consolidating around load growth, private capital is packaging compute capacity, and local permitting fights are tightening around transmission, stormwater, and water rights. IN THIS EPISODE 1. NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand [https://economictimes.indiatimes.com/markets/us-stocks/news/nextera-energy-strikes-66-8-billion-deal-for-dominion-in-bets-on-ai-power-demand/articleshow/131179481.cms] — The Economic Times NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand - The Economic Times FEATURED FUNDS★★★★★Motilal Oswal Midcap Fund Direct-Growth5Y Return24.24 % Invest Now Business News› Markets› US Stocks› News›NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand ##### The Economic Times daily newspaper is available online now. # NextEra Energy… 2. Google, Blackstone launch cloud company as Wall Street races to fund AI boom - AOL [https://www.aol.com/finance/google-blackstone-launch-cloud-company-023203099.html] — Yahoo Finance Google, Blackstone launch cloud company as Wall Street races to fund AI boom - AOL Tue, May 19, 2026 at 2:32 AM UTC 0 Google, Blackstone launch cloud company as Wall Street races to fund AI boom Google (GOOG, GOOGL) and Blackstone (BX) are launching an artificial intelligence cloud company, the latest sign that Wall Street is getting deeper in the AI infrastructure race. The joint venture… 3. FERC Approves PJM Transmission Cost Updates for 2026 RTEP [https://environmentenergyleader.com/stories/ferc-approves-pjm-transmission-cost-updates-for-2026-rtep,126524] — Environment+Energy Leader FERC Approves PJM Transmission Cost Updates for 2026 RTEP - Environment+Energy Leader 68 ° Clear Photo Credit: PJM Posted Monday, May 18, 2026 12:00 pm ## FERC Approves Cost Revisions as Grid Reliability Projects Expand A Federal Energy Regulatory Commission (FERC) order issued May 15 accepts updated cost assignments for hundreds of new transmission projects across the PJM Interconnection (PJM)… 4. Data center: New water rights law gives less weight to pushback citing broad impact • Utah News Dispatch [https://utahnewsdispatch.com/2026/05/18/data-center-new-utah-law-gives-less-weight-to-pushback-citing-broad-impact/] — Utah News Dispatch Data center: New water rights law gives less weight to pushback citing broad impact • Utah News Dispatch ##### 5:02 ##### News Story - Environment - Gov & Politics # Data center: New water rights law gives less weight to pushback citing broad impact ###### By: Annie Knox - May 18, 2026 5:02 am Community members protest ahead of a special Box Elder County Commission meeting to discuss the Stratos… 5. PA Environment Digest Blog: DEP Accepting Comments On Stormwater Permit For SNA North LLC/QTS A.I. Data Center Project In Salem Twp., Luzerne County [http://paenvironmentdaily.blogspot.com/2026/04/dep-accepting-comments-on-stormwater.html] — PA Environment Digest PA Environment Digest Blog: DEP Accepting Comments On Stormwater Permit For SNA North LLC/QTS A.I. Data Center Project In Salem Twp., Luzerne County The Department of Environmental Protection published notice in the April 18 PA Bulletin inviting comments on an Individual Stormwater Permit covering 94 acres in the SNA North LLC (QTS-Salem-Yellow-PH2N) A.I. Data Center Project In Salem Twp.,… Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].

AI Data Centers Run Into the Water Ledger — May 18, 2026

Water is becoming the next hard constraint for AI infrastructure: California lacks public usage disclosure, Pennsylvania is moving a campus through water-service hearings, and a Kansas county just paused data center permits. Capacity still expands abroad, but siting fights are getting more physical. IN THIS EPISODE 1. Data centers are guzzling California’s water. We have no idea how much. [https://calmatters.org/environment/water/2026/05/california-data-centers-water-transparency/] — CalMatters Data centers drain California's water with little public oversight 1. Join the conversation on California's future, May 21. Join us at the CalMatters Ideas Festival on May 21. 💡 Get your tickets now. An irrigation ditch runs between farm land, on the right, and a proposed 950,000-square-foot data center, on the left, in Imperial County on March 11, 2026. Photo by Gina Ferazzi, Los Angeles Times… 2. PA Environment Digest Blog: PUC Sets July 7 Hearings On Greater Hazleton CAN DO Request To Supply 30,000 Gallons Of Water/Day To A Proposed A.I. Data Center Campus In The Humboldt Industrial Park, Luzerne County [http://paenvironmentdaily.blogspot.com/2026/04/puc-sets-july-7-hearings-on-greater.html] — PA Environment Digest PA Environment Digest Blog: PUC Sets July 7 Hearings On Greater Hazleton CAN DO Request To Supply 30,000 Gallons Of Water/Day To A Proposed A.I. Data Center Campus In The Humboldt Industrial Park, Luzerne County On April 10, the Public Utility Commission announced that two telephonic public input hearings will be held on Tuesday, July 7, 2026, regarding an application filed by the Greater… 3. Commission declares moratorium on data centers, battery storage operations [https://www.linncountyjournal.com/post/commission-declares-moratorium-on-data-centers-battery-storage-operations] — Linn County Journal Commission declares moratorium on data centers, battery storage operations top of page Search Linn County Commissioner Alison Hamilton said that she approved implementing a 12-month moratorium on taking applications for data centers and battery storage operations. (Journal file photo) By Roger Sims, Journal staff MOUND CITY – The Linn County Commission has issued a temporary 12-month… 4. Digital Realty Breaks Ground on 66MW Paris Data Center [https://b2bdaily.com/it/digital-realty-breaks-ground-on-66mw-paris-data-center/] — B2Bdaily.com Digital Realty Breaks Ground on 66MW Paris Data Center | B2Bdaily.com # Digital Realty Breaks Ground on 66MW Paris Data Center Article Highlights Off On The digital landscape of Europe is undergoing a massive transformation as the demand for high-performance computing and cloud storage continues to outpace existing supply. Digital Realty recently initiated construction on its PAR15 facility in… 5. Australia's NEXTDC launches $720M data center in Malaysia - TNGlobal [https://technode.global/2026/05/15/australias-nextdc-launches-720m-data-center-in-malaysia/] — TechNode Global Australia's NEXTDC launches $720M data center in Malaysia - TNGlobal ## Australia's NEXTDC launches $720M data center in Malaysia May 15, 2026• Asia, Big Data, Malaysia, News• NEXTDC Limited, an Australia-based digital infrastructure provider, has on Thursday announced the official launch of KL1 Kuala Lumpur, its first international data center with $720 million, establishing a strategic… Daily TopFive for The Data Center Daily. Links above go to the original articles. Feedback? Email data-center-daily@lanternpodcasts.com [data-center-daily@lanternpodcasts.com].