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

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].

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].

Anthropic’s $19B Lease Puts AI Load in the Spotlight — July 07, 2026

Anthropic signed a $19 billion, 20-year TeraWulf data center lease in Kentucky, while Duke Energy moved toward large-load tariffs in North Carolina and Virginia’s Digital Gateway megaproject kept unraveling. IN THIS EPISODE 1. TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA [https://www.channelnewsasia.com/business/terawulf-jumps-19-billion-data-center-lease-deal-anthropic-6235606] — Channel NewsAsia TeraWulf jumps on $19 billion data center lease deal with Anthropic - CNA #### Recent Searches #### Trending Topics CNA Explains China artificial intelligence Indonesia Malaysia podcasts Wellness Thailand Japan Advertisement Advertisement Business # TeraWulf jumps on $19 billion data center lease deal with Anthropic FILE PHOTO: Anthropic logo, a keyboard, and a robotic hand in this… 2. Duke Energy proposes special rules for data centers in… | Canary Media [https://www.canarymedia.com/articles/data-centers/duke-energy-proposes-special-rules-for-data-centers-in-north-carolina] — Canary Media Duke Energy proposes special rules for data centers in… | Canary Media Next Upcoming ### Rural America & The Clean Energy Transition at Climate Week NYC Canary Media is hosting a half-day summit at Climate Week NYC featuring clean energy leaders working in rural communities across the U.S. By Canary Media September 22, 2026 Civic Hall ### Canary Live Bay Area Where clean energy leaders… 3. In Virginia, 'Largest Data Campus In the World' Deal Falls Apart [https://eir.news/2026/07/news/in-virginia-largest-data-campus-in-the-world-deal-falls-apart/] — EIR News In Virginia, 'Largest Data Campus In the World' Deal Falls Apart Skip to content Collapsing Imperial System— U.S. and Canada— Economics— News # In Virginia, 'Largest Data Campus In the World' Deal Falls Apart , and Paul Gallagher July 5, 2026 . 6:26 AM 1 min read Appearing to give in to multiple communities’ widespread opposition, Blackstone’s commercial real estate arm, QTS Realty Trust,… 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 Orders, Water Fights, and the Data Center Backlash — July 06, 2026

FERC’s large-load orders keep grid operators under pressure while Meta-linked wastewater contamination in Cheyenne, Project Jupiter compliance fights in New Mexico, and Equinix heat reuse in Milan show the data center buildout being judged on power, water, and community terms. IN THIS EPISODE 1. FERC issues orders to US grid operators on large load integration. - Energy-Storage.News [https://www.energy-storage.news/its-really-about-flexibility-ferc-issues-show-cause-orders-to-us-grid-operators-on-large-load-integration/] — Energy-Storage.News # FERC issues orders to US grid operators on large load integration. - Energy-Storage.News Author: April Bonner Published: 2026-07-03T10:04:29+00:00 Source: energy-storage.news (energy-storage.news) Language: en ## Story FERC issues orders to US grid operators on large load integration. - Energy-Storage.News Skip to content [Solar… 2. Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times [https://economictimes.indiatimes.com/tech/technology/blackstones-qts-terminates-digital-gateway-data-center-project-in-virginia/articleshow/132156040.cms] — The Economic Times Blackstone's QTS terminates Digital Gateway data center project in Virginia - The Economic Times Business News Tech Tech & Internet Blackstone's QTS terminates Digital Gateway data center project in Virginia # Blackstone's QTS terminates Digital Gateway data center project in Virginia ReutersLast Updated: Jul 03, 2026, 01:28:13 PM IST Follow us Share Font… 3. Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions [https://eciks.org/11973-99402-cheyenne-water-bacteria-meta-contractor] — ECIKS.org # Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions Author: Chris Martin Published: 2026-07-05T08:56:09+00:00 Source: eciks.org (eciks.org) Language: en ## Story Meta contractor's wastewater discharge introduced rare bacteria into Cheyenne's system, prompting new data center restrictions Skip to… 4. Doña Ana County: Project Jupiter out of compliance amid water supply concerns [https://www.abqjournal.com/opinion/opinion-when-out-of-compliance-isnt-enough/3073245] — Albuquerque Journal Doña Ana County: Project Jupiter out of compliance amid water supply concerns LOCAL COLUMN Doña Ana County residents deserve elected officials who act, not just acknowledge Opponents of Project Jupiter display signs during a Doña Ana County commission meeting on June 9. Algernon D'Ammassa/Journal At the June 23 Doña Ana County Board of County Commissioners meeting, the county’s own economic… 5. Milan Draws Heat From Equinix Data Centres | Sustainability Magazine [https://sustainabilitymag.com/news/how-equinix-turns-data-centre-heat-into-milan-city-heating] — Sustainability Magazine Milan Draws Heat From Equinix Data Centres | Sustainability Magazine Article Decarbonisation # Milan Draws Heat From Equinix Data Centres By David Weston July 05, 2026 undefined mins Share this article Prioritise Us on Google Share this article Prioritise Us on Google Milan's Duomo is among the landmarks connected to A2A's district heating network. Credit: Getty Waste energy from… 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].

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].