AI Buildout Hits Grid Tests, HBM4 Ramp, and City Hall — June 08, 2026

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].

OpenAI’s $50B Compute Bill Meets Grid Pushback — June 05, 2026

OpenAI expects a US$50 billion compute bill in 2026 as grid politics sharpen: PJM faces breakup talk, FERC accelerates the Three Mile Island restart, ERCOT eyes record Texas load, and Seattle weighs a data center moratorium. IN THIS EPISODE 1. BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 [https://bernama.com/en/news.php?id=2553577] — BERNAMA BERNAMA - OpenAI To Spend US$50 Bln On Computing Power In 2026 WORLD # OpenAI To Spend US$50 Bln On Computing Power In 2026 06/05/2026 04:47 PM OpenAI logo is seen in this illustration taken, March 11, 2024. -- Photo by REUTERS/Dado Ruvic/Illustration//File Photo SAN JOSE (California), May 6 (Bernama-dpa) -- ChatGPT developer OpenAI expects to spend about US$50 billion this year on computing… 2. AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg [https://www.bloomberg.com/news/articles/2026-06-04/ai-data-center-boom-risks-breakup-of-biggest-us-power-grid-operator] — Bloomberg # AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg Author: John Ainger Published: 2026-06-04T10:10:04.790Z Source: Bloomberg (bloomberg.com) Language: en ## Story AI Data Center Boom Risks Breakup of Biggest US Power Grid Operator - Bloomberg Climate Politics A power substation near a data center in Ashburn, Virginia. PJM Interconnection’s territory includes a… 3. FERC waiver cuts years off Three Mile Island nuclear plant restart timeline [https://www.power-eng.com/nuclear/ferc-waiver-cuts-years-off-three-mile-island-nuclear-plant-restart-timeline/] — Power-Engineering # FERC waiver cuts years off Three Mile Island nuclear plant restart timeline Author: Sean Wolfe Published: 2026-06-04T19:52:56+00:00 Source: power-eng.com (power-eng.com) Language: en ## Story FERC waiver cuts years off Three Mile Island nuclear plant restart timeline The former Three Mile Island Nuclear Power Plant in Pennsylvania (Credit: U.S. Department of Energy). The Federal Energy… 4. Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch [https://hoodline.com/2026/06/austin-data-center-surge-puts-texas-grid-on-record-shattering-watch/] — Hoodline # Austin Data Center Surge Puts Texas Grid On Record-Shattering Watch Published: 2026-06-04T15:24:45-04:00 Source: hoodline.com (hoodline.com) Language: en ## Story ERCOT is bracing for a scorcher of a summer on the Texas grid, warning that record-breaking electricity demand could hit the low-90-gigawatt range as a wave of new data centers and high heat collide. Even so, the grid operator says… 5. Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban [https://www.geekwire.com/2026/data-center-operator-reveals-plans-for-downtown-seattle-facility-as-city-weighs-one-year-ban/] — GeekWire # Data center operator reveals plans for downtown Seattle facility as city weighs one-year ban Published: 2026-06-04T15:17:38+00:00 Source: geekwire.com (geekwire.com) Language: en ## Story A Texas company has formally signaled plans to build a data center in downtown Seattle, even as the city moves toward a moratorium that could impact the construction of such facilities. Digital Realty of… 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 PJM Prices, ERCOT Queues and Nvidia Factories — June 04, 2026

PJM’s market monitor says data center load has added more than $23 billion to capacity costs, while ERCOT triages 438 GW of large-load requests, Nvidia moves Vera Rubin into production, and Goldman lifts hyperscaler capex forecasts to $5.3 trillion. IN THIS EPISODE 1. PJM Monitor: AI Data Center Growth Reshaping Power Markets [https://www.datacenterknowledge.com/energy-power-supply/pjm-monitor-ai-data-center-growth-reshaping-power-markets] — Data Center Knowledge # PJM Monitor: AI Data Center Growth Reshaping Power Markets Published: 2026-06-03T16:44:36+00:00 Source: datacenterknowledge.com (datacenterknowledge.com) Language: en ## Story PJM Monitor: AI Data Center Growth Reshaping Power Markets # PJM Monitor: AI Data Center Growth Reshaping Power Markets AI-driven load growth is colliding with queue delays, supply shortages, and outdated power… 2. San Angelo May End Up With a Data Center It Can’t Regulate [https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate] — San Angelo LIVE! San Angelo May End Up With a Data Center It Can’t Regulate AUSTIN, TX — The Electric Reliability Council of Texas (ERCOT) Board of Directors voted Monday and Tuesday to approve the long-awaited Batch Zero framework for large-load interconnection studies, a move that could accelerate some data center projects while leaving others behind. Historically, ERCOT and the Public Utility Commission… 3. Nvidia says Vera Rubin platform enters full production [https://datacenter.news/story/nvidia-says-vera-rubin-platform-enters-full-production] — DataCenterNews US Nvidia says Vera Rubin platform enters full production DataCenterNews US - Specialist news for cloud & data center decision-makers United States Powered By # Nvidia says Vera Rubin platform enters full production Tue, 2nd Jun 2026 Chief Executive Officer Jensen Huang used Nvidia's GTC Taipei keynote to announce that the company's Vera Rubin platform is moving into full production. At the… 4. Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times [https://www.businesstimes.com.sg/international/global/private-infrastructure-real-estate-capital-play-larger-financing-role-ai-data-centre-boom-goldman] — The Business Times Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says - The Business Times BROUGHT TO YOU BY # Private infrastructure, real-estate capital to play larger financing role in AI data centre boom, Goldman says It is increasing its capex forecast for the four largest hyperscalers to US$5.3 trillion between FY2025 and FY2030 Share Add BT as… 5. Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal [https://technode.global/2026/06/03/singapore-based-data-center-developer-bdx-secures-1-2-gw-of-power-in-indonesia-with-state-utility-pln/] — TNGlobal Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN - TNGlobal ## Singapore-based data center developer BDx secures 1.2 GW of power in Indonesia with state utility PLN June 3, 2026• Big Data, Indonesia, News, Singapore• BDX Indonesia, under BDx Data Centers, has secured 1.2 GW of power capacity across its Indonesia portfolio through a strategic… 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 Queues, Water Wells and Nvidia Supply — June 03, 2026

ERCOT’s Batch Zero framework puts Texas data-center interconnections under a new triage regime, while PJM’s expedited track, OpenAI’s $16B Michigan campus, AWS groundwater plans and Nvidia supply warnings point to the same constraint: AI infrastructure is now gated by systems. Got 60 seconds? Tell us what you think and help shape the show: [https://www.lanternpodcasts.com/topfive/feedback?show=data-center-daily] IN THIS EPISODE 1. San Angelo May End Up With a Data Center It Can’t Regulate [https://www.sanangelolive.com/news/politics/2026-06-02/san-angelo-may-end-data-center-it-cant-regulate] — San Angelo LIVE! # San Angelo May End Up With a Data Center It Can’t Regulate Author: sarahboates Published: 2026-06-02T23:47:25-05:00 Source: sanangelolive.com (sanangelolive.com) Language: en ## Story San Angelo May End Up With a Data Center It Can’t Regulate AUSTIN, TX — The Electric Reliability Council of Texas (ERCOT) Board of Directors voted Monday and Tuesday to approve the long-awaited Batch Zero… 2. PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) [https://www.zeroemissiongrid.com/iso-rto-meeting-summaries/pjm-pc-06-02-26/] — Zero-Emission Grid PJM Planning Committee: IEEE 2800 Adoption, Expedited Interconnection Track (EIT) # PJM Planning Committee Meeting Summary: IEEE 2800 Adoption, Expedited Interconnection Track & Reliability Updates All Posts - All Posts - CAISO - company news - ERCOT - ISONE - MISO - NYISO - PJM - PJM IPS Feb 24 - SERC - SPP - SRP Search ## PJM Planning Committee Meeting Summary: IEEE 2800 Adoption,… 3. Record $16B Data Center Project Advances in Michigan | Engineering News-Record [https://www.enr.com/articles/63087-record-16b-data-center-project-advances-in-michigan] — Engineering News-Record Record $16B Data Center Project Advances in Michigan | Engineering News-Record ### Data Centers ## Open AI founder and CEO Sam Altman wants Saline Barn Data Center to become an example for how AI data centers can benefit local communities Photo courtesy of Jacob Hamilton/Ann Arbor News via AP Sam Altman, founder of OpenAI, says he hopes the data center under construction in Saline Township,… 4. New Florence AWS data center to tap local aquifer for water - ABC17NEWS [https://abc17news.com/weather/insider-blog/2026/06/02/new-florence-aws-data-center-to-tap-local-aquifer-for-water/] — ABC17NEWS New Florence AWS data center to tap local aquifer for water - ABC17NEWS - Livestream Special Coverage - Livestream Newscasts - Submit Tips, Pics and Video - Work for KMIZ - Experienced Account Executive - Explore Local Jobs - Intern with KMIZ Amazon Web Services (AWS) is developing Project Green, a new data center in New Florence, Montgomery County, that will draw water from an aquifer deep… 5. Nvidia Says AI Demand Could Keep Supply Tight Through 2027 [https://winbuzzer.com/2026/06/02/nvidia-says-ai-demand-could-keep-supply-tight-through-2027-xcxwbn/] — Winbuzzer # Nvidia Says AI Demand Could Keep Supply Tight Through 2027 Author: Markus Kasanmascheff Published: 2026-06-02T14:22:51+00:00 Source: winbuzzer.com (winbuzzer.com) Language: en ## Story Nvidia Says AI Demand Could Keep Supply Tight Through 2027 Search Companies, AI Divisions, Projects, Labs Chatbots, AI Assistants, AI Solutions - Windows 10 - Windows 11 - Microsoft Azure - Google Cloud -… 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].