The Data Center Daily

AI Data Centers Hit Tariff Delays, Reporting Rules and Local Fights — September 01, 2026

FERC large-load tariff reforms are slipping toward November as New Jersey adds water-and-energy reporting rules and Colorado Springs weighs a contested AI data center, sh

Data Centers Hit the Water-and-Permitting Wall — August 31, 2026

Montgomery County, East Whiteland and Nye County are showing how data center growth is running into moratoriums, water-service conditions and outright basin bans, while F

Data Center Power Rules Hit Rates, Renewables and Queue Costs — August 28, 2026

Duke Energy Florida wants to delay a dedicated large-load rate as Singapore pushes renewable-backed data centers and interconnection cost models keep showing the buildout

Nvidia Moves Into AI Data Center Risk as Permits Tighten — August 27, 2026

NVIDIA is taking on more AI-infrastructure financing risk, including OpenAI-linked Ohio capacity and broader cloud-service commitments, while Oracle’s Project Jupiter and

Data Center Load Runs Into the Grid-Bill Fight — August 26, 2026

Microsoft and Wisconsin ratepayer advocates are challenging ATC’s data-center transmission-cost plan at FERC, while PG&E tests flexible interconnection and West Virginia

Large-Load Tariffs Slip as Grid Hardware Bottlenecks Bite — August 25, 2026

FERC large-load tariff reform is sliding toward November as all six grid operators seek more time, while Heron Power plans a 40 GW transformer factory aimed at data-cente

AI Data Centers Hit the Permitting-and-Power Wall — August 24, 2026

Project Jupiter faces New Mexico Supreme Court petitions over construction water, while Singapore turns 200MW of scarce capacity into provisional industrial policy and Nv

OpenAI Rethinks Stargate as Data Center Capital Keeps Flowing — August 21, 2026

OpenAI’s Stargate strategy is being recast around more rented cloud capacity, while I Squared launches Saragon and Ascenty seeks $1 billion for AI data centers — signs th

Riot’s $9.1B AI Lease Puts Power Access Back in Focus — August 20, 2026

Riot Platforms’ 191 MW Rockdale AI lease adds another multibillion-dollar compute deal to Texas, while Arizona co-ops formalize large-load reviews and OpenAI’s Stargate a

PJM’s Data-Center Curtailment Plan Meets Texas’ Off-Grid Push — August 19, 2026

PJM is asking FERC to let new large data centers be curtailed before households during shortages, while Texas’ grid-connection pause may push projects off-grid. AI load i

NVIDIA’s 4.25-GW OpenAI Ohio Bet Meets Grid Reality — August 18, 2026

NVIDIA disclosed a 4.25-gigawatt OpenAI tenant campus in Ohio with a $105 billion residual-value backstop, while NERC says AI-driven load could require 200 GW of new elec

Data Centers Hit Water, Grid and Financing Bottlenecks — August 17, 2026

Data centers face a three-front constraint: San Joaquin Valley water scrutiny, San Jose moratorium pressure, and storage projects stuck in grid queues, while Reuters repo

Data centers pull coal, PJM reform, and grid software into one fight — August 16, 2026

Evergy’s data-center load push is tied to keeping 2.8 GW of coal online longer, while FERC opens another PJM reform lane and grid-software vendors pitch more capacity fro

PJM and CAISO Rewrite the Rules for AI Load — August 14, 2026

PJM and CAISO are moving on large-load rules as data centers test interconnection, resource adequacy, and emergency curtailment, while Evergy’s 3 GW of signed load shows

Japan-Backed Gas Power Meets AI Grid Strain — August 13, 2026

NextEra Energy locked in U.S. and Japan funding terms for up to 10 GW of gas generation in Texas and Pennsylvania, while data center cooling rules and neural grid solvers

Data Center Capital Hits Grid Rules and Local Permits — August 12, 2026

Digital Core REIT, Digital Realty and MISO show AI infrastructure’s capital stack shifting from asset sales and tax breaks to interconnection credit and transmission figh

Power, Guarantees and Debt Behind the AI Buildout — August 11, 2026

CyrusOne, Meta and Alphabet put hyperscale infrastructure financing in focus, from a potential 2027 IPO to a BlackRock-backed El Paso campus and $25 billion senior-note s

AI buildout runs into city halls, grid queues and fiber maps — August 10, 2026

Nvidia, PJM and rural Nevada show the AI infrastructure buildout moving on three fronts: Zayo’s long-haul fiber deal, a 201.5 GW reformed PJM queue, and local fights over

FERC Win Meets Water Rules in AI Data Center Buildout — August 07, 2026

FERC’s interconnection plan survived DC Circuit review, while state lawmakers are tightening data center water oversight and capital keeps piling into AI infrastructure t

NTT Data Eyes $9.6B Japan Buildout as Data Center Capital Tightens — August 06, 2026

NTT Data plans to spend at least $9 billion to reach 1 GW of Japan data-center capacity by 2033, while institutional lenders and local governments sharpen the financing a