The Data Center Daily

Texas Eases Big-Load Rules as Data Center Buildout Hits Local Limits — September 23, 2026

Texas PUC softened large-load interconnection standards as ERCOT audits a 474 GW queue dominated by data centers, while Digital Realty adds Los Angeles subsea landing pla

AI Compute’s Grid Bottleneck Gets Regulatory—and Local — September 22, 2026

NERC’s computational-load standards cleared an initial ballot, while Fluence’s battery-supply stumble and Eversource’s Connecticut study queue show the bottleneck moving

Data Center Cost Fights Hit Virginia, New Mexico and Senate — September 21, 2026

Virginia data center regulation moved forward as Gov. Abigail Spanberger proposed transparency, cost-allocation and environmental rules, while Project Jupiter got a New M

Congress Targets Data-Center Grid Cost Shifts — September 18, 2026

Ratepayer Protection Act passed the U.S. House 417-3, pushing federal pressure behind large-load cost-allocation rules. In Virginia, Appalachian Power says Google’s 300 M

Data Centers Pitch Flexibility as Permitting Pushback Spreads — September 17, 2026

Google, Nvidia and Emerald AI are reviving AEMA to push flexible data centers as Florida and Oregon officials tighten scrutiny over hyperscale load, water and land use; E

PJM Batteries, Robot Solar and Tidal Pods Chase Data Center Load — September 16, 2026

Branch Energy is moving into PJM with a $33 million raise to sell battery-backed capacity to data centers, while Google backs robot-built solar and developers test new ca

Data Centers Face Grid-Cost Rules and Off-Grid Power Push — September 15, 2026

A House vote on H.R. 9340 could push states to consider full incremental cost recovery and financial assurances for 100 MW-plus data center loads. Meanwhile, Soluna secur

Oracle’s Data-Center Tab Explodes as Grid Rules Tighten — September 14, 2026

Oracle disclosed $288 billion in off-balance-sheet data-center lease commitments as ISO New England details large-load rules and Google, Oracle and OpenAI work permitting

AI Load Rules Tighten as Broadcom Sketches 20-GW Compute Finance — September 11, 2026

ERCOT large-load rules are moving toward board approval as Broadcom sketches a 20-GW AI compute financing platform, while Comcast and Equinix try to compress enterprise c

Data Center Power Deals Get Harder to Socialize — September 10, 2026

Data center power tariffs are tightening as utilities test GenCos, upfront payments and exit fees to serve AI load without shifting risk to ratepayers, while a UK think t

Equinix Leads a Global AI Capacity Land Grab — September 09, 2026

Equinix is putting $5.1 billion behind a UK AI campus while closing atNorth and winning Singapore capacity, as Google tests grid flexibility and Blackstone’s data-center

Data Centers Meet the Grid’s New Cost Discipline — September 08, 2026

Digital Realty opened a 6.4 MW Nairobi facility as DOE and Montana released the final environmental review for the North Plains Connector and Berkshire’s Greg Abel drew a

AI data centers meet audits, moratoriums and grid workarounds — September 07, 2026

AI data centers face California audits, Orange County and Louisville rulemaking, and a New Mexico court pause, while FERC lets SPP use topology optimization to manage con

Big Loads Face Grid Cost Controls — September 04, 2026

Maryland utilities are proposing very-large-load tariffs for 100 MW-plus customers to shield ratepayers from data-center interconnection costs. We also track Trump’s bulk

AI Infrastructure’s IPO, M&A and Megawatt Tests — September 03, 2026

SB Energy’s IPO filing puts a SoftBank renewables developer’s AI data-center pivot — and OpenAI-linked PORTS-Pike ambitions — under the microscope, as Equinix and CPP clo

PJM-Oklo Fight Puts AI Power Bottleneck on Display — September 02, 2026

PJM and Oklo are headed to FERC over a 750-MW advanced-nuclear-plus project dropped from the interconnection queue, while AI-driven battery deployments and Keppel’s Tokyo

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