The Data Center Daily

Jefferies says utility load cuts could shrink PJM's 6.8 GW reliability backstop to roughly 630 MW, even as an independent CRA forecast sees an 11.5 GW shortfall by 2030 and Aurora prices forecasting error at $79 billion to $624 billion. Amazon, Microsoft, Oracle and Google disclose more than $131 billion in new financing, and Microsoft's Indiana campus clears a groundwater vote while its power needs stay undisclosed. In this episode: 1. PJM’s revised data center backstop procurement plan reduces utility risks: ICF | Utility Dive — Ethan Howland https://www.utilitydive.com/news/pjm-revised-data-center-backstop-procurement-ferc/873551/ 2. The US power market’s forecasting problem comes at a cost to ratepayers — Latitude Media https://www.latitudemedia.com/news/the-us-power-markets-forecasting-problem-comes-at-a-cost-to-ratepayers/ 3. Big four hyperscalers raising more than $131 billion in debt and equity for AI buildout - DCD — Georgia Butler https://www.datacenterdynamics.com/en/news/big-four-hyperscalers-raising-more-that-131-billion-in-debt-and-equity-for-ai-buildout/ 4. Microsoft’s Indiana Data Center Advances as Groundwater Approval and Air Permit Review Move Forward — Peter Mwaniki https://constructionreviewonline.com/microsofts-indiana-data-center-advances-as-groundwater-approval-and-air-permit-review-move-forward/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Drax, Brookfield and Radiant propose a GW-scale data centre at Drax Power Station starting with 100 MW in 2028, while a Washington Post analysis maps the emissions locked in by tech-backed gas megaplants. Grid Strategies puts a $55 billion, ten-year price on the Senate's data center transmission bill, and OpenAI pitches demand flexibility as its answer to the ratepayer fight. In this episode: 1. Brookfield targets $27 billion AI data center at power station — CNBC https://www.cnbc.com/2026/11/03/brookfield-ai-data-center-yorkshire-drax.html 2. The tech industry is investing in mega gas plants to power their data centers - Anchorage Daily News — Evan Halper, Kevin Schaul, The Washington Post https://www.adn.com/nation-world/2026/11/02/the-tech-industry-is-investing-in-mega-gas-plants-to-power-their-data-centers/ 3. Data center operators might pay $55 billion under Senate bill | TechTarget — Shane Snider https://www.techtarget.com/news/data-center-operators-might-pay-55-billion-under-senate-bill/873521/ 4. Introducing the Grid Protectors Program — Openai https://openai.com/index/grid-protectors-program/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

SemiAnalysis maps how Tuesday's governor races, led by Texas and its TCEQ permit freeze, could move the 2028 US data center buildout. Google proposes minimum bills and exit fees for a 780 MW Minnesota campus, Musk says two new Colossus 2 clusters run before year-end, and OpenAI's Stargate team talks HBM and power gear in Korea. In this episode: 1. The Datacenter Backlash Goes Bipartisan: Next Week's Midterms and the 2028 Buildout — Maya Barkin, Wayne Ma, Reyk Knuhtsen, Jeremie Eliahou Ontiveros, Dylan Patel https://newsletter.semianalysis.com/p/the-datacenter-backlash-goes-bipartisan 2. Massive AI Data Center Sparks Backlash Despite Clean Energy Promises | OilPrice.com — Felicity Bradstock https://oilprice.com/Energy/Energy-General/Massive-AI-Data-Center-Sparks-Backlash-Despite-Clean-Energy-Promises.html 3. Musk: 2 More SpaceXAI Data Centers Near Southaven by December | DeSoto County News — Jon Myers https://desotocountynews.com/mississippi-news/musk-spacexai-data-centers-gun-range-spam/ 4. 'Stargate Team' Arrived Before Altman... Follow-Up Talks on HBM, Infrastructure - The Asia Business Daily — Kwon Hyeonji by Park Joonyi https://www.asiae.co.kr/en/article/2026110209390481850 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Data center landlords Digital Realty and Equinix posted record bookings and pricing power, while Oracle insisted it isn't worried about the power and financing questions around its 2.45 GW Project Jupiter campus. Exelon's PJM filings show 37 GW of large-load requests shrinking to about 6 GW of 2031 demand, and a federal court denied xAI's motion to dismiss the NAACP's Clean Air Act suit over its Southaven turbines. In this episode: 1. Digital Realty (DLR) Q3 2026 Earnings Call Transcript | The Motley Fool — The Motley Fool https://www.fool.com/earnings/call-transcripts/2026/10/30/digital-realty-dlr-q3-2026-earnings-call-transcript/ 2. Oracle Dismisses Investor Concerns Over $165 Billion Project Jupiter AI Data Centre; Says 'We're Actually Not Too Worried' | Tech News - News18 — Ayush Mukherjee https://www.news18.com/tech/oracle-dismisses-investor-concerns-over-165-billion-project-jupiter-ai-data-centre-says-were-actually-not-too-worried-ws-l-10405361.html 3. Exelon’s 37 GW load list and PJM’s 2031 demand forecast — Mara Voss https://btw.media/en/exelon-37gw-request-list-2031-demand-forecast-en 4. Court tosses request to block Clean Air Act lawsuit against Musk’s xAI - Southern Environmental Law Center — Southern Environmental Law Center https://www.selc.org/press-release/court-tosses-request-to-block-clean-air-act-lawsuit-against-musks-xai/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Amazon closes out the hyperscaler earnings round with capex above $75 billion in the quarter, and Microsoft plans its first bond sale in almost a decade. PJM refiles its reliability backstop with March 2027 bidding, buyer groups backed by the hyperscalers endorse a Senate bill that would charge big loads for both new and existing grid, and ERCOT asks the PUC to toss the first Batch Zero appeal. In this episode: 1. Big Tech’s Data Center Blitz Is Burning Through Cash and Scaring Wall St. – DNYUZ — New York Times https://dnyuz.com/2026/10/30/big-techs-data-center-blitz-is-burning-through-cash-and-scaring-wall-st/ 2. PJM backstop procurement: March 2027 bidding proposed — Jonas Muthoni https://microgridmedia.com/pjm-backstop-procurement-amended-filing-2026/ 3. Are data centers ready to pay double to unclog the grid? | Latitude Media — Latitude Media https://www.latitudemedia.com/news/are-data-centers-ready-to-pay-double-to-unclog-the-grid/ 4. ERCOT Asks the PUC to Throw Out the First Batch Zero Appeal With Prejudice | Morning Briefing, Oct 29, 2026 — Morning Briefing, Oct 29, 2026 https://powergrabtx.com/briefings/morning-briefing-2026-10-29/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Microsoft and Alphabet's quarter splits on free cash flow as AI capex climbs, CAISO's board sends its large-load proposal to FERC, and Batch Zero turns into litigation in Texas. Plus Latitude Media on cracking turbines in the onsite gas rush. In this episode: 1. Particle: Hyperscalers Report Soaring Cloud Sales as AI Capacity Strains Cash and Supply — Particle https://particle.news/story/hyperscalers-report-soaring-cloud-sales-as-ai-capacity-strains-cash-and-supply 2. CAISO Board advances new procedures for connecting large loads quickly and reliably | California ISO — California ISO https://www.caiso.com/about/news/news-releases/caiso-board-advances-new-procedures-for-connecting-large-loads-quickly-and-reliably 3. Five Developers Have Now Appealed ERCOT's Batch Zero Rulings, and PUC Staff Expects Up to 20 More | Morning Briefing, Oct 28, 2026 — Morning Briefing, Oct 28, 2026 https://powergrabtx.com/briefings/morning-briefing-2026-10-28/ 4. The cracks in the AI race for onsite gas power — Latitude Media https://www.latitudemedia.com/news/cracks-ai-race-for-onsite-gas-power/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Meta plans to raise up to $95 billion in stock for its data center buildout, and Nvidia says it will put $3 billion into the offering. North Carolina's governor and attorney general want Duke's large-load deal to cover new generation, CenterPoint says about 12 GW of Houston large load remains in ERCOT's Batch Zero, and CAISO's board votes today on its large-load rules. In this episode: 1. Meta to sell up to $95B in stock to finance AI infrastructure buildout - SiliconANGLE — SiliconANGLE https://siliconangle.com/2026/10/26/meta-to-sell-up-to-95b-in-stock-to-finance-ai-infrastructure-buildout/ 2. NC Gov, AG call for data center owners to help pay for new ... — NC Newsline https://ncnewsline.com/2026/10/27/nc-gov-ag-call-for-data-center-owners-to-help-pay-for-new-power-plants/ 3. CenterPoint Lifts 10-Year Capital Plan to $70.7 Billion as About 12 GW of Houston Large Load Sits in ERCOT's Batch Zero — Marcus Reyes https://datacenterfeed.com/article/centerpoint-70-7-billion-capital-plan-houston-batch-zero-large-load-october-2026 4. CAISO's board votes tomorrow on new grid rules for very large electricity users — Junde Liu https://computelaw.blog/brief/caiso-s-board-votes-tomorrow-on-new-grid-rules-for-very-large-electricity-users/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Anthropic's newly public prospectus describes a hybrid compute model and lists data center moratoriums as a key risk, while 11 MISO states, Google and clean energy groups ask FERC to reject MISO's LARS fast track. Plus an ESIG and Brattle model of when a 500 MW load raises rates, and a Secaucus vote on an 80 MW cap. In this episode: 1. Anthropic is leasing data centers to reduce reliance on ... — Daniel Howley https://finance.yahoo.com/technology/article/anthropic-is-leasing-data-centers-to-reduce-reliance-on-amazon-google-others-173843933.html 2. Clean energy groups, states oppose MISO’s large load-generation study plan | Utility Dive — Utility Dive https://www.utilitydive.com/news/miso-large-load-lars-ferc-google-oms/849887/ 3. New ESIG/Brattle Report Quantifies How Large Loads Affect Electricity Rates for Existing Customers in Four Regions | ESIG — Ryan Willis https://www.esig.energy/report-quantifies-how-large-loads-affect-electricity-rates-for-existing-customers/ 4. Secaucus, N.J. never read plans for 125 MW data-center boom, got $0 deal — Hudson TV — Hudson TV https://hudsontv.com/secaucus-nj-data-centers-hartz-landlord-zba-ties-mw-capacity-oct26/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

PG&E's third-quarter filings show 12,870 MW of data center requests but only 174 MW energized, and South Korea's energy minister says vague AI data center demand won't go into the next power plan. Plus NERC asks FERC to fast-track registering data center owners and operators, and SpaceXAI discloses up to $6.1 million in stormwater penalty exposure in Mississippi. In this episode: 1. PG&E reports 12,870 MW of data center load in its pipeline and lists large load beyond an initial 1.8 GW as work to be delayed or deferred | Colocation Scout — Bridgepointe Technologies https://colocationscout.com/news-pge-data-center-pipeline-12870mw-september-2026.html 2. Korea to Trim AI Data Center Power Demand Forecast - Seoul Economic Daily — Joo Jae-hyun https://en.sedaily.com/finance/2026/10/26/korea-to-trim-ai-data-center-power-demand-forecast 3. NERC Seeks FERC Approval to Add Two New Entities to Registry Criteria Tied to Large Computation Loads | American Public Power Association — Paul Ciampoli https://www.publicpower.org/periodical/article/nerc-seeks-ferc-approval-add-two-new-entities-registry-criteria-tied-large-computation-loads 4. SpaceXAI Discloses $6.1M Stormwater Permit Exposure at Mississippi AI Campus — Abdul-Rahman Oladimeji https://baxtel.com/news/spacexai-discloses-6-1m-stormwater-permit-exposure-at-mississippi-ai-campus Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Meta's first negative free cash flow quarter came with about $825 billion in future compute and infrastructure commitments, while a Wisconsin transmission owner put a price on making data centers pay for their own grid upgrades. Plus PJM tells FERC about a 3,900 MW load drop, and Amazon drops a four-building Loudoun County plan. In this episode: 1. Big Tech's capex spending looks different this year as Meta and Tesla save for later — Hamza Shaban https://finance.yahoo.com/technology/article/big-techs-capex-spending-looks-different-this-year-as-meta-and-tesla-save-for-later-100000383.html 2. The Transmission Side of But-For: ATC Asks FERC to Make Data Centers Pay for Their Own Wires | Fracmoo — Priya Raman https://fracmoo.com/power-markets/atc-data-center-transmission-costs-ferc/ 3. PJM urges FERC to set data center ride-through rules — OGGN Staff https://globalenergyreport.com/article/pjm-tells-ferc-data-centers-need-ride-through-rules-after-3900-mw-load-transfer/ 4. Amazon bows to local backlash over AI data centers ... — Oliver Haslam https://www.tomshardware.com/tech-industry/data-centers/amazon-bows-to-local-backlash-over-ai-data-centers-scraps-plans-to-build-four-new-facilities-in-northern-virginia-site-to-be-repurposed-for-mixed-use-and-residential-development Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Google expands its Voltus bring-your-own-capacity deal in PJM tenfold to 1,070 MW under a contract running through 2040, while Nvidia locks in substrate, packaging, test and optics capacity with six suppliers. Plus Bernstein's estimate that only about 35% of announced US data center capacity gets built, and a Pennsylvania county ordering a developer to stop work on a substation. In this episode: 1. Google is purchasing 1 GW of distributed capacity in PJM | Latitude Media — Maeve Allsup https://www.latitudemedia.com/news/google-is-purchasing-1-gw-of-distributed-capacity-in-pjm/ 2. Nvidia Locks Up AI Chip Testing and Optics Capacity With ... — Jeremy Fielding https://www.techtimes.com/articles/329352/20261022/nvidia-locks-ai-chip-testing-optics-capacity-six-partner-prepayment-push.htm 3. AI Data Center Boom: 65% of Announced Capacity May Never Get Built - Business Insider — Alistair Barr https://www.businessinsider.com/ai-data-centers-never-built-bragawatts-kevin-oleary-2026-10 4. Pa. county tells developer to stop work on data center, as utility reveals power line plan — Pennlive https://www.pennlive.com/news/2026/10/pa-county-tells-developer-to-stop-work-on-data-center-as-utility-reveals-power-line-plan.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Entergy Arkansas and Google amend their West Memphis power deal to resolve an accounting fight over ratepayer charges while adding a 440 MW solar PPA, 1.4 GWh of batteries and new transmission. Also: Musk's 10 GW compute claim for SpaceXAI, TCEQ pulling its permit portal offline, and $35 billion of Chinese orders for an Nvidia workstation GPU. In this episode: 1. Untangling the accounting fight reshaping Google’s Arkansas power deal — Latitude Media https://www.latitudemedia.com/news/untangling-the-accounting-fight-reshaping-googles-arkansas-power-deal/ 2. Elon Musk says he’s staying in Memphis ‘night and day’ guiding data center buildout — WREG https://wreg.com/news/local/xai-memphis/elon-musk-says-hes-staying-in-memphis-night-and-day-guiding-data-center-buildout/ 3. TCEQ shuts down permit filing system amid data center dispute — Emily Foxhall https://www.texastribune.org/2026/10/21/data-center-permits-tceq-texas/ 4. Exclusive-ByteDance, Alibaba, Tencent place over $35 billion worth of Nvidia chip orders — StreetInsider https://www.streetinsider.com/Reuters/Exclusive-ByteDance%2C+Alibaba%2C+Tencent+place+over+%2435+billion+worth+of+Nvidia+chip+orders/27205601.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

PJM filed a FERC study agreement to evaluate roughly 9.6 GW of new data center load and 10.2 GW of generation at SB Energy's Flagship site in Pike County, Ohio, outside its interconnection queue. Also: AEP, X-energy and Amazon eye 960 MW of Xe-100 reactors in Indiana, Texas's data center permit freeze draws scrutiny, and Memphis deadlocks on a moratorium. In this episode: 1. PJM Files FERC Study Agreement for SB Energy's Proposed AI Campus at DOE's Portsmouth Site in Ohio — Data Center Feed https://datacenterfeed.com/article/pjm-sb-energy-flagship-portsmouth-ohio-state-agreement-approach-october-2026 2. AEP, X-energy Eye 960-MW Nuclear Plant at Retired ... — POWER https://www.powermag.com/aep-x-energy-eye-960-mw-nuclear-plant-at-retired-indiana-coal-site-backed-by-amazon/ 3. Watchdog group criticizes TCEQ for advancing data center permits — The Texas Tribune https://www.texastribune.org/2026/10/20/data-center-permits-tceq-abbott-texas-pause/ 4. Memphis Rejects Data Center Freeze After Fight Over ... — Steven Frank https://www.newsweek.com/memphis-faces-data-center-reckoning-as-freeze-sparks-city-hall-brawl-12596729 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

NiSource signs a 20-year, 1,100 MW supply deal with Microsoft, funded by Microsoft, and NERC's computational-load standards clear their final ballot. Plus AEP's $4 billion fuel cell plant for Google in Wyoming and a 7.5 GW gas campus in a Utah water filing. In this episode: 1. NiSource Signs 20-Year Microsoft Power Agreement for 1,100 MW Indiana Data Centre Campus — Fiona Craig https://finance.yahoo.com/energy/articles/nisource-signs-20-microsoft-power-124331583.html 2. NERC passes grid reliability standards for data centers, AI facilities, ETDatacenters — ETDatacenters https://datacenters.economictimes.indiatimes.com/news/policy-land-power/nerc-passes-grid-reliability-standards-for-data-centers-ai-facilities/135008753 3. 🧭 AEP’s ~$4B Google Plant, Solaria’s ~$5.7B Uruguay Pact, AMD Backs Fermi — Globaldatacenterhub https://www.globaldatacenterhub.com/p/aeps-4b-google-plant-solarias-57b 4. Stratos Project water application reveals new details on massive data center | KSL.com — KSL.com https://www.ksl.com/article/51637099/stratos-project-water-application-reveals-new-details-on-massive-data-center Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Oregon's governor has paused air and water permits for data centers until July 2027, and DOE issued a heat-driven emergency order for PJM. Plus FERC's split vote on Duke's large-load transmission rules and Microsoft's multi-gigawatt plan for its Maia inference chips. In this episode: 1. Oregon governor orders pause on environmental permits to build or expand data centers — Banks Post https://www.bankspost.com/oregon-governor-orders-pause-on-environmental-permits-to-build-or-expand-data-centers/ 2. Data centers strain capacity across major power grid where emergency threatens blackouts in 13 US states | Daily Mail Online — Melissa Koenig, Reuters https://www.dailymail.com/sciencetech/article-16206925/Data-centers-PJM-Interconnection-power-grid-blackouts.html 3. Commissioner Chang’s Dissent in Duke Energy Carolinas, LLC Docket Nos. ER26-2691-000 ER26-2691-001 | Federal Energy Regulatory Commission — Federal Energy Regulatory Commission https://www.ferc.gov/news-events/news/commissioner-changs-dissent-duke-energy-carolinas-llc-docket-nos-er26-2691-000 4. Microsoft to expand Azure Maia system to multi-gigawatt deployments - The Official Microsoft Blog — Scott Guthrie https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Google lands two power paths. Indiana regulators approved AES Indiana's $1.3 billion solar, storage and wires plan for its 390 MW Monrovia campus, the first test of the state's 80% large-load cost law. Separately, Constellation will spend $4.3 billion uprating 11 PJM reactors by 890 MW. In this episode: Top stories: 1. Indiana approves AES plan to power Google data center in Monrovia — WFYI Public Media https://www.wfyi.org/statewide/2026-10-12/indiana-approves-aes-plan-to-power-google-data-center-in-monrovia 2. Google and Constellation Find 890 MW of New Power Inside Running Reactors — Global Data Center Hub https://www.globaldatacenterhub.com/p/google-signed-for-3590-mw-of-nuclear 3. California Links Data Center Permitting And Licensing To New Water Use Disclosure And Drought Planning Obligations — The Legal 500 https://www.legal500.com/intelligence/united-states/environment/california-links-data-center-permitting-and-licensing-to-new-water-use-disclosure-and-drought-planning-obligations 4. Keppel DC REIT acquires Cardiff data centre for S$59 mil — The Edge Malaysia https://theedgemalaysia.com/article/keppel-dc-reit-acquires-cardiff-data-centre-s59-mil Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

PJM cleared its first 2.1 GW of fast-track capacity, Engie batteries and an LS Power gas uprate, as a Senate Democratic report says hyperscalers resist paying for shared grid upgrades and Meta's infrastructure chief puts 2026 spend above $100 billion. In this episode: Top stories: 1. PJM fast-tracks first 2.1 GW of capacity as data centers strain supply - Newzino — Newzino https://newzino.com/story/engie-ls-power-land-2-1-gw-in-fast-track-interconnection-approval-from-pj-ee7360 2. Meta's infrastructure chief says Meta's 2026… · Slicast — Slicast https://slicast.com/article/1fo19vf 3. US senators release report on data centre costs and transparency | Digital Watch Observatory — Digital Watch Observatory https://dig.watch/updates/us-senators-probe-data-centre-costs-transparency 4. $366M Data Center Project Longhorn Filed in Texas - Energy.Media — Energy.Media https://energy.media/energy-deals/366m-data-center-project-longhorn-filed-in-texas/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

FERC accepted PJM's 50 MW large-load definition and registry but rejected its interim curtailment service and bring-your-own-capacity rules. Separately, xAI switched on Colossus 2 in Memphis, and Entergy testimony put Meta's Hyperion load in Louisiana at 4,500 MW. In this episode: Top stories: 1. FERC rejects PJM's large-load curtailment plan, keeps the load registry | The Duck Curve — The Duck Curve https://theduckcurve.com/posts/ferc-rejects-pjm-iras-keeps-large-load-registry 2. xAI brings Colossus 2 supercomputer online in Memphis - Newzino — Newzino https://newzino.com/story/xai-colossus-2-online 3. The 4,500 Megawatt Number Meta Fought to Keep Off the Record - Tech Thought Leaders — Tech Thought Leaders https://techthoughtleaders.io/meta-hyperion-4500-megawatts-louisiana-grid/ 4. TeraWulf’s 1 GW Muskie Bet: Power Scaled, Capital Strained | The Desk — The Desk https://www.thedeskresearch.com/publications/terawulfs-1-gw-muskie-bet-power-scaled-capital-fda98acc 5. Digital Realty subsidiary issues €1B in notes | DLR 8-K Filing — Stock Titan https://www.stocktitan.net/sec-filings/DLR/8-k-digital-realty-trust-inc-reports-material-event-244d33a0e082.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

PJM's stalled 6.8 GW backstop procurement drew a rare DOE filing at FERC insisting data centers, not existing ratepayers, carry the cost. Applied Digital tied Polaris Forge 3 to a related-party 1.2 GW gas plant, and Duke's clean transition tariff still sits unfiled. In this episode: Top stories: 1. PJM Data Center Power Demand: DOE Pushes FERC on Costs — Discovery Alert https://discoveryalert.com/news/pjm-data-center-power-demand-doe-ferc-october-2026/ 2. Applied Digital signs a 15-year power deal with a planned 1,200 MW gas plant for its Polaris Forge 3 campus, from a developer run by its own executives | Colocation Scout — Colocation Scout https://colocationscout.com/news-applied-digital-base-electron-1200mw-ppa-polaris-forge-3.html 3. What happened to Duke’s clean transition tariff? — Latitude Media https://www.latitudemedia.com/news/what-happened-to-dukes-clean-transition-tariff/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com

Voltus raised $225 million to scale its bring-your-own-capacity program for data centers. Google signed a 20-year Constellation PPA backing 890 MW of PJM nuclear uprates, and a Duke Energy settlement makes hyperscalers pay upfront to connect to North Carolina's grid. In this episode: Top stories: 1. Voltus raises $225 million to scale BYOC for data centers — Latitude Media https://www.latitudemedia.com/news/voltus-raises-225-million-to-scale-byoc-for-data-centers/ 2. Duke Energy, Amazon and Google Back Data Centre Cost Deal — Data Centre Magazine https://datacentremagazine.com/news/duke-energy-amazon-and-google-back-data-centre-cost-deal 3. Google Deal Backs 890 MW of Constellation Nuclear Uprates ... — POWER https://www.powermag.com/google-deal-backs-890-mw-of-constellation-nuclear-uprates-at-11-pjm-reactors/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email data-center-daily@lanternpodcasts.com