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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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

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 [email protected]

Black Hills signs on to serve Google's Cheyenne campus with a 2.7 GW resource stack built largely on undisclosed third-party supply, and Indiana County's posted filing names AWS for 36 buildings at the Homer City gas campus. Also: Oracle's Wisconsin transmission line restarts review, Firmus and CDC end Project Southgate, and SpaceX reportedly seeks $40 billion to buy Nvidia chips. In this episode: 1. Black Hills Corp. Executes Definitive Agreements to Serve Google's Planned Data Center in Cheyenne, Wyoming — Finviz https://finviz.com/news/399523/black-hills-corp-executes-definitive-agreements-to-serve-googles-planned-data-center-in-cheyenne-wyoming 2. AWS Files 36-Building Data Center Plan at 4.5GW Homer City Campus — Mike Bavto https://baxtel.com/news/aws-files-36-building-data-center-plan-at-4-5gw-homer-city-campus 3. US Opposition Intensifies! Another Mega Data Center by Oracle Risks Stalling Due to "Power Connection Issues" | Longbridge — Wallstreetcn https://longbridge.com/en/news/301090080 4. Firmus, CDC end planned $51B Australian AI buildout — Robert Clark https://www.lightreading.com/data-centers/firmus-cdc-end-planned-51b-australian-ai-buildout 5. SpaceX Reportedly Seeking $40 Billion Financing To Buy ... — Amit Chowdhry https://pulse2.com/spacex-reportedly-seeking-40-billion-financing-to-buy-nvidia-ai-chips/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Blue Energy filed ERCOT's first small modular reactor interconnection request, planning up to 1.5 GW of GE Vernova Hitachi BWRX-300s for a Crusoe data center. Meanwhile, Amazon is pledging $1 billion to data center communities, and Taylor, Texas, votes on annexing a 500 MW campus. In this episode: Top stories: 1. First Small Nuclear Reactors Seeking to Connect to Texas Grid — Energy Connects https://www.energyconnects.com/news/renewables/2026/october/first-small-nuclear-reactors-seeking-to-connect-to-texas-grid/ 2. Where are the barriers to flexible interconnection? | Latitude Media — Latitude Media https://www.latitudemedia.com/news/where-are-the-barriers-to-flexible-interconnection/ 3. Amazon commits $1 billion to communities near data centers, AWS CEO says it no longer uses NDAs with government agencies | TechRadar — TechRadar https://www.techradar.com/pro/amazon-commits-usd1-billion-to-communities-near-data-centers-aws-ceo-says-it-no-longer-uses-ndas-with-government-agencies 4. Taylor Data Center Annexation Vote Tests City Authority — The Texas Dispatch https://thetexasdispatch.com/taylor-data-center-annexation-vote-oct-8/ Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

The New York Times reports Meta has claimed billions in research tax credits by treating its AI data centers as experimental pilot models. Plus Michigan's conditional approval of DTE's Google contracts, MISO's 120-day study for paired large loads and generation, TeraWulf's 1 GW Muskie contract, and a cooler IPO window for data center builders. In this episode: 1. How Meta uses AI data centers to avoid billions in federal taxes | The Seattle Times — Kashmir Hill, Jesse Drucker, Eli Tan, Mike Isaac https://www.seattletimes.com/business/how-meta-uses-ai-data-centers-to-avoid-billions-in-federal-taxes/ 2. MPSC Approves Electric Energy Contracts For Data Center - MetroDetroitToday.com — MetroDetroitToday.com https://www.metrodetroittoday.com/news/business/mpsc-approves-electric-energy-contracts-for-data-center 3. MISO proposes fast-track large load, generation study process | Utility Dive — Ethan Howland https://www.utilitydive.com/news/miso-large-load-generation-study-lars-ferc/832114/ 4. TeraWulf Doubles Muskie Contracted Power to 1 GW as AI Demand Pulls 500 MW Forward by a Year | AI Industry Today — AI Industry Today https://aiindustrytoday.com/news/terawulf-doubles-muskie-contracted-power-to-1-gw-as-ai-demand-pulls-500-mw-forward-by-a-year/ 5. Wall Street is growing skeptical of the data center boom — Maureen Farrell https://www.inquirer.com/business/data-centers-wall-street-backlash-skepticism-investors-build-20261004.html Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

Oracle proposes absorbing about $300 million of rising Point Beach nuclear costs for its Port Washington campus, while Spain's draft decree would make data centers prove hour-by-hour renewable backing or lose their grid permits. Plus Crusoe-linked filings with no tenant, Memphis's moratorium vote, and Indonesia halting BDx's 640 MW campus. In this episode: 1. Oracle volunteers to absorb a $300 million nuclear bill in Wisconsin · The Inference — Vincent Jiang https://theinference.org/article/oracle-volunteers-to-absorb-a-300-million-nuclear-bill-in-wisconsin 2. Spain data centre decree 80 per cent hourly renewable rule — Kevin Yeandel https://www.yeandel.co.uk/22-q3-2026-updates/spain-granted-twelve-planned-four.html 3. Crusoe files a $4.8bn Jayton campus and Project Hyper hits $12bn with no tenant named · The Inference — The Inference https://theinference.org/article/crusoe-files-a-4-8bn-jayton-campus-and-project-hyper-hits-12bn-with-no-tenant-named 4. Memphis Data Center Moratorium Faces Final Council Vote — Hoodline https://hoodline.com/2026/10/memphis-council-faces-final-vote-on-data-center-pause-as-rally-targets-musk/ 5. Indonesia Halts BDx 640MW AI Data Centre Over Outstanding Approvals | Technology — Headtopics https://sg.headtopics.com/news/indonesia-halts-singapore-firm-bdx-s-640mw-ai-data-centre-88433903 Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]