Data Center Gas Plants Hit Regulatory Walls; SSTs Get a Real GPU Load — September 29, 2026
The Data Center DailyShow Notes
Duke Energy's denied peaker near Amazon's Hamlet campus and an appeal over Meta's Louisiana gas plants show regulators pressing on data center load claims. Meanwhile DG Matrix pilots a solid-state transformer on a live GPU cluster, and Cipher lands a $5.2 billion AI lease.
In this episode: Top stories: 1. Does the market finally have an opening for solid-state transformers? — Latitude Media https://www.latitudemedia.com/news/does-the-market-finally-have-an-opening-for-solid-state-transformers/ 2. Advocates Appeal Louisiana PSC's “Arbitrary and Capricious” Decision to Let Meta Off the Hook for its Data Center Project - Earthjustice — Earthjustice https://earthjustice.org/press/2026/advocates-appeal-louisiana-pscs-arbitrary-and-capricious-decision-to-let-meta-off-the-hook-for-its-data-center-project 3. How Cipher Digital's (NASDAQ:CIFR) New 8-K Adds $5.2B via 10-Year AI Lab Lease — Kalkine https://kalkine.com/news/artificial-intelligence/how-cipher-digitals-nasdaqcifr-new-8-k-adds-52b-via-10-year-ai-lab-lease 4. North Carolina’s Republican-controlled Utilities Commission has drawn a rare line in the sand. - Energy News Beat — Energy News Beat https://energynewsbeat.co/electrical-generation/north-carolinas-republican-controlled-utilities-commission-has-drawn-a-rare-line-in-the-sand/ 5. Digital Realty Trust green notes receive BBB rating from Fitch — Traders Union https://tradersunion.com/news/financial-news/show/3547816-digital-realty-green-notes-bbb-fitch/
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