The Data Center Daily

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

The Data Center Daily

Show Notes

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 data-center acquisition show how compute growth is reshaping power and capital plans.

In this episode: Top stories: 1. PJM drops Oklo advanced nuclear project from interconnection study cycle | Utility Dive — Utility Dive https://www.utilitydive.com/news/pjm-oklo-advanced-nuclear-ferc-interconnection/829150/ 2. How the AI boom has impacted US battery storage so far — Latitude Media https://www.latitudemedia.com/news/how-the-ai-boom-has-impacted-us-battery-storage-so-far/ 3. Keppel, Singtel land major DC deals in Japan, Singapore — Light Reading https://www.lightreading.com/data-centers/keppel-dc-reit-expands-japan-assets-as-singtel-kkr-close-5-2b-stt-gdc-deal

Follow and rate The Data Center Daily on Apple Podcasts or Spotify. Feedback? Email [email protected]

More from The Data Center Daily

Oct 23, 2026

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.

Oct 22, 2026

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.

Oct 21, 2026

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.

Oct 19, 2026

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.

Oct 14, 2026

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.

See all episodes →