US Data Center News & Briefings
Power, grid, permits & projects across every US county — verified, cited, updated daily.
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Amazon

Data center news, project activity, and monthly briefings for Amazon.

Recent news

  • Missouri Emerges as the Next Hyperscale Frontier Amid Growing Power Demands

    Amazon has announced plans to invest $10 billion in a new data center campus in Montgomery County, Missouri, following Google’s prior $15 billion Montgomery County announcement, bringing recent hyperscale commitments in the county to $25 billion.

    • Main announcement and project details: Amazon announced a $10 billion data center campus (Project Green) near New Florence on a roughly 1,000-acre site; the company said the project will create more than 400 full-time jobs and thousands of construction positions, pay 100% of utility infrastructure extension costs, not receive discounted electric rates, and design cooling to use water-based systems <7% of the year; construction activities reportedly began in April.
    • Background and implementation context: This follows Google’s $15 billion Montgomery County data center announcement (combined $25 billion); analysts cited power and economics as drivers as hyperscalers seek new markets; Missouri Governor Kehoe issued Executive Order 26-02 (Jan 2026) directing the Missouri Department of Natural Resources to review energy regulations and infrastructure planning with a report due Nov 30, 2026.
  • Dallas-Based Skyward Pilots Access Program for Starlink Competitor Amazon Leo

    Skyward Technologies has opened reservations for an Early Access Program to Amazon Leo.

    • Early Access program launched: Skyward is offering first-come, first-served reservations for Amazon Leo Early Access beginning today, providing businesses and enterprise IT teams priority access ahead of full commercial availability; participants will receive notification of availability and service activation when Amazon Leo goes live in their geographic area and will be given onboarding support, hardware accessories, and monitoring services.
    • Background and implementation details: Skyward was launched by Dallas-based Hunt Energy after a November agreement with Amazon Leo; the service is engineered to provide enterprise-grade, low-latency connectivity of up to 1 Gbps per terminal, Skyward has worked with Amazon Leo on development, and pricing details and commercial terms will be communicated to Early Access participants prior to service activation.
  • Adani Group Partners With Jabil To Build AI Data Infrastructure

    Adani Group has partnered with US-based Jabil Inc to build vertically-integrated AI and data centre manufacturing capacity in India.

    • Partnership announcement: Adani Group and Jabil Inc will set up multi-gigawatt manufacturing capacity in India to produce AI-ready hardware (liquid-cooled AI racks, servers, storage, networking) and supporting infrastructure components (power distribution units, coolant distribution units, transformers, switchgears, thermal management). The companies are finalising operational frameworks and formal documentation, with no definitive timeline announced.
    • Background and related commitments: Adani previously committed $100 Bn to develop renewable-energy-powered hyperscale AI-ready data centres by 2035. The article also cites a projected $3 Tn global AI compute infrastructure market over the next seven years, Amazon’s $12.7 Bn cloud investment in India by 2030, Reliance–Meta’s 168 MW AI-enabled data centre in Gujarat within two years, OpenAI’s planned 1 GW data centre in partnership with TCS, and an Uber–Adani data centre expected to become operational later this year.
  • APAC data centres risk a fossil fuel dependency long-duration energy storage can help end

    Pavina Adunratanasee of ArkTerra Partners argues APAC’s AI data centre buildout risks locking the region into long-term coal and gas dependency without long-duration energy storage solutions.

    • Main announcement/argument: ArkTerra Partners warns that 24.2GW of announced data centre capacity (2025–2030) across nine APAC markets could drive ~166 million tonnes CO2e/year by 2030 on a business-as-usual grid; cites hyperscaler commitments including Microsoft’s A$25 billion (US$18 billion) pledge to Australia through 2029 and Amazon’s A$20 billion commitment, and highlights recent deals (Meta–Noon: up to 1GW/100GWh with a 25MW pilot by 2028; Bloom–Oracle: up to 2.8GW on-site fuel cells with 1.2GW deployed; Google–Voltus: 100MW BYOC VPP over three years).
    • Background and concrete constraints: Points to regulatory and resource risks (Johor state deferring water-cooled approvals until mid-2027; ~9GW AI-ready capacity with legacy cooling could use ~18 billion litres/year), explains that gas peakers (~US$30/MWh marginal cost) and long coal retirements extend fossil lock-in, and concludes the core barrier is a project development capital gap at pre-feasibility for first-of-a-kind storage projects.
  • KKR partners KIA, NVIDIA and Vistra to launch $10B AI fund

    KKR, together with the Kuwait Investment Authority (KIA), NVIDIA and Vistra, announced the launch of Helix Digital Infrastructure with more than $10 billion in long-duration capital commitments to finance and deliver hyperscaler AI infrastructure.

    • Main announcement:Helix Digital Infrastructure launched with more than $10 billion in total long-duration capital commitments; anchor investors include KKR, KIA, NVIDIA and Vistra, and Helix will coordinate hyperscalers’ data centers, power, connectivity and related needs as a single strategic partner. Adam Selipsky will serve as CEO and Waldemar Szlezak as Chief Investment Officer; NVIDIA will be a strategic technology partner (NVIDIA DSX) and Vistra the preferred power provider.
    • Background and details: Helix will invest in and manage hyperscale data center development and operations, baseload and flexible power generation, transmission and distribution infrastructure, and fiber/connectivity; KKR supports Helix from its global infrastructure platform (over $100 billion in infrastructure AUM and more than $70 billion invested across digital and power assets). The fund is open to additional eligible institutional investors following closing of founding commitments.
  • Amazon claims its data centers are 7x more water-efficient than the industry average

    Amazon has published new water-efficiency figures for its global data center operations, positioning the company ahead of rivals on WUE and disclosing methods and regional practices.

    • Main announcement: Amazon says it achieved a 52% improvement in water efficiency over the last 5 years, reporting a WUE of 0.12 L/kWh in 2025 (compared with an industry average of 0.84 L/kWh), claims its data centers are 7x more water-efficient than the industry average, and reports returning 3 US gallons to communities for every 4 gallons used, stating it is 75% of the way to a water-positive 2030 goal. It attributes gains to free air cooling (~90% of the time), evaporative cooling, raised operating temperature thresholds (85° F), and use of reclaimed water across 130 facilities (26 using reclaimed water exclusively).
    • Context and background: The figures were published amid increased disclosure pressure and two days after Seattle imposed a one-year freeze on new large data centers citing water concerns; the article references competitor WUE figures (Microsoft 0.27 L/kWh in 2025, Google ~1.15 L/kWh, Meta ~0.20 L/kWh) and highlights industry discussion on metrics (WUE, PUE ~1.15 for Amazon), regional disclosure commitments, and emerging dynamics due to AI infrastructure and location-specific water constraints.
  • China, US To Control 69% Of Global Data Center Capacity By 2030, Forecasts GlobalData

    GlobalData forecasts that China and the United States will together account for about 69% of global data centre capacity by 2030, based on its latest market report.

    • Main announcement: GlobalData’s report titled “Powering Data Centers Market Report: Power Consumption, Capacity, PUE and Project Pipeline Analysis and Country Ranking Forecast to 2030” projects global data centre power consumption to triple between 2024 and 2030 at a CAGR of 21.1%, with China’s installed share rising (e.g., 27% to 35% in installed capacity) and the US share falling (e.g., 42% to 34% in installed capacity), resulting in China + US ≈ 69% of capacity by 2030.
    • Background and details: The report cites drivers such as AI-driven high-density GPU workloads, cloud and hybrid adoption, and hyperscale/colocation expansion; it gives 2024 power-consumption shares of US 38% and China 24.2%, and forecasts China’s power share to ~30.1% (rising toward 33.6% by decade end). It references policy actions (US Executive Order, July 2025; China national strategy, Feb 2022) and highlights growth markets including India, Russia, Japan, South Korea, and Australia.
  • Behind-the-meter data center gas plants will raise US energy bills

    Energy Innovation authors Jeffrey Rissman and Eric Gimon argue that data centers building on-site natural-gas power plants will raise energy prices for U.S. households and businesses and that policymakers should require data centers to supply their own clean on-site electricity.

    • Main announcement/action: The authors call for a “bring your own clean energy” mandate so data centers do not rely on on-site natural-gas plants; they cite concrete capacity examples including a Richland Parish, LA facility using ~2.2 GW, a Cheyenne-area project with a 1.8 GW first phase designed to scale to 10 GW, and a BloombergNEF finding that ~100 GW of on-site gas capacity is planned for U.S. data centers. The piece urges that data centers instead deploy wind/solar + batteries and enhanced geothermal to provide firm, fuel-free power.
    • Background and supporting details: The article documents that combined-cycle gas turbines are back-ordered 5–7 years, forcing use of inefficient turbines that increase pollution (citing an xAI Clean Air Act lawsuit), and describes policy tools to implement the proposal including “permit-by-rule”, pre-authorized renewable zones (Texas CREZ, Nevada Solar Energy Zones, Arizona Renewable Energy Incentive Districts), and mentions state laws that streamline permitting (Michigan HB 5120, Illinois HB 4412). It also gives examples of companies already using clean on-site supply (Google: 1.6 GW wind+solar with 300 MW battery; Amazon: 1.2 GW solar + equal battery storage).
  • OpenAI weighs Nvidia-backed lease for 10 GW Ohio data center campus

    OpenAI is reportedly in advanced talks to lease a proposed 10-gigawatt data center campus near Piketon, Ohio, with Nvidia potentially providing hardware and guaranteeing lease and developer financing; the lease would give OpenAI control of computing equipment under a 20-year term and the first phase is expected in 2028.

    • Main announcement: OpenAI is negotiating to lease a 10-gigawatt campus in southern Ohio, control the compute equipment under a 20-year lease, begin payments when the site starts operating, and the first phase is expected in 2028; Nvidia may supply hardware and guarantee OpenAI’s lease obligations and the developer’s financing.
    • Background and details: The campus buildout is reported to cost at least $500 billion at current chip/power/construction prices; the site aligns with a U.S. Department of Energy partnership where SB Energy (SoftBank Group) committed to build 10 GW of new generation (at least 9.2 GW natural gas) plus billions of dollars in transmission infrastructure; the negotiations are reported and remain unresolved on financing, permitting, and timelines.
  • Google Cloud Faces Network Disruptions In India After Fire At Third-Party Data Centre

    Google Cloud reported network disruptions in India after a fire at a third-party data centre triggered an emergency shutdown.

    • Main announcement: Google Cloud reported that a fire at a third-party data centre forced an emergency power shutdown, isolating a non-compute local ‘Point of Presence’ (PoP) in Delhi on June 9, 2026 at 11:22 PDT (23:52 IST); the incident reduced available network capacity in Delhi and affected traffic from Delhi, Chennai, Mumbai and surrounding regions.
    • Actions and details: Google Cloud rerouted significant traffic from the affected facility, warned that a subset of hybrid connectivity and VPC customers may still face intermittent latency spikes and packet loss, said it is exploring traffic mitigation measures and Internet Edge peering augmentation, and noted there is currently no workaround available.
  • Inside Shapiro’s effort to court tech companies to build data centers in Pa.

    Governor Josh Shapiro announced that Amazon planned to invest at least $20 billion to build data center campuses in Pennsylvania.

    • Main announcement & immediate details: Governor Shapiro publicly touted an Amazon investment of at least $20 billion and promised more than a thousand high‑paying jobs; public records show the Commonwealth offered Amazon “exclusive early access” to a forthcoming SPEED permitting program (emails dated April 2025) and some communications were labeled “subject to a non-disclosure agreement.”
    • Context, timelines and policy actions: In 2026 the administration released the GRID Standards (full grid standards press release) proposing requirements that data centers bring their own power or pay for new generation, hire and train local workers, and meet environmental protection standards; the legislature has introduced measures this year to repeal or amend existing data center tax breaks and the Pennsylvania state House has passed two measures on data center regulation. Public records were obtained by a local activist via freedom of information / public records requests.
  • Roundup: Fortune 500 / Youth sports boom / Data center tax revenue

    Bossier City is considering creating an infrastructure fund tied to a major Amazon-linked data center project.

    • Main action: Bossier City proposes an infrastructure fund that would use tax revenue generated by an Amazon-linked data center development to pay for roads, water, sewer and other infrastructure improvements, with city leaders saying the plan could reduce the need to borrow money for future projects.
    • Additional context:Entergy climbed 15 spots to No. 340 on the Fortune 1000; Lumen Technologies ranked No. 354 and Pool Corp. ranked No. 648. Separately, Bloomberg reports on a boom in private youth sports megacomplexes combining fields, hotels, restaurants and entertainment driven by travel-sports spending and tourism demand.
  • Amazon, Corning Reach Multibillion-Dollar Fiber Deal

    Corning has reached a multibillion-dollar deal to supply fiber to Amazon’s U.S. data center infrastructure.

    • Main announcement: Corning and Amazon announced a multibillion-dollar fiber supply agreement to support Amazon’s U.S. data center infrastructure; exact financial terms were not disclosed.
    • Implementation and background: The companies said the deal will boost Corning’s manufacturing capacity at its North Carolina facilities and create 1,000 new jobs; no specific implementation timeline or delivery schedule was provided in the article.
  • New data center routing design cuts AWS networking energy costs by 40%, Amazon claims

    Amazon has announced it is rolling out a new routing architecture, Resilient Network Graph (RNG), as the default for most new AWS data centers.

    • Main announcement: AWS Networking Lab says RNG is now the default architecture for most new AWS builds (since April); it delivers 33% better throughput, requires 69% fewer routers, and is projected to cut network infrastructure electricity consumption by 40%. The first quasi-random network went live near Dublin, Ireland, at the end of 2024, with subsequent deployments and operational refinements applied in two additional sites.
    • Technical and implementation details: The design combines a Spraypoint routing algorithm (randomly spraying traffic then using waypoint shortest-paths near destination) with a new device called ShuffleBox to concentrate complex cabling; Amazon reports production validation against mathematical predictions. The article notes the efficiency claims have not been independently verified and that AWS plans to apply RNG to new data center builds rather than retrofitting existing sites.

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