Edged Energy

Recent news

• Jul 17, 2026

  The AI Infrastructure Split Screen: Capital Rush Meets Community Resistance

  Data Center Frontier has published an analysis of the mid-July AI infrastructure market, combining public-market activity, project announcements, financing moves, and local permitting disputes.

  • Capital markets: Csquare priced 50 million shares at $21 to raise about $1.05 billion and implied an equity value of roughly $3.2 billion; Switch was linked to a potential $10 billion IPO and near $80 billion valuation including debt; Databricks signed a term sheet for a financing at a $188 billion valuation with the Wall Street Journal reporting about $3 billion in new investment.
  • Project and policy developments: Meta said its Hyperion expansion in Louisiana could reach 5 GW and more than $50 billion; Google was tied to a 2.7 GW Project Tembo in Wyoming; New York Gov. Kathy Hochul ordered an up-to-one-year pause on discretionary environmental permitting for certain hyperscale data centers; Palm Beach County commissioners rejected Project Tango by 5–1 after a roughly 12-hour hearing.
  • The article is a broad market commentary and synthesis, not a single original company announcement. It references multiple first-reported deals and filings, while also citing local opposition, power constraints, and community consent as central themes.
• Jul 8, 2026

  Edged eyes 725MW data center campus in Pennsylvania

  Edged has announced updated plans for Project Atlas, a data center campus in South Whitehall Township, Pennsylvania, scaling back from six buildings to three. - The revised proposal covers three buildings totaling about 1.5 million sq ft and 725MW, down from the original plan for six data centers and more than 5.1 million sq ft.

  • Edged says it will fund all power and infrastructure upgrades for the campus and plans to dedicate 160 acres to the Jordan Creek Greenway; the site spans about 410 acres at 2493 N. Cedar Crest Boulevard.
  • The article says up to $9 billion was originally set to be invested according to city documents, and notes the township planning commission is expected to discuss the project this week.
• Jul 3, 2026

  Nebius signs 18MW lease with Merlin Properties at Spain data center - report

  Nebius has reportedly signed an 18MW capacity agreement with Merlin Properties for the Getafe data center near Madrid, according to El Mundo citing company sources.

  • The reported lease covers 18MW at Merlin’s Getafe data center near Madrid, a facility jointly developed with Edged Energy.
  • Edged’s website says the campus includes MG1 (20MW) and MG2 (48MW), with a PUE of 1.15; Merlin declined to confirm the scale of the agreement.
  • The report says Nebius will have operations in five European countries after the Spain deal, and notes the company also has data center capacity in the UK, France, Finland, and Iceland.