Alabama Data Center News

Jan 22, 2026

CBRE’s 2026 Data Center Outlook: Demand Surges as Delivery Becomes the Constraint

CBRE announced its 2026 U.S. data center outlook and confirmed the acquisition of Pearce Services (announced November 4, 2025), positioning the firm to address power and execution constraints in large-scale data center delivery.

Main announcement: CBRE’s outlook finds the U.S. data center market constrained by power delivery rather than land, capital, or connectivity; developers and occupiers now prioritize sites capable of supporting 300-MW-plus deliveries within 36 months, with preleasing expected in the mid-70% range and construction/interconnection timelines commonly extending 24–48 months for incremental generation or transmission upgrades.
Acquisition and execution detail: CBRE acquired Pearce Services (announced Nov 4, 2025) for approximately $1.2 billion in cash plus an earn-out up to $115 million; Pearce is forecast to generate > $660 million revenue and > $90 million EBITDA in 2026, and CBRE expects to produce > $350 million of Core EBITDA from its digital and power infrastructure services businesses in 2026; financial advisors included J.P. Morgan Securities and Wells Fargo, with legal advisers Sullivan & Cromwell (CBRE) and Ropes & Gray (Pearce/New Mountain Capital).

Jan 16, 2026

Data centers must follow clean air rules with their large generators, EPA says

The Environmental Protection Agency has created new rules requiring large, portable gas turbines used by data centers to comply with the Clean Air Act and to be permitted under federal law.

Rule details:New EPA policy states that semitruck-sized portable gas turbines (gas turbines/methane gas turbines) used by hyperscale data centers must meet Clean Air Act emissions limits and that permitting will fall under federal law; officials began reviewing the change in December 2024. The rule removes the prior exemption for large portable generators while retaining new exemptions for medium and small turbines. The Federal Register notice was published on 2026-01-15.
Background and context:Previous EPA guidance had treated such generators as exempt when used only for short-term or emergency operations; the shift was prompted by the proliferation of generators at hyperscale data centers (including xAI’s Colossus). The article cites local disputes in Memphis, Tennessee, advocacy from the Southern Environmental Law Center, and linked local reporting (ABC24, CBS 42).

Jan 15, 2026

Cleanstar National Inc Expands Critical Environment Cleaning Operations Across the Southeast

Cleanstar National Inc has announced expansion of its specialized critical environment cleaning operations across the Southeastern United States.

Expansion scope: Cleanstar National Inc is expanding operations across Georgia, Alabama, Florida, South Carolina, North Carolina, and Tennessee to support data centers, healthcare campuses, higher education, industrial facilities, and construction projects; the company cites more than 30 years of experience and a self-performing workforce of over 700 E-Verified professionals and offers audit-ready protocols aligned with EPA, ISO 14644, GMP, OSHA, IICRC, and IJCSA.
Operational details and background: The company is founder-led since 1995, operates a fully self-performing model with zero outsourcing, provides 24/7 emergency response, and will deliver standardized, compliance-first cleaning services to support multi-site portfolios and regional developments from its Metro Atlanta headquarters.

Jan 2, 2026

State Broadband Bills of 2025: A Legislative Review

State legislatures across the United States enacted and considered broadband-related legislation in 2025; fewer than 140 of more than 600 proposed bills became law.

Main actions: States enacted laws prioritizing infrastructure and permitting reforms, pole and rights-of-way access, criminal penalties for theft/vandalism, state broadband funding, and data center incentives. Notable enacted measures include Hawaii H 934 (established a state Broadband Office and programs, enacted in June and backed by $400 million in combined funding), West Virginia SB 907 (expanded the Economic Development Project Fund to allow up to $25 million annually for broadband incentives and up to $125 million annually for broadband loan insurance) and West Virginia HB 2014 (signed in April; created microgrid districts with zoning/permitting exemptions and special property tax treatment for qualifying projects).
Additional details and timelines: States also raised criminal penalties (e.g., Oklahoma classified willful damage to a critical infrastructure facility as a Class D3 felony with fines up to $100,000 and prison up to 10 years; Louisiana authorized fines up to $50,000 and prison up to 20 years; California AB 476 increased penalties for knowingly buying illegally obtained scrap metal to $5,000). Other enacted programs include California SB 338 (a $2 million telehealth pilot), New Mexico SB 126 (Rural USF increased from $30 million to $40 million), and Oregon’s device support up to $100 in Lifeline-related assistance. At least 37 states passed data center incentives in 2025 and over 1,000 AI-focused bills were introduced nationwide, with ~38 states adopting or enacting roughly 100 AI measures in 2025.

Jan 2, 2026

Transformers in 2026: Shortage, Scramble, or Self-Inflicted Crisis?

Wood Mackenzie and POWER report that U.S. transformer supply remains structurally out of balance, with multi-year deficits in large power and generator step-up units even as manufacturers commit major North American investments.

Main findings and actions:Wood Mackenzie estimates a 30% shortfall for power transformers and 10% for distribution units in 2025, with demand increases since 2019 of 119% for power transformers and 274% for GSUs; lead times average 128 weeks for power transformers and 144 weeks for GSUs. Despite nearly $1.8 billion–$2.0 billion in announced North American manufacturing investments since 2023, major corporate commitments include Hitachi Energy (over $1 billion continental, CA$270 million Varennes expansion, $457 million South Boston, VA project due by 2028, $106 million Alamo, TN expansion), Siemens Energy ($150 million Charlotte plant, production targeted early 2027), Eaton ($340 million South Carolina facility targeting 2027), Prolec GE (more than $300 million), Virginia Transformer Corp. ($40 million), ERMCO (>$70 million), and Central Moloney ($50 million). Unit prices have also climbed: power transformers +77%, GSUs +45%, some distribution up to 95%.
Background, policy, and procurement details: Federal trade measures (copper tariffs up to 50%, expanded Section 232 steel/aluminum duties) and the budget package nicknamed “One Big Beautiful Bill” (phasing down some renewables credits and tightening FEOC rules) have raised input costs and domestic‑content constraints; federal/state incentives and site support are driving reshoring to Virginia, the Carolinas, Tennessee, and elsewhere. Counterpoints include broker Patrick Tarver of Bolt Electrical LLC, who argues “There is not a shortage” and attributes delays to utility/EPC procurement practices (qualification lists, vendor rules) rather than factory capacity; Tarver says he can deliver standard substation transformers in 12 to 14 months and typically charges 12%–15% over factory cost.

Dec 29, 2025

DCF Trends Summit 2025 - Beyond the Blueprint: The New Realities of Data Center Investment and Site Selection

Data Center Frontier hosted a panel session at the DCF Trends Summit 2025 summarizing that power scarcity, entitlement complexity, and community scrutiny are reshaping data center site selection and investment.

Main announcement/action: The panel (moderated by Ed Socia of datacenterHawk; panelists Denitza Arguirova of Provident Data Centers, Karen Petersburg of PowerHouse Data Centers, Brian Winterhalter of DLA Piper, Phill Lawson-Shanks of Aligned Data Centers, and Fred Bayles of Cologix) concluded that site selection has become power-first, with developers “chasing power, not square footage,” exploring on-site natural gas generation as a transitional measure, and prioritizing utility partnerships and credibility to secure entitlements. The session recap was published on December 29, 2025 and referenced regional opportunities in Pennsylvania, Alabama, Ohio, Oklahoma, and Minneapolis.
Background and details: Panelists noted that entitlement regimes in mature markets (e.g., Loudoun County, Prince William County) now demand higher-quality design, off-site infrastructure contributions, and sustained community engagement; sustainability discussions flagged that delivering more than 100 gigawatts of new capacity from renewables alone is not currently feasible, prompting mixed energy strategies and evolving PPA approaches. The DCF Trends Summit call for speakers for 2026 lists a proposal deadline of Jan. 9, 2026.

Dec 18, 2025

Climate Change Solutions - December 16, 2025

The Environmental and Energy Study Institute (EESI) issues a Climate Change Solutions newsletter summarizing recent climate, energy, and environmental policy developments, briefings, and media coverage in the United States.

Newsletter content highlights articles on FEMA reform (FEMA Act, H.R.4669), ghost fishing gear in Hawaiʻi, and global green building standards (LEED, BREEAM), plus an EESI briefing on how the One Big Beautiful Bill Act (P.L. 119-21) changed 12 clean energy and efficiency tax incentives and how companies and consumers are adjusting.
Capitol Hill updates cover House passage or advancement of the Electric Supply Chain Act (H.R.3638), ePermit Act (H.R.4503), ESTUARIES Act (H.R.3962 / S.2063), and multiple PFAS bills (H.R.6668 / S.3457, H.R.6626 / S.3460, H.R.6667, S.3445, S.3446), as well as links to EESI legislative trackers, grid and industrial decarbonization briefings, and external media citations of EESI work on data centers, water use, and EERE investments.

Dec 18, 2025

Calls for US Data Center Freeze Grow as Local Enthusiasm Melts

Senator Bernie Sanders has called for a national moratorium on new data center construction, urging Congress to slow AI expansion and involve more people in decisions about AI’s future.

Main action and scope:Sen. Bernie Sanders publicly advocated a national moratorium on data center construction; more than 200 environmental organizations (via a letter) also called for a moratorium citing impacts on water resources, electricity consumption, and greenhouse gas emissions; Data Center Watch reports $64 billion in data center plans have been blocked or delayed by local activism in the last two years.
Background and additional details: Federal debate is split—Senators Elizabeth Warren, Chris Van Hollen, and Richard Blumenthal are investigating links between data center power usage and rising consumer bills and have sent letters to major hyperscalers (Microsoft, Google, Amazon, Meta, CoreWeave, Digital Realty, Equinix); the Trump administration and U.S. Energy Secretary Chris Wright have pushed for accelerated permitting and less state regulation; a Carnegie Mellon University study projects data center and crypto growth could raise average U.S. electricity costs ~8% by 2030 (with regional spikes, e.g., >25% in Virginia).

Dec 16, 2025

Global Hyperscale Growth Persists Despite Grid and Land Constraints

DC Byte analysis finds hyperscale data center growth shifting from broad geographic expansion toward constraints driven by grid capacity, land availability, and regulatory complexity.

Main announcement/action: DC Byte, using a dataset of more than 8,000 facilities, concludes that power availability has become the dominant constraint in core hubs (Northern Virginia, Frankfurt, Singapore) and should be treated as the primary planning variable over the next 3–5 years; hyperscalers are securing land and power 24–36 months ahead of planned commissioning and monitoring substation filings, PPA announcements, land banking, and environmental approvals as leading indicators.
Background and details: The report cites vacancy rates below 1% in several mature regions and references a November 2025 Black & Veatch finding that AI-driven power demand now reshapes utilities’ priorities; it documents regional shifts toward Southeast US (Georgia, North Carolina, Alabama), Southern/Central Europe (Italy, Spain, Poland), and diversified APAC markets (Johor, Jakarta, Bangkok, major Indian metros) and notes a 33% five-year CAGR in Asia‑Pacific hyperscale capacity.

Dec 11, 2025

United States Cloud Computing Provider Using Nvidia AI Chips $44 Billion CoreWeave Issues $2.25 Billion Convertible Bonds (1.75% Convertible Senior Notes Due 2031) at $215.60 Per Share Representing +150% Premium to Last Reported Sale Price (8/12/25: $86.24)

CoreWeave announced issuance of $2.25 billion convertible senior notes due 2031 and earlier announced a $9 billion all-share acquisition of Core Scientific.

Main announcement: CoreWeave will issue $2.25 billion of convertible bonds (1.75% convertible senior notes due 2031) convertible at $215.60 per share, stated to represent a +150% premium to the last reported sale price (8/12/25: $86.24). The issuance date reported 11th December and the note maturity is 2031.
Background and related actions: In 10 July 2025 filings/announcements CoreWeave agreed to buy Core Scientific for $9 billion in an all-share transaction (reported +66% premium to unaffected close 25/6/25: $12.30). Other verifiable details: CoreWeave IPO on Nasdaq in April 2025, raised $1.5 billion in the IPO; previous financing and investor activity includes reported talks at $16 billion valuation (Mar 2024), reported Cisco investment at $23 billion valuation (Oct 2024), reported Blackstone $7.6 billion loan default issues (2024–2025), and planned/reported IPO raises of $2.5–4 billion in 2025 in press reports.

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