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Arizona Data Center Intel
Latest data center news, projects, power and policy across Arizona — updated daily.
Arizona · Construction & power moves · 1
full tracker →Land, power, and interconnection moves across Arizona — each traced to primary filings.
Recent Arizona data center news
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Taiwan Chipmaker TSMC Pledges Another $100B to Expand U.S. Chipmaking
TSMC has announced plans to spend another $100 billion expanding its manufacturing capacity in the United States.
- The company said the new commitment would bring its total pledged investment in U.S. chipmaking to $265 billion and likely fund four additional fabrication plants in Arizona focused on 2-nanometer and below chips.
- TSMC also said it raised its 2026 capital expenditure budget to $60 billion-$64 billion from $52 billion-$56 billion and lifted its annual revenue growth forecast to slightly above 40%; the article also notes earlier U.S. commitments of $165 billion and a prior Taiwan-U.S. trade agreement tied to roughly $250 billion in new Taiwanese tech investments in the United States.
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Project Tango Denial Challenges Wall Street's AI Power Bet
Palm Beach County has rejected Project Tango, a proposed 600 MW AI-focused campus, after commissioners voted 5–1 against the application. The story is an analysis of local permitting risk and AI load forecasting, not a first-person corporate announcement.
- Commissioners voted 5–1 to reject Project Tango, despite months of redesigns, updated technical studies, and a recommendation for approval from county planning staff.
- Jefferies estimated Florida Power & Light’s capital plan through 2032 includes about 6 GW of prospective data center load, equal to roughly $12 billion in capital investment and 12% of planned spending; the denial was without prejudice.
- The filing described Project Tango as a 600 MW campus supporting AI and cloud workloads and relying on battery energy storage rather than routine diesel-generator operation.
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TSMC Expands Arizona Campus to $265B as AI Demand Surges
Taiwan Semiconductor Manufacturing Co. has announced an additional $100 billion investment to expand its Arizona manufacturing campus, lifting its planned U.S. investment to $265 billion.
- The expansion will add leading-edge semiconductor fabrication plants and advanced packaging facilities at the Arizona campus, according to Chairman and CEO C.C. Wei during Thursday’s earnings call.
- TSMC also raised its 2026 capital spending budget to $60 billion to $64 billion from $52 billion to $56 billion and said full-year revenue should grow slightly more than 40% in U.S. dollar terms; the company’s second-quarter revenue reached NT$1.27 trillion ($40.2 billion).
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APS Rate Case Moves to Next Phase Following Months-Long Hearing
Arizona Public Service is describing its ongoing rate case review and proposed customer cost allocation changes. • The evidentiary hearing in APS’s rate case has concluded, and the ACC Administrative Law Judge will now review testimony, evidence, and legal arguments before issuing a Recommended Opinion and Order (ROO).
• APS says the final decision is expected later this year; the current proposal includes a more than 45% rate increase for data centers, a formula rate for future costs, and a claim that customer bills will have zero impact this summer. -
Tract looks to develop 900MW data center park outside Richmond, Virginia
Tract has announced a pre-application filing to develop the Tuckahoe Technology Park, an 872-acre master-planned data center campus in Goochland County, Virginia.
- Filed a pre-application for a conditional use permit (CUP) through VALCO Goochland, LLC for land in the county’s technology overlay district (TOD West).
- The proposed campus would include 12 buildings, reach 900MW at full build-out, and require more than $3 billion in investment; a community meeting is scheduled for July 23.
- Tract says it aims to make sites zoned, powered, and shovel-ready for other developers, and county officials said negotiations have been ongoing since late 2023.
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Employee-Owned Builder Plans Larger Camelback Corridor Office
McCarthy Building Companies, Inc. has announced plans to relocate its Phoenix regional office to a larger space in the Camelback Corridor.
- The new office will be at 3133 E. Camelback Road, near 32nd Street and Camelback Road, and is expected to open in late 2027 after a redesign and renovation period.
- McCarthy will occupy nearly 100,000 square feet; planning and construction will take 18–20 months. The company said the move supports its growing business and employee collaboration, and noted its Southwest region serves sectors including data centers, renewable energy, battery and energy storage, and water/wastewater.
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Lightpath to provide fiber infrastructure for two new hyperscale data center campuses
Lightpath has announced it will provide fiber infrastructure and multi-terabit capacity to support two hyperscale data center campuses under construction in the United States.
- The two campuses are planned to exceed one gigawatt each and are located in Saline, Michigan and Port Washington, Wisconsin.
- The Saline build is scheduled for delivery by the end of this year, while Port Washington is expected in Q2 2027; both are being delivered with an anchor hyperscale customer that was not named.
- Chris Morley said Lightpath is partnering with hyperscalers to build new fiber infrastructure for AI-driven demand; Tim Haverkate said the company will deliver route-diverse, multi-terabit capacity across new construction, existing network assets, and partner fiber.
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KBRA Assigns A+ Preliminary Rating to QTS Thunder Managing Issuer, LLC’s up to $3.6 Billion Senior Secured Debt
KBRA has assigned an A+ preliminary rating to QTS Thunder Managing Issuer, LLC’s proposed $3.6 billion senior secured obligations, with a Stable Outlook.
- KBRA said QTS and Blackstone are adding five newly constructed data centers to an existing master indenture structure (MIS), creating a portfolio of 12 fully contracted and stabilized data centers totaling 493.5MW across Richmond, Phoenix, Dallas, Columbus, and Manassas.
- The contemplated incremental financing covers five assets totaling 214.5MW across Dallas, Phoenix, and Richmond; the new notes and any related senior secured loans will rank pari passu with approximately $4.3 billion of existing MIS indebtedness, bringing total senior secured indebtedness to up to approximately $7.9 billion.
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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.
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Patented: Topgolf’s Newest Award and More Inventions Across North Texas
Dallas Invents has reported a weekly roundup of patents granted in the Dallas-Fort Worth area, highlighting Topgolf’s new patent among other local assignees and inventors.
- Topgolf International, Inc. received U.S. Patent No. 12649095 for a Galton configuration in golf ball receiving apparatus and systems that uses RFID tags and an antenna reader to identify golf balls while avoiding jams.
- The article is a news roundup/commentary on patent activity, not a first-time corporate announcement; it also lists other grants to entities including Texas Instruments, Toyota, Samsung, Bank of America, Citibank, USAA, Halliburton, and Akamai.