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Delaware Data Center Intel
Latest data center news, projects, power and policy across Delaware — updated daily.
Recent Delaware data center news
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Bhavin Gandecha: The Permitting Bills Won’t Fix What’s Actually Broken
Broadband Breakfast published an expert opinion arguing that broadband permitting delays are a governance problem rather than only a speed problem.
- The piece says the Senate Commerce Committee’s July 2026 hearing on AI and communications networks repeated the view that Congress should pass pending permitting bills, while noting that witnesses did not define when delay becomes a program-level failure.
- It cites BEAD as a $42.5 billion program that had already absorbed a roughly 74% funding cut, and argues that a pre-agreed threshold should have been set before the cut or before rule changes forced telecoms to redo paid engineering work.
- The commentary extends the same logic to AI infrastructure, saying hyperscalers are guiding toward about $650 billion in 2026 AI infrastructure capex and that global data center spending may reach $7 trillion by 2030.
- The article is an opinion/commentary, not a first-time corporate announcement, and it refers to recent hearing testimony, committee action, and prior funding changes rather than reporting a new deal.
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Opposition to data center construction is rising sharply, survey says
The article reports on a Philadelphia rally and survey findings showing growing opposition to new data centers, with participants urging stronger regulation of AI infrastructure and less influence from Big Tech.
- West Philly resident Sharmin Hossain attended a Thursday rally outside U.S. Sen. John Fetterman’s office in Philadelphia’s Old City to push for more regulation of AI-related data centers and for him to refuse campaign contributions from Big Tech companies.
- A University of Pennsylvania Annenberg Policy Center survey found opposition to new data centers rose from 49% in February/March to 61% from June 16 to July 19 among 1,320 U.S. adults; 68% said too little has been done to regulate AI.
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Starwood raises $10.2bn for new real estate fund
Starwood Capital Group has announced the final closing of its latest opportunistic real estate fund, Starwood Distressed Opportunity Fund XIII (SOF XIII), with capital commitments in excess of $10.2 billion.
- The fund will target real assets globally, with a primary focus on residential, data center, industrial and hospitality assets across the US and Europe.
- Starwood said SOF XIII has already closed or committed to 20 transactions and deployed more than $3 billion of equity; the firm also noted its assets under management are about $130 billion.
- Barry Sternlicht, chairman and CEO, said the firm is “excited about the opportunities we have already sourced for this fund” and that Starwood is “well-positioned to execute on opportunities” in the current market.
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SiFi Networks, U.S. Open Access Provider, Files for Bankruptcy
SiFi Networks has filed for Chapter 11 bankruptcy in Delaware Bankruptcy Court.
- Filing details: SiFi Networks filed for Chapter 11 on June 5, 2026 in Delaware Bankruptcy Court, reporting $1 million to $10 million in assets and $10 million to $50 million in debts as listed in the bankruptcy filing (link behind a paywall).
- Source and context: Report published by Broadband Breakfast; article includes a linked image and membership/portal links and otherwise provides no additional financial or restructuring details beyond the filing and the asset/debt ranges.
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We’ve signed a first-of-its-kind agreement with Voltus to create a smart capacity solution for the grid.
Google has signed a three-year agreement with Voltus to create a smart capacity solution for the PJM grid.
- Three-year agreement: Google and Voltus will unlock up to 100 megawatts (MW) of new electricity capacity from flexible distributed energy resources in the PJM grid region (which serves 67 million people). Voltus will orchestrate batteries and smart thermostats, reducing demand when the grid needs it and paying participating local homes and businesses. Implementation timeline: three years from the agreement start.
- Background and supporting detail: The post links a Brattle report estimating U.S. consumers could save more than $100 billion over the next decade through smarter grid utilization; Google frames this as part of broader pilots (including data center demand response) to scale models that strengthen grids serving Google data centers.
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Targeted Pressure: How Chinese Manufacturing Competition Impacts US States
The Information Technology and Innovation Foundation (ITIF) has published a report finding Chinese industrial policy is reshaping global manufacturing and harming industries across every U.S. state.
- Main finding & method: The ITIF report (June 1, 2026) analyzes one “national power industry” per state using County Business Patterns employment data, HS/SITC export proxies, and global market-share series to conclude that state-backed Chinese subsidies, export pushes, and overcapacity are driving down prices and pressuring U.S. producers in sectors such as semiconductors, batteries, aircraft, and fabricated metals.
- Key facts, numbers, and timelines:China plans ~$150 billion in semiconductor investment through 2030 vs. $52 billion under the U.S. CHIPS funding; the report cites $63.3 billion Chinese semiconductor spending in H1 2025, TSMC’s $165 billion U.S. investment announcement, GE Appliances’ $490 million Appliance Park investment (2025), and state/national export shares and HS-code trade series used throughout the analyses.
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From Backup to Prime Power: How AI Data Centers Are Bypassing the Grid
Data center developers and suppliers are increasingly adopting onsite prime power generation and expanded backup generator deployments to bypass grid connection delays.
- Main action: Data center operators and developers are pursuing on-site prime power (backup generators and engine power plants) to bypass grid congestion and accelerate time-to-power; analysts project more than 35 GW of data center power is likely to be self-generated by 2030 (Omdia), and 27% of data centers are expected to rely entirely on onsite generation for primary power by 2030 (Bloom Energy survey). Key names: Omdia, Wärtsilä Energy, Rolls-Royce, Cummins, Applied Digital; concrete project detail: Wärtsilä supplying 282 MW via 15 × 18V50SG engines for a new Ohio data center.
- Background and specifics: Grid constraints drive the shift—LBNL projects data centers will account for 12% of U.S. electricity demand by 2028; equipment and supplier responses include Rolls-Royce investing $75 million (Aiken, SC mtu Series 4000 production) plus $24 million expansion in Mankato, MN, Cummins’ containerized Centum Force offering, and deployment of synchronous clutches (SSS Clutch Company) to enable ancillary grid services and improve generator economics.
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Battery Storage Gains Ground as Data Centers Seek Diesel Alternatives
Caterpillar has reached an agreement to supply American Intelligence & Power Corporation (AIP) with Cat G3516 fast-response natural gas generator sets for AIP’s Monarch Compute Campus near Point Pleasant, West Virginia.
- Main announcement: Caterpillar will supply Cat G3516 fast-response natural gas generator sets to AIP’s Monarch Compute Campus, with deliveries scheduled this year and a campus power target of 2 GW in 2027; BESS will augment the system to handle extreme AI transients.
- Context and additional details:MarketsandMarkets projects the global BESS market to grow from $50.81 billion in 2025 to $105.96 billion by 2030; BloombergNEF reports 112 GW of annual energy storage additions in 2025. The article notes Oracle adding BESS at multiple data centers, Aligned Data Centers funded and gifted a BESS facility to a local utility (data center access up to four hours on weekdays during outages), and Baker Hughes supplying 16 NovaLT gas turbines to Frontier Infrastructure combined with BESS and synchronous condensers. Synchronous condenser and power-electronics suppliers named include Siemens Energy, Eaton, and GE Vernova, with hybrid examples such as the Shannonbridge project in Ireland (70 MW BESS with a synchronous condenser).
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IQ Fiber Launches Fiber-Optic Internet Service in Pinellas County, Florida
IQ Fiber has launched 100 percent fiber-optic internet service in Pinellas County, Florida, covering St. Petersburg, Clearwater, and Largo.
- Launch: IQ Fiber launched 100% fiber-optic internet service in Pinellas County (St. Petersburg, Clearwater, Largo); Investment: marks the beginning of a more than $100 million investment in the region; Jobs: expected to create more than 50 permanent jobs.
- Background & footprint: Jacksonville-based company founded in 2021 with funding from SDC Capital Partners; current network serves Jacksonville and Gainesville (FL) and areas in Delaware, Georgia, Maryland, and South Carolina; public comments quoted IQ Fiber CEO Ted Schremp and Clearwater Mayor Bruce Rector.
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On Permitting, Delaware's Democratic Governor Gets Praise from Conservative Analyst
Delaware Governor Matt Meyer issued an executive order to accelerate broadband permitting and related reviews.
- Executive action: Gov. Matt Meyer’s executive order (Permitting Accelerator) will clear permit backlogs, establish expedited review for energy projects, and require state agencies to submit public progress reports; the order was referenced in coverage on April 21, 2026.
- Context and advocacy:Satya Marar (Research Fellow, Mercatus Center at George Mason University) published a supportive blog post arguing that reducing regulation will help close the digital divide and enable AI, autonomous vehicles, and telemedicine; a coalition of broadband trade groups pushed for the American Broadband Deployment Act on April 14, 2026, a bill first introduced in 2020 and re-introduced multiple times, which could come to a House floor vote this week according to House Majority Leader Steve Scalise.