Georgia Data Center Intel

Recent Georgia data center news

• Jun 1, 2026 · Information Technology and Innovation Foundation

  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.
• May 29, 2026

  The Breaking Points: Water Is the New Constraint for AI Data Centers

  Data Center Knowledge reports that water infrastructure constraints are emerging as a major limit on AI data center expansion.

  • Main finding: Large AI data center proposals are requesting multi‑MGD water capacities (example: a Virginia campus requested up to 2 MGD initially, with potential future demand up to 8 MGD) and explicitly require continuous evaporative cooling for uninterrupted operations; these projected demands often exceed municipal water and wastewater planning assumptions.
  • Background and specifics: Researchers’ paper “Small Bottle, Big Pipe” estimates U.S. data centers could require 697 million to 1.45 billion gallons/day of new water capacity through 2030; Texas’ draft 2027 State Water Plan estimates roughly $174 billion in water infrastructure projects may be needed over the next 50 years to meet growing AI demand and related upgrades (reservoirs, treatment, reclaimed-water networks).
• May 29, 2026

  US ROUNDUP: BESS news from NeoVolta, Goshe, Frontier Power & Stella and Prevalon

  Energy-Storage.news reports multiple BESS announcements from NeoVolta, Goshe Energy Storage, Frontier Power USA, and Prevalon Energy.

  • Main announcements:NeoVolta signed an LOI with Infinite Grid Capital for procurement from its Pendergrass, Georgia factory (initial production capacity 2GWh, scalable to 8GWh; LOI identifies ~1.1GWh of initial utility-scale opportunities — ~400MWh in West Texas, ~400MWh in Puerto Rico, ~300MWh in PJM). Goshe Energy Storage secured a HoldCo debt facility up to US$40 million from S2G Investments and closed US$288 million in project-level financing for its first 100MW ERCOT asset (company reports >US$460 million total capital raised to date). Prevalon launched the HD5 AC factory-integrated AC block BESS and Nextpower agreed to acquire Prevalon.
  • Background and implementation details: NeoVolta’s Pendergrass plant is built for an initial annual 2GWh output and is on track to ramp in Q3 (this year); NeoVolta additionally priced a public offering of 12,195,122 shares at US$2.05 per share (~US$25 million gross proceeds expected). FPUSA executed a strategic framework with Stella to convert Stella’s 2GWh pipeline, tied to FPUSA’s 2GWh capacity reservation with Eos, and FPUSA will fund 100% of construction equity on conversion terms consistent with prior transactions.
• May 27, 2026

  Cogent Communications to Sell 10 Data Centers to I Squared Capital

  Cogent Communications has agreed to sell 10 data centers to I Squared Capital for $225 million in cash.

  • Transaction details: Cogent is selling 10 data center facilities to I Squared Capital for $225 million (cash); the deal is expected to close in Q3 2026. The portfolio provides approximately 53 megawatts of power capacity and about 259,000 square feet of colocation space across nine U.S. markets (Phoenix; Anaheim, CA; Burbank, CA; Stockton, CA; Atlanta; Chicago; Elkridge, MD; Kansas City, MO; Nashville, TN; Houston).
  • Platform and investment plan:I Squared Capital will create a new U.S. data center operating platform focused on high-density deployments, colocation and AI inference infrastructure, and plans to invest $1 billion via customer-led expansion, capital investment and additional acquisitions; the facilities are fee simple, liquid-cooling enabled with room for expansion and positioned near local internet exchanges. I Squared is described as a Miami-based infrastructure investor with about $60 billion in assets under management.
• May 27, 2026

  US energy storage installations hit Q1 record, up 32% year over year: SEIA

  SEIA reported record 9.7 GWh of battery energy storage installed in Q1 2026.

  • Main announcement: SEIA said the U.S. installed 9.7 GWh of battery energy storage in Q1 2026 (a 32% YoY increase), with commercial & industrial 648 MWh, utility-scale 1.5 GW / 7.8 GWh, and residential 515 MWh; Benchmark Mineral Intelligence (for SEIA) forecasts 613 GWh of U.S. storage deployment by 2030.
  • Background and details: SEIA and Benchmark highlighted data centers as a major driver (example: Meta + Enbridge will build 365 MW solar colocated with 200 MW / 1.6 GWh of Tesla batteries to support a Cheyenne, WY data center with 8-hour discharge capability); SEIA also flagged 101 GW of clean projects under political threat and said 36% of projects due by 2030 could be affected; 13 states have storage targets and cumulative deployment leaders include California 60.6 GWh, Texas 29.2 GWh, Arizona 20.2 GWh.
• May 27, 2026

  Cogent to Sell Phoenix Data Center as Part of $225 Million National Portfolio Deal

  Cogent Communications Holdings, Inc. has announced the sale of 10 U.S. data center facilities to an I Squared Capital-sponsored entity for $225 million in cash.

  • Sale details: Cogent will sell 10 facilities located in Phoenix, Anaheim, Burbank, Stockton, Atlanta, Chicago, Elkridge, Kansas City, Nashville, and Houston for $225 million in cash; the transaction is expected to close on the later of June 12, 2026 or the expiration/termination of the applicable Hart-Scott-Rodino waiting period. (Cogent’s Tucson data center is not included in the announced sale.)
  • Portfolio & financing: The acquired portfolio comprises approximately 53 megawatts of installed power capacity and approximately 259,000 square feet of colocation space across nine U.S. markets; I Squared Capital has committed up to $1 billion to build the new U.S. data center operating platform via capital investment, customer-led expansion, and additional acquisitions. Proceeds from the sale are expected to support Cogent deleveraging tied to its 2023 Sprint wireline acquisition and will be contributed to Cogent Communications Group (its borrowing entity).
• May 23, 2026

  Utilities May Get an AI Boom the Grid Wasn’t Built For

  AEP Ohio reported in a February filing that its speculative data center queue, initially exceeding 30,000 MW, fell to 5,642 MW after requiring binding financial and legal commitments under a new data center tariff (DCT).

  • Main announcement: AEP Ohio’s February filing states the DCT requirement reduced speculative queue from >30,000 MW to 5,642 MW; the utility says the remaining committed load will be used for PJM Interconnection transmission planning and that the DCT’s primary purpose was to flush out speculative and uncommitted data center load.
  • Context and supporting details: The article contrasts training vs. inference load shapes, cites Jigar Shah on differing policy levers (long-term procurement and behind-the-meter generation for training vs. flexible interconnection, interruptible tariffs, and demand response for inference), and documents ongoing efforts: EPRI, Nvidia, InfraPartners, and Prologis collaborating on a distributed compute demonstration for 5–20 MW AI sites; an E3 whitepaper warning about multi-gigawatt forecasting swings; a Duke University study finding roughly 100 GW of potentially stranded capacity if data centers curtailed 0.5% during peaks; and EPRI’s DCFlex pilots of grid-interactive data center concepts.
• May 22, 2026

  Texas Powers Past Virginia in Global Data Center Rankings

  Cushman & Wakefield has announced Dallas as the No.1 primary data center market globally in its latest Global Data Center Market Comparison report.

  • Main announcement: The report ranks Dallas as the No. 1 primary data center market, followed by Atlanta, Virginia, Columbus, and Johor, and reports capacity under construction ~31.7 GW (2025) versus 12.5 GW in the prior edition; the study examined 107 global markets using 24 variables and places greater emphasis on near- and mid-term scalability and power constraints.
  • Background and details: Cushman highlights power delivery timelines (~5 years in Americas/EMEA, ~2.7 years in APAC) and the shift to bring-your-own-power/on-site generation; firms and projects cited include OpenAI, Oracle, SoftBank’s Stargate (Abilene/West Texas), Meta (El Paso), Google (pledged $40 billion in US infrastructure investment) and Soluna; the note also contrasts Northern Virginia, Frankfurt, London, Amsterdam, and Dublin as markets facing tighter utility and transmission constraints while Texas/ERCOT offers more developable land and generation/transmission pipeline.
• May 22, 2026

  US Adds 9.7 GWh Energy Storage Capacity in Strongest Q1 on Record

  The US energy storage sector recorded a record first quarter in 2026, installing 9.7 GWh of new capacity according to a SEIA and Benchmark Mineral Intelligence report.

  • Main announcement: The report from Solar Energy Industries Association (SEIA) and Benchmark Mineral Intelligence states 9.7 GWh installed in Q1 2026, with utility-scale 7.8 GWh, C&I 648 MWh, residential 515 MWh, and a raised long-term forecast of more than 610 GWh cumulative by 2030. The article cites technology companies (Google, Meta) procuring tens of thousands of MWh of storage capacity to support AI and hyperscale data centre operations.
  • Context and details: The piece notes 467 solar and storage projects have permits pending (per SEIA analysis), highlights leading states Texas, Arizona, California, and links accelerated storage investment to energy price volatility and domestic manufacturing. It warns federal permitting delays in Washington could slow deployments and affect AI infrastructure timelines.
• May 21, 2026

  From Uptime to Resilience: AI Infrastructure Changes the Data Center Risk Equation

  Zurich North America has published its 2026 U.S. report ‘Data Center Risks Right Now: 6 Critical Questions to Enable a Resilient Buildout.’

  • Main announcement: Zurich North America presents a 2026 U.S. report arguing that the AI-driven data center buildout is now an industrial megaproject combining construction, operational, power, weather, supply-chain, labor, cyber/physical, and financial risks; the report provides concrete risk framing including an illustrative three-mile, 20-building AI campus requiring ~2,000 MW and notes insured project average values rising from ~$150 million (5 years ago) to roughly $3 billion today, with upper-end projects reaching tens of billions.
  • Key details and background: The report recommends integrating lifecycle risk review, using Estimated Maximum Loss (EML) instead of full replacement value for bankability, and highlights concrete constraints including potential $200 billion annual power-generation investment needs, 2 GW reviewed project scale, turbine lead times of ~3+ years, and replacement/asset cost estimates such as $900M–$1.5B for land/construction/power/cooling for a 100 MW AI site plus $2.5B+ for servers/network/GPU; it also cites labor shortfalls (Associated Builders and Contractors: ~349,000 net new workers needed in 2026) and specific weather and equipment failure examples.