Georgia Data Center News

Dec 18, 2025

Plug Power 2025: A Year of Momentum, Milestones, and Meaningful Progress

Plug has published a year-end 2025 blog highlighting major operational milestones across its hydrogen electrolyzer, fuel cell, and production network businesses.

Electrolyzers & fuel cells: Plug shipped >185 MW of GenEco electrolyzers in 2025 (total >317 MW across 70+ units, operating on every continent except Antarctica) and deployed >3,100 GenDrive fuel cell units, growing the installed base to >72,000 units and completing >20 million hydrogen fuelings in 2025 and >1 billion fuelings cumulatively.
Hydrogen production & logistics: Its U.S. plants in Georgia, Tennessee, and Louisiana produced >4,600 metric tons of hydrogen in 2025 (Woodbine, GA >2,500 t, Charleston, TN 1,541 t, St. Gabriel, LA 561 t), with network capacity >40 tons/day, high uptimes (up to 99.7% availability) and an expanded logistics fleet of 34 liquid and 89 gas trailers, while new customer deals include 55 MW with Carlton Power (UK) and **8 GW with Allied Green Ammonia (Australia, Uzbekistan, UAE).

Dec 16, 2025

12 Days of Regulatory Insights: Day 9 – The Economic Development Edge

The Regulatory Oversight Podcast releases an episode titled “12 Days of Regulatory Insights: Day 9 – The Economic Development Edge” featuring David Dove and Kirk Dillard discussing U.S. economic development trends for 2025–2026.

Episode focus: Shifting federal regulations and tariffs shaping onshoring and investment decisions across Midwest manufacturing, agribusiness, clean energy, and emerging sectors such as quantum computing, microelectronics, AI, with emphasis on incentives, grants, and workforce programs and the concept of “positive lawyering” for growth projects.
Infrastructure and siting details: Speakers highlight local partnerships and chambers, address rural siting issues (e.g., truck counts, road redesigns), and stress infrastructure needs for data centers, including utilities, water availability, and grid capacity, drawing on their roles with the Regional Transportation Authority, Illinois Economic Development Corporation, and University System of Georgia Board of Regents.

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

What to Do With Remaining BEAD Funds, a.k.a 'Non-Deployment'?

The National Telecommunications and Information Administration (NTIA) issued the BEAD Restructuring Policy Notice prioritizing lowest-cost bids, voiding previously approved state plans, and rescinding authorization for non-deployment activities.

Main action and effects: NTIA’s June 6 BEAD Restructuring Policy Notice requires states to resubmit plans within 90 days, eliminates scoring criteria for labor practices, climate resilience, and affordability, and replaces multi-criteria evaluation with a single metric—total BEAD cost per location; NTIA now estimates roughly $21 billion in BEAD “savings” across 56 states and territories.
Background and specifics: States had planned to use non-deployment funds for workforce development, digital literacy, telehealth, device subsidies, and community anchor institution connections (examples: Louisiana $510 million, Florida ~$200 million); litigation risk and Congressional pushback (bipartisan letters, proposed RECAPTURE Act) are active, and NTIA has promised guidance in early 2026. The draft White House executive order would link eligibility for remaining funds to state AI regulatory frameworks, adding a legal and political dimension.

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.

Dec 10, 2025

Top Environmental Victories of 2025

The Sierra Club announces a roundup of its top environmental victories in 2025.

Major announced actions: The article catalogs specific legal, legislative, and advocacy wins including: stopping a proposed public-lands sell-off after Congressional withdrawal; passage of the Climate Change Superfund Act in New York (following Vermont in 2024) and introduced bills in California, New Jersey, Maryland, Massachusetts, and Maine; legal victories blocking Commonwealth LNG (coastal use permit terminated) and two lawsuits creating guardrails on data centers in Kansas and Michigan; NEVI program restart unlocking $2.7 billion for EV charging; and a $744 million jury verdict against Chevron for coastal damages in Louisiana.
Background and additional details: The piece lists species and land protections (Northern Rockies wolves, Colorado bison, Rice’s whales), closure of Merrimack Station (final New England coal plant) and repeal of an Ohio coal-bailout that would have cost nearly half a billion dollars, passage of Utah’s balcony solar law allowing small plug-in systems without utility approval, a coalition delivering ~500,000 public comments to defend the Roadless Rule (including 40,000 from Sierra Club advocates), and a world-record origami action sending more than 86,000 paper fish to oppose Enbridge’s Line 5.

Dec 9, 2025

Microsoft’s commitment to supporting cloud infrastructure demand in the United States

Microsoft has announced major expansions of its Azure cloud and AI datacenter infrastructure across the United States, including a new East US 3 region in Atlanta and new Availability Zones in multiple existing regions.

Infrastructure expansion: Microsoft will launch the East US 3 Azure region in the Greater Atlanta Metro area in early 2027, designed for advanced Azure and AI workloads, with Availability Zones for resiliency and facilities targeting LEED Gold certification and alignment with Microsoft’s carbon, water, waste, and sustainability commitments; additional AZs will be added in North Central US (by end of 2026), West Central US (early 2027), US Gov Arizona (early 2026), and expanded in East US 2 (Virginia) and South Central US (Texas) in 2026.
Government and customer focus: Microsoft will add three Availability Zones to the US Government Arizona region in early 2026 to support zone-redundant, compliant architectures for government and Defense Industrial Base customers, complementing the Azure for US Government Secret region launched earlier in the year; customer examples include the University of Miami using Azure AZs for disaster recovery in a hurricane-prone region and the State of Alaska consolidating infrastructure and improving resiliency by migrating to Azure.

Dec 3, 2025

Solving the power puzzle: Strategies for data centers facing supply constraints

Schneider Electric offers consulting, procurement, and AI-ready data center solutions to help operators secure reliable power and source renewables at scale.

Main announcement/action: Schneider Electric is promoting its consulting teams and procurement teams to help data center operators secure reliable power, negotiate power procurement agreements (PPAs), and integrate renewables, BESS, and fuel cells into supply strategies; the article directs readers to Schneider Electric’s AI-ready data center solutions page.
Background and concrete details: The article cites Accenture predictions that U.S. data center power share will grow from ~6% today to >7% by 2028 and to at least 16% (possibly >20%) by 2033; it notes constrained markets (Northern Virginia, Silicon Valley, Atlanta) where data centers may wait five to seven years for grid connections, and gives project examples including Data Center Alley possibly using coal-fired plants in West Virginia and the 360-megawatt Stargate data center developers planning to build a natural gas plant in Abilene, Texas.

Dec 2, 2025

Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots

Data Center Frontier, in partnership with Pkaza, posted a monthly roundup of active data center job openings on the Pkaza jobs board.

Main announcement: Data Center Frontier and Pkaza published a list of open roles (examples: Data Center Facility Technician, Electrical Commissioning Engineer, Construction Project Manager, Electrical Engineer, Critical Power Sales Associate, Sr Mechanical Engineer, Site Selection Manager/Director/VP, Electrical Project Manager, MEP Superintendent, Mechanical Commissioning Engineer, Engineering Design Director, Navy Nuke Facility Technician) posted on Pkaza’s jobs board; positions are available across many US cities including Ashburn, VA; Atlanta, GA; Dallas, TX; Chicago, IL; New York, NY; Montvale, NJ; Austin, TX; Charlotte, NC; New Albany, OH; Phoenix, AZ.
Background and details: Roles are for mission-critical data center employers (developers, colo providers, contractors, commissioning firms) and frequently emphasize reliability, energy efficiency, sustainable design / LEED expertise and commissioning; some listings explicitly accept Navy Nuke / military veterans and many positions list multiple alternative locations or hybrid/remote options. Author: Kathy Hitchens (Data Center Frontier).

Dec 2, 2025 · RMI

The Five Types of Electro-Industrial States

Rocky Mountain Institute presents a typology classifying US states into five electro-industrial archetypes.

Main announcement/action: RMI authors classify states into five archetypes — Momentum Hubs (Arizona, California), Fast‑Track Builders (Texas, Georgia, South Carolina, Florida, Colorado, Utah, Nevada, New Mexico, Oklahoma, Tennessee, Ohio, Idaho), Policy Champions (New York, Michigan, Virginia, Oregon, Washington, North Carolina, Wisconsin, Illinois, Maryland, Minnesota, Massachusetts, Pennsylvania), Open‑Door Starters (Vermont, Wyoming, Nebraska, Kansas, North Dakota, South Dakota, Mississippi, Iowa), and Early‑Stage Starters (Missouri, New Hampshire, Kentucky, Maine, Alabama, Louisiana, Indiana, West Virginia, Montana, Arkansas). The typology is based on policy reliability, regulatory ease, economic capacity, physical infrastructure (power and interconnection), and market momentum.
Background and details: The analysis highlights that market momentum and policy reliability should operate in tandem; low regulatory burdens accelerate short-term investment but may strain local housing and infrastructure without accompanying policy ambition. The authors reference the report GREASE Lightning as a policy playbook for designing investment-led, state-driven electro-industrial strategies.

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