Getting your news
Attempting to reconnect
Finding the latest in Climate
Hang in there while we load your news feed
Massachusetts Data Center Intel
Latest data center news, projects, power and policy across Massachusetts — updated daily.
Recent Massachusetts data center news
-
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.
-
DigitalBridge Acquires Electrification Infrastructure Investor ArcLight for $1 Billion
DigitalBridge has announced the acquisition of ArcLight Capital Partners.
- Transaction details: DigitalBridge will acquire ArcLight in a deal valuing ArcLight at up to $1.05 billion (a base purchase price of $650 million plus up to $400 million of contingent consideration), creating an infrastructure investment platform with combined assets representing more than $150 billion. The transaction is conditioned on completion of SoftBank’s acquisition of DigitalBridge; following close, ArcLight will operate as a separately managed business within the DigitalBridge platform.
- Background and rationale: ArcLight (founded 2001, Boston) focuses on power and electric infrastructure and has owned/operated over 70 GW of generation assets and 48,000 miles of electric and gas transmission and storage, representing more than $90 billion of enterprise value. The combined platform is positioned to invest behind demand for compute, connectivity, and power to support the AI buildout; SoftBank’s prior December acquisition of DigitalBridge is cited as strengthening SoftBank Group’s ability to finance next-generation AI infrastructure.
-
Place-based pathways to a viable future
MIT’s Living Climate Futures (LCF) showcased collaborations at its second Living Climate Futures Symposium held April 23–25 at MIT.
- Main announcement: LCF convened its second Living Climate Futures Symposium (April 23–25) at MIT to showcase place-based research collaborations between 20 MIT faculty and affiliates and frontline community organizations, focusing on community-based responses to climate impacts (sessions included data centers and community health, global climate reparations, urban agriculture, rural adaptation, and training for community-oriented research).
- Background and details: The initiative is funded by the MIT Human Insight Collaborative (MITHIC) and based in MIT SHASS; the symposium highlighted concrete tools and outputs such as a data-center emissions and exposure modelling tool (Michael Cork), the Global Climate Reparations Working Statement (resulting from the 2024 Nairobi Governance Assembly), community CBAs (community benefit agreements) as negotiation tools, and field activities including a visit to The Food Project and a Stone Living Lab tour of nature-based flood protection; no monetary deal values or contract prices were announced.
-
DigitalBridge Acquiring ArcLight in $1-Billion Power Infrastructure Deal
DigitalBridge Group has announced a definitive agreement to acquire ArcLight Capital Partners for $1.05 billion.
- Main announcement: DigitalBridge will acquire ArcLight for $1.05 billion, with ArcLight to operate as a separately managed business within the DigitalBridge platform; Daniel Revers will serve as vice chairman of DigitalBridge, Angelo Acconcia will continue as managing partner of ArcLight, and Jake Erhard will become senior partner.
- Background and conditions: The transaction is conditioned on completion of a previously announced acquisition of DigitalBridge by an affiliate of SoftBank Group Corp. (SoftBank had previously agreed to acquire DigitalBridge for $4 billion in December 2025); ArcLight (founded 2001, Boston) has managed ~70 GW of power generation and ~48,000 miles of transmission/storage representing > $90 billion of enterprise value, and the combined platforms cite > $150 billion of assets.
-
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.
-
PFAS phase-out and liquid cooling: What US data center operators must do now
The Environmental Protection Agency (EPA) has designated PFAS as “forever chemicals” and under TSCA has delayed but maintained reporting requirements, with the reporting deadline pushed to January 31, 2027.
- Main announcement: The EPA/TSCA reporting requirement for PFAS use affects data center operators who must report PFAS use once requirements take effect; the EPA has extended the reporting deadline to January 31, 2027 after three prior extensions. The article frames this as a compliance shift that is already halting growth in two-phase immersion cooling and encouraging migration to PFAS-free options.
- Background and details: The piece notes 3M has phased out Novec, several U.S. states (New Jersey, Maine, Massachusetts, Minnesota, Washington) have reporting or ban plans, and market data shows single-phase DTC holds a 55% market share in 2026, using a 75% water / 25% glycol coolant; Schneider Electric (with Motivair) is promoting PFAS-free single-phase DTC solutions.
-
Roundup: Pending home sales / TSA explores shortcuts / AI trade shift
The newsletter reports three separate announcements: the National Association of Realtors released April pending-home-sales data; the Transportation Security Administration announced an off-site screening pilot for Boston Logan; and major companies said AI expansion is increasing demand for technicians.
- NAR pending-home-sales report: Pending home sales rose 1.4% month-over-month in April and were up 3.2% year-over-year; gains in the Northeast, Midwest and West, while the South declined. NAR’s chief economist described buyer sentiment as “cautious optimism.”
- TSA pilot and AI workforce update: The TSA will begin a June 1 pilot offering off-site screening in Framingham for some Delta and JetBlue passengers, operated with Landline; passengers will clear TSA, drop bags, and shuttle ~25 miles to Boston Logan. Separately, companies including AT&T, Ford and Nvidia reported increased demand for technicians, electricians and infrastructure workers to support AI expansion around data centers and fiber networks, while hiring for entry-level white-collar roles has slowed.
-
NextEra Will Buy Dominion Energy in Largest-Ever Electric Utility Deal
NextEra Energy has announced it will buy Dominion Energy in an all-stock deal valued at about $67 billion.
- Deal terms and governance: NextEra shareholders will own 74.5% of the combined company and Dominion investors 25.5%; the combined company will trade under NextEra on the NYSE as NEE, own 110 GW of generation capacity, and have a board consisting of 10 NextEra and 4 Dominion directors. The announcement was made on May 18; John Ketchum will serve as chairman and CEO and Robert Blue as president and CEO of regulated utilities.
- Financial and operational details: The transaction value is about $67 billion; NextEra reported an enterprise value of about $303 billion (about one-third debt) and Dominion an enterprise value of about $111 billion (about $50 billion in debt). The companies highlighted commitments including bill credits, continued investments in generation, reliability and storm resiliency, and retention of dual headquarters in Juno Beach, Florida and Richmond, Virginia.
-
Reports Say NextEra in Talks to Acquire Dominion Energy
NextEra Energy is reportedly in talks to acquire Dominion Energy.
- Deal details and timing: The article reports a potential mostly-stock transaction valuing Dominion at about $66 billion, with analysts saying NextEra would offer about 0.8 of its own shares for each Dominion share plus some cash; the deal could be announced as soon as May 18. Analysts also estimate NextEra shareholders would own about three-quarters of the combined company.
- Background and financial context: The report includes company valuations and finances: NextEra enterprise value ≈ $303 billion (≈1/3 debt); Dominion enterprise value ≈ $111 billion (≈$50 billion debt); NextEra market cap ≈ $195 billion, Southern Co. ≈ $104 billion; the article references related transactions and infrastructure investments (e.g., Duane Arnold restart investment > $800 million, Crossroads-Hobbs-Roadrunner transmission $291.6 million).
-
Corporate clean energy demand remains ‘extremely strong’: CEBA CEO
CEBA reports record corporate clean energy procurement and calls for permitting and transmission reform.
- Main announcement: CEBA (Corporate Energy Buyers Association) said it recorded 27 GW of new contracted clean energy in 2025 and reported an estimated 17 GW procured in Q1 2026 (S&P Global estimate), declaring 2026 on pace to be “by far, the largest year ever in corporate clean energy buying.” CEO Rich Powell made these remarks at DC Climate Week during an April 20 talk and in an interview with ESG Dive.
- Background and details: CEBA represents over 300 members with more than $38 trillion in market capitalization; members (notably hyperscalers Amazon, Alphabet, Meta, Microsoft) are driving the market and are expected to spend up to $700 billion in capex in 2026. Powell emphasized permitting and transmission reform (referencing the Standardizing Permitting and Expediting Economic Development Act / SPEED Act) as a near-term policy priority, and cited market examples including ERCOT/Texas and Georgia’s Customer Identified Resource Program (approved by the Georgia Public Service Commission, voted 5-0).