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North Carolina Data Center Intel
Latest data center news, projects, power and policy across North Carolina — updated daily.
Recent North Carolina data center news
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How Data Center Controversies Have Transformed the Midterm Elections
The Associated Press has published an analysis of the growing political opposition to U.S. data centers and how it is reshaping policy debates. It is commentary and reporting on a broader trend, not a first-time corporate announcement.
- The article says Oracle, Meta, Google, Amazon and Microsoft expect to spend more than $700 billion on U.S. data centers this year, while OpenAI and Oracle are building Project Jupiter, a $165 billion complex near the Mexican border in New Mexico.
- It also notes opposition over water use, electricity costs, and climate impacts; examples include a challenge to well drilling permits in New Mexico, a one-year ban on large data centers in New York, and tougher regulatory steps in Texas under Greg Abbott.
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Zayo Locks Up Corning Fiber Capacity for AI Network Buildout
Zayo has announced that it is reserving manufacturing capacity with Corning for a material portion of the fiber it expects to need through 2030, as it plans a 15,000 route-mile expansion tied to AI-driven data center connectivity.
- The agreement provides supply visibility through at least 2030 and supports Zayo’s broader funded network expansion of 28 routes: 10 new routes and 18 overbuilds, totaling 15,000 route miles and 20 million fiber miles.
- Zayo said its work with Nvidia covers 24 of the 28 routes and 8,000 of the 15,000 planned route miles; the projects are in engineering, environmental, and permitting stages, with four routes delivered this year and four more expected in 2026.
- Corning is not disclosing additional customer details, but said it manufactures close to customers; the article also notes Corning’s major optical supply deals with Meta and Amazon and its partnership with Nvidia to expand US optical manufacturing capacity.
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Lenovo delivers strongest quarter in Group history: Hybrid AI strategy powers growth momentum
Lenovo has announced its fiscal Q1 2026/27 results, reporting record revenue and profit alongside continued growth in AI-related business.
- The Group posted US$26.9 billion in quarterly revenue, US$1.1 billion adjusted net income, and US$9.3 billion in AI-related revenue; R&D rose to US$682 million.
- The Infrastructure Solutions Group reached US$8.5 billion revenue and a US$54 billion AI server pipeline, while Lenovo also said it expanded its North Carolina Smart Campus for server manufacturing and supported FIFA World Cup 2026 operations.
- This is a company earnings release and performance update, not a speculative article; it also references prior announcements and rankings such as Gartner Supply Chain Top 25 and Fortune Global 500.
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Blue Energy, GE Vernova Hitachi Sign Agreement to Launch Next Phase of Texas Gas-Plus-Nuclear Project
Blue Energy and GE Vernova Hitachi Nuclear Energy have announced an agreement to advance the next phase of their collaboration on a 2.5 GW gas-plus-nuclear power plant in Victoria, Texas.
- The agreement launches engineering design, licensing, and safety analysis for the Texas project, with a final investment decision in 2027.
- The project would initially supply a nearby data center with about 1 GW from two GE Vernova gas turbines in 2030, then add 1.5 GW from up to five BWRX-300 SMRs beginning in 2032; the first BWRX-300 remains under construction at Ontario Power Generation’s Darlington site in Canada.
- Blue Energy says its “Blue Way” uses prefabrication, transportation, and assembly to improve schedule, cost, and delivery predictability; the release also includes company background and investor/media contacts.
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Praetorian’s Virginia Megasite Could Accommodate Data Center Development
Praetorian Fund’s planned acquisition of a roughly 4,000-acre industrial site in Chesapeake, Virginia could include data center development, but no specific project or customer has been identified.
- The site’s existing 2022 development guidelines already allow data centers; Chesapeake is also advancing citywide zoning changes and a draft data center policy that would require review of power, water, wastewater, cooling, and noise impacts, with City Council scheduled to consider zoning changes on August 18.
- Chesapeake has discussed utility access at the site for years, including speculative talks with Dominion Energy and Columbia Gas; officials said no specific 100 MW+ customer commitment has been identified, and the city has a nondisclosure agreement with Praetorian.
- The city once considered buying the property itself, and Vice Mayor S.Z. “Debbie” Ritter said the contemplated public cost to acquire and equip the site could have exceeded $150 million. The current reporting is commentary/investigative context rather than a first-time project announcement.
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Rural Broadband Pays Off Only When Communities Decide, Panelists Say
Broadband Breakfast hosted a panel discussion on rural economic development and broadband, with speakers debating whether broadband is now merely “table stakes” rather than a growth strategy. This appears to be a commentary/discussion transcript rather than a new corporate announcement.
- Bartlett Cleland of the Innovation Economy Alliance cited studies showing 18% higher per capita income, 210% higher business growth, $65 billion annual national benefit from full rural digital access, and 800,000 additional jobs.
- Amy Huffman of the National Digital Inclusion Alliance said adoption depends on affordability, skills, and devices; Jonathan Chambers of Conexon argued for local control and said electric co-op fiber networks have the highest customer satisfaction. The panel also discussed Starlink and a data center dispute, with Cleland pointing to counties in Northern Texas and northeastern Louisiana courting data center investment.
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The 50 States of Power Decarbonization: States Pull Back on Clean Energy Commitments While Governors Step In to Address Large Load Additions in Q2 2026
The NC Clean Energy Technology Center has released its Q2 2026 edition of the 50 States of Power Decarbonization, summarizing state and utility actions on clean energy, emissions targets, large load customers, and resource planning.
- The report says all 50 states and Puerto Rico took 564 actions in Q2 2026, with about 650 introduced bills also under consideration; planned capacity additions in recent IRPs totaled 77,810 MW gas, 72,193 MW solar, 43,017 MW storage, 12,615 MW nuclear, and 12,327 MW wind.
- It highlights policy trends including pullbacks on clean energy policies, governor actions on large load customers, and requirements that large load customers contribute to programs such as low-income support and energy efficiency; top developments included New York delaying an emissions target, Georgia Power‘s BYONCE program, and Pennsylvania adopting a statewide model large load tariff.
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Power Bottlenecks Push Data Centers Beyond Traditional Hubs
DCByte has released a report on how power availability is increasingly determining global data center development and shifting growth toward secondary markets.
- The report says the global data center index measures markets by demand (40%), delivery (35%), and depth (25%); Ashburn, Virginia led the Americas, Johor, Malaysia led Asia-Pacific, and London led EMEA.
- It notes that Ashburn has 5.6 GW of live capacity and 15 GW in pipeline as of Q1, while grid connections can take five to seven years there; Johor has grown from less than 10 MW five years ago to about 1 GW in four years. The report also highlights constraints in Tokyo, Dublin, and Amsterdam, and says operators face risks from transformers, switchgear, gas turbines, fiber diversity, water, construction labor, and liquid cooling / AI rack densities above 100 kW.
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U.S. construction spending projected to slip 1.3% in 2026 as manufacturing slump drags market
FMI has published its third-quarter 2026 North American Engineering and Construction Outlook, projecting that U.S. construction spending will fall 1.3% to $2.214 trillion in 2026, while data centers and public infrastructure remain bright spots.
- Main forecast: FMI says U.S. construction spending will decline 1.3% to $2.214 trillion in 2026, with manufacturing construction down 17.4% to $178 billion and private data center construction up 21.4% to $60 billion.
- Additional context: The report cites the U.S. Census Bureau July 1 benchmark revision, 30-year mortgage rates above 6.5%, input price inflation of 7.6% YoY in June, and CBRE data showing hyperscalers absorbing over 2.2 gigawatts across top North American markets in Q1; it also forecasts power construction up 2.1% to $176 billion and nonbuilding structures up 2% to $431 billion.
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Patented: Solenic Medical’s Implant-Infection Device and 120 More Inventions Across North Texas
Solenic Medical has announced progress toward a pivotal clinical trial for its SOLA-2 alternating magnetic field system after receiving FDA Investigational Device Exemption approval.
- The company said the FDA approved its Investigational Device Exemption on June 23, 2026, clearing it to begin a pivotal trial for patients with periprosthetic joint infections and infected knee replacements.
- The trial is expected to enroll patients in the second half of 2026 at national orthopedic and academic centers; Solenic estimates global healthcare costs from these infections at more than $6 billion a year, potentially rising above $15 billion by 2035.