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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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EPA moves toward changing particulate matter standard as manufacturers urge action
The U.S. Environmental Protection Agency is moving to revisit and ask the court to vacate the Biden-era annual PM2.5 standard of nine micrograms per cubic meter.
- Main action: The EPA filed a motion in the U.S. Court of Appeals for the District of Columbia Circuit asking the court to vacate the March 2024 PM2.5 annual standard (lowered from 12 µg/m3 to 9 µg/m3). The agency said the Biden EPA took a “regulatory shortcut” and failed to adequately consider compliance costs; EPA urged vacatur before the initial nonattainment determinations due on Feb. 7 and states’ implementation plans due in April.
- Background and details: Industry groups including NAM and 15 trade associations (e.g., SMA, Aluminum Association, American Cement Association) have pressed the Trump administration to revert the standard; EPA previously estimated the 2024 rule could prevent 4,500 premature deaths and 290,000 lost workdays, with monetized benefits of $22 billion to $46 billion and $590 million in estimated costs by 2032. A 2025 ACA report estimated 1 million metric tons of cement needed for AI data centers by 2028 and projects U.S. data centers rising from 5,426 to 6,000 by 2027.
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CBRE’s 2026 Data Center Outlook: Demand Surges as Delivery Becomes the Constraint
CBRE announced its 2026 U.S. data center outlook and confirmed the acquisition of Pearce Services (announced November 4, 2025), positioning the firm to address power and execution constraints in large-scale data center delivery.
- Main announcement: CBRE’s outlook finds the U.S. data center market constrained by power delivery rather than land, capital, or connectivity; developers and occupiers now prioritize sites capable of supporting 300-MW-plus deliveries within 36 months, with preleasing expected in the mid-70% range and construction/interconnection timelines commonly extending 24–48 months for incremental generation or transmission upgrades.
- Acquisition and execution detail: CBRE acquired Pearce Services (announced Nov 4, 2025) for approximately $1.2 billion in cash plus an earn-out up to $115 million; Pearce is forecast to generate > $660 million revenue and > $90 million EBITDA in 2026, and CBRE expects to produce > $350 million of Core EBITDA from its digital and power infrastructure services businesses in 2026; financial advisors included J.P. Morgan Securities and Wells Fargo, with legal advisers Sullivan & Cromwell (CBRE) and Ropes & Gray (Pearce/New Mountain Capital).
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Vertical integration improves capital efficiencies through scale, stability, goal alignment
EQT Corp announced it achieved net zero Scope 1 and Scope 2 for its upstream operations in 2024.
- Operational and decarbonization actions: EQT reports net zero (Scope 1 & 2) in 2024, a 100% electric frac fleet, replacement of more than 8,000 natural gas pneumatic devices completed in under 18 months, and participation in nearly 15,000 aerial surveys over 20,500 square miles via the Appalachia Methane Initiative.
- Integration, investments and synergies: After acquiring Equitrans EQT became a vertically integrated operator, actively developing ~1.5 million lateral feet/year, underwrote nearly $20 billion in deals over six years, realized $60 million in capital synergies this past year with $250 million anticipated over the next few years, and is an equity investor in Context Labs (working with KPMG) for carbon accounting and verification.
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ERMCO Expands Transformer Manufacturing West with New Arizona Facility
ERMCO announced it will open a new 566,121-square-foot three-phase transformer manufacturing facility in Waddell, Maricopa County, Arizona.
- Facility details: The plant is 566,121 square feet, located in Waddell (≈30 miles west of Phoenix), will focus on three-phase transformer production, is expected to be operational in 2027, and foundational work will begin this year; the project is expected to create more than 500 jobs in engineering, skilled trades, and operations.
- Context and justification: The announcement cites ongoing transformer supply shortages, drivers such as aging grid infrastructure, rapid load growth from data centers and electrification, and states site selection was influenced by proximity to Western U.S. customers, Arizona’s business climate, and a skilled labor market. The company is a wholly owned subsidiary of Arkansas Electric Cooperatives Inc. and currently employs nearly 3,500 workers across facilities in Tennessee, Georgia, Wisconsin, North Carolina, Texas, Quebec, and Mexico.
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Virginia proposes 20.78GW storage mandate as Trump, governors call for emergency PJM grid measures
Virginia state delegate Richard C. ‘Rip’ Sullivan, Jr has introduced HB895 to raise mandatory energy storage procurement targets for Appalachian Power and Dominion Energy Virginia.
- Main announcement: HB895 would require Appalachian Power to add 780MW short-duration by 2040 and 520MW long-duration by 2045, and Dominion Energy to add 16,000MW short-duration and 3,480MW long-duration by 2045; the bill is nearly identical to HB2537 (vetoed May 2025) but raises Dominion’s short-duration target from 5,220MW to 16,000MW within the same timeframe.
- Background and related actions: The Trump administration and a bipartisan group of governors urged PJM (16 January) to hold an emergency procurement auction and to build more than US$15 billion of baseload generation; PJM responded by initiating a “Reliability Backstop Procurement” and directed immediate process discussions and deadlines to be considered at the 22 January Members Committee meeting. The bill and procurement push are motivated by rapidly rising demand in Virginia—driven largely by data centres—and recommendations from groups such as MAREC Action, NRDC, and Environment America.
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GSN Roundup: Blackstone and Willis Tower, JV’s Big Data Center Refi, and Prestige Closing
Affinius Capital partnership is seeking a $925 million mortgage to refinance the second phase of the Gainesville Crossing Data Center Campus.
- Deal specifics: The JV of Affinius and Corscale is pursuing a $925 million mortgage to refinance a fully leased, 482,000 sq ft building with 72 megawatts of capacity; the borrower prefers a floating-rate loan with a 2–3 year term, and Newmark is advising. The tenant is an undisclosed large cloud-computing provider on an initial 15-year lease; the building is part of a planned five-building campus totaling 306 MW.
- Background & supporting facts: The 130-acre site was bought from Buchanan Partners in mid-2020 for $74.5 million after rezoning in late 2019; Corscale is the data-center arm of Patrinely and Affinius’ predecessor firm is USAA Real Estate, which helped acquire the site. Financial performance issues led Larry H. Miller Co. to close Prestige Financial Services amid an MLB expansion funding push (expansion fee expected to top $2 billion), and Blackstone is separately exploring options around a $1.32 billion securitized loan on Willis Tower.
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Shared Infrastructure Provider Boldyn Partners With SEA-TAC
Boldyn Networks announced a partnership with Seattle-Tacoma International Airport to develop a 5G Distributed Antenna System (DAS).
- Deployment details:Boldyn Networks will deploy a 5G Distributed Antenna System (DAS) at Seattle-Tacoma International Airport (SEA) to provide broader connectivity across the terminal, garages, rental car facilities, ticketing, check-in, baggage claim and tarmac. SEA handled 52.6 million passengers in 2024.
- Context and selection:SEA Airport Director Rick Duncan said the search for an internet service provider was competitive; Boldyn, a smaller ISP, has prior public-private partnerships with military bases and urban centers and has announced recent partnerships with Nashville International Airport and Asheville Regional Airport.
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US ROUNDUP: Duke Energy, Elevate, Fluence with BrightNight and Cordelio progress BESS projects
Duke Energy has brought online a 50MW/200MWh BESS at the former Allen coal plant in North Carolina.
- Main announcement: Duke Energy commissioned a 50MW/200MWh battery energy storage system at the former Allen coal plant on Lake Wylie, North Carolina, costing around US$100 million, finished under budget and ahead of schedule, began serving customers in November with final testing ongoing; construction of a second 167MW/668MWh BESS will start in May on a 10-acre site, and both systems are eligible for federal ITCs covering 40% (including an additional 10% for reinvestment into an energy community).
- Additional project actions and timelines: Fluence Energy will supply its Gridstack Pro BESS (US-made cells/modules/enclosures/thermal systems) for BrightNight and Cordelio Power’s 300MW/1,200MWh Pioneer Clean Energy Centre in Yuma County, Arizona (PPA with APS; commercial operations expected April 2027); Elevate Renewables has acquired the 150MW/600MWh Prospect Power BESS in Virginia (scheduled operations mid-2026).
- Energy Storage Summit USA: 24-25 March 2026, Dallas, TX; agenda includes FEOC challenges, power demand forecasting, and BESS supply chain management.
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Cleanstar National Inc Expands Critical Environment Cleaning Operations Across the Southeast
Cleanstar National Inc has announced expansion of its specialized critical environment cleaning operations across the Southeastern United States.
- Expansion scope: Cleanstar National Inc is expanding operations across Georgia, Alabama, Florida, South Carolina, North Carolina, and Tennessee to support data centers, healthcare campuses, higher education, industrial facilities, and construction projects; the company cites more than 30 years of experience and a self-performing workforce of over 700 E-Verified professionals and offers audit-ready protocols aligned with EPA, ISO 14644, GMP, OSHA, IICRC, and IJCSA.
- Operational details and background: The company is founder-led since 1995, operates a fully self-performing model with zero outsourcing, provides 24/7 emergency response, and will deliver standardized, compliance-first cleaning services to support multi-site portfolios and regional developments from its Metro Atlanta headquarters.
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Patented: Machine Learning Treatment for Depression and More North Texas Inventive Activity
The Board of Regents of the University of Texas System, Stanford University, and the U.S. Department of Veterans Affairs have been granted a patent for a machine-learning method to identify depression patients likely to respond to antidepressant treatment.
- Main announcement: The three institutions received USPTO Patent No. 12490933 for a method that uses machine learning to identify subjects with depression who will respond to antidepressant treatment, listing Madhukar Trivedi among the inventors; the patent application listed is 19072469 on 03/06/2025 (278 days app to issue).
- Background and context: The article is a Dallas Innovates weekly patents roundup reporting 100 patents granted in the Dallas–Fort Worth–Arlington metro for the week of 12/9/25 (ranked No. 11 of 250 metros); it catalogs numerous other patents and top assignees (e.g., Texas Instruments Inc. (10 patents), Toyota (9), Samsung (7)) and provides USPTO links for individual patents.