North Carolina Data Center Intel

Recent North Carolina data center news

• Apr 23, 2026 · Hensel Phelps

  Recent Project Wins: Advancing Domestic Manufacturing Across Critical Sectors

  Hensel Phelps has been selected for multiple U.S. manufacturing projects including Nammo’s rocket motor factory, Jabil’s Project Shine renovation, and SPS Technologies’ Jenkintown 2.0 redevelopment.

  • Main announcement: Hensel Phelps was selected as General Contractor for Nammo’s new rocket motor facility in Perry, Florida (scheduled to be operational by end of 2027), awarded as GC; awarded Construction Manager-at-Risk (CMAR) delivery for Jabil Project Shine in Salisbury, NC and for SPS Technologies Jenkintown 2.0 in Abington, PA. The Jenkintown rebuild covers a 20-acre site with a 335,500-square-foot facility including a central utility plant, substation, plating lines and a wastewater treatment plant.
  • Background and details:Jabil is pursuing a planned multi-year $500 million investment to expand U.S. manufacturing for cloud and AI data-center hardware (link referenced); Nammo’s expansion aims to strengthen U.S.-based solid rocket motor production and transatlantic industrial cooperation; the Jenkintown project is rebuilding after a February 2025 fire and is designed to meet at least LEED Silver certification. Delivery model timelines: Jabil & SPS use CMAR for phased execution and early cost alignment; Nammo site has clearing and groundwork underway with vertical construction to follow.
• Apr 20, 2026

  U.S. Data Center Gold Rush Drives Surge in New Utility Tariffs

  SEPA and the NC Clean Energy Technology Center (NCCETC) updated the Database of Emerging Large-Load Tariffs (DELTa) on March 31, 2026.

  • Update details: DELTa now summarizes and analyzes 77 approved and proposed tariffs and service rules across 60 utilities (including 51 approved and 26 proposed). Key dataset metrics include 36 states with tracked tariffs, 56% of tariffs specifying thresholds > 20 MW, and 14% specifying minimum loads of 100 MW.
  • Policy and regulatory actions: The note documents recent state actions and proposals: Pennsylvania PUC proposed a model tariff (minimum demand 50 MW or 100 MW in aggregate; 5-year minimum contract term; 3–5 year ramp; 80% minimum billing demand; up to 20% post-term load reduction; financial security and hardship fund contributions); New York PSC opened an Energize NY proceeding (stakeholder comments due May 13, 2026); North Carolina Task Force interim report (Feb 2026) recommends large-load tariff options and alternative capacity procurement; other actions include Utah S.B. 132 (March 2025, 100 MW threshold), Texas S.B. 6 (June 2025), California S.B. 57 (Oct 2025, CPUC findings due Jan 1, 2027), and Missouri executive order (Jan 2026). FERC’s ANOPR action on large-load interconnection reforms is expected by June 2026.
• Apr 14, 2026

  States are Struggling to Meet Their Clean Energy Goals. Data Centers are to Blame

  NV Energy warns it will need three times the electricity required to power Las Vegas to serve proposed data centers and may have to rely on fossil fuels, putting Nevada’s 50% renewable-by-2030 target at risk.

  • NV Energy warning & actions: NV Energy (which provides electricity to 90% of the state) says it will need three times the electricity required to power Las Vegas to handle proposed data centers and that it “probably can’t do that without fossil fuels.” The utility will require companies to fund their own infrastructure and sign contracts ensuring commitment before energy is built, and it plans to publish a report with more specifics by the end of the month. The situation mirrors broader industry moves (e.g., utilities delaying coal retirements or building gas plants; NextEra Energy dropped its zero-emissions-by-2045 goal citing the “demand for all forms of power generation”).

  • Background & related details: Some operators like Switch say they run on renewables and have built 1 gigawatt of solar and can self-supply at peak demand; environmental groups warn proposed centers would deploy hundreds of diesel backup generators that could worsen air quality and raise concerns about noise, water supply, and energy bills. Nevada’s volunteer funding model (companies fund clean energy development and count it toward corporate goals) produced a geothermal plant with Google as a partner; lawmakers are debating making such funding mandatory and the Public Utilities Commission may fine or grant exemptions if clean energy goals aren’t met.

• Apr 14, 2026

  XCF Global, Southern Energy Renewables and DevvStream Sign Definitive Business Combination Agreement with Respect to Previously Announced Proposed Three-Party Merger to Create Next-Generation Energy Platform

  XCF Global, Inc. has announced the execution of a definitive Business Combination Agreement with DevvStream Corp. and Southern Energy Renewables Inc. to form a combined, globally scalable energy transition platform.

  • Transaction announcement and structure: The parties executed a definitive Business Combination Agreement to merge XCF, DevvStream and Southern into a combined company; DevvStream will domesticate from Alberta to Delaware prior to closing, XCF will acquire 100% of DevvStream and Southern through merger subsidiaries, and post-closing ownership is expected to be ~66.7% XCF shareholders, 23.3% Southern shareholders, and 10.0% DevvStream shareholders. The transaction remains subject to shareholder approvals, SEC Form S-4 effectiveness, Nasdaq approvals, completion of financing, plant conversion, commercial milestones and fairness opinions.

  • Capital, milestones and assets: XCF has invested ~$10 million in conversion of the New Rise Reno facility (permitted nameplate 38 million gallons/year) to support SAF production; Southern is expected to pursue up to $400 million in bond financing for infrastructure; the combined company is targeting annualized fuel-related revenues > $1.0 billion and minimum annualized EBITDA of $100 million, and has an aspirational target of creating a $3.0 billion combined enterprise on a future date.

• Apr 9, 2026

  Data Centers Are Contributing to PFAS Forever Chemical Pollution

  The EPA announced proposals in 2025 to delay PFAS drinking-water compliance and to fast-track chemical reviews for data-center projects.

  • EPA proposals (May–Sept 2025): The EPA proposed pushing back the compliance deadline for PFAS drinking-water standards to 2031 and announced plans to fast-track review of chemicals used in data centers to support the goal of making the U.S. the “AI capital of the world”; President Trump issued an executive order directing multiple federal agencies (EPA, DOI, DOE, DOC) to expedite permitting for data-center materials and infrastructure.
  • Background and parallel actions: Congress (117th) designated $1 billion via the Infrastructure Investment and Jobs Act (P.L. 117-58) for the Clean Water State Revolving Fund and other PFAS wastewater programs; private-sector and state actions include 3M exiting PFAS manufacturing by end of 2025, Maine’s phased ban on many PFAS products (effective dates 2026–2040, coolants banned from 2040), and Minnesota’s statutes requiring PFAS reporting standards by 2026 and product-sale restrictions effective 2025 with broader bans by 2032.
• Apr 7, 2026

  T-Mobile Eyes Uniti Fiber Assets as Expansion Strategy Continues

  T-Mobile is exploring a potential acquisition of Uniti Group’s Kinetic fiber business.

  • Main announcement: T-Mobile is reportedly exploring a potential acquisition of Uniti Group’s Kinetic fiber business (operated through Windstream) to accelerate its push into fiber broadband and gain immediate access to an established rural fiber network; this follows T-Mobile’s 2025 acquisitions of Lumos and Metronet.
  • Background and details:TPG is separately evaluating Uniti’s enterprise-focused business (indicating a possible split of assets); Uniti serves about 2 million locations across 18 states; recent Kinetic buildouts in North Carolina include 95 miles in Cabarrus County and 78 miles in Stanly County as part of an $8 million broadband expansion effort; Uniti’s stock moved from about $8 last week to $10 as of Monday amid the reported interest.
• Apr 3, 2026

  The energy and environmental impact of AI and how it undermines democracy

  Greenpeace International warns about AI’s environmental and democratic harms.

  • Main claim: Greenpeace argues the AI boom is driving rapidly rising energy, water and emissions footprints and concentrating corporate and political power; it cites a Greenpeace Germany report (2025) and an Öko/industry projection that AI data centre electricity demand could be 11 times higher in 2030 than in 2023, and a February 2026 Beyond Fossil Fuels report finding 74% of industry climate-benefit claims unproven.
  • Background and recent examples:Community and legal pushback is documented with concrete cases: New Brunswick, New Jersey removed data centres from a redevelopment plan (public backlash); San Marcos, Texas council blocked a proposed data centre (vote 5-2); South Dublin County Council (Sep 2025) called for a nationwide ban/moratorium or strict 100% renewables conditions; a UK legal challenge (Jan 2026) targets a 90MW hyperscale data centre in Buckinghamshire after a government approval error. The piece also highlights corporate finances and contracts: Nvidia revenue US$215.9 billion (fiscal 2026), Amazon profits ~US$77 billion (2025), political donations and industry contracts (see price_information).
• Apr 2, 2026

  Panel discusses how energy demand from data centers nationwide will impact Pennsylvania

  The Clean Energy Group, Clean Air Council and Physicians for Social Responsibility Pennsylvania released a report titled “The High Cost of AI: How Data Centers are Reshaping Pennsylvania’s Energy Landscape.”

  • Main finding: The report finds Pennsylvania will export electricity to surrounding PJM states to meet growing data center demand, with PJM relying on Pennsylvania to supply energy to high-demand importers like Virginia (35% of hyperscale data centers); it projects an additional 24 to 44 million metric tons of CO2 by the end of the decade and an estimated $20 billion public health burden in 2028.
  • Background & local context: The report was discussed at a University of Scranton event with local officials and residents; Archbald has six proposed data center campuses under local opposition, the groups support Sen. Katie Muth’s three-year moratorium (co-sponsored by Sen. Rosemary Brown), and utilities such as PPL Electric Utilities perform system upgrade studies that can socialize costs across ratepayers.
• Apr 2, 2026

  The energy and environmental impact of AI and how it undermines democracy

  Greenpeace and allied campaigners have published reports and actions warning about AI’s rising energy, water and emissions footprint and the democratic risks of concentrated corporate power.

  • Main announcement / findings: Greenpeace Germany’s 2025 report warned that AI data centre electricity demand could be 11 times higher in 2030 than in 2023 unless governments intervene, and a February 2026 report backed by Beyond Fossil Fuels found 74% of industry claims about AI’s climate benefits were unproven. The reports document rapidly rising electricity use, water consumption and raw material demands tied to chips and data-centre buildout.
  • Context and concrete actions/details: Community and local government pushback is documented with multiple cases: New Brunswick, New Jersey removed data centres from a redevelopment plan; San Marcos, Texas blocked a proposed data centre at a 5-2 vote; South Dublin County Council (Sept 2025) called for a nationwide ban/moratorium or strict conditions (e.g., 100% renewables). The article also cites corporate and contractual figures (e.g., Nvidia revenue US$215.9 billion, Palantir–ICE $30m contract) and legal or policy actions such as a UK legal challenge to a 90MW hyperscale data centre in Buckinghamshire.
• Apr 1, 2026

  Full Throttle: Five Trends Reshaping the Gas Power Boom

  POWER magazine (Sonal Patel) reports that natural gas power is undergoing the largest buildout in a generation, driven primarily by rapid data center electricity demand and new buyer models.

  • Main announcement/action: The article documents an industry-scale buildout where data-center-driven load is accelerating new gas capacity procurement and financing: ERCOT carries ~230 GW of new load requests (70% data center driven); NextEra Energy plans to invest $90–$100 billion over the next six years and develop 15–30 GW of new generation for U.S. data centers by 2035 (with >20 GW gas-fired); Xcel Energy plans a $60 billion capital program for 2026–2030. The piece cites concrete contract examples: Babcock & Wilcox received a $2.4 billion design-build contract with Base Electron for 1.2 GW (option for another 1.2 GW); Atlas Energy Solutions signed an $840 million framework with Caterpillar to secure ~1.4 GW of behind-the-meter assets through 2029.
  • Background and details: The article details OEM backlogs and pricing (e.g., GE Vernova 83 GW under firm order/slot reservation targeting 100 GW by end-2026; Siemens Energy 80 GW commitments; Baker Hughes $2.5 billion in power systems orders in 2025), merchant and utility business-model shifts (Vistra and NRG acquisitions and project pipelines), and geopolitical supply risk: Teneo analysis warns a two-week Strait of Hormuz disruption could raise Asian/European gas prices 10%–20%, with longer disruptions spiking prices far higher. Implementation timelines and deal statuses are given (e.g., Vistra/Cogentrix closing mid-2026; NRG long-term agreements through 2032).