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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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Fuel to Power: What Rising Costs Mean for Data Centers
Analysis: Energy price surge since March is raising costs for data centers.
- Main finding: Energy prices have surged by double digits since March, pushing electricity costs higher and directly increasing operating expenditures for data centers; the article cites a projection that U.S. electricity prices are expected to rise by more than 5% in 2026.
- Background and implications: The piece details four concrete pressure points: higher opex, rising backup/resilience fuel costs (diesel and natural gas for on-site generators), slower or phased grid interconnections in capacity-constrained markets, and increased public scrutiny and permitting friction; it notes no major operator has publicly cancelled or cut capacity to date.
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Hydrogen’s Hurdles, Fuel Cells’ Rise in Data Center Power
DataCenterKnowledge publishes a final installment reviewing less-mature or emerging alternatives to diesel generators for data center backup power, focusing on hydrogen backup, fuel cells, and renewable fuels.
- Main coverage: The article assesses hydrogen engines and fuel cells and renewable diesel as diesel alternatives, noting concrete deployments and pilots: NorthC Datacenters ordered six Jenbacher hydrogen engines in the Netherlands (dual-gas for short hydrogen outages), Microsoft piloted a 3 MW hydrogen fuel cell in Latham, NY, and Bloom Energy signed a $5 billion strategic partnership with Brookfield to accelerate fuel cell capacity. It highlights the Dutch ~300 km national hydrogen network repurposed from natural gas pipelines and Microsoft’s prior 2030 diesel elimination pledge as context.
- Background & policy details: The piece notes regulatory movement with the US EPA removing proposed hydrogen co-firing mandates from its NSPS (earlier draft had ramped to 96% by 2038), cites cost and infrastructure constraints for hydrogen (production, transport, storage, permitting), and points out that fuel cells running on natural gas/biogas are identified as the most likely near-term scalable solution for behind-the-meter AI power needs.
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From Tail Risk to Design Baseline: How the Grid Is Adapting to Extreme Heat
POWER (Sonal Patel) reports that system planners and grid operators are now treating extreme heat as an assumed operating condition rather than a tail risk.
- Main announcement/action: POWER summarizes that system planners and reliability entities (notably NERC and FERC) and operators are treating extreme heat as a design baseline, citing metrics such as EIA projection of ~1,610 CDDs for 2026 (4% above 2025), NERC’s 2026 Summer Reliability Assessment (net internal demand up 1.3% to 790 GW, and >58 GW of new on-peak capacity including 16.4 GW solar, 14.7 GW batteries, 6.7 GW natural gas, 1.6 GW wind), and FERC’s forecast of $46.81/MWh average wholesale price for summer 2026. The piece catalogues operational changes (hourly ambient-adjusted transmission ratings, dynamic line ratings pilots, ADMS/DERMS deployments) and emergency interventions (DOE Section 202(c) orders covering roughly 4,400 MW of extended capacity service).
- Background and details: The article documents drought risks (FERC: 62% of continental U.S. impacted; Lake Powell inflow forecast at 13% of average), potential loss of up to 4,500 MW of Colorado River hydropower as soon as August 2026, rapid data center load growth (from 44 GW in 2025 to 55 GW in 2026, ~25%), and operational timelines (PJM implemented AAR on March 4, 2026; SPP expects AAR by Sept. 1, 2026; MISO full compliance by Q2 2028).
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The AI Demand Dilemma: Utilities Confront Speculative Growth
Utilities across the US are rewriting tariffs, demanding financial guarantees, and altering transmission and procurement plans to avoid building infrastructure for speculative AI-related data center load requests.
- Main action: Utilities (notably AEP and Duke Energy) are tightening large-load rules and requiring financial commitments to move projects forward: AEP winnowed more than 30 GW of preliminary requests to ~13 GW for formal studies and 5.6 GW with signed Electric Service Agreements; AEP proposed requiring customers to commit to paying for 90% of requested capacity for a decade before the utility builds supporting infrastructure. These measures include specialized large-load tariffs, collateral/minimum-usage guarantees, and phased energization schedules to limit ratepayer exposure.
- Background and implementation details: Regulators and reliability bodies (NERC, ERCOT, FERC) are developing new categories and study frameworks (e.g., Computational Load Entity, batch study processes) and reliability guidance. Utilities are expanding financing and procurement: Duke extended a $10 billion master credit facility through 2031 and raised its five-year capital plan to $103 billion; AEP raised its five-year capital plan to $78 billion. Industry forecasts and planning estimates include Wood Mackenzie projecting the US data center electrical equipment market could grow to $65 billion by 2030, and Grid Strategies/ACEG estimating roughly 5,000 miles of new high-capacity transmission annually through 2035 (fewer than 1,000 miles built in 2024).
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Amazon, Corning Reach Multibillion-Dollar Fiber Deal
Corning has reached a multibillion-dollar deal to supply fiber to Amazon’s U.S. data center infrastructure.
- Main announcement: Corning and Amazon announced a multibillion-dollar fiber supply agreement to support Amazon’s U.S. data center infrastructure; exact financial terms were not disclosed.
- Implementation and background: The companies said the deal will boost Corning’s manufacturing capacity at its North Carolina facilities and create 1,000 new jobs; no specific implementation timeline or delivery schedule was provided in the article.
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What’s driving Trane’s growth? Services staff’s insight into HVAC customer needs, CEO says
Trane Technologies announced the opening of a new HVAC training center at its Davidson, North Carolina headquarters and CEO Dave Regnery reiterated the company’s sustainability-led growth strategy focused on services and building energy repurposing.
- Training center & services emphasis: In April, Trane opened a training center at its Davidson HQ with capacity for 100,000 training hours serving 4,500 students a year. The company relies on a large in-house services organization (about one-third of employees, roughly 7,000 service technicians) and maintains 300–400 trainees in two- and four-year programs at any time; all technicians are brought in twice a year for continuing education.
- Background, operations and product strategy: CEO Dave Regnery doubled down on sustainability, noting buildings lose 30% of energy to inefficiency and that data centers uniquely reuse energy into computing. Trane develops reference thermal designs with hyperscalers, colocation providers, and chip makers, manufactures where it sells (listed 21 U.S. plants, 1 Mexico plant, plus plants in Europe, the Middle East, and Asia) and says this onshoring helps manage tariff volatility.
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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, posts the latest data center career opportunities on its jobs board.
- Main announcement: Data Center Frontier and Pkaza have published a roundup of active data center job openings covering roles such as Mechanical Applications Engineer, Electrical Commissioning Engineer, Project Coordinator, Architect Design Manager, Electrical Project Manager, Commissioning Project Manager, Controls PM, Facility Operations Director, Project Executive (Owner’s Rep), and other critical-facilities positions across multiple U.S. locations (examples include Pittsburgh, PA; New Albany, OH; Ashburn, VA; Charlotte, NC; Denver, CO; Naperville, IL). Many roles note remote, traveling, or multiple-city availability and relocation options where specified.
- Background / details: This is a recurring/monthly jobs-posting series powered by Pkaza Critical Facilities Recruiting and the Data Center Frontier jobs board; listings emphasise employer needs for MEP/critical facilities design, commissioning, mission-critical power and cooling expertise, energy efficiency and LEED experience, and include travel/remote work options and multiple-site listings for several roles. No monetary values, contract amounts, or deal announcements are included.
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Google Bets on Virtual Power Plants for Data Center Growth
Google and Voltus announced a three-year commercial deployment of Voltus’ Bring Your Own Capacity (BYOC) model to aggregate distributed energy resources (DER) capacity for data center growth.
- Main announcement: Google has signed a three-year agreement with Voltus for up to 100 MW of aggregated capacity from batteries, smart thermostats, and other DERs across the PJM Interconnection region; this is the first commercial deployment of Voltus’ BYOC model (introduced in 2025).
- Context and details: The deal targets capacity (not energy) as a product for peak-system availability in PJM, with Voltus packaging accredited DER capacity for large-load customers and compensating participating asset owners; the agreement is not tied to a specific Google campus and no financial terms or specific performance-risk allocations were disclosed.
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New Data Center Developments: June 2026
Data Center Knowledge has published a monthly roundup of global data center developments.
- Highlights include: CloudBurst breaking ground on a 1.2 GW flagship campus in Central Texas; Nvidia partnering with IREN to deploy up to 5 GW of global AI infrastructure with Texas’ Sweetwater as a flagship site; Prime Data Centers breaking ground on SMF02 (150,000 sq.ft, 18 MW IT load) in Sacramento; Applied Digital planning Delta Forge 1 — $3.6 billion, 300-acre AI campus in Boyce, Louisiana; Hive Digital/Buzz HPC planning an ~320 MW AI facility in the Greater Toronto Area.
- Additional concrete items and timelines: SoftBank plans up to €75 billion to develop 5 GW in France (targeting 3.1 GW by 2031); Ardian & Verne’s €5 billion digital campus (500 MW, with 200+ MW by 2030); TotalEnergies’ €100 million Pangea 5 supercomputer investment; Arcem’s Joroinen site delivering 60 MW by 2027 and 100 MW by 2029; CDC Data Centres’ 555 MW contract to be delivered with operations commencing in FY28 and FY29. All items are factual summaries from the article.
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Climate Change Solutions - June 2, 2026
EESI announced its new analysis of bipartisanship on climate and energy in the 119th Congress and is hosting its 29th annual Congressional Renewable Energy and Energy Efficiency EXPO on June 24.
- Main announcement: EESI released a new analysis of bipartisanship on environmental, energy, and climate bills (analysis covers January–March 2026) and is convening EXPO 2026 on June 24, 10:00 a.m. - 7:00 p.m., Rayburn House Office Building (Gold Room and Foyer) and online (reception 5:00 p.m. - 7:00 p.m.); event is free and open to the public with RSVP available.
- Additional details / context: The newsletter summarizes congressional activity including the House Appropriations Committee advancing the Energy and Water Development and Related Agencies Appropriations Act of 2027 (H.R.9022), multiple geothermal bills advanced by the House Committee on Natural Resources (e.g., Geo Act H.R.301, H.R.398, H.R.1077, H.R.1687, H.R.5617, H.R.5631, H.R.5638), introduction and markup of the BUILD America 250 Act (H.R.8870), and the Community Flood Resilience Act (H.R.9056) introduced by Reps. Andrew Garbarino and Gregory Meeks.