New Hampshire Data Center News

Apr 27, 2026

TD Cowen: AI Adoption Is Already Here. Infrastructure Demand Is What Comes Next.

TD Cowen’s GenAI Adoption Survey shows enterprise AI is embedded and shifting from assistive copilots to autonomous agents, driving sustained, power-intensive data center demand.

Main finding: Across 689 U.S. enterprises, 92% now use at least one major AI platform; roughly one-third already run semi-autonomous AI agents in production and more than three-quarters expect to run multi-step autonomous workflows by 2027. The survey reports three-quarters of respondents see positive ROI, signaling durable AI budgets rather than experimental spend.
Context and details: Adoption is moving from front-end productivity tools into horizontal enterprise SaaS and centralized data platforms (data lakes/warehouses), producing more continuous, data-intensive workloads that require dense compute, high-speed interconnects, and faster power delivery; primary barriers cited are security, compliance, and governance, with formal governance accelerating production deployments.

Apr 24, 2026

Data Center World 2026: Innovation Spotlight

Data Center Frontier reported on innovations showcased at Data Center World 2026, highlighting product launches and partnerships from XL Batteries, STL, Belden + OptiCool, and ABB.

Main announcement/action: XL Batteries introduced non-toxic, non-flammable organic flow batteries for long-duration energy storage (6 hours to more than 250 hours, 20+ year lifetime) as a data-center-focused solution; STL launched the Neuralis connectivity platform (pre-terminated, ultra-high-density fiber with ~7,000 strands and designs to support transitions from 400G to 800G+); Belden and OptiCool announced integrated rack-level systems with OptiCool RDHx supporting up to 120 kW per rack (with 60 kW demonstrated) and modular swap capability in ~5 minutes; ABB promoted HyperGuard, a medium-voltage static UPS configurable in 25 MW blocks and expandable to 50 MW via parallelization, citing a 400 MW Applied Digital facility as a deployment example.
Context and additional details: The coverage is a show-floor summary (not a single coordinated announcement) emphasizing practical execution, offsite pre-termination to reduce labor and deployment time, non-flammability and supply-chain advantages for organic flow batteries, modular cooling to serve the AI “middle market” (10–60 kW scalable racks), and a grid-to-chip approach (800VDC pathways, solid-state breakers) aimed at reducing stranded capex and enabling last-mile flexibility.

Apr 23, 2026

TDS Telecom to Acquire Granite State Communications

TDS Telecommunications has announced an agreement to acquire Granite State Communications.

Main announcement: TDS Telecom and Granite State signed a purchase agreement for the acquisition; the deal is expected to close in the third quarter of 2026, and TDS will gain more than 11,000 fiber service addresses.
Background and details: The press release quotes Drew Petersen, TDS Senior Vice President of Corporate Affairs; the announcement joins two long-established internet providers and expands TDS’s fiber network in New Hampshire.

Apr 23, 2026

The Trillion-Dollar AIDC Boom Gets Real: Omdia Maps the Path From Megaclusters to Microgrids

Omdia has raised its 2030 data center investment forecast beyond $1.6 trillion.

Main announcement: Omdia (Senior Director Vlad Galabov and Practice Lead Shen Wang) raised its 2030 investment projection beyond $1.6 trillion, citing surging AI usage, a broadening buyer base (hyperscalers, tier-2 cloud providers, enterprises), and the emergence of new power infrastructure categories (HVDC, onsite generation, BESS). The firm also reported it has raised monetization forecasts multiple times, noting major model providers moved from roughly $14 billion per year to more than that per month.
Background and specifics: Omdia forecasts roughly 15–20 GWh of BESS deliveries into the AI data center market in 2026, expects rack power densities to move from ~20 kW toward 200 kW and potentially up to 2 MW by decade end, anticipates first meaningful HVDC and solid-state transformer shipments this year, and highlights gas-fired onsite generation, microgrids, and longer-duration batteries (examples include reported Google interest in a 100-hour battery).

Apr 22, 2026

Malone's GCI Buying Alaska Subsea Fiber Operator Quintillion, Ending Grain Management's Brief, Painful Tenure

GCI Liberty has announced the acquisition of subsea fiber owner Quintillion.

Deal terms: GCI Liberty will acquire Quintillion at a $310 million enterprise value (equity + debt, minus cash) and plans to provide a $160 million unsecured loan to Quintillion soon after signing the papers; the buyer is controlled by John Malone. The press release states the transaction will combine 1,800+ miles of existing subsea and terrestrial fiber and ~1,500 miles of planned fiber expansion with GCI’s statewide network to advance connectivity in Alaska.
Background and timing: Quintillion has been owned by Grain Management for 26 months; the tenure included a ~nine-month subsea fiber outage in the Arctic Ocean in 2025 that degraded service in parts of Alaska. The press release did not disclose Quintillion President Mac McHale’s future with the combined entity. (Report notes: more details behind paywall.)

Apr 20, 2026

States Reconsider Data Center Tax Incentives

The National Conference of State Legislatures released a report highlighting states reconsidering data center tax incentives.

Key findings:38 states offer data center tax incentives; at least 9 states have considered repealing incentives this year; lawmakers in 28 states have introduced bills to scale back or modify programs. The report also notes more than 4,000 data centers operating nationwide with a heavy concentration in Virginia.
Policy responses and fiscal details: States such as Connecticut, Georgia, and Washington have proposed “off-ramps” to phase out incentives for future projects; Colorado and New Hampshire explored stricter energy and labor requirements (none advanced this year). At least 10 states forgo > $100 million annually in incentives; Texas and Virginia each lose up to $1 billion per year. Lawmakers are generally tightening programs by adding requirements tied to energy use, wages, or investment levels.

Apr 17, 2026

AI Infrastructure Brief: Power, Capital, and the Feeling That Something Is Tightening

Matt Vincent (Data Center Frontier) summarized the week’s announcements showing an accelerating AI data-center buildout paired with mounting power and coordination constraints.

Main observation: The industry is prioritizing power and speed: major deals and project announcements include Bloom Energy and Oracle planning up to 2.8 GW of deployment, Aligned Data Centers breaking ground on a 540 MW Project Caprock, an EdgeConneX affiliate proposing a 430 MW natural gas plant in New Albany, Ohio, proposals for 2 GW in New Mexico and 1.2 GW in Irwin County, Georgia, and Microsoft expanding datacenter operations in Cheyenne. The Maine legislature passed a temporary, exemption-inclusive ban on data centers, signaling emerging social-license constraints.
Capital and implementation details: Financial moves include Switch raising $768 million via ABS, Fluidstack reported in talks for a $1 billion round at an $18 billion valuation, and Jane Street signing a $6 billion AI cloud agreement with CoreWeave; CoreWeave also expanded a multi-year relationship with Anthropic. Utilities are signing long-term power agreements (e.g., NiSource with Alphabet and expanded ties with Amazon). AWS has launched “Project Houdini” to accelerate construction timelines. All items are factual recaps of announcements and reports from the week (no speculative outcomes included).

Apr 14, 2026

Human-machine teaming dives underwater

MIT Lincoln Laboratory is seeking external sponsorship to refine and transition an AUV-diver human-robot teaming system developed by its Advanced Undersea Systems and Technology Group.

Main announcement: The internally funded project led by principal investigator Madeline Miller has developed AUV navigation and perception algorithms (integrated from work by the MIT Marine Robotics Group led by John Leonard), a COTS sensor payload (sonar, optical sensors, an acoustic modem, pressure/depth sensor, IMU, and compute boards) and a diver-worn prototype

Apr 10, 2026

DCF Poll: Data Centers and the Public Trust Gap

Bill Kleyman (via LinkedIn) warned the data center industry is at a “very fragile moment,” and Data Center Frontier has launched a poll asking what the industry needs to rebuild public trust.

Main action:Bill Kleyman published a LinkedIn post asserting the industry faces escalating hostility—citing proposed legislation for an AI/data center moratorium, an entire state (Maine) seeking to ban new data centers, and a recent shooting with a ‘No Data Centers’ note left at a lawmaker’s home. Data Center Frontier has framed this as the prompt for this month’s DCF Poll asking what the industry needs to rebuild trust.
Background/details: The article references multiple sources and concrete developments: Sanders/Ocasio-Cortez press release on an AI/data center moratorium bill, a Maine moratorium/ban reported by CNBC and DataCenterDynamics, a Washington Post opinion on rising tensions, and a PBS report of the Indiana shooting. It also notes industry commentary (CoreSite myth-vs-truth doc) and broader coverage (Bloomberg video on labor demand).

Apr 7, 2026

From Land Grab to Structured Scale: Kirkland & Ellis Explains How Capital, Power, and Deal Complexity Are Defining the AI Data Center Boom

Kirkland & Ellis partners Melissa Kalka and Kimberly McGrath discussed how AI is reshaping data center finance on the Data Center Frontier Show (podcast episode published April 7, 2026).

Main announcement/action: The partners explained that while capital remains abundant, the market has shifted from a land-grab mentality to capital discipline, with power certainty now the central underwriting filter; investors evaluate platform execution history, contract structure, and delivery timelines (sites need credible power within a four- to five-year window). The discussion highlights evolving financing structures including private credit, infrastructure-style investments, and open-ended/perpetual vehicles for long-term ownership; the episode cites multi‑billion-dollar transactions (including the $40 billion Aligned deal) as examples of the scale driving new capital stacks.
Background and details: Powered land has emerged as a distinct asset category; developers and lenders increasingly scrutinize interconnection queues, alternative power solutions (behind-the-meter, hybrid partnerships), and customer contract terms to meet lender expectations. The podcast (Episode date: April 7, 2026) stresses that projects must be structured early for financeability, divisibility, and long-term holding, requiring intense coordination across legal, regulatory, energy, real estate, financing, environmental, and community stakeholders.

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