New Hampshire Data Center News

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.

Apr 3, 2026

Nscale Expands AI Factory Strategy With Power, Platform, and Scale

Nscale has announced rapid expansion of a vertically integrated AI infrastructure platform, including the acquisition of American Intelligence & Power Corporation (AIPCorp) and a $2 billion funding round at a reported $14.6 billion valuation.

Acquisition & funding: Nscale completed the acquisition of American Intelligence & Power Corporation (AIPCorp) (bringing the Monarch Compute Campus), and raised $2 billion at a $14.6 billion valuation; the Monarch site is described as up to 2,250 acres with a state-certified AI microgrid and a power runway said to scale beyond 8 gigawatts.
Execution details & timelines: Nscale announced a letter of intent with Microsoft for up to 1.35 gigawatts at Monarch with deliveries beginning in late 2027, plans to reach 2 gigawatts by H1 2028 and expand to ~8 gigawatts by 2031, and will deploy Caterpillar G3500 generator sets with equipment deliveries expected between September 2026 and August 2027.

Apr 2, 2026

States Race to Win the Tech Economy in 2026 State of the State Addresses

Broadband and technology were prioritized across nearly 30 governors’ 2026 State of the State addresses.

Main announcement: Governors across the country emphasized broadband expansion, AI policy and workforce development, and data center/energy planning; specific claims include Maine reporting “more than a quarter million homes and businesses” served, Wisconsin reporting 410,000 businesses and households with new or improved internet, Kansas connecting 117,000 households and businesses, and the Virgin Islands reporting a territory-wide internet program with over 50,000 users per month. The addresses also included concrete funding and contract figures: Maryland announced a $4 million AI workforce training investment, and South Dakota cited a $35 million Department of Defense contract for warhead production.
Background and other details: Governors described partnerships and policy actions: Maryland cited collaborations with Bloomberg Philanthropies, Microsoft, a South Korean biotech firm, and AstraZeneca for AI work; Iowa cited partnerships with Amazon Web Services and Google Public Sector to modernize state systems; several governors (Indiana, New York, Nebraska) debated who should shoulder data center energy costs or accelerate permitting; some states (New Hampshire, Delaware, South Carolina) signaled nuclear energy pathways and DOE engagement. Implementation timelines are those stated in addresses (2026) and referenced ongoing programs and contracts (e.g., South Dakota’s $35 million DoD contract already awarded).

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