New Jersey Data Center News

Jun 2, 2026 · Google

We’ve signed a first-of-its-kind agreement with Voltus to create a smart capacity solution for the grid.

Google has signed a three-year agreement with Voltus to create a smart capacity solution for the PJM grid.

Three-year agreement: Google and Voltus will unlock up to 100 megawatts (MW) of new electricity capacity from flexible distributed energy resources in the PJM grid region (which serves 67 million people). Voltus will orchestrate batteries and smart thermostats, reducing demand when the grid needs it and paying participating local homes and businesses. Implementation timeline: three years from the agreement start.
Background and supporting detail: The post links a Brattle report estimating U.S. consumers could save more than $100 billion over the next decade through smarter grid utilization; Google frames this as part of broader pilots (including data center demand response) to scale models that strengthen grids serving Google data centers.

Jun 1, 2026 · Information Technology and Innovation Foundation

Targeted Pressure: How Chinese Manufacturing Competition Impacts US States

The Information Technology and Innovation Foundation (ITIF) has published a report finding Chinese industrial policy is reshaping global manufacturing and harming industries across every U.S. state.

Main finding & method: The ITIF report (June 1, 2026) analyzes one “national power industry” per state using County Business Patterns employment data, HS/SITC export proxies, and global market-share series to conclude that state-backed Chinese subsidies, export pushes, and overcapacity are driving down prices and pressuring U.S. producers in sectors such as semiconductors, batteries, aircraft, and fabricated metals.
Key facts, numbers, and timelines:China plans ~$150 billion in semiconductor investment through 2030 vs. $52 billion under the U.S. CHIPS funding; the report cites $63.3 billion Chinese semiconductor spending in H1 2025, TSMC’s $165 billion U.S. investment announcement, GE Appliances’ $490 million Appliance Park investment (2025), and state/national export shares and HS-code trade series used throughout the analyses.

May 29, 2026

New Jersey Pushes New Oversight for AI Data Centers

New Jersey Governor Mikie Sherrill announced a four-part proposal to more closely regulate AI data centers at the Statehouse in Trenton.

Main announcement: Governor Mikie Sherrill unveiled a four-part proposal requiring data centers to fund their own infrastructure upgrades, publicly disclose energy and water usage, and meet community standards on noise, light and pollution; the announcement was made at the Statehouse in Trenton and rejects calls for a statewide moratorium on data center construction.
Background and details: The proposal responds to concerns about rising electricity costs (federal data show average annual utility bills rose by about $260 per household), strain on the grid noted by PJM Interconnection, and the scale of the sector in New Jersey (roughly 80 data centers, industry says 96,000 jobs and $17 billion contributed to the state’s economy in 2023); the measure aligns with data center bills already advancing in the New Jersey Legislature.

May 26, 2026

West Virginia’s Power Potential

Governor Patrick Morrisey announced the 50 by 50 energy plan to expand West Virginia’s generation capacity.

Main announcement: Governor Patrick Morrisey announced the 50 by 50 energy plan to increase state capacity from 15 gigawatts to 50 gigawatts by 2050, adopting an all-of-the-above approach; the plan includes a $1.44 billion investment (announced in 2025) to refurbish coal-fired power plants and actions to return Pleasants Power Station to full output. Also announced: a Hope Gas–WATT Fuel Cell customer program to make 7,250 WATT HOME fuel cells available to customers over the next three years.
Background and implementation details: The article summarizes stakeholder perspectives — West Virginia Department of Commerce / Office of Energy (Nicholas Preservati), West Virginia Coal Association (Chris Hamilton), PJM Interconnection (Asim Haque) and Gas and Oil Association of West Virginia (Rebecca McPhail) — on modernizing coal, expanding electric and gas transmission, addressing data center demand, leveraging Frontieras North America’s advanced carbon technology project, and relying on a recent FERC ruling to enable data center co-location with generators. It specifies current generating capacity (~14,000 MW; ~12,500 MW coal, ~1,000 MW natural gas) and emphasizes transmission/pipeline upgrades and site-readiness as prerequisites for project deployment.

May 26, 2026

Powering the Future

Governor Patrick Morrisey announced the 50 by 50 energy plan aiming to expand West Virginia’s generation capacity to 50 gigawatts by 2050.

Main announcement: The plan targets 50 gigawatts by 2050, positioning West Virginia as a primary supplier within the PJM Interconnection; the administration is streamlining permitting, coordinating with utilities, and targeting generation growth to support data centers and other energy-intensive industries.
Details & context: The West Virginia Office of Energy and Department of Commerce are coordinating generation and grid integration across a comprehensive portfolio (coal, natural gas, nuclear, utility-scale solar, wind, geothermal, hydrogen, hydropower, distributed solar, battery storage); stakeholders cited include FirstEnergy, the Public Service Commission and federal entities (PJM queue, FERC); lawmakers raised concerns about financial risk, local control, the West Virginia Load Forecast Accountability Act, and tax-treatment in House Bill 2014.

May 22, 2026

PFAS phase-out and liquid cooling: What US data center operators must do now

The Environmental Protection Agency (EPA) has designated PFAS as “forever chemicals” and under TSCA has delayed but maintained reporting requirements, with the reporting deadline pushed to January 31, 2027.

Main announcement: The EPA/TSCA reporting requirement for PFAS use affects data center operators who must report PFAS use once requirements take effect; the EPA has extended the reporting deadline to January 31, 2027 after three prior extensions. The article frames this as a compliance shift that is already halting growth in two-phase immersion cooling and encouraging migration to PFAS-free options.
Background and details: The piece notes 3M has phased out Novec, several U.S. states (New Jersey, Maine, Massachusetts, Minnesota, Washington) have reporting or ban plans, and market data shows single-phase DTC holds a 55% market share in 2026, using a 75% water / 25% glycol coolant; Schneider Electric (with Motivair) is promoting PFAS-free single-phase DTC solutions.

May 21, 2026

From Uptime to Resilience: AI Infrastructure Changes the Data Center Risk Equation

Zurich North America has published its 2026 U.S. report ‘Data Center Risks Right Now: 6 Critical Questions to Enable a Resilient Buildout.’

Main announcement: Zurich North America presents a 2026 U.S. report arguing that the AI-driven data center buildout is now an industrial megaproject combining construction, operational, power, weather, supply-chain, labor, cyber/physical, and financial risks; the report provides concrete risk framing including an illustrative three-mile, 20-building AI campus requiring ~2,000 MW and notes insured project average values rising from ~$150 million (5 years ago) to roughly $3 billion today, with upper-end projects reaching tens of billions.
Key details and background: The report recommends integrating lifecycle risk review, using Estimated Maximum Loss (EML) instead of full replacement value for bankability, and highlights concrete constraints including potential $200 billion annual power-generation investment needs, 2 GW reviewed project scale, turbine lead times of ~3+ years, and replacement/asset cost estimates such as $900M–$1.5B for land/construction/power/cooling for a 100 MW AI site plus $2.5B+ for servers/network/GPU; it also cites labor shortfalls (Associated Builders and Contractors: ~349,000 net new workers needed in 2026) and specific weather and equipment failure examples.

May 18, 2026

Roundup: Trump’s GOP grip / Amendment 3 / Powering AI

U.S. Sen. Bill Cassidy finished third in Louisiana’s Republican primary.

Bill Cassidy finished third behind Julia Letlow (Trump-backed) and John Fleming; Cassidy voted to convict Trump after Jan. 6. National GOP figures frame the result as evidence of Donald Trump’s continued influence.
The article links the result to ongoing targeting of Republican critics, noting Trump is now focused on Rep. Thomas Massie.

Voters rejected Louisiana’s Amendment 3, blocking use of education trust funds for teacher retirement debt.

The rejection means colleges and public school systems in Louisiana will miss an estimated $70 million in potential savings for universities that proponents said would help offset budget deficits, inflation pressures, campus needs, and student success initiatives.
The piece reports the proposal would have deployed education trust fund balances to pay down teacher retirement debt; voters’ refusal prevents that reallocation.

Officials in at least six states are pushing back against utility rate increases amid AI-driven electricity demand.

Governors, attorneys general and other officials in Arizona, Indiana, Maryland, New Jersey, New York, and Pennsylvania are moving to block proposed utility rate increases and are pressing some utilities to change their financing model for major system upgrades.
The reporting ties the backlash to the artificial intelligence boom, higher electricity bills, growing utility profits, and increased demand from data centers.

May 14, 2026

Record Power Burn Expected This Summer as Coal Retirements and Data Centers Drive Gas Demand

The Natural Gas Supply Association (NGSA) released its Summer Outlook on May 13, forecasting record U.S. natural gas supply of 117 Bcf/d while warning that rising LNG exports, data center load, industrial activity, and power generation will tighten storage and push power burn to record levels.

Main announcement: NGSA/EVA projects total U.S. supply of 117 Bcf/d (including 111.7 Bcf/d dry gas) and total demand of 108.7 Bcf/d this summer; power burn is forecast at 40.3 Bcf/d (up 2.0 Bcf/d), and end-of-summer storage is projected near 3,662 Bcf (about 106 Bcf below the five-year average). The report was issued as the Summer 2026 Natural Gas Market Outlook (May 13) prepared by EVA for NGSA.
Background and details: The outlook identifies LNG exports rising 4.3 Bcf/d to 19.9 Bcf/d (new capacity including Plaquemines LNG, Corpus Christi Stage 3, Golden Pass Train 1), notes data center capacity growing from 44 GW (2025) to 55 GW (2026) and to 74 GW (2027) (Oracle 1.2-GW Stargate, Meta 1-GW Prometheus, Google $40B Texas commitment), and documents industrial project additions (63 completed projects ~1.99 Bcf/d and $104.3 billion investment; 20 planned projects adding ~1.98 Bcf/d and $44.3 billion investment through 2030). The note highlights permitting and infrastructure policy actions (Trump July 2025 executive order, DOE site openings, SPEED Act House passage Dec 18, 2025, FERC rule changes Oct 2025) and recent pipeline developments (Williams NESE FERC reauthorization Aug 2025; ground-breaking April 2026).

May 13, 2026

AI Infrastructure’s Next Bottleneck May Be Public Acceptance

Melissa Farney (Data Center Frontier) argues that AI data center expansion has become a first‑order political and permitting constraint, citing recent legislative and local actions including the “Artificial Intelligence Data Center Moratorium Act” proposal and Maine’s LD 307 veto.

Main point: The article states that AI‑oriented data center growth is now a core political and permitting risk for operators, not just a siting or PR issue, citing industry forecasts such as JLL’s ~$710 billion North America capex projection to 2026 and project‑level impact estimates from Data Center Watch (approximately $18B blocked and $46B delayed, totalling $64B) and a New York Times compilation of $156B across 48 AI projects disrupted in 2025.
Key supporting facts & recent actions: Federal and state moves are already concrete: Sen. Bernie Sanders and Rep. Alexandria Ocasio‑Cortez unveiled the “Artificial Intelligence Data Center Moratorium Act”; Maine’s LD 307 (would have paused data centers >20 MW through Nov 1, 2027) was vetoed by Gov. Janet Mills; local utilities like the Ypsilanti Community Utilities Authority (YCUA) imposed a 12‑month moratorium on new water/sewer hookups in April 2026. The article also highlights New Jersey bill S731/A796 (require 85% of requested service for 10 years for very large loads) as an example of state-level cost‑allocation tools.

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