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New Jersey Data Center Intel
Latest data center news, projects, power and policy across New Jersey — updated daily.
Recent New Jersey data center news
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The SMR Gamble: Betting on Nuclear to Fuel the Data Center Boom
US-based tech giants including Microsoft and Amazon Web Services have committed significant investments to advance nuclear power as a solution to their growing energy demands from AI-driven data centers. Microsoft and Constellation Energy invested $1.6 billion to restart the Three Mile Island nuclear plant, targeting a 2028 reopening. Additionally, Google signed an agreement with Kairos Power to develop a 500-MW fleet of small modular reactors by 2035. Amazon announced plans to back multiple SMR projects totaling 5 GW in energy capacity, indicating a strong industry push towards nuclear solutions to meet sustainability targets.
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FERC launches review of generator-large load co-location
US-based Federal Energy Regulatory Commission (FERC) has voted to launch a review of co-location issues related to power generation facilities and large loads in the PJM Interconnection territory. Notably, Amazon Web Services (AWS) proposed to co-locate its data centre with Talen Energy’s Susquehanna Nuclear Plant, purchasing power in 120MW increments. FERC rejected this proposed interconnection service agreement, indicating concerns over the fairness of PJM’s current rules and requiring justifications or changes from PJM and transmission owners within 30 days.
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https://iea.blob.core.windows.net/assets/38a95939-ae3f-4e6b-8b33-f203cc18e02d/Electricity2025.pdf
The IEA’s Electricity 2025 report forecasts strong growth in global electricity demand, driven by industrial production, air conditioning, and electrification. Renewables are set to meet most of the demand growth, with significant contributions from solar and wind. The report highlights the need for system flexibility and the role of coal and gas in providing it.
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2025: A banner year for hydrogen projects
The global hydrogen production reached 97 million metric tons per annum in 2023, with less than 1% from low-carbon sources. The IEA projects low-emission hydrogen production to reach 38 Mtpa by 2030. US blue hydrogen production is projected to reach 1.5 Mtpa in 2025, while green hydrogen production is expected to increase due to price competition and government initiatives, especially in emerging economies. Companies like Avina Clean Hydrogen are building green hydrogen facilities, and ECL is developing hydrogen-powered data centers.
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THE BIG PICTURE: How Much Power Will Data Centers Consume? (Infographic)
Global data centers have shown significant electricity consumption growth, with U.S. facilities consuming 150 TWh (3% of national demand) and global usage at 340 TWh (1.3% of worldwide use) in 2023. EPRI, Goldman Sachs, McKinsey, and other major research organizations project dramatic increases in data center power demand through 2030, driven by AI, cloud computing, and digital transformation. The Electric Power Research Institute (EPRI) has partnered with major utilities, tech companies like Google, Meta, and NVIDIA to launch the Data Center Flexible Load Initiative (DCFlex) in 2025, exploring innovative strategies for integrating data centers into the power grid.
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Pennsylvania queued solar projects would increase total capacity 18x
LandGate has released data on Pennsylvania’s solar market through Q3 2024, revealing current capacity of 562 MW from 46 facilities, with 9 projects under construction adding 263 MW and 480 proposed projects totaling 10,469 MW in queue. The state is investing $3.9 billion in solar development, with challenges in project implementation due to interconnection delays in the PJM queue system.
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Constellation, Calpine, others urge FERC to reject Exelon co-location tariff proposals
Constellation and others urge FERC to reject Exelon’s co-location tariff proposals for being discriminatory.
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PJM capacity auction to lead to double-digit rate hikes for Exelon utilities: CFO
Exelon’s PJM capacity auction for 2025/26 will likely cause double-digit rate hikes for subsidiaries like Baltimore Gas and Electric. CFO Jeanne Jones attributes this to transmission constraints. CEO Calvin Butler highlights infrastructure investment needs. Exelon plans $34.5 billion in capital investments. Q2 income rose 31% to $448 million.
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Data center, crypto operations in 10 states drive all US commercial power sales growth since 2019: EIA
Data centers in 10 states led 1% growth in US commercial electricity sales since 2019, per the EIA. Virginia, Texas, South Carolina, and Arizona saw significant demand growth, while North Dakota had the highest at 37%. The agency predicts a 3% increase in 2022 sales, influenced by large-scale computing facilities and crypto operations.
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Data center, AI load growth could threaten grid reliability: Conference Board
Data center and AI energy consumption are projected to soar, potentially straining grid reliability. Companies like Accelsius offer innovative direct-to-chip cooling systems to boost efficiency. Concerns arise over the impact on net-zero goals and utilities’ ability to meet demands, with some exploring collaborations, such as Public Service Enterprise Group’s talks with data centers for nuclear power.