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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

  • Evolving Technologies, Outdated Regulations Impact Mid-Atlantic Generation Permitting

    Saul Ewing partners Thomas Prevas and Dan Skowronski summarize state-level procedural and permitting reforms in the Mid-Atlantic (Maryland, Delaware, Pennsylvania, New Jersey) that centralize permitting review and consider expanding regulated utility roles in generation to address reliability and load-growth challenges.

    • Main announcement/action: States are pursuing centralization of permitting review at state commissions and public utility boards and are exploring regulated utility ownership/sponsorship of generation assets as a policy response in 2026; Maryland overrode a governor veto in December 2025 to study data center/energy co-location, and Pennsylvania created a commission to study data center attraction and co-location of generation assets.
    • Background and details: The commentary highlights data center campus demands of 500 to 1,000 MW, legal/regulatory gaps for behind-the-meter co-located generation, the emergence of CPCN-like programs for battery storage (Maryland) and proposed classification of storage as an “inherently beneficial use” in New Jersey, and notes unresolved roles for FERC, RTOs (including PJM), and state public service commissions; it is an expert commentary summarizing observed and proposed reforms rather than announcing a single new project.
  • Meta Builds a Nuclear Supply Chain for the AI Era

    Meta has announced a package of multi-gigawatt nuclear agreements and related support to secure firm, long-duration power for its AI data center buildout.

    • Main announcement: Meta signed a set of deals that together could support up to 6.6 GW of new and existing clean power by 2035, including a 20-year PPA for more than 2,600 MW tied to three Vistra plants (Perry, Davis-Besse, Beaver Valley), an agreement with TerraPower to support up to eight Natrium plants (Meta funding for two Natrium units totaling up to 690 MW with delivery targeted as early as 2032, plus rights to energy from up to six additional units ~2.1 GW by 2035), and a deal with Oklo to enable a prepay-backed, scalable up-to-1.2 GW nuclear power campus in Pike County, Ohio.
    • Background and implementation details:DOE announced $2.7 billion to bolster domestic uranium enrichment over the next decade (including HALEU support); Oklo has a DOE Nuclear Safety Design Agreement for an Aurora fuel facility at Idaho National Laboratory; TerraPower’s initial two-unit site is expected to be identified “in the coming months”; many elements remain in early site-selection, licensing, fuel-qualification, and interconnection stages, with explicit timelines ranging from 2026 (Meta’s Prometheus data center) through 2032–2035 for advanced reactor deliveries.
  • How Trump’s anti-renewables policies collide with growth of AI

    The Trump administration has paused federal offshore wind permits and curtailed renewable energy incentives, while rising electricity demand from AI data centers is increasing strain on the grid.

    • Federal actions halting renewables: The Department of the Interior paused several fully-permitted offshore wind projects mid-construction (five projects off the Atlantic coast were cited); the administration has required personal sign-off from Secretary Doug Burgum for new solar and wind on federal lands (only one new permission granted in the past year); the Republican-led budget bill shortened renewable tax credits originally established under the Inflation Reduction Act.
    • Demand-side and mitigation details:Hundreds of billions of dollars (USD) are being invested into AI data centers nationwide, driving sharp electricity demand increases; an example project in the Pacific Northwest involved a data center company paying for a new grid battery that the utility will build and own, allowing the data center to come online earlier while the utility retains ownership of the battery.
  • PJM Dials Back Near-Term Load Outlook but Maintains Steep Long-Term Growth Trajectory

    PJM Interconnection issued its 2026 Long-Term Load Forecast on Jan. 14, 2026, trimming near-term peak-demand projections while reaffirming steep long-term growth driven by data centers and electrification.

    • Near-term adjustments: PJM reduced projected summer peak demand by 2,564 MW for 2026 (-1.6%), 4,414 MW for the 2028 summer peak used in the capacity auction (-2.6%), and 1,630 MW for the 2031 summer peak used in transmission planning (-0.8%); the 2026 update attributes near-term declines to large loads (-0.7%), economic activity (-0.5%), and EVs (-0.1%) and notes updated economic inputs from Moody’s Analytics (Sept 2025).
    • Long-term framework and scope: The report projects average annual summer peak growth of 3.6% (next decade) and roughly +85,000 MW over 15 years, formalizes a new “firm” vs “non-firm” vetting framework via the Load Adjustment Request Implementation document (published July 2025) that requires Electric Service Obligations or Construction Commitments for near-term (<=3 years) large loads, and reports adjustments across 15 transmission zones (14 influenced by data center development).
  • Patented: Machine Learning Treatment for Depression and More North Texas Inventive Activity

    The Board of Regents of the University of Texas System, Stanford University, and the U.S. Department of Veterans Affairs have been granted a patent for a machine-learning method to identify depression patients likely to respond to antidepressant treatment.

    • Main announcement: The three institutions received USPTO Patent No. 12490933 for a method that uses machine learning to identify subjects with depression who will respond to antidepressant treatment, listing Madhukar Trivedi among the inventors; the patent application listed is 19072469 on 03/06/2025 (278 days app to issue).
    • Background and context: The article is a Dallas Innovates weekly patents roundup reporting 100 patents granted in the Dallas–Fort Worth–Arlington metro for the week of 12/9/25 (ranked No. 11 of 250 metros); it catalogs numerous other patents and top assignees (e.g., Texas Instruments Inc. (10 patents), Toyota (9), Samsung (7)) and provides USPTO links for individual patents.
  • Emerging Data Center Markets: Key Locations to Watch in 2026

    Cushman & Wakefield reports that power and land constraints in major U.S. data center hubs are driving operators to consider secondary and tertiary markets.

    • Main announcement: Cushman & Wakefield finds power and land constraints in primary hubs (Northern Virginia, Phoenix, Dallas-Fort Worth, Chicago, Atlanta, Portland/Eastern Oregon) are shifting site selection toward secondary/tertiary markets; highlights include OpenAI’s Stargate (~$100 billion) and Vantage Frontier (~$25+ billion) as large upcoming projects.
    • Details/background: Regions such as Pennsylvania, the Carolinas, Central Washington, New Jersey, and Massachusetts are offering economic incentives, faster approvals, and flexible regulatory frameworks; Central Washington offers low-cost hydro power enabling 100% renewable operation but is also facing power constraints.
  • Vistra to Bolster Gas-Fired Fleet by 5.5 GW With $4B Cogentrix Acquisition

    Vistra Corp. has executed definitive agreements to acquire Cogentrix Energy from funds managed by Quantum Capital Group in a $4 billion transaction announced Jan. 5, 2026, adding 10 natural gas plants (5,496 MW) across PJM, ISO New England, and ERCOT.

    • Main announcement & deal specifics: Vistra will acquire 100% ownership of the Cogentrix portfolio for $4 billion, adding 5,496 MW of modern natural gas capacity (10 plants) and increasing Vistra’s total generation footprint toward ~50 GW; the transaction is subject to FERC, DOJ (HSR), and state regulatory approvals and is expected to close mid-to-late 2026. The deal includes acquiring the remaining 25% interest in the Patriot and Hamilton-Liberty plants and excludes Cogentrix’s Cedar Bayou 4 (550 MW), which Cogentrix will retain.
    • Background, financing, and timing context: The acquisition follows Vistra’s October 2025 purchase of Lotus Infrastructure gas assets for $1.9 billion (2,600 MW) and is supported by capital markets actions including $2.25 billion in senior secured notes (Jan 2026) and a prior $2 billion secured notes issuance (Oct 2025); Vistra expects mid-single-digit accretion in 2027 and high-single-digit average accretion (2027–2029) to Ongoing Operations Adjusted Free Cash Flow before Growth per share. Regulatory reviews (notably FERC Section 203) will examine competitive impacts in PJM and ISO-NE.
  • Six Stony Brook University Faculty Mentor Regeneron STS Scholars

    Stony Brook University announced that ten high school students mentored by six Stony Brook faculty were named among the top 300 semifinalists in the 2026 Regeneron Science Talent Search (Regeneron STS).

    • Main announcement: Ten Simons Summer Research Program fellows, mentored by six Stony Brook faculty, were named among the top 300 Regeneron STS semifinalists; each semifinalist and their high school will receive $2,000. The article lists faculty mentors (Benjamin Hsiao, Mohammad Javad Amiri, Yuefan Deng, Zhenhua Liu, Howard Sirotkin, Nengkun Yu) and student projects such as stormwater remediation of 6PPD, AI-enabled drug discovery for oncogenic eIF4E, and Carbon-Aware Reserve Allocation and Checkpoint Scheduling for GPU Sustainability.
    • Background and details: The semifinalists were selected from >2,600 applicants representing 46 states, Washington, D.C., Northern Mariana Islands, Puerto Rico, and 16 countries; 40 finalists will be announced on January 21 to compete for over $3.1 million in awards during a week-long event in Washington, D.C., March 5–11. The piece references the Society for Science administration of Regeneron STS and notes that since 1997 about 600 semifinalists have been mentored by Stony Brook faculty.
  • Meta Strikes Deal With Irving’s Vistra to Purchase Nuclear Power for Meta’s AI ‘Supercluster’

    Meta has signed 20-year power purchasing agreements (PPAs) with Vistra to procure 2,609 MW of zero-carbon nuclear energy to support Meta’s operations and its Prometheus AI supercluster in New Albany, Ohio.

    • Main announcement & deal details: Meta is purchasing 2,176 MW from operating units at Perry and Davis-Besse plus 433 MW of incremental output from equipment uprates at Perry (OH), Davis-Besse (OH), and Beaver Valley (PA) for a total of 2,609 MW; the PPAs are 20-year agreements, purchases begin in late 2026 and the full 2,609 MW will be online by 2034; Vistra will use the commitment to invest in uprates and pursue subsequent 20-year license extensions for the three plants.
    • Background and implementation details: Vistra acquired the plants in 2023, recently agreed to acquire Cogentrix Energy in a $4 billion deal; uprate projects span approximately nine years and are expected to support ~3,000 project-related jobs, increase state and local tax revenues (described as tens of millions of dollars annually), and benefit the PJM regional grid (PJM service area list provided in article).
  • Patented: Making a Degradable Ice Straw and More North Texas Inventive Activity

    Prive Products of Dallas has received a newly granted U.S. patent for a system and method to make degradable drinking straws from ice, invented by Thomas Surgent (Patent No. 12484726).

    • Main announcement: Prive Products, LLC — Patent No. 12484726 (Application No. 17609970 filed 05/16/2020; 2026 days app to issue) — describes a system with tubes extending into a reservoir, a connecting bar delivering hot and cold fluid into the tubes, and a resulting hollow ice straw that can cool a beverage as liquid passes through the straw. The abstract states: “A system and method for making degradable drinking straws made of ice (or other frozen liquid(s)).”
    • Background & roundup details: Dallas-Fort Worth was ranked No. 9 among 250 metros for the week of 12/2/25 with 134 patents granted. The article is a patent roundup (announcement/summary) listing top assignees (e.g., Texas Instruments Inc. — 15 patents), notable grants (Bank of America, Dell, IBM, Verily, Lennox, Halliburton, etc.), and includes patent abstracts, assignees, inventor locations, application numbers and days from application to issue. For partnerships or deals, the article provides assignee and patent filing/issue dates but no implementation timelines beyond application and issue dates.

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