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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

  • AI's $400 bn problem: Are chips getting old too fast?

    The tech industry has spent about $400 billion on specialized chips and data centers this year, prompting warnings that rapid chip obsolescence could sharply reduce profitability and raise capital costs.

    • Main announcement/action: The article reports industry-wide spending of about $400 billion on specialized AI chips and data centers and highlights analyst warnings that realistic chip lifespans may be 2–3 years (vs. the industry assumption of 4–6 years). Key specifics: Nvidia announced the Rubin chip for 2026 with 7.5× the performance of Blackwell; analysts (Gil Luria) estimate chips can lose 85–90% of market value within 3–4 years; a Meta study reported a 9% annual failure rate for its Llama model.
    • Background and details:Nvidia defended the industry’s 4–6 year lifespan estimate in November; Princeton’s Mihir Kshirsagar and investor Michael Burry argued the six-year assumption is unrealistic. The piece flags financial risks for specialists (e.g., Oracle, CoreWeave) that are heavily indebted and notes some loans use chips as collateral. Analysts suggest resale or repurposing older chips for second-tier tasks or as backups as mitigation.
  • Emerging Trends in Real Estate® 2026 Highlights Surging Demand for Data Centers and Senior Housing

    PwC and the Urban Land Institute (ULI) have released Emerging Trends in Real Estate® 2026, the 47th edition of the annual industry forecast covering the U.S. and Canada.

    • Report details and scope: Draws on responses from more than 1,700 investors, developers, lenders, and advisors, is the 47th edition, and provides market rankings, data tables, and interactive analyses across the U.S. and Canada; full report available from PwC and the Urban Land Institute (link in article).
    • Key sector findings and specifics:Data centers: national vacancy is below 2%, with power availability now a primary site-selection constraint as AI and cloud demand outpace supply; Senior housing: the first baby boomers turn 80 in 2026, driving rising occupancy and limited new supply; also highlights self-storage, student housing, and a split recovery in office markets.
  • Top Environmental Victories of 2025

    The Sierra Club announces a roundup of its top environmental victories in 2025.

    • Major announced actions: The article catalogs specific legal, legislative, and advocacy wins including: stopping a proposed public-lands sell-off after Congressional withdrawal; passage of the Climate Change Superfund Act in New York (following Vermont in 2024) and introduced bills in California, New Jersey, Maryland, Massachusetts, and Maine; legal victories blocking Commonwealth LNG (coastal use permit terminated) and two lawsuits creating guardrails on data centers in Kansas and Michigan; NEVI program restart unlocking $2.7 billion for EV charging; and a $744 million jury verdict against Chevron for coastal damages in Louisiana.
    • Background and additional details: The piece lists species and land protections (Northern Rockies wolves, Colorado bison, Rice’s whales), closure of Merrimack Station (final New England coal plant) and repeal of an Ohio coal-bailout that would have cost nearly half a billion dollars, passage of Utah’s balcony solar law allowing small plug-in systems without utility approval, a coalition delivering ~500,000 public comments to defend the Roadless Rule (including 40,000 from Sierra Club advocates), and a world-record origami action sending more than 86,000 paper fish to oppose Enbridge’s Line 5.
  • The top 10 Capital Region business stories of 2025

    Business Report published a year-end roundup summarizing Baton Rouge’s major 2025 business, energy and political developments.

    • Main announcement/action: The piece catalogs several large, confirmed projects and transactions including CF Industries’ Blue Point low-carbon ammonia complex (a multibillion-dollar, green‑fuel project) supported by Linde’s $400 million air separation unit, the Hut 8 large data center proposal in West Feliciana, and the sale of H&E Equipment Services after a bidding war (accepted offer ~$5.3 billion from Herc). It also reports the Oak View Group tie to a $15 million DOJ settlement and an indictment tied to bid-rigging.
    • Background and other details: The roundup lists state policy and fiscal changes including a new 5.5% flat corporate rate and phased elimination of the corporate franchise tax beginning in 2026; retail and real estate transactions such as Towne Center at Cedar Lodge sold for $81 million; and leadership changes at LSU (President William Tate departed, Wade Rousse named system president and Jim Dalton named chancellor).
  • Data Center Jobs: Engineering, Construction, Commissioning, Sales, Field Service and Facility Tech Jobs Available in Major Data Center Hotspots

    Data Center Frontier, in partnership with Pkaza, posted a monthly roundup of active data center job openings on the Pkaza jobs board.

    • Main announcement: Data Center Frontier and Pkaza published a list of open roles (examples: Data Center Facility Technician, Electrical Commissioning Engineer, Construction Project Manager, Electrical Engineer, Critical Power Sales Associate, Sr Mechanical Engineer, Site Selection Manager/Director/VP, Electrical Project Manager, MEP Superintendent, Mechanical Commissioning Engineer, Engineering Design Director, Navy Nuke Facility Technician) posted on Pkaza’s jobs board; positions are available across many US cities including Ashburn, VA; Atlanta, GA; Dallas, TX; Chicago, IL; New York, NY; Montvale, NJ; Austin, TX; Charlotte, NC; New Albany, OH; Phoenix, AZ.
    • Background and details: Roles are for mission-critical data center employers (developers, colo providers, contractors, commissioning firms) and frequently emphasize reliability, energy efficiency, sustainable design / LEED expertise and commissioning; some listings explicitly accept Navy Nuke / military veterans and many positions list multiple alternative locations or hybrid/remote options. Author: Kathy Hitchens (Data Center Frontier).
  • The outlook for real estate and infrastructure in a changing world

    McKinsey Associate Partner Adrian Kwok explains how real estate and infrastructure are increasingly overlapping and how AI can accelerate planning, operations, and lifecycle management for both sectors.

    • Main announcement/action: Adrian Kwok (McKinsey) outlines that real estate asset classes such as warehousing, data centers, hospitals, and affordable housing are now seen as infrastructure equivalents; McKinsey projects $106 trillion in infrastructure investment through 2040 and $16 trillion specifically for social infrastructure (hospitals, affordable housing, educational facilities, civic buildings). He highlights the accelerating role of AI across asset lifecycles and the need for private–public partnerships and creative funding sources to unlock investment.
    • Background and details: The conversation notes demand drivers like global population growth, rapid urbanization, and aging populations (U.S. and Europe); examples include converting underutilized office space to residential, repurposing federal sites into data centers, and private-capital involvement (the value of dedicated infrastructure assets held by private-capital firms has tripled since 2016). The piece is an edited interview between Eric Quiñones and Adrian Kwok and focuses on concrete trends, funding options, and AI applications rather than forecasting speculative outcomes.
  • Essential Utilities Reports Third Quarter 2025 Results

    Essential Utilities announced Q3 2025 financial results and multi-year infrastructure and strategic actions.

    • Main announcement: Essential reported Q3 2025 net income of $92.1 million ($0.33 per share) and quarter revenues of $477.0 million, while reaffirming a capital investment plan of approximately $7.8 billion from 2025–2029 (including $1.4–$1.5 billion expected in 2025). The company also announced an all-stock merger agreement with American Water Works Company, Inc. (announced Oct 27, 2025) to create a combined public utility with an approximate pro forma market capitalization of $40 billion and combined enterprise value of $63 billion, with the transaction expected to close by the end of Q1 2027 subject to shareholder and regulatory approvals.

    • Other key details and partnerships: Essential signed an agreement with International Electric Power III, LLC (IEP) to invest in a 1,400-acre data center project in Greene County, Pennsylvania, where Aqua will design, build, and operate an 18 million gallons per day (MGD) water treatment plant (expected operational mid-2029); the company expects to finance approximately $25 million of the data center investment via its ATM program in 2025. Rate awards/surcharges totaling $101.5 million were received across water and gas segments (water: $92.6 million; gas: $8.9 million). Webcast remarks: Date: November 5, 2025; Time: 9 a.m. ET; Access: Essential.co Investors page; archived for one year.

  • Essential Utilities Reports Third Quarter 2025 Results

    Essential Utilities announced its third-quarter 2025 financial results and significant strategic actions, including an agreement to invest in a Greene County, Pennsylvania data center project and a definitive all‑stock merger agreement with American Water Works Company, Inc.

    • Quarter results & merger: Reported Q3 2025 net income of $92.1 million and revenues of $477.0 million; board declared a $0.3426 per share quarterly dividend payable Dec 1, 2025; announced a definitive all‑stock, tax‑free merger with American Water Works Company, Inc. creating a pro forma market capitalization of approximately $40 billion and combined enterprise value of approximately $63 billion, with the transaction expected to close by end of Q1 2027, subject to shareholder and regulatory approvals (including Hart‑Scott‑Rodino clearance).
    • Capital programs & project details: Plans ~$7.8 billion of regulated infrastructure investment from 2025–2029 (including >300 PFAS projects); expects 2025 regulated infrastructure investments of $1.4–$1.5 billion; Aqua will design, build, and operate an 18 MGD water treatment plant for a 1,400‑acre Greene County data center/power project (operational target mid‑2029); company reaffirmed a 60% reduction in Scope 1 and 2 GHG emissions by 2035 (2019 baseline) and expects to raise ~$350 million equity in 2025 (including $25 million to finance the data center investment).
  • Roundup: Meta goes solar / Airport woes / Commercial real estate

    Meta signed a deal to buy 385 megawatts of power from two new Louisiana solar plants to help run its new $10 billion data center and advance its climate goals.

    • Deal details: Meta signed a deal to purchase 385 megawatts of power from two solar plants built by Treaty Oak Clean Energy in Sabine and Morehouse parishes, which will connect into Entergy’s Louisiana grid to help power Meta’s new $10 billion data center.
    • Other items in the roundup:Transportation Secretary Sean Duffy warned air travel could worsen if air traffic controllers miss another paycheck (controllers missed pay on Oct. 28 and are scheduled to miss another next Tuesday); Moody’s told CNBC that commercial real estate dealmaking in 2025 is stalled, with overall deal value up 5% year-over-year, hotels lagging, and offices and open-air retail seeing renewed buyer interest.
  • Sitetracker Selected by esVolta to Streamline Utility-Scale Energy Storage Operations

    Sitetracker announced that esVolta, LP has chosen Sitetracker’s Asset Lifecycle Management platform to centralize project execution, asset tracking, and operations for utility-scale battery storage projects.

    • Main announcement & implementation: esVolta will implement Sitetracker to replace spreadsheet-based processes with a single source of truth delivering real-time visibility across development and asset management workflows; listed platform benefits include Accurate Forecasting and Reporting, Improved Collaboration and Team Handoffs, Integration with existing financial and construction management platforms, and Scalability for Growth.
    • Background & supporting details: esVolta is a developer, owner, and operator of utility-scale battery storage projects across North America; statements include a quote from Marci Palmstrom (esVolta VP of Asset Management) and a comment from Giuseppe Incitti (CEO, Sitetracker); announcement originates from Montclair, N.J. and media contact is Kathleen Ojo (press@sitetracker.com).

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