New Mexico Data Center Intel

Recent New Mexico data center news

• Oct 1, 2026

  Data Center Bill Falls Short in Senate as Lawmakers Take Final Votes Before the Midterms

  The U.S. Senate has failed to advance a bill that would push utility regulators to consider a federal standard for charging large power customers, including data centers, enough to cover grid upgrade costs.

  • The bill, sponsored by Sen. Jon Husted (R-Ohio), failed 57–43 in a procedural vote after needing 60 votes; it had already passed the House 417–3.
  • Democrats, led by Chuck Schumer, said the measure was too weak and pointed to an alternative proposal from Sen. Martin Heinrich that would direct the Federal Energy Regulatory Commission to issue mandatory rules for large electricity customers.
• Sep 29, 2026

  The Power We Need Already Exists. It's Just Going to Waste.

  SPAN, via an MCJ newsletter post quoting Arch Rao, has described its XFRA product as a way to turn unused home electrical capacity into a distributed data center.

  • Main announcement/action: SPAN’s XFRA uses spare home capacity to create a fleet of small nodes coordinated as a single cloud for AI inference; each node pairs a compute module with a SPAN Panel and includes 16 GPUs, 4 CPUs, 3 terabytes of memory, a heat pump, and a 15 kilowatt-hour battery.
  • Background/details: The post says north of 98% of the 200-amp homes SPAN has installed in have about 19 kilowatts of unused conductor capacity; homeowners may lease capacity in exchange for discounted electricity, high-speed internet, and home backup power. The newsletter also references other MCJ portfolio updates, including a $1B Series D for Base Power, $74M for Odyssey Energy Solutions, $46M for Light, $27M for Revoy, $8M seed for Reservoir, and a $500M Pentagon commitment to Phoenix Tailings.
• Sep 24, 2026

  Data centre buildout uplifting US BESS market outlook, Wood Mackenzie says

  Wood Mackenzie has released its Q3 2026 US Energy Storage Monitor, projecting stronger US battery storage growth and highlighting data-centre-driven demand as a key support for the market.

  • The report says US storage installations will grow over 50% in MW terms over the next five years, with utility-scale storage projected to expand at an 8% average annual rate and over 130GW/534GWh of utility-scale BESS expected between 2026 and 2031.
  • The report cites Q2 2026 record US BESS installations of 5.4GW/18.9GWh, notes Massachusetts DOER is distributing about US$40 million to 36 BESS projects, and references recent actions including Tumbleweed Energy Storage commissioning in California and Base Power’s US$1 billion Series D at a US$13 billion post-money valuation.
• Sep 2, 2026

  One Nuclear Signs Deal for 2.88-GW Gas-Fired Plant, Large BESS for Louisiana Data Center Campus

  ONE Nuclear Energy has announced a binding letter of intent that would provide site control for development of Project Cayman, a 2.88-GW gas-fired power plant and 700-MW/2.88 GWh battery energy storage system alongside a data center complex in Louisiana.

  • The LOI was signed with a prominent Louisiana landowner group; the company said the strategy aligns with Entergy’s regional transmission buildout and that it will hold public information meetings with local parishes and agencies through year-end.
  • Project Cayman is near RiverPlex MegaPark in Ascension Parish, northeast of SpaceX’s announced $100-billion Starbase Louisiana project; ONE Nuclear said details of the data center development were not disclosed and that it has projects in Washington state, Texas, and New Mexico. The article also notes ONE Nuclear’s recently approved business combination with Hennessy Capital Investment Corp. VII, expected to close by year-end.
• Aug 26, 2026

  How Data Center Controversies Have Transformed the Midterm Elections

  The Associated Press has published an analysis of the growing political opposition to U.S. data centers and how it is reshaping policy debates. It is commentary and reporting on a broader trend, not a first-time corporate announcement.

  • The article says Oracle, Meta, Google, Amazon and Microsoft expect to spend more than $700 billion on U.S. data centers this year, while OpenAI and Oracle are building Project Jupiter, a $165 billion complex near the Mexican border in New Mexico.
  • It also notes opposition over water use, electricity costs, and climate impacts; examples include a challenge to well drilling permits in New Mexico, a one-year ban on large data centers in New York, and tougher regulatory steps in Texas under Greg Abbott.
• Aug 26, 2026

  In a Divided America, Left and Right Unite to Oppose Data Centers

  The Associated Press reports on growing bipartisan opposition to rapid data center expansion in rural Nebraska and New Mexico, alongside support from some labor leaders and officials.

  • In Cass County, Nebraska, officials approved a 12-month moratorium on data center development, which could affect Tenaska‘s plans to option 1,300-plus acres along Highway 75 and CyrusOne‘s control of nearly 400 acres outside Plattsmouth.
  • In New Mexico, Oracle‘s Project Jupiter faces legal and water-supply opposition; Oracle says it will invest $50 million in water and wastewater systems in Doña Ana County, while the project is described as a $165 billion data center complex and is expected to generate $4.7 billion in taxes.
• Aug 4, 2026

  Data center energy constraints and moratoriums are mounting. Expect to see stalled AI projects

  New York has announced a one-year statewide moratorium on new hyperscale data center construction.

  • Governor Kathy Hochul said the order is meant to address utility bills, resource depletion, and uncertainty for New Yorkers, while the state studies data center energy demand and considers requiring operators to pay more for power or supply their own.
  • The article also cites broader sector pressures, including 127 other U.S. jurisdictions with similar moratoriums, at least 75 blocked or delayed projects worth about $130 billion in Q1 2026, and growing concerns over grid capacity, transmission bottlenecks, and AI workload demand.
• Jul 27, 2026

  Ookla: Geographic Location Impacts Cloud Responsiveness

  Ookla has published an analysis showing that geography and network infrastructure affect cloud latency for AI workloads.

  • Mike Dano wrote that “cloud latency can be impacted by a variety of factors including geographic location, internet routing infrastructure and operators’ traffic steering, peering and interconnect policies.”
  • The analysis compared U.S. cities and found higher median cloud latency in smaller, rural cities; Providence, R.I. was noted as an exception at 104 milliseconds, while Chicago generally outperformed Roswell, N.M. in many cases.
  • Ookla said Oracle generally showed higher latency than AWS, Google Cloud and Microsoft Azure; it also noted that Verizon was often fastest in Roswell and T-Mobile often fastest in Chicago.
• Jul 27, 2026 · Information Technology and Innovation Foundation

  Mobilizing for Techno-Economic War, Part 6: From Free Trade Agreements to Strategic Techno-Economic Agreements

  ITIF has published a policy report proposing Strategic Techno-Economic Agreements (STEAs) as a new framework for U.S.-led trade deals aimed at strengthening allied industries and constraining China.

  • The report argues that the free trade era is over and calls for binding, reciprocal agreements with allies that include zero-for-zero tariffs, digital trade rules, defense production cooperation, investment screening, export-control alignment, and counter-IP theft measures.
  • It also cites several recent or existing policy precedents and announcements, including USTR’s March 2026 Section 301 investigations, the U.S.-U.K. critical minerals MOU, and the Pax Silica initiative; the report itself is an original ITIF publication, not a news report of a single transaction.
• Jul 24, 2026

  Data center boom tests Florida’s new infrastruture law as power demands surge across the state

  Florida Construction News reports that Florida’s expanding data center pipeline is driving construction demand while also triggering debate over utility cost shifting and grid upgrade expenses.

  • The article says a $2.6 billion hyperscale AI campus is proposed in Fort Meade, alongside a 300-megawatt campus in Polk County and additional projects in Palm Beach County and Palm Coast.
  • It also says SB 484 will take effect on July 1, 2026 and bars utilities from shifting infrastructure costs to residential ratepayers; Duke Energy is scheduled for hearings on August 25 and 26 over 540 megawatts of active projects in Fort Meade and Fort Pierce.