New Mexico Data Center Intel

Recent New Mexico data center news

• Oct 23, 2026

  Welspun Corp secures ₹5,500 crore US gas pipeline contract

  Welspun Corp has announced that its US subsidiary won a $580.3 million pipeline order linked to natural gas infrastructure serving a data centre complex.

  • Order value: approximately ₹5,500 crore ($580.3 million) for coated line pipes to support a natural gas pipeline project in the Permian Basin.
  • The contract is tied to infrastructure for a data centre complex operated by a major hyperscaler; delivery is scheduled for the 2028–29 financial year and the pipes will be supplied to a major midstream company.
• Oct 23, 2026

  Welspun Corp bags ₹5,500 crore order to supply pipes for US gas pipeline linked to AI data centre

  Welspun Corp has announced that its US subsidiary, Welspun Tubular LLC, secured a new order to supply coated line pipes for a natural gas pipeline project in the Permian region of the United States.

  • The order is valued at approximately ₹5,500 crore and will be executed from Welspun’s US facility during FY29, according to the company’s regulatory filing.
  • The pipeline is described as a key energy link for a data centre complex operated by a leading hyperscaler; Welspun said the order lifted its global order book to an all-time high of approximately $5.25 billion (around ₹50,000 crore).
• Oct 21, 2026

  Roundup: Small town cashes in / Meta’s legal blow / Crude inventories drop

  Business Report is summarizing a reported data center payment tied to Applied Digital’s Delta Forge 1 project; it is not the primary announcement source.

  • Boyce will receive a one-time $4 million payment from Applied Digital tied to its $3.6 billion Delta Forge 1 AI data center.
  • Officials said the money could help repair aging water and sewer systems and support economic development; a proposed 25-year agreement could generate $572 million for regional taxing authorities, and the project is expected to create 200 permanent jobs and 1,000+ construction jobs at peak.
• Oct 13, 2026 · Information Technology and Innovation Foundation

  The 2026 US-India Subnational Innovation Competitiveness Index

  ITIF and the Institute for Competitiveness, India have released a new subnational innovation competitiveness report comparing 87 regions in India and the United States.

  • The report benchmarks 36 Indian states and territories and 51 U.S. regions across 12 indicators in three pillars: knowledge economy, globalization, and innovation capacity.
  • It finds the District of Columbia, Massachusetts, and California top the U.S. list, while Chandigarh, Maharashtra, and Delhi lead India; it also discusses AI policy, FDI concentration, renewable energy, Internet access, R&D, business creation, and patenting.
  • The article is a report summary/analysis and appears to be the first public release of this index, with a downloadable report PDF; it includes multiple monetary figures such as $57.2 billion in India FDI equity and $1 billion for New Hampshire’s biofabrication cluster.
  • The piece is substantively about innovation, infrastructure, digital connectivity, AI, and clean energy, and is relevant to data centres because it discusses AI infrastructure, GPUs, digital infrastructure, and power/renewables.
• Oct 8, 2026

  Data Centers, Gas, and Who Pays: Power Association Leaders Find Common Ground

  POWER magazine reports on a panel discussion at Experience POWER featuring leaders from USEA, NRECA, LPPC, and CEBA. The article is commentary on the panel and on a bipartisan Senate permitting bill introduced later the same day.

  • The panelists said data centers need more infrastructure, that flexible load is hard to sell, and that security rules need one standard; Rich Powell said the industry must do more to prove community benefits, while Tom Falcone said some LPPC members may need to double or triple in size over 10 years.
  • The article also says the Bipartisan American Affordability and Jobs Act would keep permits in place absent extraordinary circumstances, violations of law, or court order, and would require data centers to pay their transmission costs; BPC said the bill would bar cost-shifting for new data centers of 20 MW or more.
• Oct 7, 2026

  Climate Change Solutions - October 6, 2026

  EESI has published a climate and energy newsletter summarizing recent congressional action, upcoming briefings, and related resources.

  • Senators Shelley Moore Capito, Sheldon Whitehouse, Mike Lee, and Martin Heinrich introduced the Bipartisan American Affordability and Jobs Act of 2026 (S.5653), a permitting package focused on transmission, grid capacity, and data center energy costs.
  • The newsletter also notes the Hydropower Licensing Transparency Act becoming law, the Modernizing Access to Our Public Oceans Act being signed, the Senate advancing the Agricultural Act of 2026, and an upcoming Oct. 7, 1:00-2:30 p.m. EDT online briefing on interregional transmission co-hosted with WRI.
• 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.