New Mexico Data Center Intel

Recent New Mexico data center news

• Jan 28, 2026

  The POWER Interview: A Path Forward for Geothermal Energy

  Rodatherm Energy Corp. completed an oversubscribed $38-million Series A funding round and is developing closed-loop AGS pilot projects in Beaver and Millard counties, Utah.

  • Main announcement: Rodatherm completed an $38-million Series A (September last year) and is piloting its closed-loop, refrigerant-based Advanced Geothermal System (AGS) in Beaver and Millard counties, Utah, seeking to validate efficiency versus traditional water-based systems.
  • Background/details: The company is Utah-based with operations in Calgary, Canada, claims its organic working fluid yields ~50% more power output than water-based systems, targets data centers and communities for baseload power, and lists investors including Evok Innovations, TDK Ventures, Toyota Ventures, TechEnergy Ventures, MCJ, Active Impact Investments, Renewal Funds, The Grantham Foundation, and Giga Investments.
• Jan 27, 2026

  Sam Altman-backed Exowatt launches arm to power data centers with clean energy

  Exowatt has launched ExoRise, a business arm to deliver turnkey land and P3 solar + battery energy infrastructure to support large and hyperscale data centers across the U.S. Southwest.

  • Main announcement: Exowatt launched ExoRise to provide turnkey powered land and energy infrastructure (using its modular P3 solar + battery technology that stores energy as heat and converts to electricity on demand) for data centers in New Mexico, west Texas, Arizona, and Nevada; the company said the approach enables behind-the-meter and off-grid deployment and aims to deliver large-scale power without raising local electricity costs.
  • Background and details: Exowatt is Miami-headquartered and backed by Sam Altman and Andreessen Horowitz (a16z); the startup raised $70 million last year to commercialize P3, expects its first ExoRise pilot to come online by the end of the year, and reports a backlog of over 90 gigawatt-hours of signed customer demand.
• Jan 27, 2026

  Analyst Supino Expects Starlink to Start Taking Share from Cable ISPs

  Wolfe Research analyst Peter Supino reported that satellite internet provider Starlink is increasingly encroaching on traditional cable ISP customers in a Jan. 23 client report.

  • Main finding: Wolfe Research asserts Starlink is gaining market share via price-led promotions and speed improvements, estimating 2.5 million U.S. subscribers in 2025 and noting the report date as Jan. 23.
  • Additional facts & background: The article states Elon Musk’s Starlink ended 2025 with more than 9 million global subscribers, added 1 million in a recent 47-day period, and deployed 3,000 additional low Earth orbit satellites in calendar 2025; the item appears as a news brief (partly behind a paywall).
• Jan 26, 2026

  Oracle AI Infrastructure in 2026 and Our Commitment to Local Communities

  Oracle has announced its 2026 AI infrastructure buildout and community commitments.

  • Main announcement: Oracle announced AI data center projects in 2026 in partnership with OpenAI, with campuses at two sites in Texas and additional sites in New Mexico, Wisconsin, and Michigan; Oracle commits to funding onsite power and grid upgrades (including onsite transmission lines, battery storage, and dedicated substations) and to use closed-loop non-evaporative cooling so water usage is on par with a typical office building.
  • Background and details: The company states it will pay its own way on energy when required or invest in grid improvements where sharing the grid; sites include extensive landscape screening and setbacks, planned road infrastructure upgrades funded by Oracle, and workforce commitments: tens of thousands employed during construction and thousands during operation (Oracle estimates a ~1 GW site requires more than 1,000 permanent employees).
• Jan 23, 2026

  Oracle Advances American AI Innovation and Local Economic Prosperity in New Mexico

  Oracle announced it will be the tenant of Project Jupiter, an AI data center campus in southern New Mexico, and that it will occupy the campus to deploy AI infrastructure for OpenAI.

  • Main announcement and commitments: Oracle will be the tenant of Project Jupiter and will deploy AI infrastructure for OpenAI; the company projects an economic boost of approximately $384 million per year during construction and $113 million per year once operational; it plans $360 million in direct payments to Doña Ana County, $50 million for water system fixes, over $600 million in Gross Revenue Tax payments expected to the State and County, and supplemental community investments of $6.9 million (including a $1.5 million donation to the Boys and Girls Club of Las Cruces). Oracle and partners now expect ~4,000 construction jobs and up to 1,500 onsite or county jobs (versus earlier forecasts of 2,500 construction and 750 permanent jobs). Oracle will fund and build a dedicated microgrid, onsite transmission lines, battery storage, and a dedicated substation; installed pollution controls will exceed US EPA’s new standards by 50% or more.
  • Project details and background: The campus will use a closed-loop, non-evaporative cooling system that does not draw from local water supplies (water tanks filled once); daily operational water use will be comparable to a typical office building. Oracle Academy is expanding in New Mexico and partnering with local institutions (New Mexico State University, Doña Ana Community College) for workforce development. The article is an announcement/op-ed by Josh Pitcock (Jan 23, 2026) and contains forward-looking statements referencing Oracle’s SEC filings.
• Jan 23, 2026

  In Davos debut, Musk says US tariffs make solar power a challenge

  Elon Musk was interviewed at Davos by BlackRock CEO Larry Fink, during which he criticised US solar tariffs and outlined aggressive targets for Tesla and his AI/robotics efforts.

  • Main announcement/action: Musk said the United States could produce enough solar power to meet all of its electricity needs by using a “small corner of Utah, Nevada or New Mexico,” criticised high US solar tariffs as making solar economics artificially poor, and flagged humanoid robot sales next year plus European approval for self-driving tech within weeks.
  • Background and context: The interview at the World Economic Forum in Davos, Switzerland covered Musk’s roles at Tesla, SpaceX, X, and xAI, referenced a freeze on US approvals for major wind and solar projects leaving thousands of megawatts in limbo, and noted growing electricity demand from Big Tech data centres; remarks were part of a technology-focused session rather than a geopolitical discussion.
• Jan 20, 2026

  Fiber Broadband Report Notes Significant Progress on Fiber Deployment, Increased Costs

  The Fiber Broadband Association (FBA) released its yearly fiber deployment report showing 60% of U.S. households are serviceable by fiber.

  • Report findings: 84.6m homes now have fiber access (60% of U.S. households), representing an 11% increase from 2024; 16% of households have access to multiple providers; rural locations now have nearly 50% fiber coverage with fastest growth in Arizona, Idaho, Maine, New Mexico, Wyoming (average 39% YoY).
  • Cost and deployment pressures: Growth is largely driven by private investment from ILECs and support from BEAD funding; labor and materials account for 55% of total project expenditures, “make ready” costs increased 150% in some cases shifting projects to aerial builds, and permitting represents ~10% of average project cost and causes delays that “domino effect” other cost components. The report noted no observed cost savings from provisions in the One Big Beautiful Bill Act as previously predicted by FBA leadership.
• Jan 13, 2026

  New Mexico Completes First ConnectNM Pilot Project

  New Mexico’s Office of Broadband Access and Expansion announced the completion of a Connect New Mexico Pilot Program project that brings high-speed internet to 52 rural homes in Chaves County.

  • Project details: OBAE awarded an ARPA grant of $487,000 to the Penasco Valley Telephone Cooperative to construct nearly 11 miles of aerial fiber to 52 rural residences; the total project budget was $649,000 with matching funds from the cooperative.
  • Program and timeline context: The project is the first fully completed under the ConnectNM Pilot Program; it supports New Mexico’s three-year broadband plan targeting total statewide broadband access by 2029 and proposes launching a statewide broadband subsidy by 2027. OBAE has awarded 21 grants to ISPs and tribal communities and intends to continue the Pilot Program into 2026 by delegating it as a key performance target of the statewide plan.
• Jan 9, 2026

  CES2026: From Innovation to Guardrails, Senators Confront Tech’s Next Phase

  Democratic senators at CES called for faster federal policy on broadband affordability, AI safeguards, biotechnology security, and autonomous systems.

  • Main action: At the Consumer Electronics Show, Senators Jacky Rosen, Ben Ray Luján, and Gary Peters urged Congress and regulators to accelerate reforms on broadband affordability and data governance, citing the $42.5 billion Broadband Equity, Access, and Deployment (BEAD) program and warning that roughly 90 million Americans live in households that cannot afford broadband even where networks exist. They pressed for Universal Service Fund (USF) modernization and noted a bipartisan Universal Service Fund Working Group is examining reforms to stabilize funding and expand eligibility.
  • Background and details: Senators highlighted national-security and safety measures: BIOSECURE Act (included in the recent defense authorization bill) to protect biomedical/genomic data; reliance of federally funded researchers on Los Alamos National Laboratory and Sandia National Laboratories high-performance computing and secure data environments; calls for transparency in AI training data and federal standards for vehicle automation including references to the HALT Act and proposals for driver-monitoring and impaired-driving detection systems. The panel cited Nvidia‘s recent chip announcement as accelerating commercialization pressures on regulators.
• Jan 8, 2026

  Exus Renewables North America Closes $400-Million Credit Facility for Solar, Wind, Storage Projects

  Exus Renewables North America has closed a $400-million senior secured corporate credit facility to fund development and expansion of its wind, solar and battery storage portfolio.

  • Transaction and uses: The company closed a $400-million senior secured corporate credit facility (announced January 8) arranged by Santander, Barclays, ING Capital, and Nomura as Coordinating Lead Arrangers, with KeyBanc Capital Markets and BHI (Bank Hapoalim’s US commercial arm) as Joint Lead Arrangers; proceeds will fund development-stage expenditures including interconnection deposits, commercial offtake, equipment procurement, and other project development expenses across its North American pipeline.
  • Portfolio and advisors: Exus has more than 700 MW in operations or under construction, 4.5 GW in active development, and ~5.8 GW in total portfolio; the company was advised by PEI Global Partners with Latham & Watkins as legal counsel, while lenders were advised by Paul Hastings. PPA counterparts noted include Google and Meta (no financial terms disclosed).