Nevada Data Center Intel

Recent Nevada data center news

• Dec 20, 2025

  Mergers and Acquisitions — Reviewing 2025 and Looking Ahead to 2026

  Wachtell, Lipton, Rosen & Katz partners review 2025 global M&A trends and outline expectations for dealmaking, regulation, financing and activism heading into 2026.

  • M&A volumes surged in 2025 to $2.3 trillion US deal value (up 49% vs. 2024) and 63 global $10B+ megadeals, driven by large strategic combinations, record private equity activity (~$2T PE volume), bank consolidation, AI- and infrastructure-related transactions, and open debt markets supporting record leveraged buyouts and complex financings.
  • The memo details sector hotspots (tech/AI, energy & infrastructure, banks, healthcare, media, oil & gas, crypto), regulatory shifts under the Trump administration (more traditional antitrust, SEC easing disclosures, CFIUS conditions), U.S. government equity investments (e.g., $8.9B for 9.9% of Intel, rare earths, chips), M&A-focused shareholder activism, spin-offs, CVRs, hostile bids, sovereign wealth fund participation, new HSR Act filing rules, and Delaware corporate law changes impacting future deals.
• Dec 17, 2025

  The next big shifts in AI workloads and hyperscaler strategies

  McKinsey & Company outlines how AI-driven workloads are forcing US hyperscalers to redesign data center strategies, power sourcing, and campus architectures while rapidly scaling capacity.

  • AI demand is expected to expand US data center power capacity from ~30+ GW (2025) to 90+ GW (2030, ~22% CAGR), with inference workloads growing at 35% CAGR to >90 GW and training at 22% CAGR to >60 GW, driving shifts toward high-density, liquid-cooled, AI-ready campuses, modular builds, and tier 2 markets where power, land, and permitting are more accessible and faster.
  • Hyperscalers are restructuring capital and infrastructure models, including JVs, special-purpose vehicles, lease‑to‑own deals, behind‑the‑meter power (e.g., New APR Energy’s 100 MW+ mobile gas turbines), and hydrogen-powered microgrid campuses, while retrofitting existing sites at $4–7M/MW for co‑locators and $20–30M/MW for hyperscalers to support GPU‑intensive AI and consolidating into multifacility campuses projected to represent ~70% of deployments by 2030.
• Dec 16, 2025

  US ROUNDUP: Shell immersion cooling partnership, PNNL begins utility-scale battery tests, ON.Energy in 5GW transformer deal

  EticaAG has partnered with Shell to integrate Shell’s MIVOLT ester-based dielectric liquids into EticaAG’s immersion-cooled BESS; PNNL has begun 100kW utility-scale battery testing at the Grid Storage Launchpad (GSL); ON.Energy signed a 5GW transformer supply agreement with Prolec GE to support AI UPS deployments starting in 2026.

  • Main announcements:EticaAG + Shell will combine EticaAG’s non-flammable immersion cooling with Shell’s MIVOLT ester-based dielectric liquids for commercial, industrial, grid-scale and mission-critical BESS; PNNL’s GSL is now testing up to 100kW systems (facility construction began 2022; cost quoted at US$75 million; dedication Aug 2024) and will first test an Invinity VRFB; ON.Energy signed a 5GW transformer supply agreement with Prolec GE to enable deployment of ON.Energy’s AI UPS across data-centre campuses from 2026.
  • Background and details:GSL testing addresses previous limits below 10kW and will evaluate services such as peak shaving and frequency regulation; Invinity’s partnership with Guangxi UESNT aims to reduce VRFB costs; ON.Energy previously secured a US$77.6 million construction credit agreement (Pathward, NA and BridgePeak Energy Capital) to develop a 160MWh Palo de Agua BESS portfolio across Texas (multiple 9.9MW/20MWh projects).
• Dec 10, 2025

  Key Cloud Trends That I&O Leaders Should Leverage in 2026

  Gartner has published a summary of seven cloud trends for Infrastructure & Operations (I&O) leaders and will present additional insights at its Gartner IT Infrastructure, Operations & Cloud Strategies Conferences.

  • Main announcement: Gartner outlines seven cloud trends I&O leaders must prepare for: AI Supercomputing, Geopatriation, Cross-Cloud Integration, Business-Driven Cloud Strategy, Distributed Hybrid Infrastructure (DHI), Cloud and GenAI, and Industry Cloud Platforms (ICPs). The guidance includes recommended actions such as assessing workload criticality for geopatriation, identifying distributed applications for cross-cloud use, evaluating DHI providers, and addressing GenAI nontechnical requirements (accuracy, IP, cost, sovereignty, sustainability, security, privacy).
  • Background and event details: Gartner analysts (including David Smith) will expand on these trends at an upcoming conference.
    • Date: December 9-11
    • Time: not specified in the article
    • Location: Las Vegas, United States
    • Agenda / subject: Gartner IT Infrastructure, Operations & Cloud Strategies Conference — deeper insights on cloud strategies, infrastructure and operations trends for I&O leaders
• Dec 10, 2025

  Wind and solar power frozen out of Trump permitting push

  The Trump administration has frozen approvals for major onshore wind and solar projects, requiring Interior Secretary Doug Burgum to personally sign off on new renewable decisions and effectively stalling new permits since July.

  • Main action: The Interior Department’s policy mandates personal sign-off by Secretary Doug Burgum, resulting in only one solar project approved on federal lands since January and no permits since July; Wood Mackenzie identified 18 gigawatts of solar projects on federal lands that were canceled or inactive this year, and the Solar Energy Industries Association (SEIA) estimates more than 500 solar and storage projects are threatened.
  • Background and concrete details: The Bureau of Land Management canceled the environmental review for Esmeralda 7 (seven solar farms across 62,000 acres); Boulder City currently receives $21 million/year from leases and could gain $3 million/year from two projects now stalled; agencies including the Army Corps and US Fish and Wildlife Service have tightened reviews (Army Corps prioritizing projects by energy-per-acre, and Fish and Wildlife restricting access to a planning tool for solar and wind).
• Dec 10, 2025

  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.
• Dec 2, 2025 · RMI

  The Five Types of Electro-Industrial States

  Rocky Mountain Institute presents a typology classifying US states into five electro-industrial archetypes.

  • Main announcement/action: RMI authors classify states into five archetypes — Momentum Hubs (Arizona, California), Fast‑Track Builders (Texas, Georgia, South Carolina, Florida, Colorado, Utah, Nevada, New Mexico, Oklahoma, Tennessee, Ohio, Idaho), Policy Champions (New York, Michigan, Virginia, Oregon, Washington, North Carolina, Wisconsin, Illinois, Maryland, Minnesota, Massachusetts, Pennsylvania), Open‑Door Starters (Vermont, Wyoming, Nebraska, Kansas, North Dakota, South Dakota, Mississippi, Iowa), and Early‑Stage Starters (Missouri, New Hampshire, Kentucky, Maine, Alabama, Louisiana, Indiana, West Virginia, Montana, Arkansas). The typology is based on policy reliability, regulatory ease, economic capacity, physical infrastructure (power and interconnection), and market momentum.
  • Background and details: The analysis highlights that market momentum and policy reliability should operate in tandem; low regulatory burdens accelerate short-term investment but may strain local housing and infrastructure without accompanying policy ambition. The authors reference the report GREASE Lightning as a policy playbook for designing investment-led, state-driven electro-industrial strategies.
• Nov 7, 2025 · RMI

  Rewiring Utility Planning for the Age of Rapid Load Growth

  RMI offers ways to accelerate utility planning and procurement to keep pace with rapid large-load growth and avoid costly over- or under-building of grid capacity. Contact: Charles Cannon (ccannon@rmi.org); attend RMI staff at the upcoming National Association of Regulatory Commissioners Conference in Seattle.

  • Main announcement/action: RMI recommends faster, adaptive utility planning and procurement processes to address rapidly rising load forecasts (Engage & Act shows aggregate 2035 demand forecasts rose >20% from Dec 2020 to Jun 2025). Key specifics include Georgia Power’s 2030 demand rising by 7 GW between 2022 and 2025 IRPs, utilities receiving hundreds of megawatts of load requests quarterly, and the IRP update cadence averaging 2.83 years. RMI cites a Virginia utility example estimating ~$2 billion in one-time costs from early overbuilding and a similar ~$2 billion potential loss in Virginia GDP from underbuilding.
  • Background and other details: RMI documents concrete planning frictions and proposed fixes: 2 years typical lead time to build fastest utility-scale resources; examples of interim updates include Georgia Power (quarterly large-load updates) and NV Energy (5 IRP amendments in 3 years); proposed tools include stochastic planning, more frequent interim procurements, tariff-based large load options (e.g., Nevada’s Clean Transition Tariff), and alternative modeling approaches explored by Telos Energy and GridLab.
• Nov 6, 2025 · RMI

  How Virtual Power Plants Can Help the United States Win the AI Race

  RMI publishes an analytical brief recommending rapid deployment and novel commercial models for virtual power plants (VPPs) to speed interconnection and reliably supply growing AI/data-center loads in the United States.

  • Main announcement/action: RMI proposes three commercial models (Pass-Through Funding for Utility-Managed VPPs; VPP Capacity Transfer; VPP as Reliability Reinforcement) to enable large loads to sponsor VPP capacity in exchange for expedited interconnection. Key figures and timelines include VPPs could scale to meet over 20% of US peak demand by 2030, Brattle’s finding that 400 MW of VPP resource adequacy costs ~$2 million annually versus ~$43 million for equivalent new gas plants and grid upgrades, and examples of program scale such as California’s DSGS enrolling over 750 MW (including a 500 MW increase during Jan–Oct 2025). Utility and grid timing constraints cited include gas turbine backlogs through at least 2028, average interconnection timelines >5 years, and localized waits (e.g., Dominion warns up to 7 years in Northern Virginia; some DFW data center deliveries delayed to 2027 or later).

  • Background and implementation details: The brief documents operational examples (National Grid Connected Solutions; Green Mountain Power battery programs; Ontario 90 MW residential VPP that enrolled 100,000 homes in six months) and outlines policy and market prerequisites: changes to interconnection policy (e.g., Oregon, Nevada, CAISO, SPP experiments), stronger integrated planning and data access (capacity accreditation, Green Button Connect), and customer protection measures (transparent tariffs, up-front payments/long-term contracts, rate-design evaluations). It emphasizes measurement & verification, transferable capacity credits, and that models shift different financial and delivery risks among large loads, VPP aggregators, and utilities.

• Nov 6, 2025

  Tech Giants Pour Billions Into Solar Power as Data Centers Strain the Grid

  The article reports that America’s rapid data center expansion is colliding with shifting federal energy policy and mounting obstacles to renewable projects, illustrated by the Trump administration’s October cancellation of the Esmeralda 7 solar project’s environmental review.

  • Main announcement/action: The article documents the cancellation of the Esmeralda 7 Nevada solar project’s environmental review by the Bureau of Land Management in October, and describes how rapid data center growth is stressing grids (PJM warning in May) and increasing demand for fast, local clean energy solutions; Virginia’s Permit By Rule enables projects under 150 MW to move from application to operation within two years or less.
  • Background and key details:Virginia imported more than 50 million MWh in 2023 (EIA); a 2024 state report warns electricity consumption in Virginia could triple by 2040; corporate actions include Microsoft adding 860 MW in 2024, Meta developing >900 MW in Texas, Amazon having 13.6 GW in progress (including a 500-MW Webb County project), and Google’s $20 billion partnership with Intersect Power and operation of 312 MW of battery capacity.