Nevada Data Center News

Apr 14, 2026

States are Struggling to Meet Their Clean Energy Goals. Data Centers are to Blame

NV Energy warns it will need three times the electricity required to power Las Vegas to serve proposed data centers and may have to rely on fossil fuels, putting Nevada’s 50% renewable-by-2030 target at risk.

NV Energy warning & actions: NV Energy (which provides electricity to 90% of the state) says it will need three times the electricity required to power Las Vegas to handle proposed data centers and that it “probably can’t do that without fossil fuels.” The utility will require companies to fund their own infrastructure and sign contracts ensuring commitment before energy is built, and it plans to publish a report with more specifics by the end of the month. The situation mirrors broader industry moves (e.g., utilities delaying coal retirements or building gas plants; NextEra Energy dropped its zero-emissions-by-2045 goal citing the “demand for all forms of power generation”).
Background & related details: Some operators like Switch say they run on renewables and have built 1 gigawatt of solar and can self-supply at peak demand; environmental groups warn proposed centers would deploy hundreds of diesel backup generators that could worsen air quality and raise concerns about noise, water supply, and energy bills. Nevada’s volunteer funding model (companies fund clean energy development and count it toward corporate goals) produced a geothermal plant with Google as a partner; lawmakers are debating making such funding mandatory and the Public Utilities Commission may fine or grant exemptions if clean energy goals aren’t met.

Apr 14, 2026

XCF Global, Southern Energy Renewables and DevvStream Sign Definitive Business Combination Agreement with Respect to Previously Announced Proposed Three-Party Merger to Create Next-Generation Energy Platform

XCF Global, Inc. has announced the execution of a definitive Business Combination Agreement with DevvStream Corp. and Southern Energy Renewables Inc. to form a combined, globally scalable energy transition platform.

Transaction announcement and structure: The parties executed a definitive Business Combination Agreement to merge XCF, DevvStream and Southern into a combined company; DevvStream will domesticate from Alberta to Delaware prior to closing, XCF will acquire 100% of DevvStream and Southern through merger subsidiaries, and post-closing ownership is expected to be ~66.7% XCF shareholders, 23.3% Southern shareholders, and 10.0% DevvStream shareholders. The transaction remains subject to shareholder approvals, SEC Form S-4 effectiveness, Nasdaq approvals, completion of financing, plant conversion, commercial milestones and fairness opinions.
Capital, milestones and assets: XCF has invested ~$10 million in conversion of the New Rise Reno facility (permitted nameplate 38 million gallons/year) to support SAF production; Southern is expected to pursue up to $400 million in bond financing for infrastructure; the combined company is targeting annualized fuel-related revenues > $1.0 billion and minimum annualized EBITDA of $100 million, and has an aspirational target of creating a $3.0 billion combined enterprise on a future date.

Apr 14, 2026 · RMI

Large Loads and System-Wide Transmission

RMI outlines that large loads (including data centers) are driving system-wide transmission planning and provides three case studies (SPP, ERCOT Delaware Basin, NV Energy) illustrating best practices and phased approaches rather than announcing new projects.

Main announcement/action: RMI presents analysis and three case studies demonstrating how system-wide transmission planning can better accommodate rapid load growth versus piecemeal interconnection; it highlights SPP’s $19 billion portfolio (including >2,000 miles of 765 kV backbone) and the ERCOT Delaware Basin trigger stages with specific upgrade cost estimates and triggers tied to peak demand levels.
Background and details: The article is an analytical report (third in a series) that references existing regional plans and studies (SPP 2025 ITP, ERCOT Delaware Basin Load Integration Study, NV Energy Western Nevada and Apex Master Plans), provides timelines (e.g., NV Energy staged capacity additions through 2032), benefit-to-cost metrics (SPP portfolio BCRs of 9.4 and 5.7 across scenarios), and recommends scenario planning and phased/triggered investments to manage uncertainty.

Apr 13, 2026

Switch Raises $768 Million in Latest Data Center ABS Issuance

Switch announced the closing of its Series 2026-1 ABS offering, raising approximately $768 million and adding a Reno, Nevada data center to its securitized trust.

Main announcement: Switch closed a Series 2026-1 ABS issuance raising approximately $768 million; the Class A-2 Notes carry ratings of AAA (sf), AA (low) and A (low) by DBRS Morningstar, have an anticipated repayment date of March 2031, and net proceeds will be used to repay existing debt and for general corporate purposes. The transaction adds a Reno, Nevada data center (~1.4 million sq ft, >52 MW capacity) and expands the master trust into a fifth geographic market.
Background and details: Following the deal, the securitized pool includes 11 data centers across five U.S. markets, serves more than 550 customers, and derives ~84% of trust revenue from investment-grade customers. This is Switch’s fifth ABS issuance since 2024, bringing total ABS issuance in that period to ~$4.2 billion; all ABS issuances qualify as secured green bonds. Transaction advisors included Barclays, Citigroup, BMO Capital Markets, Truist, with counsel Kirkland & Ellis LLP for Switch and Latham & Watkins LLP for the underwriters.

Apr 11, 2026

AI Data Centers Air Pollution Deaths: How Tech Boom is Killing Clean Air in US

The Trump administration announced it rolled back federal soot standards in February 2026, citing surging electricity demand from AI data centers.

Main action: The administration reversed Biden-era soot protections and the President invoked emergency wartime powers to compel utilities to keep aging coal-fired power plants operating; the rollback was explicitly justified by surging electricity demand from AI data centers. Key figures: 4,000 data centers operational, 3,000 planned or under construction, and AI data center electricity share rising from 2% (2018) to 4.4% (2023) with projections of 6.7%–12% by 2028 and potential 11x increase by 2030 if unchecked.
Background and details:University of California, Riverside researchers project up to 1,300 premature deaths annually by 2030 tied to particulate pollution from extended fossil-fuel plant operation; Harvard University provided data-center counts; regional specifics include AI centers using 26% of Virginia’s electricity, proposed Nevada data centers requiring three times current Las Vegas electricity, and 70+ data centers in Los Angeles County where supervisors are considering a moratorium and a health impact assessment. Also noted: Clean Wisconsin projections and more than 60 Virginia state bills addressing data center growth and grid impact.

Apr 7, 2026

Renewable Energy Update 4.3.26

Allen Matkins published a Renewable Energy Update summarizing recent renewable energy and data‑centre developments.

Main update: The newsletter highlights Governor Gavin Newsom’s administration proposing to end the Demand Side Grid Support (DSGS) program; Altus Power has completed and activated rooftop solar at the 1.1 million‑square‑foot Class‑A San Manuel Landing in San Bernardino; Dimension Energy secured $650 million to finance a 132 MW portfolio of community solar (25 projects) across Pennsylvania, New York, New Jersey, and Illinois; Townsite Solar 2 LLC proposed a 150–170 MW high‑density AI data center campus co‑located with battery and solar on 88.5 acres of city‑owned land in Boulder, Nevada; and NYPA will help develop the 5 MW Hannacroix Solar project in Greene County, NY.
Background / other details: The update notes a petition by three environmental groups seeking rehearing of California’s NEM 3.0 rooftop solar rules; the DSGS program budget decision is tied to the state budget finalization by Aug. 31; Solarcycle signed an exclusive “recycling services” agreement with Prologis to recycle PV modules from Prologis’s >1 GW of rooftop solar capacity; and the EcoBlock project in Oakland retrofitted 15 properties with rooftop solar, heat pumps, and insulation.

Apr 2, 2026

Governor Newsom turns on largest public broadband network, California connects first rural community to internet

Governor Gavin Newsom announced California turned on the nation’s largest open-access public middle-mile broadband network and connected the Bishop Paiute Tribe as the first customer.

Main announcement: California has activated the Middle-Mile Broadband Network (MMBN) and connected the Bishop Paiute Tribe as the first customer, bringing high-speed internet to a rural, historically underserved community via a 423-mile segment running from Barstow to the Nevada border; the tribally-owned ISP will independently manage and operate its service, including pricing and offerings.
Background and program details: The network was enabled under Senate Bill 156 which provides $3.25 billion for infrastructure; the California Public Utilities Commission has awarded over $1.2 billion in last-mile grants (benefiting over 2 million Californians); CDT has upgraded dormant fiber and California plans over 8,000 miles of open-access broadband fiber as part of the Build More, Faster agenda.

Apr 2, 2026

Amazon Middle East datacenter suffers second drone hit as Iran steps up attacks

John E. Dunn reports that Iranian drones struck Amazon’s ME-SOUTH-1 (Bahrain) datacenter on April 1, causing a fire and AWS service impacts; this is the second attack in a month and is framed as part of IRGC threats against US tech firms.

Main announcement: The ME-SOUTH-1 (Bahrain) AWS site, operated by Batelco, was hit on April 1, causing a fire and AWS services to be marked as “impacted” on the AWS Service Health page; this follows a March 1 attack on ME-SOUTH-1 and ME-CENTRAL-1 (UAE). Amazon advised customers to enact disaster recovery plans and shift workloads to other Regions.
Background and specifics: The attacks are linked to IRGC-aligned channels that have threatened at least 18 US companies (including Microsoft, Google, Nvidia, Apple); the weapon cited is the Shaheed 136 drone (noted as low-cost and used en masse). Amazon has an announced $5.3 billion datacenter investment in Saudi Arabia due in 2026, a concrete project potentially affected.

Apr 1, 2026

Geothermal’s Rise a Hot Topic Worldwide

Rystad Energy forecasts near-term surge in geothermal investment to 2030.

Main announcement: Rystad Energy projects global investment in geothermal could reach nearly $9 billion by 2030, up from about $1.4 billion in 2020; the article reports multiple new commercial and pilot projects (e.g., Fervo Energy’s 500-MW Cape Station in Utah; the U.S. EIA notes the first large-scale commercial EGS in the U.S. is expected online in June). Include timelines and project scales where given.
Background and supporting details:Corporate deals and government support include Google’s long-term agreement with Ormat to supply up to 150 MW in Nevada (online 2028–2030), XGS Energy’s $1.2-billion, 150-MW project to power Meta in New Mexico (two phases operational by 2030), federal and state grants (e.g., $1.78 million tax credit for Vail on a $6-million library geothermal project; DOE / GEODE $165 million grant programs; an $8.6-million grant approved to expand a U.S. Northeast geothermal district heating network).

Mar 24, 2026

Switch Completes Agreement to Sponsor Research with Stanford’s Center for Integrated Facility Engineering (CIFE) to Innovate and Accelerate Digital Infrastructure Development

Switch® has announced a sponsored research agreement with Stanford University’s Center for Integrated Facility Engineering (CIFE) on March 25, 2026.

Main announcement: Switch® will sponsor research at Stanford CIFE to advance large-scale digital infrastructure, industrialized construction, and innovative energy systems for AI data centers; the agreement will enable academic research and hands-on exposure to Switch’s innovation initiatives (announced 25 March 2026).
Background and details: The research will focus on improved construction turnover, prefabrication/modularization (DFM) for Switch’s AI Factories™ capital programs, and testing CIFE’s sustainability-focused facility life-cycle performance framework to define novel sustainability metrics and explore token-to-grid / grid interoperability; no monetary value or implementation timeline was specified in the announcement.

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