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Nevada Data Center Intel

Latest data center news, projects, power and policy across Nevada — updated daily.

Recent Nevada data center news

  • The Frog Is Dead: North America’s Power Grid Faces Its Biggest Reckoning in a Generation

    S&P Global Energy warned that North American power demand is accelerating—driven in large part by a surge in data center development—creating a near-term supply crisis that will require rapid investment, permitting, and technology shifts.

    • Main announcement/action:S&P Global Energy projects much higher near-term electricity demand (now 2.5–3%+ annual growth vs. prior <1%), reports 43 GW of U.S. gas turbine orders in 2025, highlights multi-year turbine backlogs (up to ~5 years), and flags regional investment flows (largest 2025 turbine share to MISO, SPP, and the southeastern U.S.). The firm also called out data center clusters in Columbus, Ohio with new facilities hitting the grid within 3–4 years, and recommends watching natural-gas fuel cells and a wave of IPOs in 2026 for geothermal, SMRs, and distributed generation.
    • Background and supporting details:Nuclear has bipartisan support but needs project financing and DOE support (DOE pledged a billion-dollar loan commitment for the Crane Energy Center/Three Mile Island restart); S&P identifies >5 GW of potential nuclear uprates with 1–2 GW announced; M&A valuation comparators cited were ~$800/kW (acquired plants 18–24 months ago), $1,500/kW (new-build then), and ~$2,400/kW (current acquisition costs); recent infrastructure transaction cited: $11 billion take-private deal involving GIP, EQT, Qatar Investment Authority, and AES.

    Event: Global Power Markets Conference

    • Date: April 13–15, 2026
    • Location: Four Seasons Hotel, Las Vegas, Nevada
    • Agenda/subject: Global power market trends including grid investment, generation mix, storage, and policy (hosted by S&P Global Energy)
  • Total Mess at Elon Musk’s xAI, “Not Built Right” and “Being Rebuilt” — While Polluting Enormously

    Elon Musk announced that xAI “was not built right first time around” and that the company is being rebuilt from the foundations up.

    • Main announcement: Elon Musk posted that xAI is being rebuilt from the foundations up, with Grok (xAI’s chatbot) and the xAI team undergoing a structural reset; Musk and xAI’s head of talent Baris Akis are reviewing past interview records and reaching back out to promising candidates to hire new talent.
    • Background and details:xAI was merged into SpaceX and regulators in Mississippi authorized xAI to build a power plant with 41 natural gas-burning turbines in Southaven to power nearby data centers; the NAACP and the Southern Environmental Law Center have filed objections saying the MDEQ permit has serious legal and policy flaws. Additional factual items: Tesla added Grok to Tesla infotainment starting July 12, 2025, and xAI has seen roughly half of its founding members leave recently.
  • Fossil generation could rise with faster-than-expected growth in data center power demand

    The U.S. Energy Information Administration (EIA) published an analysis showing that faster-than-expected electricity demand growth driven by data centers could increase natural gas and coal generation and raise wholesale electricity prices.

    • Main analysis and assumptions: The EIA produced a high demand growth scenario in which 2026 and 2027 growth rates are 50% higher than the February STEO in data-center-heavy regions, while other regions are +1 percentage point above STEO; the scenario assumes no additional generating capacity beyond the February STEO and applies an assumed +$0.50/MMBtu increase in natural gas delivered prices across regions.
    • Key modeled outcomes and metrics: Under the scenario, natural gas generation rises to +7.3% (123 BkWh) between 2025–2027 (vs 1.7% baseline), coal generation declines by 5.0% (37 BkWh) nationwide in the high case, and ERCOT 2027 wholesale prices model +$37/MWh above the February STEO (excluding ERCOT the average 2027 wholesale price is +$2.10/MWh above the STEO forecast of $48/MWh).
  • Ajit Pai: The Big Lesson from Barcelona is AI and Wireless Are Converging

    Ajit Pai, CTIA President and CEO, called for harmonized spectrum policy and investment-friendly regulatory frameworks to support the convergence of AI and wireless and to secure U.S. leadership in the AI era.

    • Main announcement/action: Ajit Pai urged rapid allocation of contiguous mid-band spectrum and regulatory reforms, citing specific spectrum opportunities: next year’s upper C-Band auction (>400 megahertz contiguous block), progress on at least 100 megahertz at 2.7 GHz, the 4 GHz band as a major mid-band opportunity, and the 6/7 GHz neighborhood including a Presidential directive to auction 275 megahertz in the lower 7 GHz band. He emphasized urgency for coordinated moves to expand supply and enable AI-driven traffic demand.
    • Background and implementation details: He called for investment-friendly rules (efficient siting and permitting for towers, fiber, data centers, electricity generation, and advanced manufacturing) and quantified the capital need as “hundreds of billions, and likely trillions, of dollars”; he framed this as a competition with China and argued the United States must align spectrum policy with regulatory certainty to attract that capital.
  • Climate Change Solutions - March 10, 2026

    EESI will host a briefing on energy efficiency with the Alliance to Save Energy on March 12 to highlight cost-effective measures for households and small businesses.

    • Main announcement: EESI and the Alliance to Save Energy will hold a briefing Strategies to Lower Utility Bills Now for Households and Small Businesses on Thursday, March 12, 3:00 p.m. - 4:30 p.m., in the Rayburn House Office Building, Gold Room (Room 2168) and online (RSVP link available). The event focuses on energy efficiency solutions for households and small businesses and invites expert panelists to discuss readily-available measures.
    • Background and other details: EESI published a Climate Jobs fact sheet citing >4 million climate jobs in 2024 and a 2.8% growth rate in clean energy jobs; it also promoted the 29th annual Congressional Renewable Energy and Energy Efficiency EXPO on June 24 (Rayburn Foyer and Gold Room, 10:00 a.m. - 7:00 p.m., online option). The newsletter summarizes recent congressional activity on bills including S.2245 (Digital Coast Act extension), H.R.755 (Critical Mineral Consistency Act of 2025), H.R.390 (ACERO Act), and H.R.2600 (ASCEND Act), and notes hearings that focused on the electric grid and data centers.
  • Switch Integrates NVIDIA Omniverse DSX Blueprint into Switch’s EVO AI Factories

    Switch announced integration of the NVIDIA Omniverse DSX Blueprint into its LDC EVO operating system on March 16, 2026.

    • Main announcement:Switch integrated the NVIDIA Omniverse DSX Blueprint into LDC EVO to provide physics-accurate 3D digital twins and operational intelligence for its EVO AI Factory deployments; the integration supports NVIDIA reference designs (including Rubin DSX), NVIDIA DGX deployments and Dell PowerEdge servers and was announced in a press release dated March 16, 2026.
    • Background and details:Ecosystem partners include NVIDIA, Dassault Systèmes, Cadence, ETAP, Schneider Electric, SUSE, Dell Technologies, Oxide Computer Company and Procore Technologies; the EVO AI Factory integration will be showcased at NVIDIA GTC 2026 (DSX AI Infrastructure Pavilion, Booth #91).
  • Johnson Camp Mine Produces First Copper Using Rio Tinto’s Nuton Technology

    Rio Tinto announced that its Nuton venture produced first copper at the Johnson Camp Mine using its proprietary leaching technology.

    • Main announcement: Nuton “produced its first copper at Johnson Camp using its proprietary leaching technology” (Rio Tinto Dec. 4 release); the Johnson Camp deployment is a commercial-scale, four-year Nuton phase targeting ~30,000 tons of copper cathode over the period and claiming a mine-to-metal carbon footprint of 0.82 kilograms CO2-equivalent per kilogram of copper, with the process said to use up to 80% less water and generate up to 60% lower GHG emissions vs conventional routes.
    • Background and related details: Johnson Camp is owned by Gunnison Copper in Cochise County (south of Willcox); Rio Tinto announced a two-year agreement with Amazon Web Services (AWS) on Jan. 15 to supply low-carbon Nuton copper to AWS component manufacturers and to receive cloud/analytics support; Nuton also made a $30.5 million payment to advance the Yerington Copper Project, and Nuton/Arizona Sonoran terminated their option on the Cactus Project.
  • Tucson’s Phantom Space Acquires Vector Launch Assets and Intellectual Property, Accelerating Daytona Launch Vehicle Development

    Phantom Space Corp. has announced it acquired Vector Launch Inc.’s assets and intellectual property and will integrate those technologies into its Daytona small-launch vehicle.

    • Acquisition announced by Phantom Space Corp.: Phantom acquired Vector Launch’s design elements, engineering data, and proprietary technologies to integrate into the Daytona two-stage small-launch vehicle; financial terms were not disclosed. Phantom said it has completed subsystem testing including hot-fire tests of Daytona propulsion assemblies, will begin integration and qualification work immediately, has stage-level testing and additional milestones scheduled throughout 2026, targets the first Daytona launch for second half of 2027, and plans a Phantom Cloud demonstration mission in Q2 2027.
    • Background and related details: Phantom Space was founded in 2019, is led by cofounders Jim Cantrell and Adam Thompson, currently has about 30 employees and plans to add 20 more this year; separately, Rocket Lab Corp. acquired Optical Support Inc. (OSI), adding 20 employees and retaining OSI’s 22,000-square-foot Tucson facility at 1661 S. Research Loop. Both announcements were reported via company press releases.
  • New Data Center Developments: March 2026

    DataCenterKnowledge published a monthly roundup of global data center developments covering design, construction, power, and investment across North America, Europe, Asia-Pacific, and Middle East & Africa.

    • Overview and key highlights: The roundup summarizes region-by-region developments including major deals and investment figures: S&P reported $69 billion+ in total deal value in 2025 with a $40 billion Aligned Data Centers acquisition; Google’s $15 billion America-India Connect initiative; Adani’s $100 billion AI infrastructure pledge targeting 5 GW by 2035; and a €176 billion (≈$208 billion) European investment forecast for 2026–2031. It also details project specifics such as Meta’s $10 billion, 1 GW Indiana campus and Microsoft’s 15 data centers proposal at the former Foxconn site with a taxable construction value over $13 billion.
    • Additional context and deal/implementation notes: The article lists announced partnerships, approvals, and timelines: Equinix & CPP bought atNorth for $4 billion (with a $4.2 billion financing package); Mistral AI & EcoDataCenter plan a $1.4 billion Sweden AI-focused facility launching in 2027; CyrusOne‘s FRA7 first facility topping out (~$1.2 billion regional investment); G42’s Framework Cooperation Agreement in Southeast Asia backed by consumption commitments up to $1 billion. It also reports regulatory actions (NRC/Atomic Safety and Licensing Board intervention on an SMR proposal) and lists concrete project locations and capacity targets (MW/GW) where given.
  • Cooling’s New Reality: It’s Not Air vs. Liquid Anymore. It’s Architecture.

    Data Center Frontier (Matt Vincent) summarizes a batch of industry announcements and product launches that collectively reframe data center cooling as a full-stack systems engineering challenge.

    • Summary of main announcements: HRL Laboratories unveiled Low-Chill (Feb. 24, 2026), a single-phase direct liquid cooling approach developed under DOE/ARPA-E that claims +40% processor cooling or >10X reduction in pumping power, while Johnson Controls agreed to acquire Alloy Enterprises (Feb. 18, 2026) (expected to close in fiscal Q3; financial terms undisclosed). Carrier (Feb. 26, 2026) and Modine/Airedale (Jan. 22, 2026) launched chillers emphasizing –20°F to 140°F operating range, fast recovery, and hybrid free-cooling; Infinium (Jan. 15, 2026) launched Infinium Edge immersion platform; Boyd announced a manufacturing expansion in Juarez to ~460,000 sq ft (Feb. 17, 2026); Waste2Nano announced a wastewater-cooled AI platform targeting 10,000–20,000 m³/day (~5 MGD) initial deployment.
    • Background and supporting details: The article is a roundup/opinion-style synthesis (not a single primary press release) that compiles multiple company announcements and trade-show reveals from Jan–Feb 2026, highlights thermal metrics disclosed by HRL (e.g., 8.2 °C/kW thermal interface resistance; <1 psi pressure drop; <1% pumping power block-level; 70°C inlet) and firm product claims (Johnson Controls: up to 35% thermal efficiency improvement, up to 75% pressure-drop reduction). It notes regulatory/transaction timing (JCI/Alloy closing subject to regulatory approvals in fiscal Q3) and clarifies which items are product launches versus strategic acquisitions or manufacturing expansions.

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