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New York Data Center Intel
36 verified signals across 1 counties tracked daily.
New York · Construction & power moves · 4
full tracker →Land, power, and interconnection moves across New York — each traced to primary filings.
Counties
| County | Last 7d | Total |
|---|---|---|
| Dutchess County | 0 | 1 |
Top JUST IN — New York
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2025-2044 Outlook Explores Pathways to a Reliable, Cleaner Grid
Source: NYISO · Aug 07, 2026NYISO’s August 7, 2026 “2025-2044 Outlook Explores Pathways to a Reliable, Cleaner Grid” says New York demand is expected to rise over the next two decades, driven by “electrification policies and the emergence of new large loads,” and that “Transmission capability increasingly determines whether new resources can serve load.” NYISO also says the grid will need more transfer capability, including to “Increase transfer capability across the Central East transmission interface” and “Support zero-emissions generation development in Northern New York with bulk transmission upgrades to enable energy deliverability from this region.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Forecasts for Reliability Planning Studies
Source: NYISO · May 29, 2025NYISO’s May 29, 2025 “Forecasts for Reliability Planning Studies” says large loads are a meaningful component of future New York demand, with “Projected Large Load impacts from existing and future interconnection of Large Loads” included in the light-load forecast and “Large loads are assumed to contribute over 2,000 MW to the Light Load by 2035.” NYISO also says these reliability studies incorporate EV charging, building electrification, and BTM storage charging into future load shapes.
Backed by 1 primary filing — sign in or book a call to see all sources.
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October 2022 Update of Load Forecasting Manual: Large Load Interconnection Reporting and Forecasting
Source: NYISO · Oct 21, 2022NYISO’s October 21, 2022 Load Forecasting Manual update says large-load interconnections can materially change district forecasts: “Changes in the timing of the construction and ramp-up period of Large Load Facilities that are Interconnecting on the system have the potential to significantly alter the load forecast within a Transmission District” (NYISO). It also adds new reporting rules, requiring that “Large Load Facility forecast reports shall include the project status and forecasted load impacts” and that, after an SIS, the Connecting and Affected TOs submit reports quarterly or when forecasts change. NYISO further says “The sum of projected load changes reported for Large Load Facilities will be added to each TOs forecasted peak value as applicable.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Large Load Facility Discussion: Data Submission Requirements and Forecasting Method
Source: NYISO · Aug 26, 2022NYISO’s Aug. 26, 2022 Load Forecasting Task Force presentation proposes changes to how large loads are counted in peak forecasting: the definition of Large Load Facilities would be expanded for ICAP forecasting to include 40 MW or more below 115 kV in a Large Transmission District and 20 MW or more below 115 kV in a Small Transmission District, while the current interconnection threshold remains “Greater than 10 MW” at 115 kV or above or “80 MW or more” below 115 kV. NYISO also says “The sum of the forecasted large loads will be computed for each Transmission District and added to its ICAP Market Forecast” and that “The Transmission District Regional Load Growth Factor (RLGF) will not be applied to load changes from the Large Load Facilities.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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Flexible Load Models – Large Loads
Source: NYISO · Feb 24, 2026NYISO says it is developing policy and market-design changes for flexible large loads in New York, including “DER Modeling Improvements” and “Dynamic/Adaptable Participation Opportunities for Large Flexible Loads,” with a 2026 milestone of “Market Design Concept Proposed” and possible “Tariff revisions” next year (NYISO, Feb. 24, 2026). NYISO also says large-load growth is outpacing supply in New York and that interconnecting large loads without adequate new supply “contributes significantly to reliability risk,” while ISOs/RTOs are exploring faster interconnection approaches such as non-firm transmission service, co-location of load and generation, and DER participation options.
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent New York data center news
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How Data Center Controversies Have Transformed the Midterm Elections
The Associated Press has published an analysis of the growing political opposition to U.S. data centers and how it is reshaping policy debates. It is commentary and reporting on a broader trend, not a first-time corporate announcement.
- The article says Oracle, Meta, Google, Amazon and Microsoft expect to spend more than $700 billion on U.S. data centers this year, while OpenAI and Oracle are building Project Jupiter, a $165 billion complex near the Mexican border in New Mexico.
- It also notes opposition over water use, electricity costs, and climate impacts; examples include a challenge to well drilling permits in New Mexico, a one-year ban on large data centers in New York, and tougher regulatory steps in Texas under Greg Abbott.
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In a Divided America, Left and Right Unite to Oppose Data Centers
The Associated Press reports on growing bipartisan opposition to rapid data center expansion in rural Nebraska and New Mexico, alongside support from some labor leaders and officials.
- In Cass County, Nebraska, officials approved a 12-month moratorium on data center development, which could affect Tenaska‘s plans to option 1,300-plus acres along Highway 75 and CyrusOne‘s control of nearly 400 acres outside Plattsmouth.
- In New Mexico, Oracle‘s Project Jupiter faces legal and water-supply opposition; Oracle says it will invest $50 million in water and wastewater systems in Doña Ana County, while the project is described as a $165 billion data center complex and is expected to generate $4.7 billion in taxes.
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Activists Supporting RFK Jr. Urge Trump Against Promoting Coal in Data Centers
Nearly 200 MAHA activists have issued a letter criticizing President Donald Trump’s promotion of coal to support the growth of artificial intelligence data centers.
- The letter was sent Friday and is signed by at least two former staffers from Robert F. Kennedy Jr.’s 2024 presidential campaign.
- The article frames this as the first major MAHA mobilization over fossil fuels and part of ongoing rifts between the movement and the Trump administration over environmental policy.
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Goldman Sachs flags US energy sector trouble: 65,000 professional shortage adds to power crunch
Goldman Sachs has warned that the US energy and power grid sector faces a major labor shortage alongside power supply constraints, while also commenting on Microsoft’s AI-driven revenue growth and market reaction.
- Goldman Sachs estimates the US power and grid value chain will need about 500,000 additional workers by 2030 and says the energy apprenticeship pipeline had only 45,000 entrants in 2024, versus 65,000 professionals needed annually.
- The report says rising demand for AI infrastructure could worsen the shortage; Goldman also noted that humanoids and autonomous equipment may help address the gap, with the humanoid robot market projected to rise from 20,000 in 2025 to 1.4 million by 2035.
- In a separate commentary, Goldman Sachs analyst Gabriela Borges praised Microsoft’s AI monetization and raised her 12-month price target to $640, after Microsoft reported more than 30 million paid users of Microsoft 365 Copilot.
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Data Center Construction at Midyear: Demand, Friction, and Building Discipline
The article comments on the growing data center construction market and argues for earlier insurer involvement, better community engagement, and more flexible power sourcing.
- Zurich says its global construction insurance business grew 18% in the first half of 2026, and since launching Data Center Project Guard in January, it has received more than three dozen broker submissions totaling about $140 billion in project value.
- The piece also cites New York’s one-year pause on new hyperscale data centers and Texas Gov. Greg Abbott’s audits of grid-connected projects, while noting developers are considering natural gas microgrids, fuel cells, battery energy storage, geothermal, and nuclear as power options.
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Governors' Races are Being Increasingly Buffeted by The Toxic Politics of Data Centers
Associated Press reports that several U.S. governors and candidates are tightening or proposing restrictions on data centers as public backlash grows. The article is commentary/news analysis about election-year politics and regulatory responses, not a first-time company announcement.
- Pennsylvania Gov. Josh Shapiro said his administration will no longer fast-track data center permits or tax exemptions unless developers meet electricity-payment, water-use, and local approval requirements; he called them the “strictest guardrails in the nation.”
- The piece also cites broader state actions, including Arizona‘s three-year sales tax exemption moratorium, New York‘s one-year ban on large data centers, and Illinois‘s halt on new sales tax exemptions, alongside recent political ads and candidate positions in Texas, Ohio, and Wisconsin.
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Shapiro Sets Binding GRID Requirements in Pennsylvania, Targets Data Center Power Costs
Pennsylvania Gov. Josh Shapiro has announced an executive order that makes the state’s GRID standards binding for large data center projects above 25 MW and ties permitting, tax benefits, and utility treatment to compliance.
- The order immediately removes data center projects from the PA Permit Fast Track Program, restricts nondisclosure agreements, and directs state agencies to condition the Computer Data Center Equipment sales and use tax exemption on GRID compliance.
- It also directs DEP to create a template Consent Order and Agreement, requires projects to secure local approvals before permits are issued, and asks the PUC to consider curtailment and cost-allocation rules for large data center loads.
- Shapiro said the order is meant to “weed out speculative proposals” and that the standards are now legally-binding requirements; the article also notes two endorsed Pennsylvania data center projects in Salem Township and Falls Township representing $20 billion in investment.
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Key Capture Energy raises US$300 million from Standard Chartered, with NY-ISO and MISO deployments in mind
Key Capture Energy has announced a new $300 million letter of credit financing facility with Standard Chartered to support its battery storage development pipeline.
- The financing was announced on 18 August and is the first publicly announced financing for KCE since owner SK Innovation E&S was reported to be considering strategic options, including a possible buyer search.
- The facility will support projects in NY-ISO and MISO; KCE said its operating portfolio totals 623MW, including 580MW in ERCOT in Texas, and the company is also active in New York, Michigan, Indiana and Illinois.
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Global Water Technology Firm Adds Phoenix Office amid U.S. Growth Push
Gradiant has announced new US leadership, office openings, an innovation center, and new long-term O&M contracts, including one with a chip major.
- Gradiant named Dr. Nish Vora as Managing Director, Americas, opened new offices in Phoenix, Syracuse, and Philadelphia, and launched a Global Innovation Center in Houston focused on next-generation water treatment technologies for North America.
- The company said its US headcount grew 55% year to date and that it secured long-term operations and maintenance (O&M) contracts, including one to run the ultrapure water (UPW) system for a chip major; Gradiant also set a target of US$1 billion in US order book next year.
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Datum Deploys Its Open Network Cloud at DataBank to Connect Distributed AI Infrastructure
DataBank has announced that Datum has added network points of presence inside three DataBank facilities in Ashburn, Dallas, and Salt Lake City.
- The deployment places Datum’s open network cloud in interconnection-dense markets serving AI companies, hyperscalers, and enterprises.
- DataBank said the three markets were chosen because Ashburn is the largest interconnection hub in North America, Dallas is a growing central-U.S. exchange point, and Salt Lake City is close to US-West neocloud and public cloud regions.
- The announcement says the companies’ leadership relationship spans nearly 20 years; it also identifies Kevin Ooley as DataBank President and CFO and incoming CEO effective January 1, 2027.
- Datum says its infrastructure is accelerated by NVIDIA BlueField DPUs and is available in public cloud, dedicated cloud, BYOC, or open-source AGPLv3 models.