New York Data Center Intel

Recent New York data center news

• Jun 1, 2026

  ERock Announces Launch of Initial Public Offering

  ERock, Inc. has announced the launch of the roadshow for its proposed initial public offering of 27,906,977 shares of Class A common stock.

  • Offering details: The company is offering 27,906,977 shares of Class A common stock with an expected IPO price range of $20.00 to $23.00 per share, and intends to grant underwriters a 30-day option to purchase up to 4,186,046 additional shares to cover over-allotments. The company intends to list on the New York Stock Exchange under the ticker “EROC”.
  • Registration and distribution: The proposed offering will be made only by means of a prospectus; a registration statement on Form S-1 has been filed with the U.S. SEC but is not yet effective. Preliminary prospectuses may be obtained from Morgan Stanley & Co. LLC, J.P. Morgan Securities LLC (c/o Broadridge Financial Solutions), or via the provided prospectus request emails.
• Jun 1, 2026

  Can Data Centers Ditch Concrete – or Just Use Less of It?

  Equinix and other operators are adopting low-carbon materials and retrofit strategies while acknowledging that mission-critical structural elements will continue to rely on conventional concrete.

  • Main action: Operators including Equinix, DataBank, and WhiteFiber are implementing low-carbon concrete mixes, mass timber for non-critical buildings (Equinix administrative building in Frankfurt; Meta admin building in Aiken County, S.C.), and retrofits (WhiteFiber NC-1 in Madison, N.C.) to reduce embodied carbon while meeting accelerated AI-driven timelines.
  • Background/details: The article documents compute densities of 50–150 kW per rack, the shift to liquid cooling increasing structural demands, the timing constraint (construction schedules compressed from years to months), and Equinix’s three-step framework: Avoid, Reduce, Scale; it also notes emerging carbon capture in cement works in several European markets as a decarbonization pathway.
• Jun 1, 2026 · Information Technology and Innovation Foundation

  Targeted Pressure: How Chinese Manufacturing Competition Impacts US States

  The Information Technology and Innovation Foundation (ITIF) has published a report finding Chinese industrial policy is reshaping global manufacturing and harming industries across every U.S. state.

  • Main finding & method: The ITIF report (June 1, 2026) analyzes one “national power industry” per state using County Business Patterns employment data, HS/SITC export proxies, and global market-share series to conclude that state-backed Chinese subsidies, export pushes, and overcapacity are driving down prices and pressuring U.S. producers in sectors such as semiconductors, batteries, aircraft, and fabricated metals.
  • Key facts, numbers, and timelines:China plans ~$150 billion in semiconductor investment through 2030 vs. $52 billion under the U.S. CHIPS funding; the report cites $63.3 billion Chinese semiconductor spending in H1 2025, TSMC’s $165 billion U.S. investment announcement, GE Appliances’ $490 million Appliance Park investment (2025), and state/national export shares and HS-code trade series used throughout the analyses.
• May 31, 2026

  ESG Today: Week in Review

  ESG Today published a weekly roundup of ESG headlines summarizing announcements and deals across sustainability, finance, reporting and clean-energy projects.

  • Main roundup content: The newsletter highlights multiple concrete actions, including IPX Power securing $4.95 billion (reported in the roundup as $5 billion) to build a large California solar & storage project, Enbridge developing a $1.2 billion solar & storage project to power Meta data centers, EU Commission awarding €400 million to industrial heat decarbonization projects, and Acelen Renewables securing $1.5 billion to build a billion-liter SAF project in Brazil. It also reports corporate and regulatory moves such as the SEC launching a process to rescind corporate climate reporting rules and McDonald’s missing its 2030 value-chain decarbonization target.
  • Additional details & background: The roundup lists multiple fundraises and M&A: Thea Energy $100 million, Focused Energy $240 million, Caudal Energy $5.6 million, P2 Science $23 million, D-CRBN $20 million, and DigitalBridge’s $1 billion acquisition of ArcLight. It also notes policy and reporting developments (IFRS and GRI collaboration, TISFD reporting framework, New York law delaying state climate goals) and sustainability flows data (Morningstar: sustainable fund flows turned positive in Q1 2026).
• May 29, 2026

  The Breaking Points: Water Is the New Constraint for AI Data Centers

  Data Center Knowledge reports that water infrastructure constraints are emerging as a major limit on AI data center expansion.

  • Main finding: Large AI data center proposals are requesting multi‑MGD water capacities (example: a Virginia campus requested up to 2 MGD initially, with potential future demand up to 8 MGD) and explicitly require continuous evaporative cooling for uninterrupted operations; these projected demands often exceed municipal water and wastewater planning assumptions.
  • Background and specifics: Researchers’ paper “Small Bottle, Big Pipe” estimates U.S. data centers could require 697 million to 1.45 billion gallons/day of new water capacity through 2030; Texas’ draft 2027 State Water Plan estimates roughly $174 billion in water infrastructure projects may be needed over the next 50 years to meet growing AI demand and related upgrades (reservoirs, treatment, reclaimed-water networks).
• May 27, 2026

  Tech Giants Are ‘Gobbling Up’ Grid Capacity, Consumers Are Getting the Bill

  Democratic lawmakers and policy officials warned that ratepayers, not technology companies, are bearing the cost of energy infrastructure built to power data centers.

  • Main announcement: Democratic lawmakers and state officials (including West Virginia delegate Kayla Young and Sen. Ron Wyden) warned that ratepayers are shouldering costs for generation, transmission, and data center power infrastructure; Monitoring Analytics found $9.3 billion (70%) of increased electricity costs in the mid-Atlantic last year resulted from data center demand.
  • Background and details:Dominion Energy has proposed a 14% residential rate increase in Virginia for 2026 citing data center and AI-driven demand; West Virginia electric rates have risen 73% per kilowatt hour over the last 10 years. Rep. Paul Tonko introduced a House bill directing federal regulators to require data center developers to cover infrastructure costs rather than shifting them to residential and small business ratepayers.
• May 27, 2026

  US energy storage installations hit Q1 record, up 32% year over year: SEIA

  SEIA reported record 9.7 GWh of battery energy storage installed in Q1 2026.

  • Main announcement: SEIA said the U.S. installed 9.7 GWh of battery energy storage in Q1 2026 (a 32% YoY increase), with commercial & industrial 648 MWh, utility-scale 1.5 GW / 7.8 GWh, and residential 515 MWh; Benchmark Mineral Intelligence (for SEIA) forecasts 613 GWh of U.S. storage deployment by 2030.
  • Background and details: SEIA and Benchmark highlighted data centers as a major driver (example: Meta + Enbridge will build 365 MW solar colocated with 200 MW / 1.6 GWh of Tesla batteries to support a Cheyenne, WY data center with 8-hour discharge capability); SEIA also flagged 101 GW of clean projects under political threat and said 36% of projects due by 2030 could be affected; 13 states have storage targets and cumulative deployment leaders include California 60.6 GWh, Texas 29.2 GWh, Arizona 20.2 GWh.
• May 27, 2026

  How a Coal Plant in Buffalo Became TeraWulf’s 500 MW AI Campus

  TeraWulf is developing the Lake Mariner “AI factory” campus on a retired coal plant site near Buffalo, delivering 500 MW today and planning to scale to 750 MW.

  • Main announcement: TeraWulf is building the Lake Mariner AI factory across roughly 180 acres of the former coal plant site, currently delivering 500 MW across four data halls with plans to scale to 750 MW; tenants include Core42 and Fluidstack (the latter hosts compute tied to Google AI workloads), and the fourth hall CB4 is expected to be energized by July 2026.
  • Background and technical details:Schneider Electric and Motivair have deployed more than $290 million in AI infrastructure and liquid-cooling systems at the site; the campus uses closed-loop glycol cooling with 144 RDHx units in one section and outdoor spray cooling used <5% of the year; legacy intake to Lake Ontario capacity is ~275 million gallons; electrical architecture includes 450 UPS systems (1–1.5 MW each) and reliance on Niagara hydropower (~90% zero-carbon).
• May 26, 2026

  TeraWulf’s Lake Mariner Campus: How a Retired Coal Plant Became an AI Factory Prototype

  TeraWulf has announced the rapid deployment and integration of power-and-cooling infrastructure at its Lake Mariner campus in Barker, New York.

  • Main announcement: TeraWulf, in partnership with Schneider Electric and Motivair, compressed deployment of over $290 million in mission-critical power and cooling infrastructure into a twelve-month window to repurpose the retired Lake Mariner coal plant into an AI/HPC campus designed to support up to 750 MW of future load; deployments include Galaxy VX UPS systems, lithium-ion battery systems, Motivair CDUs (105 kW to 2.5 MW MCDU-70), ChilledDoor rear-door heat exchangers, NetShelter racks, and EcoStruxure IT monitoring.
  • Background and specifics: The project leverages existing industrial transmission assets (dual 345-kV lines, nearby Niagara hydroelectric and imported Quebec hydropower), long-term tenant commitments from Core42 and Fluidstack (backed by Google), and a brownfield, energy-first strategy focused on sites with pre-existing transmission/substation infrastructure to avoid multiyear interconnection timelines.
• May 25, 2026

  United States $193 Billion Semiconductor Company Analog Devices Buys United States Power Delivery Performance Company Empower Semiconductor for $1.5 Billion in All-Cash Deal, Empower Semiconductor Founded in 2014 by Tim Phillips, Gene Sheridan &amp; David Lidsky

  Analog Devices has announced it will acquire Empower Semiconductor for $1.5 billion in an all-cash deal (announcement dated 25th May 2026, dateline Hong Kong / New York City).

  • Main announcement: Analog Devices has agreed to buy Empower Semiconductor for $1.5 billion in an all-cash transaction; the article is an announcement of the acquisition (no closing date or integration timeline provided).
  • Background and details:Empower Semiconductor, founded in 2014 by Tim Phillips, Gene Sheridan, and David Lidsky, provides integrated voltage regulators and power delivery technology aimed at reducing the energy footprint and total cost of ownership of data centers and supporting AI processors; Analog Devices is described with a $193 billion market value and reported revenue of more than $11 billion in FY25.