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New York Data Center Intel
Latest data center news, projects, power and policy across New York — updated daily.
Recent New York data center news
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Corning Exec Says AI, Broadband Driving Surge in Fiber Demand
Mike O’Day of Corning said the fiber broadband industry is entering a phase of rapid growth driven by simultaneous FTTH deployments and AI-driven hyperscale data center investment.
- Main announcement: At a Fiber Broadband Association event, Mike O’Day (Senior Vice President and General Manager, Optical Communications, Corning) said the industry is seeing simultaneous demand from fiber-to-the-home and generative AI; Corning has expanded manufacturing capacity and is continuing to invest in U.S.-based production of fiber and cable. Corning is described as a $125 billion materials science company.
- Background and details: Remarks made on March 25, 2026 in Washington; O’Day addressed concerns tied to the BEAD program, stating industry capacity is sufficient and manufacturers are aligning production with deployment timelines. He highlighted that new fiber designs to increase capacity and reduce latency are needed for AI workloads and that fiber is used to connect servers, GPUs, and facilities across regions.
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New York Telecom Group Backs FCC Push to Retire Copper Networks
The New York State Telecommunications Association filed a letter with the FCC urging the agency to ease retirement of legacy copper networks.
- Main announcement: The New York State Telecommunications Association filed comments/letter with the FCC asking the agency to move forward with plans to ease retirement of legacy copper networks, arguing the change is needed to accelerate broadband investment and improve network reliability. The filing explicitly backs the FCC’s proposal to streamline approvals for discontinuing legacy services and to affirm federal authority over state rules that can delay transitions.
- Background and details: The association noted copper-based subscriptions have fallen more than 80% over the past decade and cited more than 15,000 incidents of infrastructure theft and sabotage in a recent one-year period, which have disrupted service for millions. The comments were filed in response to ongoing FCC proceedings focused on reducing barriers to network modernization and accelerating the transition to next-generation communications infrastructure.
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United States Server & Storage Tech Company $13 Billion Super Micro Computer Co-Founder (Yih-Shyan Liaw, Wally), 1 Employee (Ruei-Tsang Chang, Steven) & 1 Contractor (Ting-Wei Sun) Charged by United States Prosecutors for Illegally Selling $2.5 Billion Nvidia-Powered Servers to China Which Violates Export Control Reform Act, Current Market Value at $13 Billion, Share Price -30.3% YTD, -48.3% Last 12 Months & +464.9% Last 5 Years
The United States Department of Justice has unsealed an indictment charging Super Micro Computer co-founder Yih-Shyan “Wally” Liaw, employee Ruei-Tsang “Steven” Chang, and contractor Ting-Wei “Willy” Sun with illegally diverting servers to China.
- Main announcement: The DOJ (19/3/26) announced an indictment alleging the defendants conspired to divert $2.5 billion of Nvidia-powered high-performance servers assembled in the United States to China, in violation of the Export Control Reform Act; Liaw and Sun were arrested and will be presented in the Northern District of California, while Chang is reported as a fugitive.
- Background/details: The article states Super Micro Computer has a current market value of $13 billion and reports share price moves of -30.3% YTD, -48.3% last 12 months, and +464.9% last 5 years; the DOJ quote included verbatim language about integration of “sophisticated U.S. artificial intelligence technology.”
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Salute and Ecolab Announce Cutting-Edge Collaboration that Builds on Groundbreaking DTC Liquid Cooling Operations Service for AI/HPC Data Centers
Salute announced a collaboration with Ecolab to integrate Ecolab’s Cooling-as-a-Service (CaaS) into Salute’s Direct-to-Chip (DTC) Liquid Cooling Operations Service for AI/HPC data centers.
- Main announcement: Salute has announced a partnership with Ecolab to embed Ecolab’s Cooling-as-a-Service (CaaS) into Salute’s DTC Liquid Cooling Operations Service to simplify and manage the technology loop for direct-to-chip liquid cooling in AI/HPC data centers; the release is a corporate press announcement describing the collaboration and operational integration.
- Background and details: The release notes Ecolab provides a suite of technologies including high-performance water management, smart coolant distribution units, connected coolants, and 3D TRASAR™ monitoring, and that Ecolab reports $16 billion in annual sales, 48,000 associates, and operations across more than 170 countries; the media contact is Bekki Bushnell at salute@elementcommunications.co.uk.
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3 Men Charged with Conspiring to Smuggle U.S. AI to China
Federal prosecutors charged Super Micro Computer senior vice president Yih-Shyan “Wally” Liaw and two affiliates with conspiring to smuggle U.S.-assembled servers containing advanced Nvidia chips to China.
- Charges and timeline: The indictment alleges Liaw, Ruei-Tsang “Steven” Chang, and contractor Ting-Wei “Willy” Sun schemed between 2024 and 2025 to divert server shipments, directing a company in Southeast Asia to place $2.5 billion in orders from Super Micro Computer and diverting at least $510 million worth of assembled servers to China; Chang is identified as a fugitive, Liaw was arrested and released on bail, and Sun was arrested and held for a bail hearing.
- Mechanics and context: Authorities allege use of fabricated documents, staged bogus equipment to pass audit inventories, and a pass-through company to conceal true clientele; the article notes existing U.S. export controls on Nvidia AI chips (policies under Presidents Joe Biden and Donald Trump) and includes statements from the FBI, U.S. Attorney Jay Clayton, Super Micro Computer, and NVIDIA confirming legal and compliance concerns.
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Fervo Energy Secures More Funding for Cape Station Geothermal Project
Fervo Energy has announced it closed $421 million in non-recourse debt financing for the first phase of its flagship Cape Station geothermal project in Beaver County, Utah.
- Financing and lenders: The oversubscribed package totals $421 million and includes a $309-million construction-to-term loan, a $61-million tax credit bridge loan, and a $51-million letter of credit facility; RBC Capital Markets served as financial advisor and coordinating lead arranger alongside Barclays, BBVA, HSBC, MUFG, and Société Générale, with additional participation from J.P. Morgan, Bank of America, and Sumitomo Mitsui Trust Bank, Limited (New York Branch).
- Project scope and timeline: Cape Station is expected to deliver first power to the grid this year, reach about 100 MW of operating generation capacity by early next year, and is designed to eventually scale to 500 MW; the first-phase output is fully contracted under PPAs with Southern California Edison, Shell Energy, and community choice aggregators.
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Project Stalled: Grid Bottlenecks Threaten the Fifth Industrial Revolution
Data Center Frontier (Melissa Reali) warns that the primary constraint for contemporary AI data center deployment is deliverable power and multi‑year interconnection bottlenecks.
- Main finding:multi‑year interconnection queues, transformer lead times (80–120+ weeks), and permitting/transmission delays are stalling AI campus deployments; concrete examples include PJM wait times beyond eight years, ERCOT large‑load queue ~226 GW (≈77% tied to large data centers), and NYISO 48 large‑load requests totaling ~12 GW. The article cites a $14.2M USD reported cost for a one‑month delay on a 60 MW facility and notes the Amazon–Talen Energy long‑term arrangement for up to 1,920 MW from Susquehanna nuclear as an example of a bring‑your‑own‑power approach.
- Background and policy context: Federal rulemakings—FERC Order 2023 (generator interconnection reform) and RM26‑4 (large‑load interconnection standards)—are underway but will take years to implement; the Department of the Interior’s late‑2025 stop‑work orders paused multiple offshore wind projects (putting billions of dollars temporarily in limbo), and domestic transformer manufacturing still supplies only a fraction of demand (lead times and an ~80% import reliance for transformers were reported).
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Tariffs Add Cost, but Component Shortages Dictate Data Center Timelines
The article reports on fluctuating US tariffs and persistent component shortages affecting data center construction.
- Key developments on tariffs (main announcement): The US Supreme Court in February 2026 invalidated portions of certain tariff measures, prompting the Trump administration to issue revised tariff measures while legal challenges continue; affected companies are suing to recover duties paid and litigation remains ongoing, creating uncertainty over import costs and duty recoveries.
- Supply-chain and project-level details:DRAM and HBM are reported sold out through 2028, SSD and HDD availability is constrained (Western Digital capacity tight into 2027), and Micron has announced a planned $100 billion fabrication plant in New York; hyperscalers are absorbing most available accelerators and memory, and owners are shifting procurement (increase in OFCI — owner-furnished, contractor-installed) to manage extreme lead times.
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United States Data Center Company T5 Data Centers to Raise $2 Billion Funding, Founded in 2008 by Pete Marin & Colleagues from The Staubach Company
T5 Data Centers has announced it is raising $2 billion in funding.
- Main announcement:T5 Data Centers has announced a fundraising effort to raise $2 billion (reported 18th March 2026). The company was founded in 2008 by Pete Marin & colleagues from The Staubach Company and the report is published by Caproasia (dateline: New York City; article dateline: Hong Kong).
- Background and details:T5 offers build-to-suit data center solutions, development, construction, and facility management services, and positions itself to support companies working in AI and technology innovation; the article provides no specific timeline or use-of-proceeds details for the $2 billion raise.
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United States Advanced Thermal Tech Company Frore Systems Raised $143 Million in Series D Funding Round at $1.64 Billion Valuation, Founded in 2018 by Seshu Madhavapeddy & Surya Ganti, Investors Include MVP Ventures, Fidelity Management & Research Company, Top Tier, Mayfield Fund, Clear Ventures, Addition, Qualcomm Ventures, StepStone Group & Alumni Ventures
Frore Systems has raised $143 million in a Series D funding round at a $1.64 billion valuation (announced 17 March 2026, dateline Hong Kong).
- Main announcement:Frore Systems has raised $143 million in a Series D round at a $1.64 billion valuation; the company was founded in 2018 by Seshu Madhavapeddy and Surya Ganti and the investors named include MVP Ventures, Fidelity Management & Research Company, Top Tier, Mayfield Fund, Clear Ventures, Addition, Qualcomm Ventures, StepStone Group, and Alumni Ventures.
- Background and product details: Frore Systems is headquartered in Silicon Valley with manufacturing operations in Taiwan; flagship products include LiquidJet™, LiquidJet™ Nexus, and AirJet®, which are positioned for data center and edge cooling (claims include improved GPU performance, better PUE, and reduced TCO); the article is an announcement/press-style report published on Caproasia on 17 March 2026.