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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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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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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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Transmission Expansion and Interconnection Manual
Source: New York Independent System OperatorNYISO’s 2019 Transmission Expansion and Interconnection Manual explains that the NYISO OATT covers interconnection of new and modified generation, transmission, and load facilities in New York, and that the process includes queue assignment for study requests and interconnection requests. NYISO states that it “adds the request to its list of Interconnection Requests and Transmission Projects (also known as the ‘NYISO Interconnection Queue’) with a queue position based on the date of receipt,” and that new LFIRs and TIAs are also assigned queue position based on receipt. The manual is policy guidance rather than a project-specific filing.
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.
Recent New York data center news
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Stream Data Centers Names New CFO and New EVP of Construction
Dallas-based Stream Data Centers has named Murray Woolcock as chief financial officer and Scott Greubel as EVP of construction.
- Main announcement: Stream appointed Murray Woolcock (CFO) and Scott Greubel (EVP of Construction) to support hyperscale growth; the two bring more than 50 years of combined experience. Woolcock (25+ years) previously served as an operating executive at Apollo and will lead capital strategy, financial operations, reporting, procurement, and investment underwriting to scale for accelerating demand. Greubel (25 years at DPR Construction) will scale construction capabilities and replicable design/construction standards, having completed data center projects for Intel, Colo.com, Yahoo, T-Mobile, Intuit, Adobe, and Meta and helped grow DPR revenue from $650 million to over $10 billion.
- Background/other details: In August (prior year), Apollo acquired a majority interest in Stream Data Centers from Stream Realty Partners; with Apollo backing Stream is positioned to execute on a multi-gigawatt pipeline, and Apollo Funds and affiliates may potentially deploy “billions of dollars” into next-generation digital infrastructure. No specific deployment timelines or dollar amounts were announced in this article.
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Land and Expand: NVIDIA, IREN, Coatue, Microsoft, Switch, Cerebras, Core Scientific
NVIDIA announced two major partnerships to accelerate industrial-scale AI infrastructure deployment with IREN and Corning Incorporated.
- Main announcement: NVIDIA partnered with IREN to target deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure (focus on IREN’s 2-gigawatt Sweetwater campus in Texas) and separately partnered with Corning Incorporated to expand U.S. optical connectivity manufacturing (10x optical connectivity capacity increase; >50% domestic fiber production increase; construction of three new advanced manufacturing facilities in North Carolina and Texas). The IREN deal includes a five-year right for IREN to sell NVIDIA up to 30 million ordinary shares at $70 per share (potential consideration up to $2.1 billion).
- Background and details: The article details additional industry moves into powered land, gigawatt campuses, crypto-to-AI conversions, and domestic supply-chain expansion, including Coatue/Next Frontier & Fluidstack’s 430 MW Indiana campus backed by $5.7 billion in senior secured notes (first 65 MW online by July 2027), Digi Power X’s 10-year MSA with Cerebras for a 40 MW Columbiana, AL campus (initial contract ~$1.1 billion, potential $2.5 billion, Phase 1 ready-for-service targeted Dec. 15, 2026), CloudBurst’s Texas campus ($14.5 billion investment; 1.2 GW planned), and Core Scientific’s acquisitions and campus expansions (e.g., $421 million cash acquisition of Polaris DS LLC; Muskogee and Pecos expansions to ~1.5 GW gross power).
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Policymakers Consider Temporary Pause on AI Data Center Construction: What Stakeholders Need to Know
On March 25, 2026, Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez announced the Artificial Intelligence Data Center Moratorium Act.
- Main announcement: The Artificial Intelligence Data Center Moratorium Act, introduced by Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez on March 25, 2026, would impose a nationwide halt on constructing or upgrading new or existing data centers with a power demand of 20 megawatts (MW) or more until “strong national safeguards” are in place; the Act also seeks to bar government subsidies, require union labor/prevailing wages, and give affected communities ability to approve or reject projects.
- Background and related measures: Multiple state and local actions are cited including New York Senate Bill 9144 (prohibits permits for data centers capable of using 20 MW or more until new regulations), indefinite local moratoriums (e.g., Oldham County, KY), over 100 localities with moratoria, a reported $156 billion across 48 projects blocked or delayed in 2025, and the Port Washington, WI referendum requiring voter approval for tax-increment financing for projects with base value or project costs over $10 million; Virginia legislative action (Senate Bill 30) would end a sales/use tax exemption for certain data center equipment on January 1, 2027.
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US annual electricity consumption to grow 55% by 2050: NEMA
NEMA published an updated forecast announcing that U.S. net electricity consumption will grow from 3,936 TWh in 2024 to 6,130 TWh by 2050, with the steepest growth concentrated in the current decade.
- Main announcement: NEMA’s update projects more than 55% electricity consumption growth by 2050, cites a 300% jump in data center energy consumption over the next 10 years, a 2,000% increase from the electric transportation sector through 2050, and states data centers may account for 38% of net consumption through 2037.
- Background and details: The report updates an April 2025 study (previously forecasting 50% growth), provides regional projections (largest data center demand growth in mid-Atlantic and Texas through 2035; greatest EV growth in the Northeast and West through midcentury), and lists generation and storage capacity outlooks (e.g., 303 GW standalone battery storage, 568 GW solar, 408 GW wind by 2043).
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AI Infrastructure’s Next Bottleneck May Be Public Acceptance
Melissa Farney (Data Center Frontier) argues that AI data center expansion has become a first‑order political and permitting constraint, citing recent legislative and local actions including the “Artificial Intelligence Data Center Moratorium Act” proposal and Maine’s LD 307 veto.
- Main point: The article states that AI‑oriented data center growth is now a core political and permitting risk for operators, not just a siting or PR issue, citing industry forecasts such as JLL’s ~$710 billion North America capex projection to 2026 and project‑level impact estimates from Data Center Watch (approximately $18B blocked and $46B delayed, totalling $64B) and a New York Times compilation of $156B across 48 AI projects disrupted in 2025.
- Key supporting facts & recent actions: Federal and state moves are already concrete: Sen. Bernie Sanders and Rep. Alexandria Ocasio‑Cortez unveiled the “Artificial Intelligence Data Center Moratorium Act”; Maine’s LD 307 (would have paused data centers >20 MW through Nov 1, 2027) was vetoed by Gov. Janet Mills; local utilities like the Ypsilanti Community Utilities Authority (YCUA) imposed a 12‑month moratorium on new water/sewer hookups in April 2026. The article also highlights New Jersey bill S731/A796 (require 85% of requested service for 10 years for very large loads) as an example of state-level cost‑allocation tools.
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INNIO Group Announces Filing of Registration Statement for Proposed Initial Public Offering
INNIO Group has announced it has publicly filed a registration statement on Form S-1 with the U.S. Securities and Exchange Commission relating to a proposed initial public offering of its common shares.
- Filing and listing: INNIO has filed a Form S-1 with the U.S. SEC for a proposed IPO and has applied to list its common shares on the Nasdaq Global Select Market under the ticker “INIO”; timing, number of shares and price range have not been determined and the offering is subject to market and other conditions.
- Underwriters, prospectus and offering details:Goldman Sachs, J.P. Morgan and Morgan Stanley are named as joint lead book-running managers; additional bookrunners and co-managers (BofA Securities, Barclays, Citigroup, Baird, BNP Paribas, Deutsche Bank Securities, RBC Capital Markets, UBS Investment Bank, Credit Agricole CIB, Erste Group, UniCredit, Academy Securities, Drexel Hamilton) are listed; preliminary prospectus copies will be available from the named banks and the offering will be made only by means of a prospectus.
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NTIA to BEAD Winners: ‘Know Your Rights’
The Commerce Department’s NTIA issued a memo instructing ISPs and state broadband offices not to alter required contract language for BEAD subgrants and telling subgrantees to notify their Federal Program Officer if required language is omitted or changed.
- Main action: NTIA’s memo (posted by the Benton Institute) warns that altering or omitting required BEAD contract language will put the $42.45 billion Broadband Equity, Access, and Deployment (BEAD) subgrant — and the state’s award — at risk; NTIA told ISPs to notify a Federal Program Officer if a proposed contract attempts to “alter a subgrantee’s rights or fails to include required language.” The agency publicly discussed the guidance at an April 27 NTCA event (Arielle Roth speaking).
- Background and implementation details: The memo reiterates a June 2026 NTIA rule requiring states to agree not to enforce net neutrality or broadband rate laws on BEAD participants (applies statewide); it mandates states commit to a 90-day permitting approval/denial process including a single point of contact, streamlined permitting processes, tracking and publicly posting unresolved permitting disputes, and exploring use of non-deployment funding (guidance on that funding was due in March but is delayed). The memo followed a April 27 press release from New York Gov. Kathy Hochul and references actions by ISPs such as SpaceX (which sought looser performance monitoring).
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World Largest Private Equity Firm $1.3 Trillion Blackstone Data Centre REIT Blackstone Digital Infrastructure Trust NYSE IPO to Raise $1.75 Billion with Expected IPO Listing on 14th May 2026
Blackstone Digital Infrastructure Trust has announced it filed for a NYSE IPO and is expected to raise $1.75 billion with an expected listing on 14th May 2026.
- Announcement: Filed a Form S-11 with the SEC; expected IPO listing on 14th May 2026; target raise $1.75 billion (note: an April 2026 filing sought $2 billion); intends to list under the symbol “BXDC”; joint lead book-running managers include Goldman Sachs & Co. LLC, Citigroup, Morgan Stanley, Barclays, BofA Securities, Deutsche Bank Securities, J.P. Morgan, RBC Capital Markets and Wells Fargo Securities, with a broader syndicate including BNP PARIBAS, SMBC Nikko, Societe Generale, BBVA, Credit Agricole CIB, MUFG, Santander and TD Securities; Blackstone Capital Markets is co-manager.
- Background & filing details: The trust is described as focused on acquiring and owning stabilized, newly-constructed data centers; asset value range in the filing is $250 million to $1.5 billion; target annual yield in the filing is 5.75% to 7%; parent Blackstone is cited with $1.3 trillion AUM.
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Nano Nuclear Signs MoU On Nuclear For ‘Rapidly Expanding’ AI Economy
Nano Nuclear Energy has entered into a memorandum of understanding with Super Micro Computer Inc to explore deploying microreactors to provide dedicated, onsite power for data centres.
- MoU to explore integration: Nano Nuclear and Super Micro will explore integration of Nano Nuclear’s Kronos MMR Energy System (a high-temperature gas-cooled reactor) with Super Micro’s AI server and data centre platforms to potentially deploy dedicated, onsite nuclear power for data centres serving the AI economy.
- Background and recent actions: Nano Nuclear is developing the Kronos MMR Energy System and in January 2025 closed an $8m (€6.8m) deal to acquire major assets of bankrupt Ultra Safe Nuclear Corporation; the company has also signed an agreement with the University of Illinois Urbana-Champaign to build the first research Kronos MMR on the university campus.
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World-leading climate centre takes Trump administration to court
UCAR (the University Corporation for Atmospheric Research) has sued the US government and asked a court to freeze plans to break up the National Center for Atmospheric Research (NCAR).
- Main action:UCAR (a coalition of around 130 universities) sued the government in March and on 3 April asked a US district court judge to freeze plans to transfer stewardship of NCAR’s supercomputing centre in Cheyenne, Wyoming; a court hearing took place on 7 May and Judge R. Brooke Jackson said he would issue a decision “as promptly as possible”.
- Background and timeline: Documents show the White House budget office instructed the NSF in November to begin restructuring NCAR to align with Administration priorities; the NSF requested proposals and public comments (deadline 13 March) but told NCAR officials on 12 February that it had decided to transfer the supercomputing centre; UCAR argues the process is a “sham process” while the NSF says “a final decision has not been made to transfer stewardship.”