New York Data Center News

Aug 22, 2025

Net zero needs AI — five actions to realize its promise

Nature (author Amy Luers) argues that widespread AI deployment is needed to realise net zero by 2050 and outlines five actions to capture AI’s mitigation potential.

Main announcement/action: The article calls for targeted investment and deployment of AI for climate to accelerate decarbonization, citing that AI climate-technology raised US$6 billion in 2024, and urging focus on underfunded areas such as grid integration, materials discovery and carbon removal; it lists five priority actions to realise this potential.
Background and details: Key factual points include global temperature in 2024 exceeded 1.5 °C above pre-industrial levels, data centres ≈1.5% of global electricity (IEA), US data centres currently ~4.4% of US electricity and could reach 6.7–12% by 2028, and estimated mitigation potential of 1.4 GtCO2/yr by 2035 (IEA) or 3.2–5.4 GtCO2/yr by 2035 (Stern et al.); the article also documents local resource stresses (water, grid capacity) and technology examples (dynamic line ratings, AI-led materials discovery at MIT).

Aug 8, 2025

The data center balance: How US states can navigate the opportunities and challenges

The article by McKinsey authors analyzes the rapid growth and investment in data center infrastructure driven by AI and cloud computing demand in the United States.

$7 trillion global investment by 2030, with over 40% in the US; Northern Virginia holds 13% of global capacity, demonstrating strategic regional growth.
Challenges include power supply strain (460 TWh increase by 2030), water scarcity, resource bottlenecks, and community pushback; Ohio’s $10B+ AWS expansion and AEP’s $2.82B transmission build-out exemplify coordinated infrastructure and workforce initiatives.

Aug 7, 2025

Brookfield Boosts Bet on AI Infrastructure With New Strategy

Brookfield Asset Management has launched a dedicated strategy to develop AI infrastructure and data centers, announced in a letter to investors by CEO Bruce Flatt and President Connor Teskey.

Confirmed actions: Brookfield is launching a dedicated AI infrastructure strategy, has already deployed tens of billions into the space, and plans/committed specific investments including up to $9.8 billion in Sweden (to be built over 10–15 years) and $23 billion in France over the next five years; the firm says it sees a significant pipeline of opportunities and targets demand from hyperscalers, enterprises, and governments.
Financial and product details (confirmed and planned): Reported $613 million of distributable earnings in Q2 (38 cents a share), fee-bearing capital $563 billion, manages more than $1 trillion, raised $22 billion in Q2 (including $1.8 billion for real estate, $16 billion to credit businesses); collected >$800 million for the second global transition vehicle (bringing that vehicle to >$15 billion raised); planned new retail products include a retail private equity fund and an asset-based finance fund, and the firm intends to pursue expanded 401(k) allocations to alternatives across channels.

Aug 4, 2025

Potential Energy: Is BESS the Answer to Data Centers’ Gridlocked Future?

De Gaulle Fleurance hosted a webinar on the evolving role of battery energy storage systems (BESS) in Europe’s decarbonization efforts.

Confirmed facts & project data: The webinar featured legal and energy experts from France, Belgium, Poland, and the UK; RTE projects renewable output could reach 320 TWh by 2035; battery capacity grew from <50 MW to 1.07 GW in five years, with >7 GW of projects holding grid access rights; the EU added 11.9 GW of BESS last year and the U.S. reported a 34% storage increase as of March 2024; identified vendors include ZincFive, Schneider Electric, Eaton, EPC Power, and Vertiv; U.S. states with SGIPs: California, New York, Maryland, New Jersey and other supportive states include Virginia, Oregon, Iowa, Texas.
Costs, policies & planned initiatives: Reported average BESS cost $400–$600 per kWh (Exenell); U.S. is on track to install ~15 GW in 2025 (~25% increase over 2024) (projection); NESO’s connections reform is expected/hopecasting to unlock £40 billion ($53 billion) per year (anticipated); regulatory milestones cited include FERC Order No. 841 (2020) allowing batteries in wholesale markets and EU measures like VAT exemptions and tariff waivers; distinctions noted between confirmed deployments (installed GW) and planned/projection figures (15 GW in 2025, NESO investment expectations).

Jul 31, 2025

Why Your Electricity Bill Is So High

The NRDC article explains how rising electricity bills in the U.S. are driven by aging fossil fuel power plants, policy decisions favoring costly and inefficient energy sources, and the growing electricity demand from AI and data centers.

Key facts: The Plant Vogtle nuclear project in Georgia cost $35 billion, $17 billion over budget, causing a 24% rate increase for customers; PJM grid delays in connecting 286 GW of renewables led to a 600% price increase affecting 67 million people; the Inflation Reduction Act had supported renewables but recent federal policies are rolling back incentives and promoting fossil fuels.
Confirmed impacts: Electricity prices rose 13% nationally from 2022 to 2025; AI and data centers could consume 5-9% of U.S. electricity by 2030; repeal of clean energy incentives may increase household energy costs by up to $430 annually by 2035.

Jul 29, 2025

What is a data center?

McKinsey has announced a detailed analysis and outlook on the rapid growth and investment needs of data centers driven by AI workloads.

$6.7 trillion global investment in data centers is projected by 2030, with 70% driven by AI workloads; AI-ready data centers require new infrastructure including power, cooling, and electrical systems.
Regional challenges include power supply constraints in the US and Europe, labor shortages, and sustainability demands; opportunities exist for investors, real estate firms, and telecom operators to support data center expansion and clean energy integration.

Jul 23, 2025

Protected: Where the Power Flows: The Top 10 Hyperscale Data Centers by Load in North America — Powered by Enverus Instant Analyst™

Enverus has announced insights into the top 10 largest hyperscale data centers by load in North America, highlighting key locations and their energy consumption.

Top data centers include Microsoft Azure, Meta, Vantage Data Centers, and Colocation America with loads ranging from 590 MW to 1,862 MW.
Enverus offers tools like Instant Analyst™ and PRISM™ to accelerate data center siting by analyzing power demand, pricing, and land suitability, supporting faster and more informed infrastructure development.

Jul 19, 2025

United States $546 Billion Alternative Investment Manager Ares Management Corporation to Launch 2nd Sports, Media & Entertainment Finance Fund, Launched Inaugural Ares Sports, Media & Entertainment Finance Fund in 2020 & Raised $3.7 Billion ($2.2 Billion in Equity) Investing in Senior Debt, Junior Debt, Preferred Equity & Minority Equity, Investments Include in Atlético de Madrid, San Diego Padres, McLaren Racing & Inter Miami CF

Ares Management Corporation has announced the launch of several major investment funds, including a 2nd Sports, Media & Entertainment Finance Fund, a $2.4 billion Japan data center development fund, and the growth of its Ares Private Markets Fund to $3 billion AUM.

Ares launched a $2.4 billion Japan data center fund (Ares Japan DC Partners I LP) in June 2025, with $1.3 billion invested by Canada Pension Plan Investment Board and participation from Singapore-based GLP. The fund will develop three data center campuses in Greater Tokyo, delivering nearly 240MW of IT load, with a focus on sustainability standards and AI/cloud computing demand.
Ares Private Markets Fund reached $3 billion AUM in May 2025 after three years, investing in private equity fund stakes mainly in North America and Europe, distributed via Ares Wealth Management Solutions with 150 professionals worldwide. The inaugural Ares Sports, Media & Entertainment Finance Fund (2020) raised $3.7 billion ($2.2 billion equity) and invested in entities such as Atlético de Madrid, San Diego Padres, McLaren Racing, and Inter Miami CF.

Jul 18, 2025

Is your Data Center ready for the ban on SF6 MV switchgear in the EU?

The European Union has announced a ban on new SF6-based medium-voltage (MV) switchgear up to 24kV, effective January 1, 2026, as part of the F-gas Regulation to reduce greenhouse gas emissions from power infrastructure.

Data center electricity demand in Europe is projected to rise from 100 TWh in 2022 to 150 TWh by 2026, driven by digitalization and AI, necessitating new power generation and infrastructure.
SF6-free MV switchgear, such as Schneider Electric’s AirSeT range, is now available and deployed globally (over 40,000 units), offering lower lifecycle costs (20-30% savings) and eliminating high end-of-life recycling costs (10-20% of initial equipment cost), supporting compliance and sustainability goals.

Jun 23, 2025

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