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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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New York Opens $36 Million for Open Access, Municipal Broadband
New York Gov. Kathy Hochul announced a new $36 million funding round under the state’s Municipal Infrastructure Program, administered by the state’s broadband office, ConnectALL.
- Main announcement: New York Gov. Kathy Hochul announced $36 million available through the Municipal Infrastructure Program (ConnectALL) to support locally driven, open-access, publicly controlled broadband projects; applications accepted through April 30 and ConnectALL will begin reviewing applications on Feb. 2.
- Background and details: The program has previously committed $268 million to active projects across 24 counties (funding more than 2,300 miles of fiber, 68 wireless hubs, and serving more than 96,000 homes and businesses); individual grant awards are expected to be under $10 million and projects must be substantially complete by Dec. 31, 2026 to meet federal funding requirements.
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Emerging Data Center Markets: Key Locations to Watch in 2026
Cushman & Wakefield reports that power and land constraints in major U.S. data center hubs are driving operators to consider secondary and tertiary markets.
- Main announcement: Cushman & Wakefield finds power and land constraints in primary hubs (Northern Virginia, Phoenix, Dallas-Fort Worth, Chicago, Atlanta, Portland/Eastern Oregon) are shifting site selection toward secondary/tertiary markets; highlights include OpenAI’s Stargate (~$100 billion) and Vantage Frontier (~$25+ billion) as large upcoming projects.
- Details/background: Regions such as Pennsylvania, the Carolinas, Central Washington, New Jersey, and Massachusetts are offering economic incentives, faster approvals, and flexible regulatory frameworks; Central Washington offers low-cost hydro power enabling 100% renewable operation but is also facing power constraints.
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Vistra to Bolster Gas-Fired Fleet by 5.5 GW With $4B Cogentrix Acquisition
Vistra Corp. has executed definitive agreements to acquire Cogentrix Energy from funds managed by Quantum Capital Group in a $4 billion transaction announced Jan. 5, 2026, adding 10 natural gas plants (5,496 MW) across PJM, ISO New England, and ERCOT.
- Main announcement & deal specifics: Vistra will acquire 100% ownership of the Cogentrix portfolio for $4 billion, adding 5,496 MW of modern natural gas capacity (10 plants) and increasing Vistra’s total generation footprint toward ~50 GW; the transaction is subject to FERC, DOJ (HSR), and state regulatory approvals and is expected to close mid-to-late 2026. The deal includes acquiring the remaining 25% interest in the Patriot and Hamilton-Liberty plants and excludes Cogentrix’s Cedar Bayou 4 (550 MW), which Cogentrix will retain.
- Background, financing, and timing context: The acquisition follows Vistra’s October 2025 purchase of Lotus Infrastructure gas assets for $1.9 billion (2,600 MW) and is supported by capital markets actions including $2.25 billion in senior secured notes (Jan 2026) and a prior $2 billion secured notes issuance (Oct 2025); Vistra expects mid-single-digit accretion in 2027 and high-single-digit average accretion (2027–2029) to Ongoing Operations Adjusted Free Cash Flow before Growth per share. Regulatory reviews (notably FERC Section 203) will examine competitive impacts in PJM and ISO-NE.
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Comcast to Sen. Warren – White House Ballroom Donation On the Level
Comcast rejected suggestions it engaged in misconduct over a donation tied to a new $400 million ballroom at the Trump White House.
- Main announcement: Comcast, via outside counsel Michael Bopp (Gibson Dunn) in a Dec. 15, 2025 letter, stated the company’s donation to the $400 million ballroom included no specific limitations or conditions and that the company had no expectations of anything in return; the letter did not disclose the dollar amount Comcast gave.
- Additional details: The article also reports Gov. Hochul saying New York has $36 million for municipal broadband; Shentel’s Glo Fiber is offering 8 Gbps symmetrical service for 400,000 locations; Wells Fargo downgraded key cable stocks citing fiber and FWA threats; Array Digital declared a dividend after closing an AT&T deal; Lufthansa signed a deal with Starlink; and there are items on Iran limiting Starlink, state prison officials backing Carr on jamming cell phones, and Ruddy urging Newsmax fans to fight a 39% cap repeal.
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Power, Not Space: The Colocation Battleground in 2026
GridFree AI launched its South Dallas One site in December 2025, targeting to deliver more than 1.5 GW within 24 months from lease signing by operating off-grid.
- Main announcement/action: GridFree AI’s South Dallas One will operate off-grid and aims to deliver >1.5 GW within 24 months from lease signing, outpacing the typical four-year timeline for traditional developments; this demonstrates a push toward power-advantaged site selection and accelerated delivery timelines.
- Context and additional details: The article frames this within a broader industry shift: global colocation market forecast from $104.2 billion (2025) to $204.4 billion (2030); primary market vacancy fell to 1.6% H1 2025; ~3/4 of 5,242 MW under development in North America are pre-leased; pricing reached $184 per kW per month for 250–500 kW deployments; notable capital commitments include Anthropic’s $50 billion buildout (including a $7 billion, 15-year lease for 245 MW) and Nscale’s $865 million agreement for 40 MW. Supply-chain and memory/storage shortages are expected to persist into Q3 2026.
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EPA tries to narrow water law powers
The Environmental Protection Agency proposed a rule to narrow states’ and authorized tribes’ authority under Section 401 of the Clean Water Act to review and condition federally regulated projects.
- Main action: The EPA’s proposal would limit the scope of Section 401 reviews to focus on direct discharges to federally regulated waters, set clear applicant submission requirements, impose strict review deadlines, and require states/tribes to fully explain any conditions or permit denials. A final rule is expected in the spring after a public comment period.
- Background and specifics: The proposal largely reinstates Trump-era constraints, follows the Biden administration’s 2023 rule that allowed states to “holistically evaluate” project impacts, and comes after the 2023 Sackett v. EPA Supreme Court decision that narrowed federal jurisdiction over some waters. The rule explicitly targets reviews of projects including natural gas pipelines, dams and data centers, and drew criticism from Earthjustice saying EPA’s concerns are “baseless.”
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The Domestic Global South and The Need for Climate and Environmental Internationalism
Black Agenda Report published a related-stories page listing multiple articles, including an Adam Mahoney piece about developers targeting a Black area after a white town rejected a data center.
- Main item: The page features the article “After a White Town Rejected a Data Center, Developers Targeted a Black Area” (Adam Mahoney, 14 January 2026), highlighting that “Four million Americans live within 1 mile of a data center” and that communities closest to data centers are described as “overwhelmingly” non-white.
- Background/other details: The listing also includes coverage of COP30 held in Brazil (article: “COPing Out In Brazil”) and multiple U.S.-focused commentary pieces (dates and authors provided for each item, e.g., essays dated 14 January 2026); donate links reference Stripe and a publisher Skyhorse is named in one item.
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Will new EPA rule fast-track fossil fuel projects, data centers?
The Environmental Protection Agency proposed a rule to limit states’ and tribes’ authority under Section 401 of the Clean Water Act.
- Main action: The EPA proposed narrowing Section 401 reviews to focus on direct releases to federally regulated waters, with measures including a clear description of applicant submissions, strict deadlines for state/tribal reviews, and a requirement that states fully explain any conditions or permit rejections; a final rule is expected in the spring after a public comment period.
- Background and details: The proposal echoes the Trump administration’s earlier 401 rule, comes after the Biden administration’s 2023 expansion allowing states/tribes to “holistically evaluate” project impacts, follows the Supreme Court’s 2023 Sackett v. EPA decision that limited federal jurisdiction, and drew criticism from Earthjustice (Moneen Nasmith: “EPA’s claims that states and tribes are overreaching are baseless”).
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New York Tells Data Centers They Must Pay More for Power
The State of New York, led by Governor Kathy Hochul, announced the Energize NY Development initiative to require large power users (including data centers) that don’t deliver significant job growth or other state benefits to either generate their own electricity or pay more for grid energy, and to modernize and accelerate grid interconnection processes.
- Main announcement and requirements: The initiative — Energize NY Development — was unveiled during the Governor’s State of the State address; it will require large electricity users that do not provide significant job growth or other benefits to either produce on-site power or pay higher grid rates. It also includes steps to modernize and accelerate interconnection (addressing current bottlenecks). The announcement accompanies an increased state target to add 5 GW of new nuclear capacity (up from a previously announced 1 GW plan).
- Background, context, and supporting facts: The move responds to rising consumption driven by data centers and AI workloads and follows recent FERC guidelines to prevent large users from taking over power without paying for needed reliability investments; a Bloomberg investigation found reliability costs in PJM Interconnection auctions hit a record $47.2 billion across three consecutive auctions. The initiative is framed within the Governor’s reelection campaign and broader concerns about household utility bills and grid capacity.
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Six Stony Brook University Faculty Mentor Regeneron STS Scholars
Stony Brook University announced that ten high school students mentored by six Stony Brook faculty were named among the top 300 semifinalists in the 2026 Regeneron Science Talent Search (Regeneron STS).
- Main announcement: Ten Simons Summer Research Program fellows, mentored by six Stony Brook faculty, were named among the top 300 Regeneron STS semifinalists; each semifinalist and their high school will receive $2,000. The article lists faculty mentors (Benjamin Hsiao, Mohammad Javad Amiri, Yuefan Deng, Zhenhua Liu, Howard Sirotkin, Nengkun Yu) and student projects such as stormwater remediation of 6PPD, AI-enabled drug discovery for oncogenic eIF4E, and Carbon-Aware Reserve Allocation and Checkpoint Scheduling for GPU Sustainability.
- Background and details: The semifinalists were selected from >2,600 applicants representing 46 states, Washington, D.C., Northern Mariana Islands, Puerto Rico, and 16 countries; 40 finalists will be announced on January 21 to compete for over $3.1 million in awards during a week-long event in Washington, D.C., March 5–11. The piece references the Society for Science administration of Regeneron STS and notes that since 1997 about 600 semifinalists have been mentored by Stony Brook faculty.