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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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MCIM Joins Salute’s Ecosystem of Direct-to-Chip (DTC) Liquid Cooling Operations Partners for AI/HPC Data Centers
Salute and MCIM have announced a partnership to integrate MCIM’s operational intelligence platform with Salute’s Direct-to-Chip (DTC) Liquid Cooling Operations service for AI/HPC data centers.
- Partnership scope: MCIM becomes part of Salute’s DTC Liquid Cooling Operations ecosystem, combining Salute’s on-the-ground operations, training, and specialized staffing with MCIM’s portfolio-level governance, telemetry-driven intelligence, and unified operational platform to support high-density, liquid-cooled AI/HPC facilities, including those of Applied Digital.
- Operational model details: The integrated model targets AI/HPC data centers where densities are rising and cooling is transforming, providing clean data, consistent workflows, and real-time visibility across 6.5+ GW of IT capacity and 1M+ critical data center assets to accelerate deployment timelines, reduce risks in high-density rooms, and enable scalable AI infrastructure operations.
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Renewable energy is key to powering Texas data centers
Google announced it plans to construct three new data centers in Texas at a cost of $40 billion.
- Main announcement & implementation details: Google will build three new data centers in Texas at an estimated $40 billion and has committed a $30 million Energy Impact Fund to scale energy initiatives; the company reports more than 6,200 megawatts of new generation and capacity contracted via power purchase agreements. The OpenAI/Oracle Stargate campus near Abilene has its first two buildings operational and the remaining six buildings are expected to be completed by mid-2026.
- Context, background and project metrics: Texas currently has 375 data centers operating and 70 under construction (Baxtel); ERCOT saw large-load interconnection requests rise from 56 GW (Sept 2024) to 205 GW one year later. Renewables growth includes nearly 877–900 solar projects under development in Texas, >200% increase in ERCOT solar capacity over four years, and 8 TWh of wind/solar curtailed in 2024 due to transmission limits. The SEIA warns federal permitting changes are slowing some solar and storage projects.
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FirecREST v2: lessons learned from redesigning an API for scalable HPC resource access
The authors announce FirecREST v2, a redesigned open-source RESTful API that provides programmatic access to HPC resources with significantly improved performance, security, and throughput.
- FirecREST v2 achieves a 100x performance improvement over the previous version, based on a systematic performance testing methodology that identifies bottlenecks in proxy-based APIs with intensive I/O operations, and incorporates key design and architectural changes to enhance security and high-throughput access to HPC systems.
- The work is documented in a 6-page paper with 2 figures, presented at the Cray User Group 2025 conference in New York, USA (May 4–8, 2025), and includes independent peer validation of the performance gains plus a discussion of future improvement opportunities; the paper is available via arXiv (2512.11634) with a pending DataCite DOI.
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Frontier Galvanizing: The Critical Role Of Galvanizing In Renewable Energy And Utility Projects
Frontier Galvanizing emphasizes its hot-dip galvanizing process as critical for improving durability and corrosion resistance in renewable energy and utility infrastructure.
- Main announcement / action: Frontier Galvanizing, with over 75 years of experience, highlights the role of hot-dip galvanizing in protecting steel components used in solar mounting systems, wind turbine towers and bolts, substations, smart grid components, and energy storage facility structures, aiming to extend service life and reduce maintenance for renewable projects.
- Background and details: The article states coatings meet rigorous industry standards, are applied across projects throughout the country, and the company positions galvanizing as a technical quality-control measure that supports long-term performance, reliability, and resilience of renewable energy distribution and utility assets.
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EPA webpage maps out path for data-center developers around air rules
The Environmental Protection Agency has launched a Clean Air Act Resource for Data Centers webpage to guide permitting, modeling, and regulatory interpretation so data centers and AI facilities can be built more quickly.
- Main announcement: The EPA published a dedicated webpage (“Clean Air Act Resource for Data Centers”) providing regulatory information, guidance, and technical tools for modeling, air quality permitting, and regulatory interpretations relevant to data centers and AI facilities; the page also explains how developers may “legally avoid requirements” under the Clean Air Act provision Limiting the Potential to Emit. The launch is framed under Administrator Lee Zeldin‘s AI agenda and references the President’s AI Action Plan and January AI executive order.
- Background and details: The move is part of a broader Trump administration push to streamline permitting; EPA Assistant Administrator Aaron Szabo and the agency press office issued statements accompanying the release. The article references public pushback (including a cited $7 billion planned Michigan data center in a photo caption) and congressional activity such as bills on liquid cooling technologies and studies of data centers’ impacts on rural America.
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Celebrating Breakthrough Ideas: Brook & Beyond Highlights Stony Brook Entrepreneurs
Stony Brook University has held the inaugural Brook & Beyond Championship Finale to showcase eight faculty-led innovation teams and award four winners with milestone-based funding and mentorship toward commercialization.
- Program details: The December 5, 2025 finale at CEWIT concluded a two‑month innovation sprint run by the Office for Research and Innovation, featuring 64 applicants, 8 finalists, and 4 winning teams (Hand Arthritis, Hydrogen From the Air, High Voltage Supercapacitor, Clean Water Tech: Low Nitrogen Septic) that will receive milestone-based funding and continued mentorship.
- Project scope and themes: Finalist technologies span medicine, biomedical monitoring, clean energy, advanced materials, environmental engineering, and water quality, including a modular power electronics unit for renewable systems and data centers (Current Edge), noninvasive ICU neuro monitoring (Neuro Monitor), low-cost capnography for low-resource settings (EtCO₂ Monitoring System), gait analysis tools (TrueGait), direct humidity electrolyzer for hydrogen from air, high-voltage supercapacitors for grid/automotive/defense, and low-nitrogen septic retrofits for Long Island homes.
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Oracle Shares Drop the Most Since 2001 on Mounting AI Spending
Oracle reported a sharp rise in AI-related data-center capital spending and raised its fiscal-year capex outlook.
- Main announcement: Oracle said quarterly CapEx was about $12 billion (up from $8.5 billion prior quarter; analysts expected $8.25 billion) and raised fiscal-year CapEx guidance to about $50 billion for the year ending May 2026 (a $15 billion increase from its September forecast). The company reported fiscal Q2 cloud sales of $7.98 billion (up 34%) and infrastructure revenue of $4.08 billion (up 68%), both slightly below analysts’ estimates.
- Background and details: The company disclosed negative free cash flow of $10 billion in the quarter, about $106 billion in total debt, and a remaining performance obligation of $523 billion. Executives said most CapEx is for revenue-generating equipment for data centers (leased sites/utilities are paid when delivered). The company cited AI partnerships/customers including OpenAI, ByteDance (TikTok), and Meta, and acknowledged investor concerns about a debt-fueled data center build-out and the pace at which CapEx converts to revenue.
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Emerging Trends in Real Estate® 2026 Highlights Surging Demand for Data Centers and Senior Housing
PwC and the Urban Land Institute (ULI) have released Emerging Trends in Real Estate® 2026, the 47th edition of the annual industry forecast covering the U.S. and Canada.
- Report details and scope: Draws on responses from more than 1,700 investors, developers, lenders, and advisors, is the 47th edition, and provides market rankings, data tables, and interactive analyses across the U.S. and Canada; full report available from PwC and the Urban Land Institute (link in article).
- Key sector findings and specifics:Data centers: national vacancy is below 2%, with power availability now a primary site-selection constraint as AI and cloud demand outpace supply; Senior housing: the first baby boomers turn 80 in 2026, driving rising occupancy and limited new supply; also highlights self-storage, student housing, and a split recovery in office markets.
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Top Environmental Victories of 2025
The Sierra Club announces a roundup of its top environmental victories in 2025.
- Major announced actions: The article catalogs specific legal, legislative, and advocacy wins including: stopping a proposed public-lands sell-off after Congressional withdrawal; passage of the Climate Change Superfund Act in New York (following Vermont in 2024) and introduced bills in California, New Jersey, Maryland, Massachusetts, and Maine; legal victories blocking Commonwealth LNG (coastal use permit terminated) and two lawsuits creating guardrails on data centers in Kansas and Michigan; NEVI program restart unlocking $2.7 billion for EV charging; and a $744 million jury verdict against Chevron for coastal damages in Louisiana.
- Background and additional details: The piece lists species and land protections (Northern Rockies wolves, Colorado bison, Rice’s whales), closure of Merrimack Station (final New England coal plant) and repeal of an Ohio coal-bailout that would have cost nearly half a billion dollars, passage of Utah’s balcony solar law allowing small plug-in systems without utility approval, a coalition delivering ~500,000 public comments to defend the Roadless Rule (including 40,000 from Sierra Club advocates), and a world-record origami action sending more than 86,000 paper fish to oppose Enbridge’s Line 5.
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GE Vernova raises multi-year financial outlook, doubles dividend and increases buyback authorization
GE Vernova has announced updated 2025–2026 guidance, a higher 2028 financial outlook, and expanded capital return plans at its 2025 Investor Update in New York.
- Financial guidance: The company targets 2025 revenue of $36–$37B, adjusted EBITDA margin of 8%–9%, and free cash flow of $3.5–$4.0B (raised from $3.0–$3.5B), rising in 2026 to $41–$42B revenue, 11%–13% adjusted EBITDA margin, and $4.5–$5.0B free cash flow, and by 2028 to $52B revenue, 20% adjusted EBITDA margin, and $22B+ cumulative free cash flow (2025–2028); segment outlooks include Power and Electrification margins rising to 22% and Wind reaching 6% margin with low-double-digit revenue declines.
- Capital allocation and growth initiatives: The Board doubled the quarterly dividend to $0.50 per share (payable February 2, 2026 to holders of record January 5, 2026), increased the share repurchase authorization to $10B from $6B (with $3.3B already spent as of December 3, 2025), and highlighted plans for organic investments, targeted M&A, completion of the remaining 50% Prolec GE acquisition by mid-2026 (regulatory approvals pending), and long-term growth from a ~$200B backlog by 2028, Gas Power services in the 2030s, and breakthrough energy technologies including small modular nuclear reactors, carbon capture, solid oxide fuel cells, and grid technologies for data centers and grid modernization.