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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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Soluna Announces Monthly Business Update
Soluna Holdings announced October 2025 corporate and site-level updates, including a 3.3 MW hosting partnership with KULR at Project Sophie and operational progress on multiple Texas renewable-powered data center projects.
- Main announcement & actions:3.3 MW hosting partnership with KULR Technology Group at Project Sophie; highlighted a $100M credit facility with Generate Capital; Project Dorothy 2 construction expected substantially complete with final construction on track for mid-November; 20 MW Canaan miner deployment expected in January; ~900 S19 XP miners expected deployed start of November; Project Kati 1 full 83 MW substation upgrade completed and Phase K1A 48 MW Galaxy containers/transformers/switchgear being received; Project Kati 2 executed an MOU with an HPC-experienced development partner, design/engineering expected to begin in Q4, and 50 acres land acquisition completed adjacent to Kati 1.
- Background & additional details: Soluna published operating metrics (link provided), was featured in media (The Texas Tribune, Rio Grande Business Journal, Data Center Dynamics), CTO Dip Patel spoke at Harvard Business School Climate Symposium and other events, Project Grace completed concept microgrid design and signed an MOU to address power demand fluctuations that cause grid instability, Soluna is finalizing PPA/REP agreements for Ellen and Hedy and working on PPAs for Annie, Gladys, Rosa, and Fei; customer deployments include 48 MW across three partnerships at Dorothy 2 and 7 MW at Sophie; Kati 35 MW Hosting RFP process kicked off.
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Soluna Announces Monthly Business Update
Soluna Holdings, Inc. announced October 2025 project site-level operations, developments, and updates.
- Main announcement & corporate highlights: Soluna disclosed a new 3.3 MW hosting partnership with KULR Technology Group at Project Sophie, highlighted a $100M credit facility referenced with Generate Capital to accelerate renewable-powered computing, announced the appointment of Agnes Budzyn to the Board, and promoted media/features and content (podcast, blogs, AMA). Key timelines: one 3.3 MW deployment completed end of October, second 3.3 MW expected beginning of November.
- Project and implementation details: Construction and deployment milestones include Project Dorothy 2 substantial Phase 3 completion with full construction on track for mid-November, a 20 MW Canaan deployment expected in January, Project Kati 1 substation upgrade completed for full 83 MW with Phase K1A 48 MW Galaxy and Phase K1B 35 MW long-lead equipment staged, Project Kati 2 signed an MOU with an HPC partner with design/engineering expected to begin in Q4 and 50 acres of land acquired, and Project Grace completed concept microgrid design and signed an MOU to address “power demand fluctuations that cause grid instability”. PPAs and REP agreements are being finalized for Ellen and Hedy; work on PPAs continues for Annie, Gladys, Rosa, and Fei.
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NRG Energy, Inc. Reports Third Quarter Results, Reaffirms 2025 Financial Guidance, and Initiates 2026 Standalone Guidance
NRG Energy, Inc. announced third quarter 2025 financial results and updated guidance and capital allocation plans.
- Main announcement: NRG reported GAAP Net Income of $152 million for Q3 2025 and strong non-GAAP results including Adjusted Net Income $537 million, Adjusted EBITDA $1,205 million, and FCFbG $828 million; the company reaffirmed and raised 2025 guidance ranges (Adjusted Net Income $1,470–$1,590M; Adjusted EPS $7.55–$8.15; Adjusted EBITDA $3,875–$4,025M; FCFbG $2,100–$2,250M). The press release also initiated 2026 standalone guidance (Adjusted EBITDA $3,925–$4,175M) and confirmed the planned acquisition of LS Power’s Premier Power Portfolio (13 GW + 6 GW VPP) expected to close Q1 2026.
- Background and details:Capital allocation includes returning $1.3 billion to shareholders via share repurchases and ~$345 million via dividends in 2025 (through Oct. 31: $1.1B repurchased, $258M distributed); on Oct 8, 2025 NRG closed a $4.9 billion senior notes issuance to fund the cash portion of the LS Power acquisition and repay Senior Secured Notes. Other items: $562M TEF loan at 3% to support development of the 689 MW (721 MW nameplate) Cedar Bayou facility (initial disbursement Sept 2025; commercial operations projected mid-2028). Conference call: Nov 6, 2025, 9:00 a.m. Eastern (8:00 a.m. Central) — live webcast via investors.nrg.com (archived on site).
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Cipher Mining Inc. Announces Pricing of $1.4 Billion of Senior Secured Notes
Cipher Mining priced a $1.4 billion debt offering to fund part of a new data center construction.
- Main announcement: Cipher Mining’s wholly-owned subsidiary Cipher Compute LLChas priced a $1.4 billion offering of 7.125% senior secured notes due 2030, priced at par, to finance a portion of the construction cost of the Barber Lake Facility, a high-performance computing data center near Colorado City, Texas; the Offering is expected to close on November 13, 2025, subject to market and other conditions.
- Background and deal structure: The Notes will be sold in a Rule 144A private placement to qualified institutional buyers, will be fully and unconditionally guaranteed by Cipher Barber Lake LLC, and secured by first-priority liens on substantially all Issuer and Guarantor assets, equity interests held by Cipher Songbird LLC, a potential lockbox account of Fluidstack USA II Inc., and (prior to facility completion) a pledge by Google LLC of warrants to purchase Cipher common stock; Cipher will provide a completion guarantee to fund the Issuer if proceeds are insufficient.
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Power, Proximity, Policy: The Legal Landscape of Siting Data Centers Near Natural Gas Resources
Michelman Robinson partners Warren Koshofer and Seth Leibenstein analyze the legal and regulatory considerations for siting data centers near U.S. natural gas resources.
- Main announcement/action: The article provides a legal and practical guide on siting data centers adjacent to natural gas infrastructure, noting concrete facts such as data center loads often exceeding 100 megawatts per site and that natural gas supplies more than 40% of U.S. electricity. It identifies regional hubs (Texas/Permian Basin; Appalachian Basin — Marcellus & Utica; Midcontinent/Great Plains; Rockies — DJ and Powder River basins; Gulf South — Louisiana & Mississippi) and highlights relevant regulators like ERCOT and FERC, plus contractual vehicles such as PPAs and gas tolling arrangements.
- Background and details: The piece outlines regulatory and compliance requirements (Clean Air Act permitting, Section 401 water quality certifications, state environmental reviews), flags evolving ESG and carbon disclosure pressures (SEC proposals, IRA incentives), and lists states considering restrictions on fossil-fueled generation for new data centers (Oregon, Virginia, Illinois). Contact details for the authors are provided: Warren Koshofer (212-730-7700; wkoshofer@mrllp.com) and Seth Leibenstein (212-730-7700; sliebenstein@mrllp.com).
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Hadron Energy Advances its Regulatory Readiness Ahead of $1.2Bn Merger
Hadron Energy, Inc. is announcing proactive regulatory engagement with the U.S. Nuclear Regulatory Commission while approaching a $1.2Bn SPAC merger with GigCapital7 Corp.
- Main announcement/action: Hadron is advancing a front-loaded regulatory strategy with the U.S. Nuclear Regulatory Commission (NRC) while preparing for a $1.2Bn SPAC merger with GigCapital7 Corp.; key steps include attendance at NRC stakeholder meetings (first in December 2024, ongoing public meetings, and specifically July 17-18, 2025), submission of a Letter of Intent and initial Regulatory Engagement Plan (REP) in April 2025, filing of its Quality Assurance Program Description (QAPD), and an imminent filing of the Topical Report on Principal Design Criteria (PDC).
- Background and other details: Hadron’s product, the Halo MMR, is designed to deliver 10 MW and is transportable in a shipping container; the company has also engaged with the Department of Energy (DOE) including the Janus Project (DOE initiative for MMR readiness at U.S. military bases), and reports continuing work despite a federal government shutdown to meet corporate regulatory timelines.
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Hadron Energy Advances its Regulatory Readiness Ahead of $1.2Bn Merger
Hadron Energy, Inc. announces regulatory progress with the U.S. Nuclear Regulatory Commission (NRC) while preparing for a $1.2Bn SPAC merger with GigCapital7 Corp.
- Primary action: Hadron submitted a Letter of Intent and an initial Regulatory Engagement Plan (REP) in April 2025, has filed its Quality Assurance Program Description (QAPD), and will soon file its Topical Report on Principal Design Criteria (PDC); the company also participated in NRC stakeholder meetings including Dec 2024 and Jul 17-18, 2025, where it publicly supported a more restrictive safety framework for microreactors that it states its Halo MMR will meet.
- Background & partnerships: Hadron is pursuing a $1.2Bn SPAC merger with GigCapital7 Corp., is engaging with the U.S. Department of Energy (DOE) (including the Janus Project for MMR readiness on military bases), and emphasizes a front-loaded regulatory strategy to support rapid commercialization of its transportable 10 MW Halo MMR.
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Cipher Mining Provides Third Quarter 2025 Business Update
Cipher Mining announced two major corporate developments: a ~ $5.5 billion, 15-year campus lease with Amazon Web Services for AI hosting and majority ownership in a joint venture to develop a 1-GW HPC site in West Texas (Colchis).
- Main announcement — AWS lease and AI capacity: Cipher executed an approximately $5.5 billion, 15-year lease with Amazon Web Services to provide turnkey space and power for AI workloads, committing to 300 MW of capacity in 2026 delivered in two phases (expected to begin July 2026 and complete in Q4 2026) with rent commencing August 2026; the company also states AI hosting contracts represent ~ $8.5 billion in lease payments.
- Background and additional details: Cipher secured ~95% ownership in a joint venture to develop a 1-GW site called Colchis in West Texas, including a fully executed 1-GW Direct Connect Agreement with American Electric Power (AEP) (AEP to build dual interconnection facility targeting energization in 2028 while ERCOT completes final review); Cipher also completed a $1.3 billion convertible note offering and reports Q3 2025 revenue of $72 million and Non-GAAP Adjusted Earnings of $41 million.
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Milbank Cements Market Leadership with Over $125B in AI Infrastructure Deals and Launch of Digital Infrastructure Group
Milbank LLP has announced the creation of a multidisciplinary Digital Infrastructure Practice Group to support clients across the AI value chain, led by partners Dan Bartfeld, Erwin Dweck and Jaime Ramirez.
- Practice launch & focus: The new group is a formal, cross-disciplinary practice combining energy, infrastructure, finance and real estate expertise to serve the full digital ecosystem (GPUs/compute accelerators, data centers, fiber, towers, powered land and power solutions). The team led over $125 billion of digital-related transactions in 2025 and will span Milbank offices across the Americas, Europe and Asia.
- Background & recent deals: Milbank’s cross-practice team recently advised on a $27 billion Meta data-center financing (advising Morgan Stanley), Brookfield’s up to $5 billion strategic partnership with Bloom Energy, the consortium acquisition of Aligned Data Centers (Wren House), Nscale’s $1.1 billion Series B, and financings totaling over $9.5 billion for Switch. These are presented as representative, verifiable transactions the group has worked on.
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Beyond compute: Infrastructure that powers and cools AI data centers
McKinsey & Company projects AI-driven demand for data centers and the related capital and design implications.
- Main announcement/action: McKinsey & Company reports that AI-driven demand will expand data center capacity to 220 gigawatts by 2030 (a CAGR of 22%) and estimates $6.7 trillion in cumulative capital outlays worldwide by 2030 to meet compute demand; the report focuses on advances in power and cooling equipment and the need for codesigned systems.
- Background and details: The article emphasizes that power, cooling, and IT components must be codesigned, highlights opportunities for equipment manufacturers to pursue vertical integration and provide end-to-end services (repair, maintenance, commissioning), and notes time to market as a key buying preference for data center operators.