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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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Green Data Center Developer Soluna Secures $100 Million Financing from Generate Capital
Soluna Holdings announced it has secured a $100 million scalable credit facility from Generate Capital to finance and refinance its pipeline of renewable-powered data centers.
- Deal structure and immediate uses: The facility totals $100 million (USD) with an initial $12.6 million draw to refinance Soluna’s Texas-based Dorothy 1A and Dorothy 2 projects; a $22.9 million delayed draw to provide continued funding for Dorothy 2 and to support the newly launched 166 MW Project Kati 1 data center project; and an uncommitted $64.5 million accordion to support Soluna’s renewable-powered pipeline and fund AI-related long-lead equipment procurement. As part of the transaction, Generate Capital received warrants to purchase 4 million shares of Soluna common stock and a board observer right.
- Background and operational details: Soluna, founded in 2018 and based in Albany, New York, designs and operates data centers co-located with wind, solar, or hydroelectric power to convert curtailed or underutilized renewable energy into high performance computing. The credit facility will be used for refinancing and construction of data center projects; CEO John Belizaire and Generate Principal Ryan Miller are quoted on the strategic fit and growth support.
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Which tech trends are rising to the top of the business agenda?
McKinsey senior partners Lareina Yee, Sven Smit, and partner Roger Roberts discussed McKinsey’s research on 13 frontier technology trends on The McKinsey Podcast, focusing on agentic AI, robotics, semiconductors, the energy transition, and digital trust.
- Main announcement/action: McKinsey leaders outlined concrete examples and early outcomes of agentic AI and automation in business—e.g., a sales use case that delivered an 11% increase in lead generation and conversion—while describing how organizations should onboard, train, and manage digital coworkers; they emphasized robotics examples (Schiphol wheelchair, logistics robots) and noted semiconductor and cooling innovations that reduce data-center power intensity (chips claimed to be ~1,000x more efficient in compute density over recent years).
- Background and details: The discussion framed the energy transition as a demand challenge driven by AI and rising wealth, noting the need to double energy capacity with a mix of solar, wind, nuclear, storage, and grid build-outs; McKinsey cited rapid mega-installation build rates in China (“almost every week”), supply-chain and infrastructure constraints, and the need to balance speed and affordability in deployment.
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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).
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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.
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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.
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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).
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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.
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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.
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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.
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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.