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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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Brookfield, NextEra to Develop $100B Data Center Campus at DOE’s Paducah Site, Paired With 4.6 GW of Dedicated Generation
Brookfield and NextEra Energy have announced a $100 billion plan to develop a privately funded AI data center campus at the U.S. Department of Energy’s Paducah Site in Kentucky, paired with up to 4.6 GW of dedicated generation.
- The campus is expected to be fully built out in 2032 and support up to 1.8 GW of utility capacity and more than 1.2 GW of compute load; Brookfield will lease land from DOE and develop and operate the campus.
- NextEra Energy will own and operate up to 2 GW of natural gas generation and up to 2.6 GW of BESS added in stages; the project also involves Big Rivers Electric, Jackson Purchase Energy Cooperative, and Paducah Power System, with KPSC approval still required for the power service agreement.
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World Largest Asset Manager $15 Trillion BlackRock (Sopaipilla Investor) Issues $12.5 Billion 22-Year Note Due 2048 at United States 10-Year Treasury Yield + 2.875% to Finance Facebook Parent Meta Platforms Data Centre in United States Texas, BlackRock Subsidiaries (Global Infrastructure Management & HPS Investment Partners) Own 80% Stake & Facebook Parent Meta Platforms Owns 20% Stake
BlackRock has issued a $12.5 billion 22-year note due 2048 to finance a Meta Platforms data centre in Texas, United States.
- The financing was priced at United States 10-year Treasury yield + 2.875% and is described as a 22-year note due 2048.
- BlackRock subsidiaries Global Infrastructure Management and HPS Investment Partners reportedly own an 80% stake, while Meta Platforms owns 20%; the article is a news-style report from Caproasia, not a primary company announcement.
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Behind the New York data center pause is legislation that could impact existing facilities
New York Gov. Kathy Hochul has signed an executive order imposing the first statewide moratorium on new hyperscale data centers while the state develops a regulatory framework.
- The order pauses state environmental permits for facilities that could consume 50 MW or more of electricity for up to one year.
- The pause remains in effect until the New York Department of Public Service completes a Generic Environmental Impact Statement on environmental impacts including energy demand, water use, air quality, and noise.
- The article also describes related, not-yet-signed legislation (A11560 / Responsible Data Center Development Act) that would add renewable-energy, efficiency, local infrastructure, labor, and community-benefit requirements.
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White House Expands Data Center Ratepayer Pledge as Congress Moves to Codify Protections
The White House expanded its voluntary Ratepayer Protection Pledge to 187 utilities, electric cooperatives, and data-center developers, while Congress advanced the bipartisan Ratepayer Protection Act from committee 52-0.
- The White House said the pledge now covers 187 organizations plus 23 governors, and the coalition “protects” 263 million Americans; signatories commit to fund generation and grid upgrades for their data-center loads without shifting costs to other ratepayers.
- The House Energy and Commerce Committee advanced H.R. 9340 on July 21; the bill would require state regulators and nonregulated utilities to consider a large-load standard for sites with at least 100 MW peak demand and recover the full incremental cost of grid upgrades. New York’s Executive Order 62 separately put permits for 50 MW+ data centers on hold pending an environmental review.
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When Buildability Breaks: What Prince William and New York Signal for Data Center Development
QTS Data Centers terminated its participation in the Prince William Digital Gateway, ending the Virginia data corridor after years of legal and political dispute.
- QTS withdrew its remaining petitions before the Supreme Court of Virginia on July 2, 2026, after Compass Datacenters had already withdrawn in April 2026.
- The Prince William Digital Gateway had been approved in December 2023 for up to 27 million square feet across about 2,100 acres; county estimates cited nearly $25 billion in investment and up to $400 million in annual tax revenue.
- The article also discusses New York Executive Order 62 from July 14, which temporarily pauses certain incomplete state permit applications for covered data centers of 50 MW+ while the state prepares a Generic Environmental Impact Statement and new grid-cost and community-benefit rules.
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United States Government Estimates $37.5 Billion Current Total Cost for United States-Iran Conflict, Earlier Estimates of $29 Billion in 2026 May, United States & Iran Ceasefire Ended in 2026 July (8/7/26), United States & Iran Signed 14-Point Peace MoU Agreement to End War (17/6/26) in 2026 June & to Finalize Deal Within 60 Days
The article is a commentary-style compilation claiming that the United States government estimates the total cost of the United States-Iran conflict at $37.5 billion and recounting related wartime developments and prior announcements.
- It says the United States and Iran signed a 14-point peace MoU on 17 June 2026 to end the war and finalize a deal within 60 days.
- It also says the DFC announced an additional $20 billion reinsurance program, bringing total coverage to $40 billion for oil tankers and maritime traffic in the Strait of Hormuz, backed by 7 insurers.
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High PJM grid prices are credit negative for regulated electric utilities, Moody's says
Moody’s has warned that high capacity prices in PJM Interconnection may be credit negative for regulated utilities and load-serving entities.
- Moody’s said the outcome is credit negative for regulated utilities and load-serving entities that pass through costs to retail customers, as affordability concerns raise regulatory and political risk.
- The agency said the issue reflects a difficult balance between affordability and reliability as data center-related load growth, resource retirements, and transmission constraints reshape the PJM market; PJM prices cleared last week at $325 per megawatt-day.
- Independent power producers that own power plants in PJM may see credit upgrades because they receive capacity payments directly.
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After the AI Rush, Can Data Centers Reclaim Sustainability?
The article argues that data center sustainability is under renewed pressure as AI-driven growth increases power, cooling, and water demands, while regulation and community opposition are pushing operators back toward efficiency and environmental stewardship.
- Regulatory and community pressure: Greenpeace criticism, moratoria in Singapore, Amsterdam, Dublin, and a one-year New York State moratorium on projects over 50 MW are cited as examples of tighter oversight and permitting constraints.
- Industry response and current context: Operators have long used PUE and renewable PPAs, but the article says AI is shifting priorities toward performance; it cites Frontier’s $1.8 billion permanent carbon removal commitment and an additional $915 million in funding, plus Amazon’s claim it is 75% of the way to water neutrality by 2030 and has cut Northern Virginia water use by 42% year over year.
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Frank Aquila Discusses the Next Cycle in Oil & Gas M&A: Same Discipline, New Battlegrounds
Sullivan & Cromwell has published a news item highlighting Frank Aquila’s Q&A with Financier Worldwide Magazine on M&A activity in the oil and gas sector.
- Aquila discusses sector trends including a shift toward “value over volume” after a wave of megadeals, and how AI and data center power demand are reframing gas as a balancing fuel for the digital economy.
- He also says national oil companies and sovereign capital are moving from “passive partners to architects of deal structures.” The page includes a link to the Financier Worldwide article and a link back to S&C’s news post dated July 23, 2026.
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IBM RELEASES SECOND-QUARTER RESULTS
IBM has announced its second-quarter 2026 earnings results and updated full-year guidance.
- IBM said it now expects full-year constant currency revenue growth of 4% to 5% and continues to expect free cash flow to increase by about $1 billion year over year.
- The company reported Q2 2026 revenue of $17.2 billion, net income of $2.2 billion, and said its board approved a $1.69 per share quarterly dividend; IBM also said it will invest more than $10 billion in quantum over five years and remains on track for a large-scale fault-tolerant quantum computer by 2029.