Ohio Data Center Intel

Recent Ohio data center news

• Aug 20, 2026

  Economist Warns Data Center Interconnection Requests May Be Inflated

  UC Berkeley energy economist Severin Borenstein argued that U.S. data center interconnection queues overstate real demand and described how utilities are changing rules in response.

  • He said developers often submit duplicate interconnection requests across multiple utility territories, making queue data inflated and a poor measure of actual buildout demand; he also compared current forecasts with past electricity-demand overestimates tied to internet growth and AI efficiency improvements.
  • He pointed to Ohio regulators approving a settlement that requires 12-year contracts before utilities invest in new substations or transmission upgrades, said Google was the first company to accept, and noted PJM rate impacts of 2 to 3 cents per kWh or 10 to 20 percent across states. He also said Texas has paused new projects pending review while considering more than 1,800 interconnection requests exceeding five times peak grid capacity.
• Aug 20, 2026

  Governors' Races are Being Increasingly Buffeted by The Toxic Politics of Data Centers

  Associated Press reports that several U.S. governors and candidates are tightening or proposing restrictions on data centers as public backlash grows. The article is commentary/news analysis about election-year politics and regulatory responses, not a first-time company announcement.

  • Pennsylvania Gov. Josh Shapiro said his administration will no longer fast-track data center permits or tax exemptions unless developers meet electricity-payment, water-use, and local approval requirements; he called them the “strictest guardrails in the nation.”
  • The piece also cites broader state actions, including Arizona‘s three-year sales tax exemption moratorium, New York‘s one-year ban on large data centers, and Illinois‘s halt on new sales tax exemptions, alongside recent political ads and candidate positions in Texas, Ohio, and Wisconsin.
• Aug 20, 2026

  PJM Widens Response to Data Center Load as Capacity Shortfalls Deepen

  PJM Interconnection has proposed a new reliability framework for large data centers and other major electricity users, including an Interim Resource Adequacy Service (IRAS), a Large Load Registry, and related capacity-market changes.

  • PJM filed the proposal with FERC on Aug. 13 under docket ER26-3515-000, asking for approval by Oct. 12 so IRAS can begin on June 1, 2027 for the 2027/2028 delivery year.
  • The framework covers new large loads of at least 50 MW at a single site, creates Bring Your Own New Capacity (BYONC) rules, and would exclude uncovered new large-load demand from the capacity auction starting in the 2029/2030 delivery year; PJM also referenced a $325/MW-day auction cap, a $333.44/MW-day short auction clearing price, and a $555/MW-day cost cap in the related Reliability Backstop Procurement filing.
• Aug 20, 2026

  LG Energy Solution begins LFP and NMC BESS and EV cell production at Michigan factory

  LG Energy Solution has announced the start of production at its battery cell factory in Lansing, Michigan, while DeltaX has announced plans to establish its North American headquarters in Walton County, Georgia.

  • LG Energy Solution Michigan-Lansing has begun production of LFP and NMC battery cells, with a target of more than 35GWh annual capacity at full scale; the plant will supply BESS and EV applications, and Toyota cells will support the 2027 Toyota Highlander EV.
  • LG ES said it has invested over US$2 billion in the Lansing facility, which employs about 900 people and is expected to grow to 1,700 at full capacity; the article also references a prior US$4.3 billion Tesla supply agreement and a US$1.4 billion investment at the Holland, Michigan plant.
  • DeltaX announced on 14 August a US$141 million investment to build a North American headquarters and manufacturing campus in Monroe, Georgia, including a 100,000-square-foot BESS assembly facility on about 25 acres.
  • DeltaX said the Georgia project is expected to create approximately 250 jobs and will support BESS, BMS, and AI-powered energy management technologies for utility-scale projects, renewable energy integration, data centres, and C&I applications.
• Aug 20, 2026

  LG Energy pivots to storage batteries as AI data centre demand surges

  LG Energy Solution said its North American factories are increasingly shifting from EV batteries to energy storage systems (ESS), with five of its eight regional factories expected to make ESS batteries by the end of this year.

  • Main action: LG Energy Solution is expanding ESS battery production in North America, including at its Lansing, Michigan plant, which recently began making cells for Tesla and utilities; the factory also still makes batteries for Toyota Motor EVs.
  • Background/details: The company said the shift was driven by booming demand from AI data centers and the move to lithium iron phosphate (LFP) chemistry; its GM joint-venture plant in northeast Ohio restarted EV cell production this week after a seven-month shutdown.
• Aug 19, 2026

  Nvidia Backs OpenAI’s Ohio Data Center Buildout With $105B Guarantee

  Nvidia has disclosed conditional residual-value guarantees of up to $105 billion for OpenAI’s planned Ohio data center campus, while also saying it is investing $1.5 billion in SB Energy.

  • The guarantees cover an initial 4.25 GW of IT capacity at SB Energy’s PORTS-Pike Technology Campus in Pike County, Ohio, with an option to support another 3.75 GW for about 8 GW total.
  • The structure is tied to leased infrastructure under a 20-year lease with OpenAI; Nvidia said OpenAI will reimburse and indemnify it for amounts actually paid, and the actual guarantee agreements are still to be filed in a future quarterly report.
• Aug 17, 2026

  Securing the Infrastructure of Intelligence

  NVIDIA has announced a partnership with SB Energy to secure LPS capacity at the PORTS-Pike Technology Campus in Portsmouth, Ohio, for an AI factory that OpenAI will occupy as tenant.

  • The initial deployment is expected to deliver 4.25 gigawatts of AI factory capacity, with NVIDIA’s support covering approximately 4 gigawatts over a 20-year term and becoming effective in phases as data centers are placed in service between 2028 and 2030.
  • NVIDIA said the site could support multiple upgrade cycles over 20 years; each generation could represent about 1.5 million GPUs and $150 billion to $200 billion in NVIDIA revenue, while broader OpenAI commitments through 2030 were said to represent about 12 gigawatts of NVIDIA compute, expandable to 16 gigawatts if the remaining capacity is extended.
• Aug 17, 2026

  Nvidia may invest up to $3 billion in SoftBank's SB Energy for OpenAI data center: Report

  Nvidia is reportedly in talks to invest as much as $3 billion in SB Energy and to provide credit support for an Ohio data center campus linked to OpenAI.

  • The report says Nvidia, OpenAI, and SB Energy are discussing around $100 billion in credit support for the planned Ohio data center campus.
  • Nvidia has discussed investing half of $3 billion after the deal is signed, with the other half tied to SB Energy’s planned IPO; SB Energy is said to target September and at least $5 billion in proceeds.
  • The story is based on reporting from The Information; it also cites The Wall Street Journal saying Nvidia had scaled back its Ohio guarantee to under $120 billion from $250 billion.
• Aug 10, 2026

  More Data Center Operators Commit to Abbott’s Texas Standards as Power Companies Endorse ERCOT Batch Framework

  Texas data center operators and power companies have responded to Gov. Greg Abbott’s directive by publicly endorsing tighter standards for grid access, water use, and transparency.

  • First coordinated corporate response: Skybox Datacenters, MARA, Digital Realty, QTS, Compass, Montera, and others said they will comply with Abbott’s standards and disclosure expectations tied to the ERCOT large-load queue review.
  • Policy and project details: Abbott’s Aug. 3 order follows a June 10 directive and could lead to legislation on cost allocation, water-efficient cooling, annual reporting, and incentive changes; ERCOT’s Batch Zero groups projects of 75 MW and greater for a single study.
  • Company examples: MARA said it curtailed about 550 MW during Winter Storm Fern; Hut 8 described 1.5 GW of Texas capacity and its 1-GW Beacon Point campus; NRG said its Texas BYOP project centers on a 1.2-GW plant and $3.2 billion investment.
• Aug 4, 2026

  New Data Center Developments: August 2026

  This article is a curated monthly roundup of data center news, summarizing multiple announcements, reported deals, and policy actions across regions.

  • It highlights several new project announcements and construction updates, including Meta’s 5 GW Hyperion expansion, OpenAI’s Project Camellia in Georgia, Iron Mountain’s 48 MW RCH-1 break ground, and Meta’s 1 GW Canadian campus in Alberta.
  • It also covers policy and market developments such as New York’s permit pause for sites over 50 MW, Texas’s ERCOT queue audit, North Carolina’s tax change, Nebraska’s incentive block, plus large capital figures including €1.5 billion, $38.4 billion, $500 million, $400 million, and $10 billion across various projects.