Ohio Data Center Intel

Recent Ohio data center news

• Dec 2, 2025 · RMI

  The Five Types of Electro-Industrial States

  Rocky Mountain Institute presents a typology classifying US states into five electro-industrial archetypes.

  • Main announcement/action: RMI authors classify states into five archetypes — Momentum Hubs (Arizona, California), Fast‑Track Builders (Texas, Georgia, South Carolina, Florida, Colorado, Utah, Nevada, New Mexico, Oklahoma, Tennessee, Ohio, Idaho), Policy Champions (New York, Michigan, Virginia, Oregon, Washington, North Carolina, Wisconsin, Illinois, Maryland, Minnesota, Massachusetts, Pennsylvania), Open‑Door Starters (Vermont, Wyoming, Nebraska, Kansas, North Dakota, South Dakota, Mississippi, Iowa), and Early‑Stage Starters (Missouri, New Hampshire, Kentucky, Maine, Alabama, Louisiana, Indiana, West Virginia, Montana, Arkansas). The typology is based on policy reliability, regulatory ease, economic capacity, physical infrastructure (power and interconnection), and market momentum.
  • Background and details: The analysis highlights that market momentum and policy reliability should operate in tandem; low regulatory burdens accelerate short-term investment but may strain local housing and infrastructure without accompanying policy ambition. The authors reference the report GREASE Lightning as a policy playbook for designing investment-led, state-driven electro-industrial strategies.
• Nov 7, 2025

  Babcock & Wilcox Announces It Raised $67.5 Million Through its At-the-Market Equity Offering

  Babcock & Wilcox Enterprises announced an at-the-market (ATM) equity offering that raised $67.5 million and paused further ATM sales after achieving its capital objectives.

  • Capital raise details: Babcock & Wilcox Enterprises, Inc. raised $67.5 million via an ATM offering that opened on November 5, 2025, including approximately $50 million from a single fundamental global institutional investor; the Company has elected to pause further ATM sales having met immediate capital objectives. The ATM was conducted pursuant to the Company’s existing shelf registration statement on Form S-3 filed with the Securities and Exchange Commission.
  • Project and background: The raise closely follows a Limited Notice to Proceed (LNTP) awarded to B&W for a project valued at over $1.5 billion to design and install one gigawatt (1 GW) of electric power for an AI Factory and Data Center. Company statements note the offering was executed rapidly (raising $67.5 million in just two days) and was intended to strengthen the balance sheet to execute a robust project pipeline.
• Nov 7, 2025 · RMI

  Large Energy Users Want Power. Here’s How to Protect Other Ratepayers from the Costs.

  RMI (Perez, Wang, Shwisberg) published a review of 65 state-level large load tariffs and identified five common safeguard provisions intended to protect other ratepayers from cost shifting.

  • Main announcement/action: RMI authors analyzed 65 state-level tariffs using data from Halcyon’s Large Load Tariff Tracker and identified five safeguard provisions—Minimum Contract Term, Minimum Monthly Billing Demand, Collateral Requirements, Exit Fees, and Capacity Reassignment—with concrete examples such as Kentucky Power’s 20-year minimum contract for new loads ≥150 MW and 22 of 65 tariffs specifying Load Ramp Periods (usually 4–5 years).
  • Background and details: The review found 37 of 65 tariffs include collateral requirements (common range 12–24× the customer’s largest monthly bill or dollar-per-MW approaches), Dominion Energy’s GS-5 requires $1.5 million collateral per MW (reducible up to 70% for strong credit), 31 tariffs include exit fees, and 12 include capacity reassignment; the data source and linked tariff filings are provided for verification.
• Nov 6, 2025

  50 States of Power Decarbonization Q3 2025: States Work to Accelerate Clean Energy Project Development and Define “Large” Load Customers

  The NC Clean Energy Technology Center released the Q3 2025 edition of the 50 States of Power Decarbonization quarterly report.

  • Key announcement: The Q3 2025 report documents that 48 states and Puerto Rico took a total of 384 actions related to electric power decarbonization and resource planning in Q3 2025, with 234 introduced bills (not yet passed a chamber). The report also summarizes planned capacity additions from integrated resource plans: solar 87,539 MW, natural gas 77,145 MW, wind 43,031 MW, storage 39,310 MW, and planned coal retirements 33,424 MW. Top active states listed are North Carolina, California, and Minnesota (followed by Indiana, Missouri, and Oregon).

  • Background and details: The report identifies three trends: (1) states responding to federal clean energy policy changes (citing the passage of OBBBA) and accelerating project development (focus on permitting and interconnection), (2) states/utilities reconsidering demand thresholds for large load customers (e.g., data centers), and (3) state regulators revising integrated resource planning rules. The report highlights five specific Q3 developments, including North Carolina lawmakers repealing interim emission targets, the Indiana Utility Regulatory Commission approving a new NIPSCO subsidiary for large loads, Ohio approving an AEP Ohio customer class for data centers, the Southwest Power Pool’s new interconnection policy for large loads, and Georgia/Virginia regulators approving IRPs for Georgia Power and Dominion Energy.

• Nov 6, 2025 · RMI

  How Virtual Power Plants Can Help the United States Win the AI Race

  RMI publishes an analytical brief recommending rapid deployment and novel commercial models for virtual power plants (VPPs) to speed interconnection and reliably supply growing AI/data-center loads in the United States.

  • Main announcement/action: RMI proposes three commercial models (Pass-Through Funding for Utility-Managed VPPs; VPP Capacity Transfer; VPP as Reliability Reinforcement) to enable large loads to sponsor VPP capacity in exchange for expedited interconnection. Key figures and timelines include VPPs could scale to meet over 20% of US peak demand by 2030, Brattle’s finding that 400 MW of VPP resource adequacy costs ~$2 million annually versus ~$43 million for equivalent new gas plants and grid upgrades, and examples of program scale such as California’s DSGS enrolling over 750 MW (including a 500 MW increase during Jan–Oct 2025). Utility and grid timing constraints cited include gas turbine backlogs through at least 2028, average interconnection timelines >5 years, and localized waits (e.g., Dominion warns up to 7 years in Northern Virginia; some DFW data center deliveries delayed to 2027 or later).

  • Background and implementation details: The brief documents operational examples (National Grid Connected Solutions; Green Mountain Power battery programs; Ontario 90 MW residential VPP that enrolled 100,000 homes in six months) and outlines policy and market prerequisites: changes to interconnection policy (e.g., Oregon, Nevada, CAISO, SPP experiments), stronger integrated planning and data access (capacity accreditation, Green Button Connect), and customer protection measures (transparent tariffs, up-front payments/long-term contracts, rate-design evaluations). It emphasizes measurement & verification, transferable capacity credits, and that models shift different financial and delivery risks among large loads, VPP aggregators, and utilities.

• Nov 4, 2025

  Babcock & Wilcox Announces AI Data Center Project and Reports Third Quarter 2025 Results

  Babcock & Wilcox Enterprises, Inc. announced a limited notice to proceed with Applied Digital to deliver and install natural gas technology to provide one gigawatt of energy for an AI Data Center project, and said the full release for the estimated $1.5 billion contract is expected in Q1 2026.

  • Main announcement: B&W signed a limited notice to proceed with Applied Digital to begin work on natural gas technology that will provide 1 gigawatt of efficient energy for an AI Data Center project; the company expects a $1.5 billion contract announcement in Q1 2026, and says the deal adds over $3 billion to its pipeline, bringing its global pipeline to over $10 billion.
  • Background and additional details: B&W reported Q3 2025 revenues $149.0M, Adjusted EBITDA $12.6M, total debt $416.4M, and cash and equivalents $201.1M; it completed sales of Diamond Power International ($177M gross proceeds) and Allen-Sherman-Hoff ($29M gross proceeds), entered a strategic partnership with Denham Capital to convert coal plants to natural gas for data centers in the U.S. and Europe, and provided 2026 Adjusted EBITDA guidance of $70M–$85M (excluding AI projects).

  Earnings call (event):

  • Date & time: Monday, November 10, 2025 at 5 p.m. ET
    • Location: webcast on B&W Investor Relations site and dial-in numbers provided
    • Agenda/subject: Discuss third quarter 2025 results (listen-only audio broadcast; replay available on investor site)
• Nov 4, 2025

  Babcock & Wilcox Announces AI Data Center Power Generation Solution and Signs LNTP with Applied Digital to Design and Install One Gigawatt of Electric Power

  Babcock & Wilcox announced a limited notice to proceed for a project valued at over $1.5 billion to deliver one gigawatt of power for an Applied Digital AI Factory; a full contract release is anticipated in the first quarter of 2026.

  • Main announcement/action: B&W received a limited notice to proceed for a project valued at over $1.5 billion to deliver one gigawatt (four 300-megawatt units) of power for Applied Digital; B&W will design and install the plant’s four 300-megawatt natural gas-fired power plants using proven boilers and steam turbines, with full contract release anticipated Q1 2026 and targeted commercial operation in 2028.
  • Background and details: The solution uses boiler and steam turbine technology (B&W positions this as faster to deploy than combined-cycle or simple-cycle alternatives), B&W expects to sign an ongoing parts and services contract to support the facility once commercial operation begins, and the company referenced its SEC filings / forward-looking statements regarding risks and timelines.
• Nov 4, 2025

  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).
• Nov 4, 2025

  Essential Utilities Reports Third Quarter 2025 Results

  Essential Utilities announced Q3 2025 financial results and multi-year infrastructure and strategic actions.

  • Main announcement: Essential reported Q3 2025 net income of $92.1 million ($0.33 per share) and quarter revenues of $477.0 million, while reaffirming a capital investment plan of approximately $7.8 billion from 2025–2029 (including $1.4–$1.5 billion expected in 2025). The company also announced an all-stock merger agreement with American Water Works Company, Inc. (announced Oct 27, 2025) to create a combined public utility with an approximate pro forma market capitalization of $40 billion and combined enterprise value of $63 billion, with the transaction expected to close by the end of Q1 2027 subject to shareholder and regulatory approvals.

  • Other key details and partnerships: Essential signed an agreement with International Electric Power III, LLC (IEP) to invest in a 1,400-acre data center project in Greene County, Pennsylvania, where Aqua will design, build, and operate an 18 million gallons per day (MGD) water treatment plant (expected operational mid-2029); the company expects to finance approximately $25 million of the data center investment via its ATM program in 2025. Rate awards/surcharges totaling $101.5 million were received across water and gas segments (water: $92.6 million; gas: $8.9 million). Webcast remarks: Date: November 5, 2025; Time: 9 a.m. ET; Access: Essential.co Investors page; archived for one year.

• Nov 4, 2025

  Essential Utilities Reports Third Quarter 2025 Results

  Essential Utilities announced its third-quarter 2025 financial results and significant strategic actions, including an agreement to invest in a Greene County, Pennsylvania data center project and a definitive all‑stock merger agreement with American Water Works Company, Inc.

  • Quarter results & merger: Reported Q3 2025 net income of $92.1 million and revenues of $477.0 million; board declared a $0.3426 per share quarterly dividend payable Dec 1, 2025; announced a definitive all‑stock, tax‑free merger with American Water Works Company, Inc. creating a pro forma market capitalization of approximately $40 billion and combined enterprise value of approximately $63 billion, with the transaction expected to close by end of Q1 2027, subject to shareholder and regulatory approvals (including Hart‑Scott‑Rodino clearance).
  • Capital programs & project details: Plans ~$7.8 billion of regulated infrastructure investment from 2025–2029 (including >300 PFAS projects); expects 2025 regulated infrastructure investments of $1.4–$1.5 billion; Aqua will design, build, and operate an 18 MGD water treatment plant for a 1,400‑acre Greene County data center/power project (operational target mid‑2029); company reaffirmed a 60% reduction in Scope 1 and 2 GHG emissions by 2035 (2019 baseline) and expects to raise ~$350 million equity in 2025 (including $25 million to finance the data center investment).