Oklahoma Data Center Intel

Recent Oklahoma data center news

• Jun 3, 2026

  New Data Center Developments: June 2026

  Data Center Knowledge has published a monthly roundup of global data center developments.

  • Highlights include: CloudBurst breaking ground on a 1.2 GW flagship campus in Central Texas; Nvidia partnering with IREN to deploy up to 5 GW of global AI infrastructure with Texas’ Sweetwater as a flagship site; Prime Data Centers breaking ground on SMF02 (150,000 sq.ft, 18 MW IT load) in Sacramento; Applied Digital planning Delta Forge 1 — $3.6 billion, 300-acre AI campus in Boyce, Louisiana; Hive Digital/Buzz HPC planning an ~320 MW AI facility in the Greater Toronto Area.
  • Additional concrete items and timelines: SoftBank plans up to €75 billion to develop 5 GW in France (targeting 3.1 GW by 2031); Ardian & Verne’s €5 billion digital campus (500 MW, with 200+ MW by 2030); TotalEnergies’ €100 million Pangea 5 supercomputer investment; Arcem’s Joroinen site delivering 60 MW by 2027 and 100 MW by 2029; CDC Data Centres’ 555 MW contract to be delivered with operations commencing in FY28 and FY29. All items are factual summaries from the article.
• Jun 1, 2026 · Information Technology and Innovation Foundation

  Targeted Pressure: How Chinese Manufacturing Competition Impacts US States

  The Information Technology and Innovation Foundation (ITIF) has published a report finding Chinese industrial policy is reshaping global manufacturing and harming industries across every U.S. state.

  • Main finding & method: The ITIF report (June 1, 2026) analyzes one “national power industry” per state using County Business Patterns employment data, HS/SITC export proxies, and global market-share series to conclude that state-backed Chinese subsidies, export pushes, and overcapacity are driving down prices and pressuring U.S. producers in sectors such as semiconductors, batteries, aircraft, and fabricated metals.
  • Key facts, numbers, and timelines:China plans ~$150 billion in semiconductor investment through 2030 vs. $52 billion under the U.S. CHIPS funding; the report cites $63.3 billion Chinese semiconductor spending in H1 2025, TSMC’s $165 billion U.S. investment announcement, GE Appliances’ $490 million Appliance Park investment (2025), and state/national export shares and HS-code trade series used throughout the analyses.
• May 20, 2026

  Distributed Data Centers Could Help With Public Trust

  A panel in Orlando (May 20, 2026) examined distributed data center architecture as a solution to AI power demand and rising local opposition.

  • Main announcement: The panel recommended distributed data centers — smaller facilities of 5 to 20 megawatts located within a 100-mile radius of users and connected by fiber — to reduce grid strain and meet inference latency needs (under 10 milliseconds). Event details:
    • Date: May 20, 2026
    • Location: Orlando
    • Agenda/subject: How distributed, fiber-connected data center architecture can resolve power constraints and community opposition to large centralized AI data centers.
  • Background and details: Panelists (Sachin Gupta of Centranet, Joshua Turiano of Blue Stream Fiber, and Sarah Davis of Fidium) cited that global AI power demand is projected to double by 2030, 70% of Americans oppose AI data centers near them (Gallup/Pew polling), and supply constraints such as the BEAD program are straining availability of fiber optic glass; the article also includes a $490/year paid subscription offer for full Fiber Connect coverage.
• May 18, 2026

  Oklahoma Law Opens New Front in AI Data Center Power Fight

  Oklahoma Governor Kevin Stitt signed HB 2992 – the “Data Center Consumer Ratepayer Protection Act of 2026.”

  • Main action: The law requires large-load customers that add 75 MW or more of demand to sign long-term agreements to cover infrastructure costs tied to their projects (rather than spreading those costs across the general rate base); the law takes effect July 1, 2026 and also adds transparency and disclosure requirements for land acquisition and development related to large-load projects.
  • Background and context: The bill was supported by utilities such as OGE Energy Corp (OG&E) (which highlighted an agreement with Google, noting Google has committed to covering 100% of grid connection and new generation infrastructure costs for its three data centers); the law aligns with broader state actions (e.g., Wisconsin PSC changes, North Carolina proposals) and sits alongside federal jurisdiction issues in the Southwest Power Pool / FERC context.
• May 18, 2026 · Information Technology and Innovation Foundation

  Advanced Geothermal Energy Is Widely Available, Clean, and Maybe Cheap Enough to Make a Big Impact

  ITIF (Robin Gaster) reports that advanced geothermal technologies (EGS, AGS, SHR) are transitioning from R&D to commercial deployment, led by Fervo Energy’s commercial-scale EGS rollout and multiple signed offtake agreements.

  • Main announcement: ITIF documents that EGS, AGS, and SHR are moving toward commercial scale, with Fervo Energy expanding Cape Station from 400 MW to 500 MW, Phase I delivering 100 MW in 2026 and full 500 MW operational by 2028, and with multiple PPAs (including Southern California Edison: 320 MW, 15-year contracts) already executed; DOE’s FORGE has received $298 million (total committed) with an $80 million extension through 2028 supporting field validation.
  • Background and details: The report catalogs federal and private financing and policy actions: Fervo’s $244 million Series D (Devon Energy lead), a Vallourec supply deal worth up to $800 million over 5 years, DOE/ARPA-E programs (SUPERHOT, OG/GTO funding), specific cost metrics (drilling costs per well fell from $9.4M to $4.8M; target <$3M), and pending legislation (e.g., GEO Act, STEAM Act) to streamline permitting and federal land access.
• May 14, 2026

  Land and Expand: NVIDIA, IREN, Coatue, Microsoft, Switch, Cerebras, Core Scientific

  NVIDIA announced two major partnerships to accelerate industrial-scale AI infrastructure deployment with IREN and Corning Incorporated.

  • Main announcement: NVIDIA partnered with IREN to target deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure (focus on IREN’s 2-gigawatt Sweetwater campus in Texas) and separately partnered with Corning Incorporated to expand U.S. optical connectivity manufacturing (10x optical connectivity capacity increase; >50% domestic fiber production increase; construction of three new advanced manufacturing facilities in North Carolina and Texas). The IREN deal includes a five-year right for IREN to sell NVIDIA up to 30 million ordinary shares at $70 per share (potential consideration up to $2.1 billion).
  • Background and details: The article details additional industry moves into powered land, gigawatt campuses, crypto-to-AI conversions, and domestic supply-chain expansion, including Coatue/Next Frontier & Fluidstack’s 430 MW Indiana campus backed by $5.7 billion in senior secured notes (first 65 MW online by July 2027), Digi Power X’s 10-year MSA with Cerebras for a 40 MW Columbiana, AL campus (initial contract ~$1.1 billion, potential $2.5 billion, Phase 1 ready-for-service targeted Dec. 15, 2026), CloudBurst’s Texas campus ($14.5 billion investment; 1.2 GW planned), and Core Scientific’s acquisitions and campus expansions (e.g., $421 million cash acquisition of Polaris DS LLC; Muskogee and Pecos expansions to ~1.5 GW gross power).
• May 14, 2026

  Policymakers Consider Temporary Pause on AI Data Center Construction: What Stakeholders Need to Know

  On March 25, 2026, Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez announced the Artificial Intelligence Data Center Moratorium Act.

  • Main announcement: The Artificial Intelligence Data Center Moratorium Act, introduced by Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez on March 25, 2026, would impose a nationwide halt on constructing or upgrading new or existing data centers with a power demand of 20 megawatts (MW) or more until “strong national safeguards” are in place; the Act also seeks to bar government subsidies, require union labor/prevailing wages, and give affected communities ability to approve or reject projects.
  • Background and related measures: Multiple state and local actions are cited including New York Senate Bill 9144 (prohibits permits for data centers capable of using 20 MW or more until new regulations), indefinite local moratoriums (e.g., Oldham County, KY), over 100 localities with moratoria, a reported $156 billion across 48 projects blocked or delayed in 2025, and the Port Washington, WI referendum requiring voter approval for tax-increment financing for projects with base value or project costs over $10 million; Virginia legislative action (Senate Bill 30) would end a sales/use tax exemption for certain data center equipment on January 1, 2027.
• May 14, 2026

  Meta Signs 850 MW of New Clean Energy Purchase Deals Across U.S.

  DESRI and Meta announced new PPAs delivering 850 MW of solar and battery capacity to Meta across the U.S.

  • Agreement details: DESRI and Meta signed PPAs for 850 MW of solar plus battery storage capacity — 500 MW in Oklahoma, 200 MW in Texas, and 150 MW in Mississippi; expands Meta’s contracted capacity with DESRI to approximately 2,575 MW across nine states.
  • Context and commitments: Meta, owner of Facebook, Instagram, and WhatsApp, was ranked largest corporate clean energy offtaker globally in 2025 by BloombergNEF (contracting 10.24 GW in 2025); Meta has targets to reach net-zero across its value chain by 2030 and to match 100% of the electricity used in its data centers and offices with renewable energy.
• May 13, 2026

  AI Infrastructure’s Next Bottleneck May Be Public Acceptance

  Melissa Farney (Data Center Frontier) argues that AI data center expansion has become a first‑order political and permitting constraint, citing recent legislative and local actions including the “Artificial Intelligence Data Center Moratorium Act” proposal and Maine’s LD 307 veto.

  • Main point: The article states that AI‑oriented data center growth is now a core political and permitting risk for operators, not just a siting or PR issue, citing industry forecasts such as JLL’s ~$710 billion North America capex projection to 2026 and project‑level impact estimates from Data Center Watch (approximately $18B blocked and $46B delayed, totalling $64B) and a New York Times compilation of $156B across 48 AI projects disrupted in 2025.
  • Key supporting facts & recent actions: Federal and state moves are already concrete: Sen. Bernie Sanders and Rep. Alexandria Ocasio‑Cortez unveiled the “Artificial Intelligence Data Center Moratorium Act”; Maine’s LD 307 (would have paused data centers >20 MW through Nov 1, 2027) was vetoed by Gov. Janet Mills; local utilities like the Ypsilanti Community Utilities Authority (YCUA) imposed a 12‑month moratorium on new water/sewer hookups in April 2026. The article also highlights New Jersey bill S731/A796 (require 85% of requested service for 10 years for very large loads) as an example of state-level cost‑allocation tools.
• May 8, 2026

  Interview: Unison Energy CEO on Data Centers Turning to On-Site Power

  Unison Energy named Mariko McDonagh Meier as CEO in January 2026.

  • Main announcement: Unison Energy appointed Mariko McDonagh Meier as CEO in January 2026, and the company is positioning its behind-the-meter CHP and microgrid model to supply large energy users—especially data centers—facing interconnection delays.
  • Background and details:On-site, dispatchable natural gas generation (turbines/engines) is being contracted under long-term (typ. 20-year) agreements, with pipelines spanning hundreds of megawatts to gigawatts, phased builds (phase one often 50–100 MW), and historical contract-to-commissioning timelines of about two years (subject to 70-week equipment lead times); recent deployment example includes a CHP project with General Mills in Missouri.