Oklahoma Data Center Intel

Recent Oklahoma data center news

• Dec 23, 2025

  NTIA Recommends $6.5M in Tribal Broadband Awards

  The National Telecommunications and Information Administration (NTIA) recommended nearly $6.5 million for nine Tribal broadband projects under the Tribal Broadband Connectivity Program (TBCP).

  • Main announcement: NTIA recommended nearly $6.5 million in funding for nine Tribal broadband projects, including a $2.5 million award to Dena’ Nena’ Henash to complete four engineered, environmentally permitted, shovel-ready fiber-to-the-home network designs; awards also include $496,003 for a hybrid fiber/wireless network serving the Cheyenne and Arapaho Tribes and $500,000 to the Barona Group to expand low-cost internet access.
  • Background and timeline: NTIA is overhauling the $3 billion TBCP, paused most previously recommended grants in November, will hold Tribal consultations on January 13 and January 20, 2026, and plans to issue new guidance for a funding round in spring 2026; roughly $980 million from the program’s second funding round remained undistributed as of November.
• Dec 19, 2025

  Driving the connected mobility shift: Verizon’s view on V2X

  Verizon Business, via SVP Daniel Lawson, outlines how its Edge Transportation Exchange (ETX) platform will scale vehicle‑to‑everything (V2X) by combining 5G connectivity, edge compute, and network slicing for transportation use cases.

  • Main details: ETX targets emergency-vehicle preemption, vulnerable road user protection, tolling efficiency, autonomous freight corridors, and OEM test facilities, leveraging ultra‑reliable low‑latency 5G, edge inferencing for cameras and sensors, and programmable network slices (for first responders, trucking, transportation) to orchestrate traffic infrastructure and vehicle data in near real time; Verizon is running pilots in Texas (Houston–Dallas autonomous trucking) and Germany (OEM facilities) and testing vulnerable‑road‑user protections with TCU manufacturers.
  • Background and context: Lawson emphasizes secure‑by‑design cybersecurity, multi‑stakeholder commercialization challenges (cities, OEMs, insurers, toll operators), and the need for top–down governance plus local customization; McKinsey’s ACES framing and MCFM provide analytical context, while projections cited include 90%+ of cars connected and ~50% level‑2+ autonomy by 2030, pointing to a 2030s landscape where V2X platforms, edge analytics, and programmability form critical infrastructure for mobility.
• Dec 16, 2025

  Did Hyperscalers Solve the Power Problem in 2025 – or Rethink It?

  DatacenterKnowledge reports that cloud giants accelerated hyperscale construction in 2025 while rewriting energy, network, and risk playbooks because GPU scarcity and grid connection delays made electricity the limiting factor.

  • Main announcement/action: Cloud giants shifted strategy to build at unprecedented scale and to prioritize time-to-power, combining owned campuses and leased colocation to manage capacity; notable financial moves include Google’s $9B Virginia commitment, a $9B Stillwater, Okla. campus, and a $600M expansion in The Dalles, Ore., while Q2 2025 enterprise cloud infrastructure spending reached $99B and neoclouds exceeded $5B in the quarter.
  • Background and details: Analysts (Synergy, JLL, Moody’s) flagged that power availability is the chief bottleneck, with JLL projecting ~10 GW of new capacity starting construction in 2025 and Moody’s warning of overbuild and credit risks; hyperscalers are responding with direct solar procurement, utility partnerships, phased builds, and subsea cable co-investments to secure supply and resilience.
• Dec 15, 2025

  Open Forum: Deregulate first, deal with the environmental damage later?

  The author, Bruce Ruscio of Waterford, warns that President Donald Trump’s recent executive order establishing a national AI policy framework and directing federal agencies to block or challenge state-level AI regulations would increase environmental risks for Virginia.

  • Main announcement/action: The piece describes President Donald Trump signing an executive order that creates a federal task force to challenge state-level AI regulations, potentially pre-empting state rules; the author argues this would green-light unchecked expansion of AI data infrastructure and data centers in Virginia, which the article says hosts the largest concentration of data centers in the world.
  • Background and concrete details: The article highlights that AI data infrastructure consumes enormous amounts of electricity and water, cites existing federal environmental baselines (the Clean Air Act and Clean Water Act) as models for balancing national standards with state flexibility, and calls for federal reporting of AI-related energy use, greenhouse-gas emissions, and water consumption plus investments in renewables, grid modernization, and low-water cooling technologies.
• Dec 11, 2025

  United States Cloud Computing Provider Using Nvidia AI Chips $44 Billion CoreWeave Issues $2.25 Billion Convertible Bonds (1.75% Convertible Senior Notes Due 2031) at $215.60 Per Share Representing +150% Premium to Last Reported Sale Price (8/12/25: $86.24)

  CoreWeave announced issuance of $2.25 billion convertible senior notes due 2031 and earlier announced a $9 billion all-share acquisition of Core Scientific.

  • Main announcement: CoreWeave will issue $2.25 billion of convertible bonds (1.75% convertible senior notes due 2031) convertible at $215.60 per share, stated to represent a +150% premium to the last reported sale price (8/12/25: $86.24). The issuance date reported 11th December and the note maturity is 2031.
  • Background and related actions: In 10 July 2025 filings/announcements CoreWeave agreed to buy Core Scientific for $9 billion in an all-share transaction (reported +66% premium to unaffected close 25/6/25: $12.30). Other verifiable details: CoreWeave IPO on Nasdaq in April 2025, raised $1.5 billion in the IPO; previous financing and investor activity includes reported talks at $16 billion valuation (Mar 2024), reported Cisco investment at $23 billion valuation (Oct 2024), reported Blackstone $7.6 billion loan default issues (2024–2025), and planned/reported IPO raises of $2.5–4 billion in 2025 in press reports.
• 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 24, 2025

  The AI infrastructure of the future

  Crusoe has announced it is building modular AI data centers powered by stranded and renewable energy, deploying mobile/modular units to capture flare gas and local renewables and accelerating time to market.

  • Main announcement and project details: Crusoe is deploying mobile and modular data centers that capture on-site flare gas and use local renewables; its Stargate project in Abilene, Texas is sized at 1.2 gigawatts initial capacity with full build-out to occur over 24 months (completion targeted by mid-2026). The company also installed a 350-megawatt gas plant on-site to provide firm power, delivered a 100‑MW RFP project in 11 months (committed 12 months), and reports ~5,800 workers on-site daily in Abilene; Crusoe operates factories in Denver and Tulsa, plans to hire over 1,000 people in Tulsa, and is standing up capacity in Canada.
  • Background, technical and energy specifics: Crusoe adopts an energy-first approach, targeting stranded sources such as oil-field flare gas, curtailed wind in West Texas (driven by production tax credit-led buildouts), and potential low-cost geothermal/hydropower in Iceland; it emphasizes modular off-site manufacturing for electrical/mechanical/plumbing systems to cut time to market and designs data centers as a data-center-scale computer to support high-density GPUs (racks currently ~140 kW, scaling toward 600 kW–1 MW).
• 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).
• Sep 13, 2025

  Big Tech's energy-hungry data centers could be bumped off grids during power emergencies

  Policymakers and grid operators are proposing rules to allow utilities or grid operators to disconnect large data centers during power emergencies.

  • Main action: Several U.S. regions are considering or implementing rules that would let utilities or grid operators disconnect large data centers during power emergencies to avoid widespread blackouts; Texas passed a bill in June ordering standards for power emergencies, PJM (which serves 65 million people) has proposed that proposed data centers may not be guaranteed electricity during a power emergency, and the Indiana & Michigan Power and Google filed a power-supply contract for a proposed $2 billion Fort Wayne data center in which Google agreed to reduce electricity use when the grid is stressed (key contract details remain confidential).
  • Background and details: Grid operators such as Southwest Power Pool (serving 18 million people) and Monitoring Analytics warn data center load could overwhelm grids; data centers use backup diesel generators, the Data Center Coalition seeks flexible standards, and advocates like Dan Diorio recommend pairing mandatory actions with financial rewards for voluntary reductions. The surge in demand is linked to AI growth since late 2022 (ChatGPT), and regulators and governors have raised legal and investment concerns about the proposals.
• Aug 18, 2025

  Data center vacancies plummet amid power supply constraints