Oklahoma Data Center Intel

Recent Oklahoma data center news

• 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

• Aug 13, 2025 · Google

  Google is investing in infrastructure and an AI-ready workforce in Oklahoma.

  Google is investing an additional $9 billion in Oklahoma over the next two years to expand cloud and AI infrastructure and workforce programs.

  • $9 billion investment (next two years): Confirmed additional capital to support a new data center campus in Stillwater and the expansion of an existing facility in Pryor, Oklahoma; described as cloud and AI infrastructure spending. This is a confirmed action by Google/Alphabet with a specified timeline of within the next two years.
  • Education and workforce commitments (confirmed initiatives): Part of a broader $1 billion commitment to American education and competitiveness; the University of Oklahoma and Oklahoma State University are in the first cohort of the Google AI for Education Accelerator (launched last week) providing no-cost access to Google Career Certificates and AI training courses. Google is also funding a program with the electrical training ALLIANCE to increase Oklahoma’s electrical workforce pipeline by 135% to support building new energy infrastructure.
• Jul 31, 2025

  We expect rapid electricity demand growth in Texas and the mid-Atlantic

  The U.S. Energy Information Administration has announced forecasts of rapid electricity demand growth in Texas and the mid-Atlantic regions for 2025 and 2026.

  • ERCOT region (Texas and neighboring states) electricity demand expected to grow by 7% in 2025 and 14% in 2026, driven by new data centers and cryptocurrency mining facilities; broader West South Central Census Division sales forecasted to grow 5% in 2025 and 9% in 2026.
  • PJM Interconnection region (13 states including Northern Virginia) electricity sales projected to increase by 3% in 2025 and 4% in 2026, with Northern Virginia noted for the highest concentration of data centers globally; forecasts incorporate monthly projections from ERCOT and PJM.
• Apr 11, 2025 · Climeworks

  Societal, economic synergies of AI & durable carbon removal technology

  The article discusses the integration of Direct Air Capture (DAC) technology within AI data center operations in the U.S. to manage the increasing carbon footprint associated with AI growth. Specifically, it highlights Climeworks’ role in advancing this technology and the projected reduction in costs to around $250/ton by the mid-2030s. Collaborative efforts between DAC developers and data center operators are essential to address the energy needs and waste management challenges of these facilities, with potential partnerships in clean energy procurement. This initiative could result in significant economic benefits, including the creation of over 130,000 jobs in related fields across the U.S.