Pennsylvania Data Center Intel

Recent Pennsylvania data center news

• May 20, 2026

  Climate Change Solutions - May 19, 2026

  The Environmental and Energy Study Institute (EESI) published its “Climate Change Solutions” newsletter summarizing recent policy updates, events, and briefings.

  • Main announcements: EESI highlights the release of text for the BUILD America 250 Act by Rep. Sam Graves and Rep. Rick Larsen to reinvest in roadways, public transportation, freight rail, and bridges; the newsletter also reports that the President signed S.1020 (P.L.119-90) extending hydropower construction deadlines. Names and bill identifiers: Sam Graves (R-Mo.), Rick Larsen (D-Wash.), S.1020 / P.L.119-90.
  • Background and related actions: The newsletter summarizes congressional activity including H.R.1346 (Nationwide Consumer and Fuel Retailer Choice Act of 2025) on E15 biofuel sales, advancement of the SECURE Grid Act (H.R.7257), and the IOOS Reauthorization Act (S.2126 / H.R.2294); it also promotes EXPO 2026 (June 24, Rayburn House Office Building 2168, 10:00 a.m. - 7:00 p.m., online option) and references EESI briefings and media coverage on data center water use and noise pollution.
• May 18, 2026

  Roundup: Trump’s GOP grip / Amendment 3 / Powering AI

  U.S. Sen. Bill Cassidy finished third in Louisiana’s Republican primary.

  • Bill Cassidy finished third behind Julia Letlow (Trump-backed) and John Fleming; Cassidy voted to convict Trump after Jan. 6. National GOP figures frame the result as evidence of Donald Trump’s continued influence.
  • The article links the result to ongoing targeting of Republican critics, noting Trump is now focused on Rep. Thomas Massie.

  Voters rejected Louisiana’s Amendment 3, blocking use of education trust funds for teacher retirement debt.

  • The rejection means colleges and public school systems in Louisiana will miss an estimated $70 million in potential savings for universities that proponents said would help offset budget deficits, inflation pressures, campus needs, and student success initiatives.
  • The piece reports the proposal would have deployed education trust fund balances to pay down teacher retirement debt; voters’ refusal prevents that reallocation.

  Officials in at least six states are pushing back against utility rate increases amid AI-driven electricity demand.

  • Governors, attorneys general and other officials in Arizona, Indiana, Maryland, New Jersey, New York, and Pennsylvania are moving to block proposed utility rate increases and are pressing some utilities to change their financing model for major system upgrades.
  • The reporting ties the backlash to the artificial intelligence boom, higher electricity bills, growing utility profits, and increased demand from data centers.
• May 18, 2026

  Non-lithium players Eos and ESS lean on future of US LDES deployment in Q1 2026 financials

  Eos Energy Enterprises released Q1 2026 financial results on 13 May and announced the formation of Frontier Power USA with Cerberus Capital Management plus a 2GWh firm capacity reservation; ESS Tech Inc released Q1 2026 results on 7 May and highlighted Project New Horizon with SRP and Google and a US$9.9 million contract with the US Air Force Research Laboratory.

  • Main announcement: Eos reported Q1 2026 revenue of US$56.9 million, adjusted EBITDA loss of US$68 million, reaffirmed 2026 revenue guidance of US$300–US$400 million, and said it and Cerberus will capitalise Frontier Power USA with a 2GWh firm capacity reservation for deployments across utility-scale, AI data centres, and C&I segments (announcement dated 13 May 2026).
  • Additional details & background: ESS reported Q1 2026 revenue of US$128,000 and net loss of US$15.9 million (announced 7 May 2026), highlighted Project New Horizon (5MW/50MWh) with SRP and Google (manufacturing planned in 2026; delivery aimed December 2027), and noted a US$9.9 million US Air Force Research Laboratory contract to deploy up to 27MWh; Eos referenced prior US$315 million Cerberus financing (mid-2024) and a planned US$352.9 million investment in new production lines with ~US$22 million state support.
• 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 15, 2026

  AI Data Centers Are Driving Nuclear's Next Commercial Test

  NANO Nuclear signed a non-binding MOU with Supermicro on May 6 to explore integrating microreactors with Supermicro’s AI servers and data center platforms.

  • Main announcement: The May 6 non-binding MOU between NANO Nuclear and Supermicro will explore dedicated on-site nuclear power for data centers, including integration of Supermicro AI racks and cooling with NANO’s KRONOS MMR, joint go-to-market strategies for hyperscale and enterprise customers, and a self-powered, grid-independent AI infrastructure model. The agreement is explicitly exploratory and is not a PPA, financing, construction start, or NRC license.
  • Related developments & context: Multiple parallel actions include Terrestrial Energy–Riot Platforms MOU to evaluate deployments of IMSR units (possible multiple 390 MW units and up to 4 GW across candidate sites in Texas and Kentucky), X-energy’s IPO (~$1 billion raised via 44.3M shares at $23 each), and Blue Energy–GE Vernova’s 2.5 GW gas-plus-nuclear strategy (FID target 2027, gas turbines targeted for 2029 delivery). Constellation’s Crane restart is backed by a 20‑year Microsoft agreement and is contingent on regulatory/interconnection decisions potentially decided in June or July.
• May 15, 2026

  Earnings Roundup: Neoclouds Shift From GPU Race to Power Wars

  CoreWeave and Nebius announced Q1 earnings showing rapid revenue growth and massive capex increases to industrialize AI infrastructure.

  • Main announcement:CoreWeave reported Q1 revenue of $2.08 billion, adjusted EBITDA $1.16 billion, crossed 1 GW of active power, expanded contracted power to >3.5 GW, posted $6.8 billion Q1 capex and disclosed a $21 billion Meta commitment; Nebius reported Q1 revenue $399 million (AI revenue $390 million), adjusted EBITDA $129.5 million, Q1 capex $2.5 billion, and raised FY capex guidance to $20–$25 billion, planning a Pennsylvania AI campus up to 1.2 GW and >4 GW contracted power by year-end.
  • Background and implementation details:Both firms raised multi-year capex plans (CoreWeave flagged up to $35 billion 2026 capex low end), shifting competition from GPU procurement to power, cooling, networking, and deployment velocity; the article cites utility interconnection queues, transformer shortages, transmission access, and substation construction as concrete execution bottlenecks.
• 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 12, 2026

  Why AI Data Center Projects Face Years of Delays After Approval

  PJM Interconnection reported that AI infrastructure projects entering service in 2025 took an average of more than seven years to reach operational status, and that the primary bottlenecks have shifted downstream to transmission buildouts, substation capacity, permitting, and supply-chain constraints.

  • Main announcement / key facts: PJM data show projects spent more than three years reaching an Interconnection Service Agreement and another four years waiting to come online after approval (average >7 years to operation). PJM says it has processed more than 170,000 MW of generation requests since 2023, has about 30 GW left to process from transition cycles, received preliminary applications representing roughly 220 GW for the next cycle, and logged 95 large-load adjustment requests totaling about 54 GW; PJM’s 2026 forecast projects summer peak demand rising from ~154 GW (2025) to nearly 210 GW by 2036. Cycle 1 projects are expected to receive interconnection agreements within 1–2 years, depending on system impact; as of January 2026 PJM reported >21 GW in engineering procurement status and 8.2 GW under construction.
  • Background / causes and details: PJM attributes milestone change requests during construction/development chiefly to permitting (29%), other delays (28%) (including EPC procurement, equipment availability, construction, land ownership), and supply-chain delays (23%). Wood Mackenzie found transformer lead times rose from ~50 weeks (2021) to ~120 weeks (2024) and reports substation transformer lead times of ~140 weeks (2023), ~150 weeks (2025), and exceeding 160 weeks (2026); Wood Mackenzie projects the US data-center electrical equipment market will grow from roughly $20 billion today to $65 billion by 2030. A March 31 FERC filing from Constellation warned the restarted Three Mile Island Unit 1 may not be “fully deliverable” until required transmission upgrades are completed; Constellation has said the plant will supply power under a long-term agreement with Microsoft.
• May 11, 2026 · RMI

  A Fast-Path to Affordability: Understanding the Benefits of Energy-Only Resources in PJM

  RMI (authors Katie Siegner, Sarah Toth Kotwis, Abigail Weeks) commissioned Aurora Energy Research analysis and recommends PJM reform ERIS interconnection pathways to accelerate deployment of energy-only resources.

  • Main announcement/action: RMI highlights Aurora’s finding that deploying 10 GW of ERIS resources (5 GW solar + 5 GW wind) by 2028 could yield ~$10.9 billion in PJM ratepayer savings (billion, 2025$) over the next decade, and urges PJM to create a separate, fast ERIS study track with minimal network upgrade scope and clearly defined short timelines. The analysis assessed IRRs across four PJM zones (AEP, ComEd, Dominion, PPL) using a 9% hurdle rate and assumed no network upgrade costs beyond the point of interconnection for the primary scenarios.
  • Context and details: Aurora’s study modeled ERIS resources (wind and solar) with a 2028 commercial operation date, found ERIS projects are financially viable across most scenarios (central-case IRRs: solar ~9%–10.2%, wind ~9.2%–13.6%), noted ERIS uptake in PJM is currently low (PJM ~1% of MW online ERIS vs much higher elsewhere), and recommended that transmission planning (e.g., PJM’s RTEP) handle broader system upgrades while ERIS studies limit scope to point-of-interconnection impacts.