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Vermont Data Center Intel

Latest data center news, projects, power and policy across Vermont — updated daily.

Recent Vermont data center news

  • Data center developers ousted from Monterey Park as voters approve permanent ban

    Monterey Park has permanently banned data centers via Measure NDC.

    • Measure NDC approved: More than 86% of voters approved a permanent ban on data centers in Monterey Park, codifying a moratorium in effect since late January; the ban bars any new computing facilities inside city limits and can only be overturned by another citywide vote. Key local facts: city population ~62,000, a proposed 250,000-square-foot data center by HMC Capital had its application withdrawn in April.
    • Context and background: The article documents broader regional and state-level resistance — mentions a massive Box Elder County project backed by investor Kevin O’Leary, states that have introduced moratoriums or bans (Georgia, Michigan, New York, Pennsylvania, South Carolina, Vermont), and notes Maine’s legislature passed a statewide moratorium bill that was vetoed by Gov. Janet Mills.
  • Vermont Blocks AI Data Center Bill

    Gov. Phil Scott vetoed H. 727, an act relating to sustainable data center deployment, returning the bill unsigned on June 1, 2026.

    • Main action: Gov. Phil Scott returned H. 727 unsigned, citing “unacceptable risks to the state’s economic competitiveness” and stating the state already has adequate oversight tools in place. The bill would have imposed new regulations on AI data centers in Vermont.
    • Background/details: The article reports the veto as a rejection of the proposed sustainable data center deployment legislation; the content references the Vermont Legislature bill page (H. 727) and was published via Broadband Breakfast on June 1, 2026. No implementation timeline, funding amounts, or alternative regulatory actions were specified.
  • 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.
  • Texture Raises $12.5M to Tackle the Operational Complexity of the Modern Grid

    Texture announced a $12.5 million Series A financing co-led by VoLo Earth Ventures and Equal Ventures on May 20, 2026.

    • Funding and purpose: The Series A is $12.5 million, with participation from Lerer Hippeau and Abstract Ventures; the round brings Texture’s total funding to approximately $23 million and will fund team growth and platform expansion (Texture is already operational at utility cooperatives and energy companies and holds SOC 2 Type I and Type II certifications).
    • Deployment and partnerships: Texture provides a real-time grid “operating layer” with 50+ OEM integrations (including Tesla, FranklinWH, Honeywell, Ecobee, SolarEdge), is used by Vermont Electric Cooperative, enabled an Ann Arbor community battery across 100 homes (operational March 2026), and has a partnership with NRTC to offer the NRTC DERMS to 850 member co-ops; Kareem Dabbagh (VoLo) joined Texture’s board as part of the financing.
  • 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.
  • 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.
  • California Utilities Have a Solution to Soaring Energy Prices: More Data Centers

    PG&E is advancing a policy and commercial push to attract large data center loads as a means to lower electric rates for California ratepayers.

    • Main announcement/action: PG&E has celebrated the delivery of its first large data-center customer in San Jose and is actively courting hyperscalers; the utility announced a rate decrease in March 2026 and asserts that each 1 GW of data center load could reduce electric rates by 1–2%, while forecasting up to 12.6 GW of potential data-center load from current applications (enough to power 8.4 million homes). CPUC also approved Electric Rule No. 30 (July 2025) requiring applicants to pay transmission upgrade costs upfront to protect ratepayers.
    • Background and other details: Regulatory and research sources (Brattle Group and LBNL) show California’s retail electricity prices rose markedly 2019–2024 (California at 30.29 cents/kWh); Cal Advocates warns transmission upgrades could run in the billions and recommends cost-responsibility rules. State-level bills (Sen. Scott Padilla, March) would streamline environmental review (ELDP incentives) and impose tariffs to ensure data centers offset costs; a March presidential Rate Payer Protection Pledge was signed by major tech firms (Amazon, Google, Meta, Microsoft, OpenAI, Oracle, xAI).
  • Rethinking Utility Incentives and Business Models in the Age of Distributed Energy

    Deep Patel (founder and CEO of Gigawatt Inc.) argues that utility incentive structures must be realigned to value distributed energy resources (DERs) and to shift utilities from capital builders to orchestrators of a distributed grid.

    • Main announcement/action: The article calls for regulatory and policy changes to treat distributed energy as a core capacity resource, redesign rate structures and compensation mechanisms to reflect DER system value, and shift utility incentives from capital deployment to outcome and performance-based compensation. It cites concrete utility programs: Con Edison’s Brooklyn-Queens Demand Management (used DERs to defer a substation), Hawaiian Electric customer battery programs, and Green Mountain Power customer-sited storage as examples of implementation.
    • Background and details: The commentary highlights accelerating load drivers — electrification, data centers, and AI infrastructure — and recommends operational changes including feeder-level visibility, improved forecasting for net load, and aggregated DER deployment. It stresses expanding access via community solar and shared storage and integrating DERs into utility planning to defer infrastructure upgrades.
  • Silicon Valley Progressive Democrat Calls for ‘New Social Contract’ for AI

    Rep. Ro Khanna has announced proposals for a five percent “billionaire tax” and set out his AI stance and data center conditions during remarks at the National Press Club.

    • Main announcement: Khanna proposed a five percent tax on billionaires to help fund progressive policies, saying reductions in defense spending plus the billionaire tax would cover increased entitlement spending; he made these remarks at the National Press Club and referenced representing a district with $20 trillion in wealth.
    • Background and additional details: Khanna described himself as an “AI democratist”, said he does not support a moratorium on data center construction, and called for data centers to provide renewable energy, adopt dry cooling, pay for electricity, avoid excessive water use, and invest in local community infrastructure; he noted conversations with Nvidia CEO Jensen Huang and cited examples from Finland and Singapore.
  • Four Reasons New AI Data Centers Won’t Overwhelm the Electricity Grid

    Robin Gaster argues that the AI Data Center Moratorium Act introduced by Sen. Bernie Sanders and Rep. Alexandria Ocasio-Cortez is unnecessary and misunderstands the drivers of electricity prices.

    • Main point: The author contends the moratorium is unnecessary because electricity price increases are driven largely by fuel costs (especially natural gas), capacity/backup costs, and utility capex, and there are four practical pathways (slower buildout, demand management, bring-your-own-power/BYOP, and utility contract structures) to add data center load without raising rates. The piece explicitly rejects emergency federal action and frames the Sanders–Ocasio-Cortez bill as an inappropriate response.
    • Background and specifics:>240 GW of data center announcements (mostly planned to 2030) is cited but only ~1/3 being built; OpenAI plans $600 billion in data center investment by 2030 vs ~$20 billion in revenues; PJM capacity prices rose from ~$60/kWh (2024) to > $300/kWh (2025); typical permit timelines 6–18 months, design/construction 20–54 months, queue times in PJM up to 8 years; contractual protections noted include 15-year minimum contracts, ~85% minimum load guarantees, exit fees, and “hold harmless” guarantees used by some hyperscalers.

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