A data center developer’s top priorities are speed, speed, and speed, with cost and other factors coming next. Today, we look at how developers must solve the issues around offtake agreements and power generation and also preview our latest Drill Down Report.
As rising AI-driven demand for data centers has supported growth in key markets like Virginia and Texas, developers are increasingly casting a wider net. Today, we examine the factors drawing large-scale projects to “non-key” states, with a close look at Indiana, Louisiana, North Carolina and Pennsylvania.
Data center development is booming across the country. But power and water supplies, fiber connectivity, and regulatory environments differ across states. Today’s RBN blog compares seven leading states for data centers on the key factors that help determine development outcomes.
The continuing U.S. and Israeli war against Iran and the rapid expansion of data centers and AI dominated the conversation at this year’s CERAWeek energy conference in Houston, which gathers more than 10,000 attendees from more than 80 countries.
All 40 electrolyzers at the ACES Delta storage hub in Utah have been installed and have operated at 100% load, HydrogenPro, the site’s electrolyzer supplier, said during its Q4 2025 earnings call on February 27. The site, which is nearing completion, will be one of the largest green hydrogen production and storage facilities in the U.S. once operational.
Amazon announced it will spend as much as $200 billion this year on AI and cloud services, about double what it spent last year.
Power solutions provider Cummins will stop new commercial efforts in its electrolyzer division, citing a weakening market and changes in federal policy support, but reported strong gains in other divisions driven by data centers, the company said in its quarterly earnings call February 5.
Google’s parent company, Alphabet, announced it intends to nearly double its spending this year to ramp up its AI infrastructure.
Meta intends to spend at least $115 billion this year, about 60% more than the $72 billion it spent last year as it hurries to boost its data centers and artificial intelligence program, the company said on Wednesday, January 28.
All the speculation you hear about the future of data centers comes with the promise of massive amounts of electricity usage down the line. But which facilities are using the most grid power right now?
