Cochise County posts 6 GW data-center application for December 9 hearing
Tombstone Resources’ pending special-use request covers nine computing buildings and battery storage on 747 acres near Cochise, Arizona.
SECTOR INTELLIGENCE
AI Infrastructure
Relevant reporting, projects, organizations and procurement from Infraday’s existing records.
Latest news & analysis
Oncor’s data-center interconnection queue reaches 293 GW
Oncor reported 293 GW of data-center requests, $6.3 billion of capital deployed through September and a five-year plan expected to rise about 20%.
Willdan gets limited go-ahead on 643 MW of substation and storage work
Willdan received limited notices to proceed for engineering and procurement on five U.S. substation and battery projects totaling 643 MW.
NTT DATA signs 900 MW Bloom Energy power agreement for data centers
NTT DATA plans to deploy 900 MW of Bloom Energy fuel-cell capacity across multiple global data center projects starting in 2027.
Google plans $17 billion Wyoming data center and 702 MW fuel-cell system
Google plans a $17 billion data center investment in Laramie County, Wyoming, paired with a 702 MW fuel-cell development.
TeraWulf adds Google credit support and Fluor EPC contract at Kentucky AI campus
TeraWulf signed Google credit-support agreements and a Fluor EPC contract for three buildings at its Justified Data Campus.
Lambda plans $33.1 billion Alabama data center campus
Lambda plans to begin construction in early 2027 on the Red Clay Technology Center Campus in Lowndes County, Alabama.
AI infrastructure investors turn to long leases and creditworthy tenants
Blue Owl, Ares and Blackstone are emphasizing contracted rental income as private capital expands its role in the data center buildout.
Aon sees insurance opportunity in AI infrastructure as cyber risks expand
Data center growth is creating demand for insurance capacity as cyber threats and shared infrastructure complicate risk across construction and operations.
Projects & capital programs
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Companies & organizations
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Starcloud
Developing orbital data centers to provide GPU computing in space.
Westgate
Industrial distribution of pipes, valves and fittings for data centers, semiconductor fabs and power facilities.
Proprio Robotics
Developing robots for data center buildout, maintenance and eventual decommissioning workflows.
Posh
Developing deployable energy storage and generation systems for commercial, industrial and AI data center customers.
Liquid Energy
Modular solar-powered data center infrastructure designed to host AI inference workloads.
Photonium
Optical engineering software and services covering design optimization, verification, component sourcing and prototyping.
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Infraday Capital
Review reported funding in project records and research investor, lender and program criteria in Infraday Capital. Coverage of financing does not mean capital is currently available.
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