US Data Center Energy News Trend December 2025
Data center energy is increasingly shaped by how large North American projects secure, generate, and optimize power—especially for AI‑driven workloads. December’s pipeline spans behind‑the‑meter natural gas, renewable‑powered campuses, proximity to gigawatt‑scale plants, and high‑density AI halls, giving a clear view of where data center energy strategies are heading.
Table of Contents
US Data Center Energy News Trend December 2025
Data center energy Trend: How New Campuses Are Sourcing Power
December 2025 North America updates show energy strategy becoming a core design axis for hyperscale and AI campuses, not an afterthought. Developers are explicitly flagging natural gas, renewables, hydropower and high‑efficiency designs in project disclosures, which makes energy one of the most consistent themes in this month’s announcements.
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Major Data Center energy News (December 2025)
| Project / Company | Location | Capacity & Scale | Energy / Power Angle | Source |
| Vantage “Frontier” campus | Shackelford County, Texas (US) | 1.4GW across 10 single‑story facilities, ~3.7m sq ft, >US$25bn investment | Mega‑campus scale implies very large incremental grid demand and long‑term power procurement linked to Oracle & OpenAI’s Stargate expansion | Vantage breaks ground on Texas gigawatt data center campus for OpenAI (DCD, 15 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
| CyrusOne Whitney expansion | Bosque County (Whitney), Texas (US) | Campus pushing toward ~400MW at full build‑out; three new buildings totaling >430k sq ft and >US$1.3bn capex | Sited adjacent to Calpine’s 250MW Thad Hill natural gas power plant, highlighting co‑location with firm generation | CyrusOne files to expand data center campus outside Waco, Texas (DCD, 8 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
| Nexus Hubbard natural gas campus | Hubbard, Texas (US) | 600–612MW natural gas‑powered hyperscale campus on 2,000 acres | Behind‑the‑meter onsite natural gas turbines plus backup diesel, reducing reliance on grid‑delivered capacity | 600MW natural gas‑powered data center campus proposed in Hubbard, Texas (DCD, 3 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
| Geronimo Nobles County renewable campus | Nobles County, Minnesota (US) | 400–500MW potential capacity, completion around 2030 | Powered primarily by Geronimo’s wind and solar portfolio to address regional curtailment and grid congestion | Geronimo Power proposes data center in Nobles County, Minnesota (DCD, 2 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
| PBA “Project Tango” | Loxahatchee, Florida (US) | Up to 3.69m sq ft campus on 202 acres | Strategically located near FPL’s 1.25GW West County Energy Center, the largest natural gas plant site in the US | 3.7 million sq ft data center campus gets initial OK from officials in Florida (DCD, 8 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
| Jet.AI Winnipeg campus | Île‑des‑Chênes, near Winnipeg, Manitoba (CA) | 350‑acre campus, initially 100MW with potential to 500MW | Next to electrical and gas substations and the Riel Converter Station supplying 2,000MW of hydroelectric power via Bipole III HVDC | Former aviation firm Jet.AI details plans for 350‑acre data center campus in Winnipeg, Canada (DCD, 10 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
| NJFX AI hall | Wall, New Jersey (US) | 10MW AI hall, ~8MW usable IT; Tier III, N+1 | High‑density, liquid‑cooled AI design targeting PUE of 1.25; backed by executed utility load letter, deposit, and new on‑site transformer | NJFX advances high-density AI hall development in New Jersey (Data Centre Magazine, 3 Dec 2025)Monthly-North-America-Market-Intelligence-Report-_-December-2025.pdf |
Across these projects, December’s data center energy news trend is defined by three patterns: siting next to large gas plants, creating dedicated gas‑fired or hydro‑linked campuses, and optimizing AI halls for higher density and better efficiency.
AI data center energy news
AI workloads are particularly visible in December’s pipeline, both in greenfield campus narratives and in purpose‑built GPU halls. Several projects explicitly target inference or AI training, combining location advantages with clear power strategies.
AI Data Center energy News themes
Nexus Hubbard: gas‑backed power island for AI and cloud
Nexus Data Centers’ proposed 600–612MW hyperscale campus near Hubbard, Texas is described as a natural gas‑powered site operating behind the meter on a 2,000‑acre footprint. The campus will rely on onsite gas turbines, with permitting already underway for both the turbines and backup diesel generators, creating a power island model well‑suited for high, relatively steady AI and cloud loads.
Jet.AI Moapa & Winnipeg: AI positioning with advantaged power access
In Moapa, Nevada, Jet.AI plans a 50MW data center campus aimed at hyperscale inference and AI workloads, on roughly 20 acres with low‑latency connectivity to California and the Southwest; while the article emphasizes connectivity, the scale implies a concentrated regional power draw.
Near Winnipeg, the same company is planning a 350‑acre hyperscale campus initially targeting 100MW, with growth potential to 500MW, sited next to electrical and gas substations, major transmission, and a 2,000MW hydro‑linked converter station, giving AI tenants access to large, relatively clean power blocks.
NJFX: AI hall optimized around efficiency and density
NJFX’s 10MW high‑density, liquid‑cooled AI data hall in New Jersey is engineered for GPU‑based AI workloads, delivering ~8MW usable IT load with a targeted PUE of 1.25 in a Tier III, N+1 configuration. Secured utility capacity, a US$3m deposit, and a dedicated on‑site transformer highlight the intentional alignment between AI design, power provisioning, and redundancy.
Within this ai data center energy news segment, the common thread is conscious energy planning: developers either ring‑fence generation (Nexus), select power‑advantaged locations (Jet.AI), or push efficiency metrics for AI‑dense spaces (NJFX) to manage the rising energy intensity of AI workloads.
AI data center power news
Beyond energy source selection, December 2025 also surfaces several ai data center power news angles around capacity scale, campus configuration, and grid impact. These stories show how power considerations shape site sizing, phasing, and adjacency to existing infrastructure.
Hyperscale AI‑relevant power developments
Vantage “Frontier” gigawatt campus (Texas)
Vantage Data Centers has broken ground on a 1.4GW “Frontier” hyperscale campus in Shackelford County, Texas, tied to Oracle and OpenAI’s Stargate expansion. The 1,200‑acre site will feature 10 single‑story data centers totaling around 3.7 million sq ft, with total investment expected to exceed US$25bn and first building going live in H2 2026—implying a step‑change in regional grid demand as phases come online.
CyrusOne Whitney (Texas) scaling against a gas plant
CyrusOne is adding three single‑story buildings—DFW17, DFW17B, and DFW17C—to its Bosque County (Whitney) campus, with combined investment over US$1.3bn and an ultimate campus potential near 400MW. The expansion is sited adjacent to Calpine’s 250MW Thad Hill gas plant, indicating a deliberate strategy to anchor a large data center cluster next to firm thermal generation for capacity and resilience.
Panattoni’s 1GW Detroit‑area campus
Panattoni is targeting a 1GW hyperscale data center campus on a 282‑acre site near I‑94 and Haggerty Road outside Detroit, Michigan. While the article focuses on real estate and scale, the 1GW target positions the site as one of the largest planned power consumers in the Michigan region, reinforcing hyperscale interest in new geographies with perceived grid and land advantages.
Applied Digital’s Polaris Forge 1 AI Factory Campus power ramp
Applied Digital has completed Building 1 at its Polaris Forge 1 AI Factory Campus in Ellendale, North Dakota, delivering the first 100MW of a planned 400MW campus via two 50MW phases. With the first phase recently reaching ready‑for‑service and the second now complete, the campus illustrates how AI‑branded facilities stage power deployment while rapidly building toward multi‑hundred‑megawatt footprints.
In aggregate, these ai data center power news items show AI acting as a catalyst for gigawatt‑scale projects, aggressive campus sizing, and strategic siting near major generation or transmission nodes.
Data center energy news trend December 2025: Key Patterns
Looking across US and Canadian stories in December, several coherent energy trends emerge from the newsletter content.
1. Natural gas as an anchor for hyperscale
- Texas and Florida stand out for projects either powered directly by natural gas or co‑located with large gas plants.
- Nexus’s Hubbard campus is explicitly natural gas‑powered and behind the meter, using onsite turbines and diesel backup.
- CyrusOne’s Whitney expansion is adjacent to a 250MW Calpine gas plant, reinforcing campus‑plus‑plant clustering.
- PBA’s Project Tango in Florida is proposed near FPL’s 1.25GW West County Energy Center, the largest natural gas plant site in the US, aligning one of West Palm Beach’s largest proposed data center developments with a major firm capacity source.
These examples underline a December data center energy news trend in which gas remains central to large campus planning, whether via direct on‑site generation or adjacency to existing gas‑fired assets.
2. Renewables and hydro as strategic differentiators
- Renewables and hydropower show up as attractive anchors in markets seeking to pair large data centers with low‑carbon or underutilized generation.
- Geronimo’s Nobles County project explicitly aims to use local wind and solar from its own portfolio, addressing energy curtailment and grid congestion while scaling toward 400–500MW of capacity by around 2030.
- Jet.AI’s Winnipeg campus is structured around access to the Riel Converter Station and its 2,000MW hydro‑linked capacity, plus nearby electrical and natural gas substations, creating optionality between hydro and gas‑backed supply.
This signals a parallel data center energy news trend – December 2025: pairing large‑scale IT capacity with renewable or hydro resources where grid and infrastructure allow.
3. High‑density AI design and efficiency
- Energy efficiency and power density show up in NJFX’s AI hall narrative, underscoring design‑level innovation.
- The hall’s ~8MW usable IT load, liquid cooling, Tier III, N+1 architecture and targeted 1.25 PUE illustrate a focus on squeezing more compute per watt while ensuring resilience.
For operators and investors, these efficiency metrics provide another lens on ai data center energy news, complementing the raw megawatt scale of the hyperscale and campus‑level projects.
Future outlook AI Data Center Energy
Using only the December newsletter signals, several forward‑looking implications for energy and power emerge.
1. Texas as a proving ground for power‑intensive campuses
- With Vantage’s 1.4GW Frontier project, the Nexus natural gas‑powered Hubbard campus, CyrusOne’s Whitney expansion, InfraKey’s up‑to‑1GW project in Lacy Lakeview, and Bolt Data’s West Texas platform, Texas is the most consistently mentioned power‑heavy region in this edition.
- The mix of behind‑the‑meter gas, adjacency to gas plants, and large multi‑building build‑outs suggests Texas will remain central to the data center energy news trend in subsequent months.
2. Rise of renewables‑aligned and hydro‑enabled hubs
- Geronimo’s Minnesota project and Jet.AI’s Winnipeg campus indicate that large data center developers are willing to move beyond traditional hubs to tap renewable and hydro resources coupled with strong transmission.
- Over time, similar structures—renewables‑anchored campuses in high‑curtailment regions and hydro‑enabled sites near major converter stations—are likely to recur as a thematic thread in data center energy news.
3. Continued growth of AI‑branded and AI‑optimized facilities
- Applied Digital’s Polaris Forge 1 AI Factory Campus and NJFX’s AI hall in New Jersey show that AI‑specific branding and design are now central to how new capacity is positioned.
- The combination of 100MW‑plus AI campus phases and sub‑10MW high‑density AI halls suggests a dual track: large‑scale AI factories in lower‑cost regions and smaller, connectivity‑rich AI facilities in coastal and interconnection‑dense markets.
4. Energy becoming a standing section in market intelligence
Given the concentration of explicit energy references—natural gas, renewables, hydropower, PUE, on‑site transformers, and adjacency to large plants—December 2025 alone justifies a permanent “data center energy news” or “power & infrastructure” section in a North America monthly market intelligence product.
As more months accumulate, energy patterns by region, fuel type, and project archetype can be tracked using only the newsletter items and linked source articles. We will share the updates on this subject by month end. Keep watching this space.