Over a thousand pages of unpublished FBI, DHS, and fusion center documents show that Americans who showed up to local town halls to oppose data centers are being tracked as potential domestic extremists — and that's just the beginning of today's stories.
🚨 **COMMUNITY** — A WIRED investigation exposed 1,000+ pages of unpublished documents from the FBI, DHS, and regional fusion centers revealing a brand-new "anti-tech violent extremist activity" designation. Philadelphia's fusion center labeled peaceful First Amendment activity at data center meetings as a "Domestic Violent Extremist" indicator. Rep. Marjorie Taylor Greene and the NAACP Legal Defense Fund both condemned the surveillance.
⚖️ **LEGAL** — The New York State Legislature passed a one-year moratorium on all new large data center permits — Senate 44–16, Assembly 102–39. The Responsible Data Center Development Act (S10642/A11560), championed by Sen. Kristen Gonzalez, applies to any facility drawing over 20 megawatts. If Gov. Kathy Hochul signs it, New York becomes the first state in U.S. history with a statewide data center ban. Hochul has not committed to signing.
💰 **INVESTMENT** — Google signed a deal to pay SpaceX $920 million per month — every month — for access to 110,000 Nvidia GPUs at xAI data centers. The contract, disclosed in SpaceX's amended IPO S-1 filing, runs October 2026 through June 2029, totaling roughly $32 billion. Google Cloud called it "bridge capacity" for surging Gemini Enterprise AI platform demand.
⚡ **POWER** — U.S. data center electricity demand has surged from 23 GW in 2023 to 42 GW today — an 83% jump in three years. PJM Interconnection, serving 65 million people across 13 states, projects a 6 GW reliability shortfall by 2027. Grid capacity prices surged 833% in one year. In March, Amazon, Google, Meta, Microsoft, and OpenAI signed the White House Ratepayer Protection Pledge to fund grid upgrades directly.
🏗️ **NEW BUILD** — PowerHouse Data Centers and Poe Companies have announced Louisville, Kentucky's first-ever hyperscale data center campus — a 400 MW master-planned facility. The first 130 MW go live by October 2026. U.S. data center construction starts hit $49.5 billion in just the first four months of 2026 — 3.6x the pace of a year ago.
