Last Update: 06/03/2026 at 6:25 AM EST

Mid-day Briefing: Data Centers

Thursday, May 21, 2026 · 6:48 PM EDT

Key developments

GOVERNOR OF MISSOURI

Google commits $15B to Missouri data center

Google announced a $15 billion data center buildout in New Florence, Montgomery County, Missouri, alongside Gov. Mike Kehoe and local officials. The company said the project will create thousands of construction jobs and hundreds of permanent jobs, and that it has already contracted more than 1 gigawatt of new generation in Missouri while supporting another 500 megawatts with Ameren. Google also said the state law framework requires it to cover 100% of the electricity used and any new infrastructure costs tied to the facility.

Why it matters

It is one of the largest fresh AI infrastructure commitments and a model for how utilities and states are pricing large-load growth.

Sources & driving stories

GOVERNOR OF MISSOURI

Governor of Missouri coverage

YAHOO · Charles Kennedy

Yahoo coverage
SIGNAL OHIO

Ohio data center tax break costs surge

New Ohio Department of Taxation data show the state's data center sales tax exemption cost about $554.9 million in 2024 and $1.5687 billion in 2025, far above the original $136 million estimate. Local sales tax losses added another $166.8 million in 2024. The figures arrive as Gov. Mike DeWine vetoed an attempt to end the exemption, House Speaker Matt Huffman signaled interest in an override, and lawmakers formed a special committee to review the sector's impacts.

Why it matters

The cost jump strengthens pressure to rein in one of the country's most expensive data center incentives.

Sources & driving stories

WIRED

xAI plans $2.8B more turbine purchases

SpaceX's filing says xAI will spend another $2.8 billion on turbines over the next three years, including a $2 billion order for mobile gas turbines. WIRED reported that xAI's Colossus 2 site in Mississippi added 19 portable turbines over two months, bringing the total to 46, while the NAACP is suing over alleged unpermitted turbine use and pollution near Memphis. SpaceX also said it had more than $14 billion in construction in progress tied in part to data center equipment.

Why it matters

It shows AI data centers leaning on temporary fossil power as grid access and permitting lag behind demand.

Sources & driving stories

TECHCRUNCH · Tim De Chant

TechCrunch coverage

Worth noting

WORTH NOTING

Seattle proposes one-year data ban

Seattle City Council members advanced a moratorium and study package after five large-scale data center proposals surfaced, signaling rising resistance in a major tech hub.

WORTH NOTING

Duke plans 1.5 MW campus data center

The project would likely be exempt from Durham's coming hyperscale restrictions, highlighting how institutional onsite facilities can be carved out from broader bans.

WORTH NOTING

Utah governor criticizes Box Elder rollout

Spencer Cox's comment that the project's rollout 'was not good' shows political backlash is still growing around the 40,000-acre Stratos proposal.

Still unclear

OPEN QUESTION

Will Ohio lawmakers override the veto?

The latest cost data make the political case for repeal or narrowing much stronger, but the votes are still unsettled.

OPEN QUESTION

How broad will Seattle's ban become?

The council must decide whether to target only large-scale projects or also create carve-outs for onsite institutional data centers.