{"generated_at": "2026-11-10T05:27:06.586168+00:00", "key_stats": {"computed": "2026-11-10T05:15:31.897253+00:00", "constraint": null, "dcpi_score": 45.0, "excess": null, "facility_count": 167, "mw_reporting_count": 10, "name": "New York", "recent_deals": [{"buyer": "Pilot Fiber", "date": "2026-10-23", "id": "AUTO-f1d6c2", "mw": null, "seller": "Boldyn Networks (NY/NJ metro fiber business)", "source_url": "https://www.datacenterdynamics.com/en/news/pilot-fiber-to-buy-boldyn-networks-new-york-new-jersey-metro-fiber-business/", "type": "M&A", "value": null, "value_unit": "usd_millions"}, {"buyer": "NYDIG", "date": null, "id": "ext_662653f3845e9750ba21", "mw": null, "seller": null, "source_url": "https://www.datacenterdynamics.com/en/news/alcoa-sells-new-york-aluminum-smelter-to-data-center-developer-for-315-million/", "type": "acquisition", "value": 315.0, "value_unit": "usd_millions"}], "slug": "new-york", "state": "NY", "top_operators": [{"count": 8, "name": "Equinix"}, {"count": 7, "name": "Digital Realty"}, {"count": 5, "name": "CoreSite"}, {"count": 3, "name": "Colocation America Corporation"}, {"count": 3, "name": "Convergeone New York"}], "total_mw": 398.0, "verdict": "CAUTION"}, "model": "claude-haiku-4-5", "name": "New York", "narrative_md": "# New York Data Center Power & Supply Brief\n\nNew York's data center footprint spans 167 tracked facilities totaling 398 MW across operational, under-construction, and planned assets, with Equinix (8 facilities), Digital Realty (7), and CoreSite (5) commanding the largest operator presence. This tension\u2014adequate surplus paired with structural procurement difficulty\u2014defines the current environment.\n\nThe CAUTION verdict reflects a market where incremental power remains obtainable but not easily. This combination typically emerges where grid infrastructure, permitting, or utility interconnection timelines create bottlenecks despite raw supply availability. For operators and site developers, the implication is straightforward: new power is not scarce in aggregate, but securing it requires navigating regulatory and infrastructure friction that can extend project timelines.\n\nRecent deal activity shows consolidation and infrastructure investment rather than capacity transactions. Pilot Fiber's fiber business serving the New York/New Jersey metro transferred to Boldyn Networks in October 2026, signaling transport capacity redeployment in the region. NYDIG's $315M acquisition, while originating in New York, provides context for operator consolidation patterns but does not reveal capacity-specific terms. Equinix's 8-facility footprint remains the largest single operator stake, followed by Digital Realty's 7 and CoreSite's 5, with no recent announcements of major new facility launches or wholesale capacity exits from top-tier operators.", "slug": "new-york", "word_count": 276, "_gated": true, "_locked_fields": ["constraint", "constraint_score", "excess", "excess_power_score", "time_to_power_months", "top_opportunities_json", "top_risks_json"], "_upgrade_cta": "BUILD/CAUTION/AVOID verdicts, the composite score and the market list are free. The DCPI sub-scores (excess-power, grid-constraint, time-to-power) and risk/opportunity detail unlock with the DC Hub plan with every tool: https://dchub.cloud/pricing."}