Midwest · SLG Market Intelligence

Ohio

A record two-year budget, the most aggressive data-center buildout in the Midwest, and a sudden pause on data-center tax breaks — Ohio is both the hottest AI-infrastructure market in the region and a state recalibrating how it pays for it.

Last updated Aug 5, 2026
~$200B all-funds2026–27 Biennial BudgetDAS State Term SchedulesPrimary IT VehicleCentral Ohio data centersAI HubData-center tax pauseWatch Item

Top Accounts in Ohio

3 accounts · market intel companion

Executive Summary

~$200B1
2026–27 All-Funds Budget
HB 96, signed June 30, 2025; ~$60B/yr GRF
$28B5
Intel 'Ohio One' campus
Largest private investment in OH history; first fab now 2030–31
~$1.6B8
2025 data-center tax exemption cost
12x the $136M estimate; paused June 1, 2026
Sep 30 202510
Local-gov cyber mandate live
ORC 9.64 via HB 96

Ohio enters the FY2026–27 biennium with a record ~$200B all-funds operating budget (HB 96, signed June 30, 2025) and a technology story dominated by one theme: AI infrastructure. Central Ohio has become one of the nation's densest data-center corridors — Google, Microsoft, Amazon, and Meta are all building — anchored by Intel's $28B 'Ohio One' semiconductor campus in New Albany. Two structural shifts matter most to sellers. First, the economics are being re-litigated: Intel has pushed its first fab to 2030–31, and in May 2026 Governor DeWine paused the state's data-center sales-tax exemption after it cost ~$1.6B in 2025 (12x the estimate), with the legislature studying a permanent change. Second, governance is tightening — DAS stood up a statewide AI Council and Generative AI sandbox, and HB 96 imposed new cybersecurity standards (ORC 9.64) on every local government effective September 30, 2025. For Dell, the buying motion runs through the Ohio Department of Administrative Services (DAS) and its State Term Schedules / cooperative purchasing, with Katrina Flory as the long-tenured state CIO.

Where Dell can play
  • AI-infrastructure demand across the central Ohio data-center corridor and university research computing (PowerEdge, networking, storage, services).
  • Statewide AI adoption under the DAS AI Council and GenAI sandbox — a chance to lead with governed, private/on-prem AI for sensitive state workloads.
  • Local-government cybersecurity uplift driven by the new ORC 9.64 mandate — endpoint, backup/recovery, and managed-security needs across 3,800+ subdivisions.
  • Endpoint, client, and lifecycle refresh across a record general-government budget and DAS enterprise shared services.

Dell Action Plan

  • Lead the AI-infrastructure conversation: tie Dell ISG / AI Factory offerings to the central Ohio data-center corridor and Ohio State / university research computing.
  • Engage local governments on the new ORC 9.64 cyber mandate — bundle endpoint security, resilient backup/recovery, and managed services for the 3,800+ subdivisions now required to comply.
  • Validate that Dell's DAS State Term Schedule coverage and reseller listings are current and correctly scoped, and confirm whether target categories are locked to a mandatory-use contract.
  • Position governed, private/on-prem AI for sensitive workloads as the DAS AI Council and GenAI sandbox move from pilots to approved use cases.
  • Track the Joint Data Center Committee and the tax-exemption pause — the incentive math for new builds is in flux, so time AI-infrastructure pursuits to where projects are already funded and underway.

Budget & Fiscal

Ohio budgets on a two-year (biennial) cycle running July 1 to June 30. HB 96, signed June 30, 2025, sets the FY2026–27 operating budget — roughly $60B/year in the General Revenue Fund and ~$200B all-funds across the biennium, the largest in state history. There is no single 'state IT budget' line; technology spend is distributed across agencies and delivered through DAS Office of Information Technology enterprise shared services, plus a set of named technology, broadband, and security programs.

~$200B1
All-funds, 2026–27
Largest in state history
~$60B1
GRF per year
General Revenue Fund baseline
671
Line-item vetoes
Record number by DeWine, incl. data-center limits
Technology & security funding this biennium
Data-center sales-tax exemption (FY25 cost)
Now paused; signals the scale of the buildout
~$1.6B
Broadband deployed to date
Statewide fiber via BroadbandOhio (miles, not $)
5,500+ mi
Intel 'Ohio One' campus
Private investment; timeline pushed to 2030–31
$28B
  • Budget figures are biennial unless noted; the ~$200B all-funds total spans two fiscal years.
  • The data-center tax pause (June 2026) does not claw back exemptions for projects already in progress — but it reshapes the incentive math for new builds. Track the legislature's Joint Data Center Committee.
Agency budget shifts — FY2024-25 biennium (HB 33, enacted Jul 2023) vs. FY2026-27 biennium (HB 96, enacted Jun 2025)

All fund groups (GRF + federal + dedicated/other), LSC appropriation spreadsheets, main operating budget bill only Statewide: $190.71B → $200.12B (+4.9%). Top 12 movers of 99 agencies.

AgencyPriorCurrentΔ $Δ %
Ohio Department of Medicaid $75.53B $82B +$6.47B +8.6%
State Revenue Distributions $18.3B $20.17B +$1.87B +10.2%
Department of Developmental Disabilities $9.72B $11.11B +$1.39B +14.3%
Department of Development $3.91B $2.97B −$938.6M -24.0%
Department of Taxation $6.21B $6.96B +$748.5M +12.1%
Employee Benefits Funds $4.22B $4.95B +$730.9M +17.3%
Ohio Department of Transportation $654.2M $151.6M −$502.7M -76.8%
Department of Children and Youth $4.51B $4.97B +$458.2M +10.2%
Department of Rehabilitation and Correction $4.68B $5.04B +$362.9M +7.8%
Ohio Facilities Construction Commission $966.7M $646.4M −$320.3M -33.1%
Commissioners of the Sinking Fund $2.18B $1.87B −$309.4M -14.2%
Department of Administrative Services $1.93B $1.67B −$265.4M -13.7%
  • Amounts are biennium totals across all fund groups from LSC's agency summary tables for the main operating budget bill; separate transportation, BWC, and Industrial Commission budget bills are excluded (Dept. of Transportation figures here reflect only its main-operating-bill share).
  • FY2024 and FY2025 are final appropriations as enacted in HB 33. Per the July 2026 LSC edition of the HB 96 spreadsheet, FY2026 amounts are actual expenditures and FY2027 amounts are final appropriations.
  • Department of Behavioral Health was named Department of Mental Health and Addiction Services in HB 33 (same agency, code MHA). Department of Children and Youth was newly created in the FY2024-25 biennium.
  • Ohio Department of Medicaid totals include federal Medicaid reimbursement (roughly two-thirds of the agency's all-funds total).

Source: Ohio LSC, H.B. 96 Appropriation Spreadsheet, As Enacted (136th G.A., July 2026 edition) · Ohio LSC, H.B. 33 Appropriation Spreadsheet, As Enacted (135th G.A.)

Initiatives & Policy

Central Ohio Data-Center & AI Buildout6

Accelerating (with friction)

Central Ohio is one of the densest hyperscale corridors in the country — Google, Microsoft, Amazon, and Meta are all building near Columbus/New Albany. PUCO's 2025 AEP Ohio data-center tariff (large customers pay for 85%+ of subscribed energy) and a May 2026 pause on the sales-tax exemption add friction, but demand remains the strongest Dell ISG / AI Factory tailwind in the Midwest.

Dell fit90
Budget strength80
AI InfrastructureData CentersEconomic Dev

Intel 'Ohio One' Semiconductor Campus5

Delayed to 2030–31

Intel's $28B New Albany campus is the largest private investment in Ohio history, but the first fab has slipped to 2030 with production in 2030–31 and a second fab in 2032. Site work continues. The long horizon tempers near-term supplier demand, yet the campus continues to anchor Ohio's identity as a chip and AI-hardware hub and draw an ecosystem of suppliers and data centers.

Dell fit75
Budget strength70
SemiconductorsNew AlbanyEconomic Dev

DAS AI Council & GenAI Sandbox9

Active

The Ohio Department of Administrative Services established a statewide AI Council and a Generative AI 'sandbox' to vet use cases, set legal guardrails for third-party AI services, and build a central repository of approved GenAI use cases. Ohio also requires every K-12 school to adopt an AI policy by July 1, 2026. Agencies need governed, auditable AI — an opening for private/on-prem AI on sensitive data.

Dell fit70
Budget strength45
AIGovernanceWorkforce

Local-Government Cybersecurity Mandate (ORC 9.64)10

In effect Sep 30, 2025

HB 96 added ORC 9.64, requiring Ohio political subdivisions to adopt cybersecurity standards, run risk assessments, train staff, maintain tested incident-response plans, and report ransomware incidents. With 3,800+ subdivisions now on the hook, this drives broad demand for endpoint security, resilient backup/recovery, and managed services — backed by the Ohio Cyber Reserve and Affordable Access to Cybersecurity aggregated purchasing.

Dell fit75
Budget strength55
CybersecurityLocal GovCompliance

Procurement & Competition

The Ohio Department of Administrative Services (DAS) is the central procurement and IT authority. DAS Office of Information Technology sets statewide IT direction and runs enterprise shared services (OAKS, the InnovateOhio Platform, Ohio Business Gateway). Most technology buys run through DAS State Term Schedules (STS) and Master Maintenance/Master Agreements; non-state entities, higher ed, and local governments can buy through DAS Cooperative Purchasing.

Vehicle / gateWhat it means for Dell
DAS State Term Schedules (STS)Primary vehicle. Pre-competed price schedules; agencies and cooperative members buy approved products/services without their own RFP. Confirm Dell schedules and reseller listings are current and correctly scoped.
DAS Cooperative PurchasingExtends state contracts to counties, cities, schools, higher ed, and other public entities — a wide reach across Ohio's 3,800+ subdivisions.
Mandatory-use contracts (GDC/LDC/MAC/RFP)Take precedence over State Term Schedules for covered categories — verify whether a target category is locked to a mandatory contract before forecasting.
Key buying entityRole
DAS Office of Information TechnologyCentral IT procurement, policy, AI governance, and enterprise shared services — leads the statewide technology motion.
Ohio Dept of Job & Family Services / MedicaidAmong the largest agency IT spenders; data-heavy modernization.
BroadbandOhio (within DAS/Development)Drives statewide fiber expansion and affordable-access programs.
The Ohio State University & university systemsLarge independent research-computing and AI-infrastructure buyers.
Competitive landscape

Ohio is a competitive, contract-driven market — incumbents hold DAS State Term Schedules across compute, networking, and services. Differentiation comes from AI-infrastructure capability tied to the data-center corridor, governed-AI offerings that fit the DAS AI Council, and local-government security/backup bundles that map to the new ORC 9.64 mandate rather than price alone.

Power Structure

Decision-makerWhy they matter
Mike DeWine1
Governor · State of Ohio
Signed HB 96 with a record 67 line-item vetoes; paused the data-center tax exemption in 2026. Term-limited — open-seat race Nov. 3, 2026 (Ramaswamy R vs. Acton D); new administration in Jan. 2027 may reset cabinet.
Katrina Flory4
State CIO & DAS Assistant Director · DAS Office of Information Technology
Permanent CIO since June 2021; long-tenured (deputy since 2011). Owns statewide IT direction, shared services, and AI governance (92 AI use cases approved as of mid-2026). Re-verified current June 2026.
Matthew Hemker16
Interim State CISO (hedge: acting) · DAS Office of Information Technology
Deputy CISO stepped in as interim state CISO after Holly Drake departed in Dec. 2025 for the University of Central Florida. Permanent backfill not yet confirmed — treat as interim.
DAS / Office of Procurement Services
Central procurement authority · State of Ohio
Approves State Term Schedule vendors and runs cooperative purchasing — the gate for most tech buys.
Joint Data Center Committee8
Legislative study committee · Ohio General Assembly
Bipartisan committee weighing the future of data-center incentives. June 2026 reform bill (Chavez) stalled over House-Senate disagreement; no action expected until after the Nov. 3 election — watch for tax-policy shifts affecting the buildout.

News & Signals

Jul 27 2026
Data CentersElectionPolicy
Democrat Amy Acton proposes conditional data-center moratorium; sharpens governor's-race divide18
Acton (D) would pause new data centers unless projects use 100% union labor, meet environmental standards, sign community-benefit agreements, and cover their own utility costs — while leaving local governments (e.g., Dayton's ban) free to go further. Ramaswamy (R) opposes a moratorium and wants centers to self-supply power, including via nuclear. With the Nov. 3 election approaching, the data-center policy trajectory — and Dell's AI-infrastructure pipeline tied to it — is now a live campaign issue, not just a DeWine-administration/legislative one.
Jul 23 2026
Data CentersPolicy
DeWine signs Trump's Ratepayer Protection Pledge17
DeWine joined 22 other governors in the non-binding pledge committing data-center operators and utilities to cover their own infrastructure costs rather than passing them to residential ratepayers, citing Ohio's AEP data-center tariff (new large loads must cover 85%+ of contracted capacity) as a model already in force. Reinforces the state's cost-shift-averse posture toward the buildout — Dell AI-infrastructure pitches land better when paired with a customer's own power/cost story.
Jun 4 2026
Data CentersPolicy
Joint Data Center Committee grills Amazon/Google/Meta/Microsoft on NDAs, water, utility costs12
Heightened transparency pressure and scrutiny on data-center deals; tax-incentive legislation stalled over incentive terms. Watch for follow-on legislation on siting, power and water that shapes the central-Ohio buildout pipeline.
Jun 1 2026
Data CentersTax
DeWine pauses Ohio's data-center sales-tax exemption (new applications)8
After the break cost ~$1.6B in 2025 (12x estimate), new exemptions are paused while the Joint Data Center Committee studies the future. Existing projects keep benefits; new-build incentive math changes.
Jun 2026
Data CentersTaxPolicy
Sweeping data-center bill clears Senate committee then stalls before 5-month break13
Sen. Brian Chavez's measure would cut the sales-tax exemption from 100% to 50% (75% for brownfield/bring-your-own-power projects), cap local property-tax abatements at 50%, and create a PUCO data-center rate class. It advanced through the Senate Energy Committee June 9 but stalled over House-Senate disagreement on incentives; the General Assembly is out until after the Nov. 3 election, so the moratorium and uncertainty persist into 2027.
Jun 2026
Data CentersTax
Ohio approves a final ~$42.3M data-center tax break before moratorium; total exemptions top ~$2.17B14
The Ohio Tax Credit Authority approved one last ~$42.3M exemption for two Columbus-area projects before DeWine's pause took hold, pushing total committed data-center sales-tax breaks since 2025 to roughly $2.17B. Underscores both the scale of the central-Ohio buildout and the fiscal pressure now reshaping new-build incentives.
Jun 2026
LeadershipElection
Governor's race set: Ramaswamy (R) vs. Acton (D) for DeWine's open seat15
DeWine is term-limited; Vivek Ramaswamy (R) and Amy Acton (D) won their May 5 primaries and face off Nov. 3, 2026. A new administration in Jan. 2027 could reset cabinet leadership (incl. DAS) and the data-center/AI policy posture — a transition Dell should plan account coverage around.
Dec 2025
CybersecurityLeadership
State CISO Holly Drake departs; deputy Matthew Hemker steps in as interim16
Drake left in December 2025 to become CISO at the University of Central Florida; Deputy CISO Matthew Hemker is now interim state CISO under CIO Katrina Flory. A security-leadership transition to track when positioning ORC 9.64 local-gov and statewide security/backup engagements.