Telborg · US Data Centers Intelligence

Texas Data Center Intelligence — March–April 2026

1. New and upcoming data center projects

Riot Platforms — Rockdale Facility (Milam County)

Developer / owner: Riot Platforms, Inc. (Nasdaq: RIOT).

Status. 450 megawatts (MW) of operational Bitcoin mining plus the first 25 MW of AI-data-center capacity went live at Rockdale in January 2026. Total developed capacity at the site is 700 MW. Riot purchased the 200-acre site fee-simple for $96.0 million in January 2026, funded through the sale of roughly 1,080 BTC; the deal was formalised in an 8-K filing with the SEC. The FY2025 annual release restated 700 MW of grid interconnection and the retrofit cost picture.

Financing. Initial AMD contract value is $311 million over ten years, with three five-year extension options that could take the total to roughly $1 billion. Retrofit capital expenditure for Phase 1 was $89.8 million, or $3.6 million per MW. FY2025 revenue was a company record near $647 million.

March–April 2026 events.

April 2, 2026 — Q1 2026 production update: Phase 1 of the AMD lease is live and revenue-generating. Riot sold 3,778 BTC for $289.5 million in the quarter; all-in power cost was 3.0 cents per kilowatt-hour (down 21 percent year-over-year); deployed hashrate reached 42.5 exahashes per second (up 26 percent). Total approved data-center power portfolio (Rockdale plus Corsicana) stands at 1.7 gigawatts (GW).
March 2, 2026 — FY2025 results: 700 MW interconnection and $89.8 million retrofit capex restated; management noted the AMD lease generates roughly 2.5× more gross profit per MW than Bitcoin mining at current prices.
April 16, 2026 — Riot scheduled its Q1 2026 earnings call.

Microsoft — SAT82 Data Center (Castroville, Medina County)

Developer / owner: Microsoft Corp. (attribution is editorial; the filing below identifies the project as “SAT82 Data Center” without naming the owner, but the SAT## naming convention matches Microsoft’s San Antonio market naming).

Design and timeline. A single-storey building with five colocation halls and 244,676 square feet of gross building area, located at 18844 FM 1957, Castroville, Texas 78009. Texas Department of Licensing and Regulation (TDLR) project 2024023976 records a project start of April 11, 2026 and a completion target of February 8, 2028.

Financing.Estimated project cost $482.6 million per the TDLR filing; privately funded, private land, private use.

Distinct from Microsoft’s other Medina projects. SAT82 on FM 1957 is separate from SAT93 and SAT94 on County Road 381 (each roughly 245,000 sq ft, roughly $350 million per building — see §3 Permitting below). Medina County currently has three separately identified Microsoft data-center builds.

Fermi America — Project Matador / HyperGrid (Carson County, Texas Panhandle)

Developer / owner: Fermi Inc. (Nasdaq: FRMI).

Site. A 99-year ground lease with the Texas Tech University System covering roughly 5,236 acres in Carson County, expanded to roughly 7,570 acres. The campus sits adjacent to the Pantex Plant (the U.S. Department of Energy’s nuclear-weapons assembly facility) in the Panhandle.

Power. Phase 1 Energy Services Agreement with Xcel Energy subsidiary Southwestern Public Service (SPS): 86 MW energised in the second half of 2026 plus an incremental 114 MW accelerated by year-end 2026; contractual supply from October 1, 2027. Disclosed in the inaugural annual report on Form 10-K filed March 30, 2026.

Financing (year-end 2025). $408.5 million cash; $935.3 million of property, plant and equipment; FY2025 net loss $486 million (91.6 percent non-cash). A $200 million equipment facility with Keystone National Group and Cape Commercial Finance drew initial funds on February 19, 2026.

Adjacent permitting. Texas Commission on Environmental Quality (TCEQ) issued final approval for an approximately 6 GW natural-gas air permit at the site on February 25, 2026 (pre-window context).

Status note. Fermi’s prospectus exhibits on file with the SEC describe a Phase 1 AI-compute campus of roughly 1 million sq ft targeted to launch in April 2026. Direct verbatim confirmation of the launch date from the company’s in-window filings was not recovered for this brief; status is tracked as target-only.

Black Mountain Energy — Fort Worth data-center campus (Tarrant County)

Applicant of record: Black Mountain Energy (not “Black Mountain Data Centers”), an energy consortium led by Rhett Bennett as CEO, with Bob Riley of Halff as planning agent.

Status — this is a multi-phase rezone, not a single vote. The cumulative footprint of roughly 431 acres at Lon Stephenson Road, Forest Hill Drive, Anglin Drive and Anglin Circle was built up across at least four Fort Worth Zoning Commission hearings between September 2025 and April 2026. Anyone tracking this project should read the docket chronologically:

September 10, 2025 — ZC-25-133 (Lon Stephenson Road / Forest Hill Drive, 19.55 acres). Zoning Commission recommended approval 10-0 and sent the case to City Council on September 30, 2025. This is the action that earlier summaries mis-dated to April 8, 2026.
December 10, 2025 — ZC-25-184 (7200–7500 blocks of Anglin Drive, 42.06 acres, District 8). Rezone from Agricultural (AG) to Industrial (I) for a data center; applicants Panagopoulos and Chavez; agents Rhett Bennett and Bob Riley. Neighbourhood notification PDF.
January 14, 2026 — ZC-25-205 (4500 and 8212 Anglin Circle). Rezone from Business / Agricultural (B/AG) to Planned Development / Industrial (PD/I) for a data center; applicants Galyean Inc. and Karanges; agents Bennett and Riley. On the Zoning Commission agenda; notification PDF.
April 8, 2026 (in-window). The Zoning Commission unanimously recommended approval of amendments — signage, site plan, and two roughly 87-acre rezoning requests — to the already-recommended project. This was not the initial 431-acre recommendation. The 2026 Zoning Commission calendar confirms the meeting date; the calendar PDF is here. City Council vote expected in June 2026.

Site plan. Four buildings, 68 feet tall, roughly 2.2 million sq ft aggregate; Oncor substation at centre; roughly 300 parking spaces; 232.5-acre developed envelope.

Financing. The $10 billion project value is developer-stated; there is no SEC filing or independent financial disclosure behind it.

Microsoft — County Road 381 / SAT93 and SAT94 construction (Medina County)

Microsoft’s County Road 381 datacenter construction update page is a rolling update on the two County Road 381 builds. Each is roughly 245,000 sq ft at roughly $350 million per building; the published construction window runs May 2025 through June 2027. SAT93 and SAT94 on County Road 381 are separate from SAT82 on FM 1957 Castroville (§1 above). A likely related earlier filing is TDLR project 2023024471.

2. Power and grid

ERCOT and Oncor — two distinct large-load queue disclosures

Oncor queue — reported February 26, 2026. Oncor’s Q4 2025 earnings release disclosed roughly 650 requests in its large commercial and industrial (LC&I) interconnection queue at year-end 2025, of which roughly 255 GW comes from data centers and more than 18 GW from other industrial sectors; roughly 38 GW meets the 2026 Regional Transmission Plan qualification criteria.

ERCOT queue — reported April 1, 2026. ERCOT’s Large Load Update to the Texas Senate Business & Commerce Committee reported roughly 225 GW of large loads moving through ERCOT’s Large Load Interconnection process overall and a 2025 ERCOT load forecast revision upward by more than 150 GW versus the 2024 baseline, largely driven by data centers. ERCOT has contracted McKinsey & Company to help redesign the process; a Batch Study framework is in development with Batch Zero study guidance scheduled for the June 1, 2026 ERCOT Board meeting. The hearing is preserved in the Texas Senate video archive.

The March 2026 Technical Advisory Committee (TAC) report carried parallel figures to the TAC (meeting March 13). An ERCOT Batch Study update filed to PUCT Project 59142 captures the stakeholder-process timeline; the Large Load Working Group page is the canonical ERCOT stakeholder-process hub.

Oncor — $47.5 billion 2026–2030 base capital plan

Released with Oncor’s Q4 2025 results on February 26, 2026. Annual cadence: roughly $9 billion in 2026, $10 billion in 2027, $10.1 billion in 2028, $9.4 billion in 2029, $9 billion in 2030 — an $11.4 billion increase over the prior $36 billion 2025–2029 plan. Plan-increase drivers break out as $6 billion for the Permian Basin Reliability Plan (PBRP) remainder, $2 billion for other transmission, $2 billion for distribution, and $1 billion for a new Delaware Basin Load Integration Plan (a Permian-data-center-adjacent line item). Oncor also flagged roughly $10 billion of opportunities identified beyond the base plan. Liquidity at February 25, 2026 was $3.6 billion; FY2025 net income was $1.07 billion (versus $968 million in FY2024). Oncor’s parent Sempra published parallel disclosures in its Q4 2025 release.

Oncor and Lower Colorado River Authority Transmission Services Corporation (LCRA TSC) — Bell County East ↔ Big Hill 765 kV line

A joint Certificate of Convenience and Necessity (CCN) application was filed at the Public Utility Commission of Texas (PUCT) on March 26, 2026 under Docket 59475; see also the Oncor project page, the LCRA TSC project page, and the Oncor press release.

Project scope. Bell County East Switch (5.5 miles south-east of Temple, Bell County) to a new LCRA TSC Big Hill 765 kV Substation (13 miles north-east of Eldorado, Schleicher County). 122 alternative routes were studied, 214 to 244 miles in length.

15-county corridor. Bell, Burnet, Concho, Coryell, Lampasas, Llano, Mason, McCulloch, Menard, Milam, Mills, San Saba, Schleicher, Tom Green, Williamson.

Public comments. Opposition filings entered on March 6 (filing 4) and March 7 (filing 12). PUC decision anticipated September 2026.

Oncor — Rockhound Switch ↔ Connell Switch 345 kV (Midland / Martin Counties)

Notice of Approval signed March 12, 2026 at PUCT Docket 58519. The PUCT March 12 Open Meeting agenda confirms the docket was on that day’s consent agenda. The original CCN application was filed September 16, 2025 (pre-window context).

Project specs. Roughly 15 to 19 miles, double-circuit 345 kV. ERCOT’s December 2025 Board recommendation item (Item 14.3) described the project as “a $110.62 million, Tier 1 project with the expected in-service date of December 2026.” Project need: the Rockhound Switch transformers are projected to reach 132 percent of emergency ratings by 2030 absent the upgrade. See also the Oncor Current Transmission Line Projects page.

ERCOT — Preliminary Long-Term Load Forecast 2026–2032

On April 15, 2026 ERCOT released its preliminary Long-Term Load Forecast for PUCT discussion at the April 17 Open Meeting. The headline: roughly 367,790 MW ERCOT demand by 2032, against an all-time system peak of 85,508 MW set on August 10, 2023. Methodology combines the ERCOT base economic forecast with Transmission/Distribution Utility-supplied information on medium (25 to 74.9 MW) and large (≥75 MW) loads; “most of the new load growth reported in the 2025 Transmission System Plan Request For Information was attributed to future data-center load.” See also the April 15 CEO update, Item 12 and the Load Forecast dashboard.

ERCOT — Monthly Outlook for Resource Adequacy (MORA), April 2026

MORA April 2026, posted February 6, 2026: +1,835 MW installed capacity versus the March MORA (927 MW solar, 941 MW battery energy storage (BESS), 189 MW gas). 202 MW of wind moved to Inactive status; 20 MW of planned diesel experienced delays. Early-evening Energy Emergency Alert probabilities are “well below” April 2025 levels, driven by a lower planned large-load forecast (9.0 GW April 2025 versus 7.4 GW April 2026) and BESS growth — a useful calibration point against the headline large-load queue figures reported elsewhere.

Federal Energy Regulatory Commission (FERC) — Southwest Power Pool (SPP) Consolidated Planning Process, Docket ER26-414

On March 13, 2026 FERC approved SPP’s Consolidated Planning Process under Docket ER26-414-000 and supplementary -001, effective March 1, 2026; SPP’s news release followed on March 16. Two Commissioner concurrences are on record: Commissioner Chang and Commissioner Rosner — indicating a majority order with concurrences, not unanimity without. See also FERC’s March 2026 Commission Meeting summaries and the SPP Consolidated Planning Process landing page.

Scope. The Consolidated Planning Process identifies Planned Interconnection Locations — grid points with transmission capacity already available for new generators. The initial window opens April 2026; the first Generalised Rate for Interconnection Development-Contribution is scheduled for publication in fall 2026. Southwestern Public Service (Xcel) Panhandle territory sits inside the SPP footprint, and the process applies SPP-wide; the FERC order and SPP release do not call out Texas or SPS by name.

Docket primary filings.SPP answer, December 9, 2025; SPP deficiency response, January 12, 2026.

CenterPoint Energy — Q1 2026 results (Harris County / Greater Houston)

Q1 2026 results released April 22, 2026; earnings call held April 23. The full release text is carried on BusinessWire.

Key figures:

Firmly committed industrial load: 12.2 GW, spread across “more than a dozen customers across nearly 20 projects, with 90 percent representing half a gigawatt of demand or less.”
Data-center load forecast: 8 GW energised in Greater Houston by 2029; 3.5 GW under construction; 3.2 GW already approved by ERCOT (of which 2.5 GW has been approved since the February earnings call). CenterPoint plans to submit the remaining 9 GW to ERCOT “within the next few weeks” (May–June 2026).
Base 10-year capital plan: $65.5 billion, with more than $10 billion of incremental investment opportunities on top. (Some headline summaries report “$65 billion” — that number reflects a $500 million increase over the prior plan and sits inside the current $65.5 billion base.)
Q1 2026 net income $316 million / $0.48 earnings per share (GAAP); $0.56 per share (non-GAAP).
FY2026 non-GAAP earnings-per-share guidance reiterated at a midpoint of $1.89 to $1.91 (8 percent growth over 2025).
$4 billion estimated ten-year Texas ratepayer savings from using 10 GW of existing system capacity. SEC filings portal for the Q1 2026 10-Q.

3. Zoning and permitting

San Antonio — Unified Development Code amendments for data centers (Bexar County)

This is a referred item in the formal Council process, not a new March–April 2026 development. The in-window actions build on a chain that starts in October 2025.

Timeline from primary sources.

October 29, 2025 — Council Consideration Request (CCR) 2025-0036 filed by District 6 Councilmember Melissa Cabello Havrda (Galvan), signed by District 2, 4, 5 and 8 councilmembers. D6 press release; the signed CCR 2025-0036 PDF is in the city’s CCR-2025 index.
CCR directives to staff (verbatim). Present the scope of the City’s authority to regulate data centers through local ordinances, permitting or zoning, “especially how it pertains to water, power use, and impervious cover“; relevant state laws and how other cities are responding; water-consumption and planning requirements; “explore potential amendments to the Unified Development Code that introduce a special use authorization for regulating the location and development of data centers, along with strategies to mitigate impacts such as noise pollution and water and energy use“; partnerships with research institutions, data-center operators, utilities and the state. The CCR body also cites the projection that large loads could raise Texas electricity demand by up to 360 percent by 2035.
November 7, 2025. Governance Committee referred the item to the Planning and Community Development Committee.
December 12, 2025.Governance Committee advanced the CCR, approving the Development Services Department’s four-step process: (i) compile a comprehensive list of local and state regulations; (ii) engage stakeholders including municipal utilities; (iii) determine applicable code changes based on statutory allowances; (iv) present recommendations to the Planning and Community Development Committee.
March 4, 2026 (Wednesday B Session). City Council received a briefing from CPS Energy and the San Antonio Water System (SAWS) on data-center impacts, and directed staff to continue the tailored framework work. The existence and content of the briefing are confirmed through the District 10 press release that followed the next day; the March 4 agenda packet is not currently retrievable from San Antonio’s public Legistar / PrimeGov indices and would need an Open Records Request to the City Clerk for the deck itself.
March 5, 2026.District 10 Councilmember Marc Whyte press release calling for a responsible data-center growth framework that protects Edwards Aquifer and SAWS recycled-water requirements.

What the public record does not yet show. The Planning and Community Development Committee’s Legistar department portal has no posted agenda item for the data-center framework as of this writing — the referral has not yet surfaced in a public committee packet. The next full Unified Development Code amendment cycle opens January 2027. Specific staff-proposed standards described in news reporting (a 1,000-foot buffer from residences and parks, categorisation as general industrial, limited applicable zones) do not appear on the Unified Development Code “Under Review” page or any filed city document — treat those as staff-proposal / secondary-reporting territory until a formal posting appears. No ordinance adopted in window.

4. Regulatory

PUCT — 16 Texas Administrative Code (TAC) §25.194 large-load rule (Senate Bill 6, 89th Regular Session)

What it is. A new PUCT rule implementing Senate Bill 6 and the new Public Utility Regulatory Act §37.0561. It governs how large loads (at least 75 MW in ERCOT) interconnect to the grid.

Draft rule’s fee and security architecture — three separate components that are easy to confuse:

Minimum interconnection study fees (flat). $100,000 for 75 to 249 MW requests; $300,000 for requests of 250 MW or more.
Financial security. $50,000 per MW of requested peak demand, posted on execution of the intermediate agreement.
Non-refundable interconnection fee. $50,000 per MW of contracted peak demand, due once studies are complete.

Other rule elements: site-control demonstration, affiliate disclosures, intermediate agreements with Transmission and Distribution Service Providers, and a 180-day timing window.

Timeline. The PUCT unanimously adopted the Proposal for Publication at its March 12, 2026 Open Meeting. Publication in the Texas Register followed 10 to 15 business days later. Comments closed April 17, 2026; the April 17 Open Meeting agenda had the project listed. The rulemaking docket is PUCT Project 58481. A companion project, PUCT Project 59142 on the ERCOT large-load process, has parallel filings.

Texas Comptroller — Jobs, Energy, Technology, and Innovation (JETI) program reporting

What happened. April 1, 2026 is not a page refresh — it is the date on which reports became available on eSystems for agreements that have been executed. First biennial reports are due June 1, 2026.

Data-center relevance. Unchanged. Data centers remain excluded from JETI benefits under the enabling statute (House Bill 5 of the 88th Regular Session) — the program’s successor-to-Chapter-313 ten-year school-district maintenance-and-operations appraised-value limitation is not available to standalone data centers. See the JETI landing page, the JETI FAQ, and Comptroller Fiscal Notes, 2024.

Texas Comptroller — data-center sales-tax exemption (34 TAC §3.335)

No rule proposal or amendment to §3.335 was published in the Texas Register between March 1 and April 23, 2026. The 6.25 percent state sales-and-use-tax exemption on items necessary and essential to qualifying data-center operations continues. Qualifying-DC registry maintained at the Comptroller’s Data Centers page.

Texas House State Affairs — 89R interim, April 9, 2026 data-center hearing

The committee chaired by Rep. Ken King held a hearing at 10:00 AM on April 9, 2026 in JHR 140 — five panels of invited testimony covering data-center economic-growth potential, the labour and education pipeline, and the regulatory framework. Public-hearing notice; hearing handout and witness list; committee page.

Witnesses by panel.

Panel 3 — utilities. Stacey Dore (Vistra, Chief Strategy and Sustainability Officer); Chris Moser (NRG, Senior Vice President Competitive Markets and Policy); Brian Lloyd (Oncor Electric Delivery, Vice President Regulatory Policy); Walt Baum (Powering Texans, CEO).
Panel 4 — data-center operators. Scott Wright (Vantage Data Centers, Vice President); Kirk Offel (Overwatch Mission Critical, Founder and CEO); Mark Wittman (Crusoe, Vice President Strategy).
Panel 5 — buyers and advisors. Marshall Coover (Texas Energy Buyers Alliance, Senior Advisor); Liz Schwab (Google Data Centers, Market Development and Policy Lead); Will McAdams (McAdams Energy Group, President and Founder).
Also testifying: Dan Diorio (Data Center Coalition, Vice President State Policy).

No special session, no bill action in window.

Texas Water Development Board (TWDB) — March 31 and April 16, 2026 Board actions

March 31, 2026 Board meeting.

Jim Hogg County Water Control and Improvement District No. 2 — $6,224,250 from the Drinking Water State Revolving Fund ($375,000 financing + $5,849,250 principal forgiveness).
Dean Water Supply Corporation (Smith County) — $3,500,000 from the Water Development Fund.
City of Albany (Shackelford County) — $2,969,212 from the Drinking Water State Revolving Fund ($505,000 financing + $2,464,212 principal forgiveness).
Travis County Water Control and Improvement District — Point Venture — $6,000,000 from the Water Development Fund.
Ennis Drinking-Water State Revolving Fund Lead Service Line Replacement commitment (Resolution 25-021) extended to September 30, 2026.
Sharyland Water Supply Corporation Drinking-Water State Revolving Fund commitment (Resolution 25-137) also extended to September 30, 2026 — a second lead-service-line-adjacent extension.

April 16, 2026 Board meeting.

Approved posting the Draft 2027 State Water Plan for public comment.
Public hearing May 27, 2026 at 1:00 PM (Stephen F. Austin Building, Room 170; Teams option). Comment period closes 5:00 PM Thursday, May 29, 2026. Email SWPPublicComment@twdb.texas.gov; in-person registration deadline 12:00 PM, May 27.
Approved 2026 State Water Implementation Fund for Texas (SWIFT) prioritisation list and subsidy terms.

Data-center relevance: the draft 2027 State Water Plan is the single most siting-relevant water action, embedding regional demand projections and recommended supply strategies. The DWSRF Lead-Service-Line Replacement program page contextualises the Ennis and Sharyland extensions.

U.S. Environmental Protection Agency (EPA) — Houston-Galveston-Brazoria area Reasonably Available Control Technology approval

On March 23, 2026 the EPA finalised approval of revisions to Texas’s State Implementation Plan — the federally enforceable blueprint of air-pollution rules each state must follow under the Clean Air Act — for the Houston-Galveston-Brazoria area. The rule takes effect April 22, 2026 (the effective date is confirmed in the Federal Register full text). It approves Reasonably Available Control Technology — the cost-effective emissions controls the Clean Air Act requires existing major industrial sources to install in smog nonattainment areas — for volatile organic compounds and nitrogen oxides, the two pollutants that form ground-level ozone.

Geographic scope. The eight-county Houston-Galveston-Brazoria area (Brazoria, Chambers, Fort Bend, Galveston, Harris, Liberty, Montgomery, Waller), as documented on the TCEQ Houston-Galveston-Brazoria status page, under the 2008 eight-hour ozone National Ambient Air Quality Standards.

What the rule clears. Serious-classification obligations tied to Texas’s May 13, 2020 SIP submittal. The rule amends 40 CFR §52.2270; docket ID EPA-R06-OAR-2020-0165; a PDF copy is on GovInfo.

Why this matters for data centers. Houston-Galveston-Brazoria was reclassified from Serious to Severe effective November 7, 2022 (published October 7, 2022; citation 87 FR 60926). Severe status lowers the major-source threshold — the emissions level above which a facility triggers the tighter Severe-area RACT regime — to 25 tons per year of either pollutant, down from 50 tons per year under Serious. Backup diesel generators, large natural-gas standby engines and construction-phase permitting in the Houston footprint now face the Severe-area trigger, not the Serious threshold this rule finalises. A sixty-day window for judicial review runs to May 22, 2026.

U.S. Environmental Protection Agency — Dallas-Fort Worth area Reasonably Available Control Technology approval

On the same day — March 23, 2026 — EPA finalised parallel approval of Texas SIP revisions for the Dallas-Fort Worth area, effective April 22, 2026 (confirmed in the Federal Register full text). The rule approves volatile organic compounds and nitrogen oxides Reasonably Available Control Technology.

Geographic scope. The ten-county Dallas-Fort Worth area — Collin, Dallas, Denton, Ellis, Johnson, Kaufman, Parker, Rockwall, Tarrant, Wise — under the 2008 eight-hour ozone National Ambient Air Quality Standards. Status documented on the TCEQ Dallas-Fort Worth current-attainment page and the TCEQ Dallas-Fort Worth ozone history page.

What the rule clears. Serious-classification obligations tied to Texas’s May 12–13, 2020 SIP submittal; docket ID EPA-R06-OAR-2020-0164; amends 40 CFR §52.2270(c) and (e). The Dallas-Fort Worth rule covers source categories including stationary gas turbines and gas-fired internal-combustion engines (rich-burn and lean-burn).

Why this matters for data centers. As in Houston, Dallas-Fort Worth was reclassified from Serious to Severe effective November 7, 2022 (87 FR 60926). Severe status dropped the major-source trigger for nitrogen-oxides and volatile-organic-compound RACT from 50 tons per year (Serious) to 25 tons per year — a material constraint on backup diesel generator banks, standby turbines and construction emissions in Tarrant, Collin, Denton, Ellis, Johnson, Kaufman, Parker, Rockwall, Wise, and Dallas counties. Wise County is treated distinctly in the rule: it has its own set of volatile-organic-compound RACT negative declarations (graphic arts — rotogravure and flexography; flexible package printing; refinery vacuum-producing systems and process-unit turnarounds; wood-furniture manufacturing; synthesised-pharmaceutical manufacture) and a separate nitrogen-oxides treatment (“Wise County does not have any gas-fired boilers”), which is useful when siting a data center there. Judicial-review window runs to May 22, 2026; the Dallas-Fort Worth Severe attainment deadline is July 20, 2027, with 2026 as the attainment year.

FERC — SPP Consolidated Planning Process

See §2 above.

Additional projects — not data centers, but siting-adjacent

T1 Energy — G2_Austin at Sandow Lakes (Milam County)

A 2.1 GW solar-cell manufacturing facility on a 100-acre leased site inside the Xebec Austin Manufacturing and Logistics Campus at Sandow Lakes Ranch — worth tracking because it competes for the same Milam County industrial land and grid interconnection capacity as nearby data-center projects.

T1 Energy’s March 31, 2026 FY2025 release (mirror on GlobeNewswire):

Phase 1 has been under construction since mid-December 2025 with planned initiation of steel erection in April 2026; first production targeted fourth-quarter 2026; up to 1,800 jobs.
Remaining Phase 1 capital expenditure is roughly $350 million against a total Phase 1 investment of $400 million to $425 million. The release’s capital-formation section is headed “Capital formation initiatives advancing, targeting full financial close for G2_Austin early in Q2 2026”; the body adds that “T1 intends to select an optimal solution early in the second quarter to achieve full financial close.” The release also discloses that Laplace Renewable Energy Technology was awarded the turnkey production-line equipment contract for Phase 1.

Methodology

Window. Events or filings dated March 1, 2026 through April 23, 2026. Pre-window items are retained only when directly referenced in-window or when providing essential context.
Sources. Official government publications, regulators, courts, utility investor-relations and press pages, and SEC filings only. Press-release wire services (GlobeNewswire, BusinessWire, PRNewswire) are accepted only when carrying the issuing company’s own release verbatim.
Excluded. All trade press (Utility Dive, RTO Insider, Data Center Dynamics, Data Center Frontier, Bisnow, S&P Platts), all news media (national and Texas local), LinkedIn and other social platforms, real-estate listings, and retail-investor platforms (Yahoo Finance, Seeking Alpha, Benzinga).
Open gaps still flagged. (a) Jeff Davis County Dark Sky ordinance — no county-hosted primary URL; the ordinance PDF circulates only via third-party hosting (Hill Country Alliance). (b) Fermi America Phase 1 AI-compute campus April 2026 launch — target language appears in the company’s SEC-filed prospectus but direct verbatim retrieval from the relevant in-window filing was not completed; treat as target-only. (c) Dallas-Fort Worth ambient ozone design value — prior summaries cited “72 ppb” and “83 ppb”; the TCEQ Dallas-Fort Worth status page confirms only that the area remains nonattainment under both the 2008 75 ppb and 2015 70 ppb ozone standards, which is enough for classification purposes. A specific ppb number should be pulled from a TCEQ monitoring report before being published.

Items checked, no verified updates March–April 2026

The following candidates from the earlier Texas surveys had no verified primary-source action in March-April 2026.

Data-center projects.

SB Energy / OpenAI / Stargate 1.2 GW (Milam Co.) — last primary source January 9, 2026.
Sandow Lakes Ranch “The Switch” Phase 1 — no in-window developer press release.
Xebec (Dallas) Alcoa redevelopment — privately held, no in-window press.
Medina County “8 DCs” per Judge Lutz — no Commissioners Court update.
Rowan “Cinco Project” (Medina Co.) — $551M financing closed February 12, 2026 (pre-window).
Google Midlothian / Red Oak / Ellis / Armstrong / Haskell — no in-window Google press or docket.
Meta Aubrey (Denton Co.) — not listed on Meta’s US-locations IR page.
Comanche Peak co-located DC (Vistra / Luminant) — last 8-K September 29, 2025. Lee County Giddings 1.2 GW gas-fired DC — Giddings EDC marketing only.
Blue Origin / Zefram (Culberson Co.) — no in-window action.
Tesla Giga Texas spillover to Bastrop — not verified.
Permian crypto miners (Lancium, MARA, Atlas Power, Iris Energy) — no in-window IR press for Midland / Martin / Ector.

Grid. Oncor Southern DFW transmission project — no in-window CCN docket entry. Brown–Newton 345 kV CREZ line (Docket 37464) — active, no substantive in-window action. CenterPoint Stewart–West Bay 138 kV rebuild (Galveston) — NOA August 11, 2025; no in-window change. Entergy “Colony” substation near Dayton (Liberty Co.) — not corroborated on Entergy Texas Projects page.

Water. Harris-Galveston Subsidence District, Fort Bend Subsidence District — board meetings continued, agendas not indexed in window. Hays Trinity GCD — permit suspension presumptively continuing. Blanco Pedernales GCD Resolution 2026-001 — presumptively continuing. North Texas Municipal Water District (NTMWD) $880.75M TWDB financing and $39.615M Kaufman / Rockwall interceptor — no in-window contract award. Bois d’Arc Lake large-user contracts — none in window. STWA + Seven Seas Water Group (Kleberg) — no in-window milestone. POSGCD Sandow Lakes Ranch permit — contested case pending.

Regulatory. EPA Beaumont-Port Arthur Serious Ozone Nonattainment (Jefferson / Hardin / Orange) — no in-window SIP / Federal Implementation Plan action. TCEQ DC-specific diesel-genset SIP revision — no new action. NRC Comanche Peak docket — no in-window action. CHIPS Act — no in-window award amendment for TI Sherman or GlobalWafers / GlobiTech.

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