Texas Data Center Intel

Recent Texas data center news

• Jul 17, 2026

  The AI Infrastructure Split Screen: Capital Rush Meets Community Resistance

  Data Center Frontier has published an analysis of the mid-July AI infrastructure market, combining public-market activity, project announcements, financing moves, and local permitting disputes.

  • Capital markets: Csquare priced 50 million shares at $21 to raise about $1.05 billion and implied an equity value of roughly $3.2 billion; Switch was linked to a potential $10 billion IPO and near $80 billion valuation including debt; Databricks signed a term sheet for a financing at a $188 billion valuation with the Wall Street Journal reporting about $3 billion in new investment.
  • Project and policy developments: Meta said its Hyperion expansion in Louisiana could reach 5 GW and more than $50 billion; Google was tied to a 2.7 GW Project Tembo in Wyoming; New York Gov. Kathy Hochul ordered an up-to-one-year pause on discretionary environmental permitting for certain hyperscale data centers; Palm Beach County commissioners rejected Project Tango by 5–1 after a roughly 12-hour hearing.
  • The article is a broad market commentary and synthesis, not a single original company announcement. It references multiple first-reported deals and filings, while also citing local opposition, power constraints, and community consent as central themes.
• Jul 17, 2026

  Project Tango Denial Challenges Wall Street's AI Power Bet

  Palm Beach County has rejected Project Tango, a proposed 600 MW AI-focused campus, after commissioners voted 5–1 against the application. The story is an analysis of local permitting risk and AI load forecasting, not a first-person corporate announcement.

  • Commissioners voted 5–1 to reject Project Tango, despite months of redesigns, updated technical studies, and a recommendation for approval from county planning staff.
  • Jefferies estimated Florida Power & Light’s capital plan through 2032 includes about 6 GW of prospective data center load, equal to roughly $12 billion in capital investment and 12% of planned spending; the denial was without prejudice.
  • The filing described Project Tango as a 600 MW campus supporting AI and cloud workloads and relying on battery energy storage rather than routine diesel-generator operation.
• Jul 17, 2026

  United States Data Center & Digital Infrastructure Company Csquare NYSE IPO Share Price Decreased -1.6% on Day 1 Trading (16/7/26: IPO Price $21, Closing $20.67) to $3.2 Billion Market Value & Raised $1 Billion in IPO, Founded in 2024 as Centersquare by Canada $1 Trillion Brookfield Asset Management (Brookfield Infrastructure Partners) with Merger of Cyxtera Technologies & Evoque Data Center Solutions

  Csquare has announced its IPO results and day-one trading performance, with the article also referencing the earlier IPO pricing and valuation.

  • Csquare shares fell 1.6% on the first trading day (IPO price: $21; close: $20.67), giving the company a $3.2 billion market value after raising $1 billion in the IPO.
  • The piece says Csquare was founded in 2024 as Centersquare by Brookfield Asset Management through the merger of Cyxtera Technologies and Evoque Data Center Solutions; it also states the company had been aiming to raise $1.4 billion at a $4.2 billion valuation with an expected listing on 16 July 2026.
• Jul 17, 2026

  New York State just hit pause on the AI data center boom

  New York State has announced a one-year moratorium on new hyperscale data centers while it develops a regulatory framework for permitting, community impacts, and grid protection.

  • Governor Kathy Hochul signed an Executive Order described as the “nation’s first moratorium” on new hyperscale data centers, with the state halting environmental permits for up to one year.
  • New York will create a Generic Environmental Impact Statement (GEIS) and a Community Investment Framework (CIF) within 60 days; the article also says the state is considering a fund tied to aging grid infrastructure and clean energy procurement.
  • The proposed community contribution is $1 million per megawatt (MW) of anticipated utility demand per project, implying $50 million for 50 MW and $400 million for 400 MW.
  • The piece is a news analysis/commentary article about policy and industry impacts, not a first-hand company announcement; it references prior and current policy moves in New York and quotes analysts on likely market effects.
• Jul 16, 2026

  FERC Orders Mandatory NERC Reliability Standards for Data Center and Other Computational Loads

  The Federal Energy Regulatory Commission has ordered NERC to develop mandatory reliability standards and registry criteria for computational loads, including data centers and crypto mining operations, by year-end 2026.

  • Phase I filing due Dec. 31, 2026: NERC must file one or more new or modified reliability standards for integrating computational loads, plus related Glossary updates and Rules of Procedure changes, including registry criteria for entities to be directly covered.
  • Phase II plan due Mar. 1, 2027: NERC must submit an informational filing describing its work plan for additional standards; FERC cited grid disturbances, including a 1,500 MW data-center load loss and crypto load ride-through events in ERCOT, as evidence of urgency.
• Jul 16, 2026

  How NASA’s Artemis Lessons Apply to AI Infrastructure Planning

  Data Center Knowledge published commentary comparing NASA’s Artemis cost overruns with ERCOT’s handling of AI data center load forecasts and grid planning. It argues that utilities and regulators should require stronger evidence before treating proposed AI demand as firm infrastructure need.

  • ERCOT told Texas regulators it has “concerns with using the preliminary load forecast values” for reliability and transmission planning, and said planners should use historical realization rates and “other objective, credible, independent information.”
  • The article says FERC has directed six regional transmission organizations and independent system operators to explain or revise large-load rules, while ERCOT’s summer peak demand outlook is 220.9 GW by 2032 versus ERCOT’s 145.6 GW projection.
  • It cites NASA OIG findings that Boeing’s Exploration Upper Stage rose from $962 million to $3.7 billion, and Bechtel’s Mobile Launcher 2 from $383 million to about $2 billion, before those efforts were ended or repurposed.
• Jul 16, 2026

  TeraWulf’s $19B Anthropic Lease Puts Its Brownfield AI Strategy to the Test

  TeraWulf has announced a 20-year, $19 billion lease with Anthropic for approximately 401 MW of critical IT capacity at its Justified Data campus in Hawesville, Kentucky, while also agreeing to sell its 50.1% interest in the 168-MW Abernathy data center joint venture in Texas.

  • Anthropic lease: TeraWulf says the agreement is expected to generate about $19 billion in contracted revenue over 20 years; initial capacity is slated for 2H 2027 and the full 401 MW ramp by early 2028.
  • Abernathy sale and site details: TeraWulf will sell its 50.1% interest in Abernathy for about $530 million, paid in three installments through April 2027; the Hawesville site includes 250+ buildable acres, multiple high-voltage transmission lines, an energized substation, and direct transmission access.
• Jul 16, 2026

  High-density Data Center and Colocation Footprints

  365 Data Centers has outlined its high-density data center expansion strategy, combining upgrades to existing facilities with a new AI-ready capacity pipeline.

  • The company says organic expansion will upgrade facilities it already owns and operates in Pennsylvania, Texas, Georgia, and Colorado to support higher-density deployments.
  • Through a partnership with Aphorio Carter, 365 Data Centers says it is developing about 200 MW of AI-ready capacity across key U.S. markets over the next 18-24 months, with initial projects in Colorado and Kentucky and other sites under evaluation in Connecticut, Kentucky, Virginia, Ohio, and Tennessee.
• Jul 16, 2026 · SambaNova Systems

  How TACC Runs On-Premises AI Research on SambaStack™

  TACC has announced/outlined how it runs on-premises AI research on SambaStack.

  • The article is a product/case-study page about TACC using SambaStack™ for on-premises AI research.
  • It references SambaNova as the vendor behind SambaStack and indicates the setup is for on-premises deployment, but provides no monetary figures, contact details, or project timeline.
• Jul 15, 2026

  A Year Later, Trumps OBB Act Caused 468,000 Mostly Green Job Losses, Claims E2 BW Research

  E2 and BW Research have released an analysis claiming that Trump-era clean energy policy reversals and the One Big Beautiful Bill Act caused major project cancellations and job losses in the United States.

  • The report says 216 abandoned projects led to $68.2 billion in foregone capital investment, $48.4 billion in annual operational spending, and 468,000 lost jobs across construction, manufacturing, supply chain, and induced effects.
  • It attributes the fallout to the January 20, 2025 executive order freezing IRA and IIJA disbursements and the OBBA signed on July 4, 2025, and says the lost energy buildout includes about 10 GW solar, 3.75 GW wind, and 9.08 GW battery storage.
  • The article is a commentary-style report summary based on E2/BW Research modeling using IMPLAN and NREL JEDI frameworks, and it references project cancellations involving companies such as GM, Ford-CATL, Toyota, VinFast, Honda, Freyr, Kore Power, Natron, Li-Cycle, NorSun, and Ebon Solar.