Texas Data Center Intel

Recent Texas data center news

• Jun 1, 2026

  ERock Announces Launch of Initial Public Offering

  ERock, Inc. has announced the launch of the roadshow for its proposed initial public offering of 27,906,977 shares of Class A common stock.

  • Offering details: The company is offering 27,906,977 shares of Class A common stock with an expected IPO price range of $20.00 to $23.00 per share, and intends to grant underwriters a 30-day option to purchase up to 4,186,046 additional shares to cover over-allotments. The company intends to list on the New York Stock Exchange under the ticker “EROC”.
  • Registration and distribution: The proposed offering will be made only by means of a prospectus; a registration statement on Form S-1 has been filed with the U.S. SEC but is not yet effective. Preliminary prospectuses may be obtained from Morgan Stanley & Co. LLC, J.P. Morgan Securities LLC (c/o Broadridge Financial Solutions), or via the provided prospectus request emails.
• Jun 1, 2026

  Can Data Centers Ditch Concrete – or Just Use Less of It?

  Equinix and other operators are adopting low-carbon materials and retrofit strategies while acknowledging that mission-critical structural elements will continue to rely on conventional concrete.

  • Main action: Operators including Equinix, DataBank, and WhiteFiber are implementing low-carbon concrete mixes, mass timber for non-critical buildings (Equinix administrative building in Frankfurt; Meta admin building in Aiken County, S.C.), and retrofits (WhiteFiber NC-1 in Madison, N.C.) to reduce embodied carbon while meeting accelerated AI-driven timelines.
  • Background/details: The article documents compute densities of 50–150 kW per rack, the shift to liquid cooling increasing structural demands, the timing constraint (construction schedules compressed from years to months), and Equinix’s three-step framework: Avoid, Reduce, Scale; it also notes emerging carbon capture in cement works in several European markets as a decarbonization pathway.
• Jun 1, 2026 · Information Technology and Innovation Foundation

  Targeted Pressure: How Chinese Manufacturing Competition Impacts US States

  The Information Technology and Innovation Foundation (ITIF) has published a report finding Chinese industrial policy is reshaping global manufacturing and harming industries across every U.S. state.

  • Main finding & method: The ITIF report (June 1, 2026) analyzes one “national power industry” per state using County Business Patterns employment data, HS/SITC export proxies, and global market-share series to conclude that state-backed Chinese subsidies, export pushes, and overcapacity are driving down prices and pressuring U.S. producers in sectors such as semiconductors, batteries, aircraft, and fabricated metals.
  • Key facts, numbers, and timelines:China plans ~$150 billion in semiconductor investment through 2030 vs. $52 billion under the U.S. CHIPS funding; the report cites $63.3 billion Chinese semiconductor spending in H1 2025, TSMC’s $165 billion U.S. investment announcement, GE Appliances’ $490 million Appliance Park investment (2025), and state/national export shares and HS-code trade series used throughout the analyses.
• May 29, 2026

  TNMP Files Comprehensive Rate Settlement

  TNMP has filed a comprehensive settlement in its base rate review before the Public Utility Commission of Texas (PUCT).

  • Settlement details: The filing seeks recovery of a $2.8 billion filed rate base (as of June 30, 2025), maintains the currently authorized 9.65% return on equity (ROE) and 45% equity ratio, and would implement $20.5 million in rate rider recovery for Hurricane Beryl restoration costs over five years. The settlement is subject to PUCT approval and under interim rates any final-approved rates will relate back to May 22, 2026.
  • Parties and background: The stipulation is joined by the Staff of the Public Utility Commission of Texas, municipal and industry groups (Alliance of Texas-New Mexico Power Municipalities; Cities Served by Texas-New Mexico Power Company), industry and large customer stakeholders including the Data Center Coalition, Joint Data Center Group, Hunt Energy Network, Office of Public Utility Counsel, Texas Competitive Power Advocates, Texas Industrial Energy Consumers, and Walmart. Amazon Data Systems and Texas Energy Association for Marketers do not oppose the stipulation. The filing and related documentation are posted on TXNM Energy’s investor rates-and-filings page.
• May 29, 2026

  The Breaking Points: Water Is the New Constraint for AI Data Centers

  Data Center Knowledge reports that water infrastructure constraints are emerging as a major limit on AI data center expansion.

  • Main finding: Large AI data center proposals are requesting multi‑MGD water capacities (example: a Virginia campus requested up to 2 MGD initially, with potential future demand up to 8 MGD) and explicitly require continuous evaporative cooling for uninterrupted operations; these projected demands often exceed municipal water and wastewater planning assumptions.
  • Background and specifics: Researchers’ paper “Small Bottle, Big Pipe” estimates U.S. data centers could require 697 million to 1.45 billion gallons/day of new water capacity through 2030; Texas’ draft 2027 State Water Plan estimates roughly $174 billion in water infrastructure projects may be needed over the next 50 years to meet growing AI demand and related upgrades (reservoirs, treatment, reclaimed-water networks).
• May 29, 2026

  US ROUNDUP: BESS news from NeoVolta, Goshe, Frontier Power & Stella and Prevalon

  Energy-Storage.news reports multiple BESS announcements from NeoVolta, Goshe Energy Storage, Frontier Power USA, and Prevalon Energy.

  • Main announcements:NeoVolta signed an LOI with Infinite Grid Capital for procurement from its Pendergrass, Georgia factory (initial production capacity 2GWh, scalable to 8GWh; LOI identifies ~1.1GWh of initial utility-scale opportunities — ~400MWh in West Texas, ~400MWh in Puerto Rico, ~300MWh in PJM). Goshe Energy Storage secured a HoldCo debt facility up to US$40 million from S2G Investments and closed US$288 million in project-level financing for its first 100MW ERCOT asset (company reports >US$460 million total capital raised to date). Prevalon launched the HD5 AC factory-integrated AC block BESS and Nextpower agreed to acquire Prevalon.
  • Background and implementation details: NeoVolta’s Pendergrass plant is built for an initial annual 2GWh output and is on track to ramp in Q3 (this year); NeoVolta additionally priced a public offering of 12,195,122 shares at US$2.05 per share (~US$25 million gross proceeds expected). FPUSA executed a strategic framework with Stella to convert Stella’s 2GWh pipeline, tied to FPUSA’s 2GWh capacity reservation with Eos, and FPUSA will fund 100% of construction equity on conversion terms consistent with prior transactions.
• May 29, 2026

  Why Big Tech Could Become Nigeria’s New Gas Partner

  African Energy Chamber (article) argues that Big Tech could become Nigeria’s new gas partner.

  • Main argument: The piece asserts that hyperscale AI data centers’ large, continuous power demand makes global tech firms potential long-term buyers and financiers of Nigerian gas infrastructure; examples cited include Google’s 2.7 GW U.S. commitment and Microsoft/Chevron/Engine No. 1’s 2.5 GW West Texas gas-fired generation exclusivity agreement. It highlights Nigeria’s >200 trillion cubic feet of proven gas and current pipeline of ~$1 billion in AI-ready facilities under development.
  • Details & projects: The article documents concrete project-level plans: Tetracore Energy Group’s $400 million, 20 MW gas-powered data center in Ogun State partnered with Huawei and Inspirive Technologies, supported by a dedicated 100 MW on-site gas-fired power plant; also notes 21 operational data centers in Nigeria by early 2026 and demographic growth projections (population >400 million by 2050).
• May 28, 2026

  Natural gas for power generation flat this summer, record high expected in 2027

  The U.S. Energy Information Administration (EIA) forecasts summer natural gas consumption for electric power will remain near recent highs in 2026 and set a record in 2027.

  • Main forecast: The EIA’s May Short-Term Energy Outlook (STEO) forecasts 43.7 billion cubic feet per day (Bcf/d) average natural gas consumption for the U.S. electric power sector in summer 2026 (June–September), the same as summer 2025 and 4% above the 2021–2025 five-year summer average; it forecasts 46.1 Bcf/d in summer 2027 (a 6% increase, +2.4 Bcf/d), surpassing the 2024 record by 3%.
  • Context and drivers: The STEO notes a 2% increase in overall U.S. electricity demand this summer and projects renewables will grow to 25% of generation in 2027 (from 21% in 2025); it cites new data centers and large manufacturing facilities—particularly in Texas (ERCOT) and Virginia (PJM)—as key commercial drivers, and forecasts West South Central commercial and industrial demand up 20% (summer 2025 to 2027) and ERCOT natural gas generation up 22% over the same period. Background links: May STEO and ERCOT CEO update are referenced.
• May 27, 2026

  Cogent Communications to Sell 10 Data Centers to I Squared Capital

  Cogent Communications has agreed to sell 10 data centers to I Squared Capital for $225 million in cash.

  • Transaction details: Cogent is selling 10 data center facilities to I Squared Capital for $225 million (cash); the deal is expected to close in Q3 2026. The portfolio provides approximately 53 megawatts of power capacity and about 259,000 square feet of colocation space across nine U.S. markets (Phoenix; Anaheim, CA; Burbank, CA; Stockton, CA; Atlanta; Chicago; Elkridge, MD; Kansas City, MO; Nashville, TN; Houston).
  • Platform and investment plan:I Squared Capital will create a new U.S. data center operating platform focused on high-density deployments, colocation and AI inference infrastructure, and plans to invest $1 billion via customer-led expansion, capital investment and additional acquisitions; the facilities are fee simple, liquid-cooling enabled with room for expansion and positioned near local internet exchanges. I Squared is described as a Miami-based infrastructure investor with about $60 billion in assets under management.
• May 27, 2026

  Transforming Legacy Infrastructure: T5 Construction Wins Brownfield Project of the Year

  T5 Construction has announced it has been recognized with the 2026 DCS Awards Brownfield Project of the Year for transforming a former cryptocurrency mining operation in Texas into an AI-ready data center campus for a major hyperscale customer.

  • Main announcement: T5 Construction won the 2026 DCS Awards Brownfield Project of the Year for a project that converted a former cryptocurrency mining operation in Texas into a high-performance, AI-ready data center campus for a major hyperscale customer; the recognition is presented as an announcement on T5’s corporate blog. The project is dated in the context of the 2026 award and emphasized accelerated delivery under an aggressive timeline with phased energization requirements.
  • Project details and implementation: The work addressed limited footprint, existing structures incapable of supporting modern mechanical loads, phased delivery requirements, and environmental constraints. Agreed technical actions included developing vertical cooling strategies, internally reinforcing existing buildings to support new chilled water infrastructure and heavy mechanical systems, and energizing portions of the campus while construction continued (phased delivery and concurrent operations).