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Texas Data Center Intel
Latest data center news, projects, power and policy across Texas — updated daily.
Recent Texas data center news
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How Stadium Data Centers Power Fans, Operations, and Broadcast
HPE deployed a multi-site, redundant core for the Milano Cortina Olympics and HPE and Cisco executives outlined stadium data center and networking architectures prepared for the 2026 FIFA World Cup.
- Main announcement/action: HPE deployed a multi-site, redundant core across two locations with fiber and WAN connectivity to roughly 40 venues for the Milano Cortina Olympics; the end-to-end architecture combined HPE and Juniper technologies with Mist AI cloud management, Juniper MX backbone routers, and Juniper SRX firewalls to provide redundant, AIOps-enabled venue networks.
- Background and further details: Stadiums typically run two physically isolated data centers (an IT data center for ticketing/guest services and a media data center for high-bandwidth broadcast); live production can reach 100 Gbps for 8K/16K workflows, and AI-enabled edge systems (AIOps, Media eXchange Layer) are being adopted ahead of the 2026 World Cup across 16 stadiums in Canada, the United States, and Mexico; HPE/Cisco technologies were also noted at venues including Levi’s Stadium, Mercedes-Benz Stadium, and others.
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LightSpeed, Infraeo Target AI Bottlenecks with NPO, Fiber
LightSpeed Photonics and Infraeo have signed an MoU to jointly develop next‑generation interconnect technologies (NPO and PCIe‑over‑Fiber) for hyperscale, AI, and HPC data centers.
- Signed MoU and commercial plan: LightSpeed Photonics (Singapore-based) and Infraeo (Texas-based) will jointly develop near-packaged optics (NPO) and PCIe-over-Fiber; they will prioritize pilot deployments with US operators, build an India-based ecosystem and supply chain, and drive productization; LightSpeed will lead photonics and high-speed interconnect design while Infraeo will lead deployment, system integration, and ecosystem development.
- Technical focus and implementation details:Solderable NPO moves optics closer to compute as a serviceable alternative to CPO; PCIe-over-Fiber aims to extend low-latency, high-bandwidth links across racks for disaggregated AI architectures; Infraeo brings experience deploying 800G and emerging 1.6T interconnects (including LPO and active electrical cables); planned actions include defining a joint go-to-market strategy, running US pilots, and evaluating local manufacturing options in India.
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NextEra Energy receives approval from President Donald J. Trump to develop up to 10 GW of natural gas‑powered generation to meet nation's historic power demand
NextEra Energy announced President Donald J. Trump has approved development of up to 10 GW of natural gas‑powered generation in Texas and Pennsylvania.
- Approval & scope: The approval authorizes NextEra Energy to develop up to 10 gigawatts of natural gas generation in Texas and Pennsylvania, with projects to be owned jointly by Japan and the U.S. under the U.S.-Japan trade deal and tied to Japan’s $550 billion investment commitment; the investment and projects are subject to negotiation and execution of definitive documents and NextEra’s completion of development, construction and commissioning.
- Background & implementation details: Projects are drawn from NextEra’s hub strategy (close to 30 hubs in inventory, targeting ~40), include the previously disclosed Texas hub developed with Comstock Resources, are intended to serve large-scale users (including data centers and advanced manufacturing), and NextEra will advance development, negotiate definitive documentation, and engage federal, state and local stakeholders as next steps.
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Energy Vault continues to diversify as it experiences Q4, full year 2025 growth
Energy Vault has released its Q4 and full year 2025 financial results, reporting 2025 revenue of US$203.7 million and improved profitability metrics.
2025 financial results and guidance: Energy Vault reported 2025 revenue of US$203.7 million (up 340% YoY from US$46.2 million), GAAP net loss of US$103.6 million (improved from US$135.8 million), Adjusted EBITDA loss of US$21.2 million (improved from a US$58 million loss), adjusted net loss of US$42.1 million (improved from US$65.4 million), and total cash (including restricted cash) of US$103.4 million as of 31 December 2025. The company attributes improvement to entry into AI infrastructure, increased ESS projects in Australia, and initial revenue from its wholly owned Asset Vault operating projects. It expects 2026 revenue of US$225 million to US$300 million, factoring in US battery delivery schedules, third-party project timelines, Asset Vault operating-asset revenue, and initial modular data centre/AI infrastructure income.
Background, partnerships and projects:Asset Vault is Energy Vault’s wholly owned subsidiary for developing, constructing, owning, and managing storage assets worldwide; Energy Vault also supplied BESS technology for a 320 MWh Australian project scheduled for completion later in the year. In February, Energy Vault finalised a supply agreement for 1.5 GWh of US-manufactured sodium-ion batteries from Peak Energy and will collaborate to integrate Peak Energy’s Na-ion cells with Energy Vault’s proprietary digital stack to accelerate deployment, enhance safety, and reduce costs by eliminating “complex legacy systems.”
- Energy Storage Summit USA 2026: 24-25 March 2026, Dallas, TX; agenda/subjects include FEOC challenges, power demand forecasting, and managing the BESS supply chain; ESN Premium subscribers have an exclusive discount on tickets.
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Exowatt Expands to Austin as Power Constraints Reshape AI Infrastructure
Exowatt opened an 11-acre campus in Austin to accelerate deployment of modular solar energy systems and address power constraints for AI infrastructure.
- Main announcement: Exowatt has opened an 11-acre campus in Austin containing 48,000 square feet of office, manufacturing, and warehouse space to speed deployment of its modular solar energy systems; the company also launched ExoRise, a business unit to deliver turnkey “powered land” in solar-rich regions (West Texas, New Mexico, Arizona, Nevada) to compress deployment timelines.
- Background and details: The move responds to increasing grid congestion, interconnection delays, and surging AI load requests across US markets (notably Texas and the Southwest); Exowatt previously received a $50 million Series A extension backed by Overmatch Ventures, and company and industry leaders (Hannan Happi, Steven Dickens, Evan Loomis) emphasize modular and behind-the-meter solutions as strategic responses.
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Project Stalled: Grid Bottlenecks Threaten the Fifth Industrial Revolution
Data Center Frontier (Melissa Reali) warns that the primary constraint for contemporary AI data center deployment is deliverable power and multi‑year interconnection bottlenecks.
- Main finding:multi‑year interconnection queues, transformer lead times (80–120+ weeks), and permitting/transmission delays are stalling AI campus deployments; concrete examples include PJM wait times beyond eight years, ERCOT large‑load queue ~226 GW (≈77% tied to large data centers), and NYISO 48 large‑load requests totaling ~12 GW. The article cites a $14.2M USD reported cost for a one‑month delay on a 60 MW facility and notes the Amazon–Talen Energy long‑term arrangement for up to 1,920 MW from Susquehanna nuclear as an example of a bring‑your‑own‑power approach.
- Background and policy context: Federal rulemakings—FERC Order 2023 (generator interconnection reform) and RM26‑4 (large‑load interconnection standards)—are underway but will take years to implement; the Department of the Interior’s late‑2025 stop‑work orders paused multiple offshore wind projects (putting billions of dollars temporarily in limbo), and domestic transformer manufacturing still supplies only a fraction of demand (lead times and an ~80% import reliance for transformers were reported).
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US Roundup: solar-plus-storage projects advance across the country
Google and DTE Energy have announced plans to develop a data centre project in Michigan (Project Cannoli) supported by 1,600MW of solar PV and 450MW of energy storage, with Google funding the resources and DTE operating them under a 20-year Clean Capacity Accelerator Agreement (CCAA).
- Main announcement: Google and DTE will deliver 1,600MW of solar PV paired with 450MW of storage (specified as 400MW/1,600MWh BESS plus 50MW of LDES), under a 20-year CCAA; Google will provide DTE with approximately 300MW of Zonal Resource Credits (ZRCs) at no cost and commit US$10 million to programmes to reduce household energy bills in Michigan.
- Additional details & background: The filing identifies the site as Project Cannoli (potentially in Van Buren Township); Google recently closed a US$4.75 billion acquisition of TPG Rise Climate’s Intersect Power stake and has announced multi‑billion data centre and AI capital plans (Google cited US$40 billion for three Texas data centres and US$185 billion in AI‑related capex for the year). Related US project announcements in the article include: Sunraycer (620MWdc solar, 477MWh BESS in Texas), Invenergy/SRP SunDog (200MW solar + 200MW/800MWh BESS in Arizona), Idemitsu Azalea (60MW/152MWh operating in California), and Clēnera’s US$304 million financing for the 120MW/400MWh Crimson Orchard project in Idaho.
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Tariffs Add Cost, but Component Shortages Dictate Data Center Timelines
The article reports on fluctuating US tariffs and persistent component shortages affecting data center construction.
- Key developments on tariffs (main announcement): The US Supreme Court in February 2026 invalidated portions of certain tariff measures, prompting the Trump administration to issue revised tariff measures while legal challenges continue; affected companies are suing to recover duties paid and litigation remains ongoing, creating uncertainty over import costs and duty recoveries.
- Supply-chain and project-level details:DRAM and HBM are reported sold out through 2028, SSD and HDD availability is constrained (Western Digital capacity tight into 2027), and Micron has announced a planned $100 billion fabrication plant in New York; hyperscalers are absorbing most available accelerators and memory, and owners are shifting procurement (increase in OFCI — owner-furnished, contractor-installed) to manage extreme lead times.
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US renewables and battery storage are poised for sustained growth as data centre demand accelerates
Jason Kaminsky of kWh Analytics argues that renewables paired with battery storage are the only viable, scalable short-term solution for meeting rapidly rising data centre power demand.
- Main claim and evidence:Renewables + BESS are presented as the fastest and most cost-effective option to meet surging data centre loads, citing about 56GW of planned data centre capacity designed for on-site generation (up from <2GW in late 2024), a projected 90GW of data centre-driven load by 2030, and an assumed ~5% per year load growth; the piece also references policy and tax considerations such as the ITC and the 4 July 2026 begun-construction requirement, and notes kWh Analytics’ proprietary database with US$100 billion in loss data and the March 2026 agreement for Beazley to acquire kWh Analytics.
- Background, headwinds and event details: The article frames the analysis as commentary on deployment challenges—siting and permitting, interconnection bottlenecks, and supply-chain/manufacturing delays—and outlines tactical responses (behind-the-meter builds, custom transformer purchases, early construction actions, domestic battery manufacturing growth).
- Event: Energy Storage Summit USA 2026 — 24-25 March 2026, Dallas, TX; agenda topics include FEOC challenges, power demand forecasting, and managing the BESS supply chain (ticket discount for ESN Premium subscribers).
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CIG and ML&S Group To Form $56M High-Speed Optical Manufacturing Venture Headquartered in Dallas
Cambridge Industries Group (CIG) and Germany’s ML&S Group have announced a new joint venture headquartered in Dallas with an initial $56 million investment to expand manufacturing of high-speed optical modules and Near-Packaged Optics (NPO).
- Main announcement: The JV (combining CIG, ML&S Mexico, and ML&S Switzerland) will be headquartered in Dallas (co-located with CIG’s Texas operations) with a $56 million initial investment, including direct capital equipment investment, to expand high-volume manufacturing in Mexico for next-generation 800G/1.6T and NPO optical interconnects serving hyperscale data center operators and AI infrastructure providers.
- Background and details: The venture leverages CIG’s global manufacturing footprint (Shanghai, Penang, Westford, Greifswald, Białe Błota) and ML&S Switzerland’s engineering hub; ML&S Mexico will scale production to provide near-shore supply for North American customers. The companies report customer interest in follow-on investments; no specific project timelines were provided in the article.