Texas Data Center Intel

Recent Texas data center news

• Mar 17, 2026

  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.
• Mar 17, 2026

  Report: Dallas–Fort Worth Leads U.S. in Industrial Development

  CommercialSearch has released a report finding that Dallas–Fort Worth has reclaimed the nation’s top spot in industrial development with 28.8 million square feet under construction.

  • Main announcement: The report states Dallas–Fort Worth (DFW) now has 28.8 million SF under construction, a 27% year-over-year increase after adding 6.2 million SF in the last year; the region previously peaked at 33.6 million SF in 2024 and dipped to 22.6 million in 2025. Key projects slated for completion in Q2–Q3 2026 include: Intermodal Logistics Center (1,957,294 SF) — Q2 2026, Alliance Westport Buildings 15, 24 (1,947,436 SF) — Q3 2026, Lewisville 121 (1,848,479 SF) — Q2 2026, Passport Park West (1,750,834 SF) — Q2 2026, and Amazon Project Maverick (1,700,000 SF) — Q3 2026.
  • Background and details: The report notes a regional vacancy rate of 11.4%; logistics facilities are the largest segment, while manufacturing and data centers are a growing share (data centers = ~20 projects, about 11% of the pipeline). It also highlights Texas’ push to overtake northern Virginia in data center power capacity within the next few years.
• Mar 17, 2026

  Dallas-Based Jacobs Unveils Digital Twin Solution for AI Data Centers

  Jacobs has announced the launch of a data center digital twin solution for gigawatt-scale AI facilities.

  • Main announcement: Jacobs launched a digital twin solution built using the NVIDIA Omniverse DSX blueprint to combine a standard reference design for gigawatt-scale AI data centers with a hyper-realistic virtual environment and simulations of compute, power, cooling, and water systems; the first module is available now for owners and operators and is intended to support lifecycle activities from planning through commissioning and operations.
  • Additional details and context: The solution enables secure integration of on-premises and external components and aims to produce future 250-megawatt reference designs for broader industry use; Jacobs describes a modular reference design for repeatable deployment and cites its own scale with nearly 43,000 employees and $12 billion in annual revenue.
• Mar 17, 2026

  ‘Interconnection remains the big bottleneck’: Zenobē Energy on US deployment strategies, grid connections, and data centres

  Laurence Copson of Zenobē Energy discusses US energy storage policy ahead of the Energy Storage Summit USA and the article references a bipartisan call by the Trump administration and 13 governors urging PJM to overhaul market rules to support more than US$15 billion of reliable baseload power.

  • Main announcement/action: Copson outlines near-term policy levers—notably PJM’s Critical Issue Fast Path (CIFP) and the reliability backstop procurement—as the single largest immediate opportunity for storage to compete with new generation; PJM projects a ~30GW capacity shortfall by 2030 rising to ~55GW by 2035, and the procurement process is expected to yield 15-year contracts and could materialise within the next 12 months.
  • Background and event details: The discussion situates rising data centre-driven demand and interconnection/permitting bottlenecks as primary deployment constraints; additional factual details:
    • Event: Energy Storage Summit USA 2026
      • Date: 24-25 March 2026
      • Location: Dallas, TX
      • Session: “Policy Pathways for Meeting Load Growth” featuring Laurence Copson, Huiyi Jackson (Edison Electric Institute), Marshall Coover (Texas Energy Buyers Alliance), Aaron Klien (Lincoln International), Matthew Bos (Advanced Energy United), moderated by Daniel Spitzer (Hodgson Russ LLP).
• Mar 17, 2026

  US Data Centre Pipeline Hits 241 GW, Growth Slows in Q4: Wood Mackenzie

  Wood Mackenzie reported that the disclosed U.S. data centre pipeline reached 241 GW by end-2025, while Q4 additions slowed to about 25 GW.

  • Main finding: The disclosed U.S. data centre pipeline reached 241 GW by end-2025; Q4 2025 additions were ~25 GW (about half of Q3). Large-load capacity tied to construction or electricity supply agreements is ~183 GW (≈22% of U.S. peak demand in 2025), and developers shifted to executing existing projects due to load queue constraints and speculative mega-project activity in the U.S. South and Southwest.
  • Additional details: The report projects major developers will increase capital spending by about $94 billion versus 2025 (growth expected to slow in 2026). Oracle Corporation has taken on significant debt for its “Stargate” campuses (many relying on on-site generation). ERCOT and PJM account for 72% of large-load commitments; Texas leads planned capacity and on-site generation, while New Mexico, Indiana, and Wyoming saw the fastest Q4 project growth. The report also notes proposed grid/interconnection rule changes in ERCOT and Southwest Power Pool that could require new generation contracts or introduce non-firm transmission/curtailment risks.
• Mar 16, 2026

  Deploy AI Faster with Integrated Compute and Networking from Dell and NVIDIA

  Dell Technologies announced integrated rack-scale AI infrastructure co-engineered with NVIDIA.

  • Main announcement: Dell unveiled integrated rack-scale systems built on NVIDIA Rubin GPUs and NVIDIA Vera CPUs, including the PowerEdge XE9812 (72-way GPU-accelerated rack-scale server), XE9882L/XE9880L/XE9885L with 8-way HGX Rubin NVL8 GPU acceleration, the factory-integrated IR9000 rack, and PowerSwitch SN6000 Series Ethernet switches (1.6 TbE, up to 409.6 Tb/s switching capacity, up to 2,048 breakout connections). Dell servers also earned NVIDIA Confidential AI certification for encrypted host-memory and secure CPU–GPU transfers.
  • Background and details: The announcement emphasizes co-engineered compute and networking (NVLink, Spectrum-6 ASIC, co-packaged optics, liquid cooling), NOS choices including Cumulus Networks and Dell SONiC, integration with NVIDIA Quantum-X800 InfiniBand switching and NVQLink for hybrid quantum-classical workflows; partner Quantum Machines validated quantum control with the R7615. Implementation details include factory-integrated rack systems, liquid-cooled switch options, and validated reference architectures and deployment services.
• Mar 16, 2026

  The Frog Is Dead: North America’s Power Grid Faces Its Biggest Reckoning in a Generation

  S&P Global Energy warned that North American power demand is accelerating—driven in large part by a surge in data center development—creating a near-term supply crisis that will require rapid investment, permitting, and technology shifts.

  • Main announcement/action:S&P Global Energy projects much higher near-term electricity demand (now 2.5–3%+ annual growth vs. prior <1%), reports 43 GW of U.S. gas turbine orders in 2025, highlights multi-year turbine backlogs (up to ~5 years), and flags regional investment flows (largest 2025 turbine share to MISO, SPP, and the southeastern U.S.). The firm also called out data center clusters in Columbus, Ohio with new facilities hitting the grid within 3–4 years, and recommends watching natural-gas fuel cells and a wave of IPOs in 2026 for geothermal, SMRs, and distributed generation.
  • Background and supporting details:Nuclear has bipartisan support but needs project financing and DOE support (DOE pledged a billion-dollar loan commitment for the Crane Energy Center/Three Mile Island restart); S&P identifies >5 GW of potential nuclear uprates with 1–2 GW announced; M&A valuation comparators cited were ~$800/kW (acquired plants 18–24 months ago), $1,500/kW (new-build then), and ~$2,400/kW (current acquisition costs); recent infrastructure transaction cited: $11 billion take-private deal involving GIP, EQT, Qatar Investment Authority, and AES.

  Event: Global Power Markets Conference

  • Date: April 13–15, 2026
  • Location: Four Seasons Hotel, Las Vegas, Nevada
  • Agenda/subject: Global power market trends including grid investment, generation mix, storage, and policy (hosted by S&P Global Energy)
• Mar 15, 2026

  Total Mess at Elon Musk’s xAI, “Not Built Right” and “Being Rebuilt” — While Polluting Enormously

  Elon Musk announced that xAI “was not built right first time around” and that the company is being rebuilt from the foundations up.

  • Main announcement: Elon Musk posted that xAI is being rebuilt from the foundations up, with Grok (xAI’s chatbot) and the xAI team undergoing a structural reset; Musk and xAI’s head of talent Baris Akis are reviewing past interview records and reaching back out to promising candidates to hire new talent.
  • Background and details:xAI was merged into SpaceX and regulators in Mississippi authorized xAI to build a power plant with 41 natural gas-burning turbines in Southaven to power nearby data centers; the NAACP and the Southern Environmental Law Center have filed objections saying the MDEQ permit has serious legal and policy flaws. Additional factual items: Tesla added Grok to Tesla infotainment starting July 12, 2025, and xAI has seen roughly half of its founding members leave recently.
• Mar 15, 2026

  AI data centres face backlash from Mayors in US cities over power use, pollution fears

  Mayors in major US cities are challenging tech companies over data centre energy demands and local pollution impacts.

  • Main action: Mayors (including Tim Kelly of Chattanooga, Kate Gallego of Phoenix and Larry Klein of Sunnyvale) are publicly pressuring big tech over the environmental and infrastructure costs of AI data centres — citing strained power grids, water supply depletion, and local pollution. The White House also convened big tech this month to demand companies bear the cost of powering new data centres. Key project details: xAI is reported to be running at least 18 methane gas turbines at its South Memphis site; Mississippi regulators approved generators despite local resistance; APS warned that approving all proposed data centres would push electricity demand to 19,000 megawatts (more than double the grid’s record peak).
  • Background and other details: The discussion surfaced at SXSW in Austin, Texas where mayors raised concerns about non-disclosure agreements that keep communities uninformed until late in the process and contrasted more transparent operators (Microsoft, Google) with less transparent firms. Phoenix is highlighted as a magnet for data centres due to tax incentives and low regulation. Reporting sources include AFP and an NBC News poll showing public skepticism about AI.
• Mar 13, 2026

  Preparing Enterprise Data Centers for AI Adoption

  The article provides analysis and planning guidance for enterprises on corporate data centre strategies to support AI and traditional computing.

  • Main analysis/action: The piece recommends that enterprises adopt a hybrid cloud/colocation/on-premises strategy and future-proof facilities (supporting air-cooled cabinets up to 35 kW and liquid cooling piping to enable 70–160 kW per cabinet later). It cites specific forecasts including a 2025 McKinsey report projecting almost $7 trillion in AI-related IT infrastructure spending through 2030 (broken into $3 trillion for data centers and $4 trillion for computing and telecom hardware).
  • Background and evidence: The article references surveys and reports (Uptime Institute 2025, BCG AI Radar 2026, Flexera 2025, AFCOM 2026, Cisco 2025) and provides concrete capacity/telecom considerations: AI training workloads often require 80–160 kW per cabinet and are sited in large, high-power campuses (sometimes remote, e.g., rural North Dakota), while AI inference typically needs 25–70 kW per cabinet and favors low-latency, high-reliability sites near corporate data and users. It recommends concrete planning steps (multi-disciplinary teams, third-party consultants, scoped milestones, cloud readiness analysis, and capex vs occupancy cost comparisons).