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Texas Data Center Intel
16 verified signals across 1 counties tracked daily.
Texas · Construction & power moves · 40
full tracker →Land, power, and interconnection moves across Texas — each traced to primary filings.
Counties
| County | Last 7d | Total |
|---|---|---|
| Burleson County | 0 | 1 |
Top JUST IN — Texas
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ERCOT Welcomes the City of Caldwell to the ERCOT System
Source: ERCOT · Mar 12, 2026ERCOT reported on Mar. 12, 2026 that “the City of Caldwell’s municipal utility has joined the ERCOT System,” and that the city “has completed its transition into the ERCOT grid following the approval by the Public Utility Commission of Texas (PUCT) on April 24, 2025.” ERCOT also said the “Lower Colorado River Authority (LCRA) Transmission Services Corporation is responsible for the transmission system that connects Caldwell to the ERCOT grid.”
Backed by 1 primary filing — sign in or book a call to see all sources.
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ERCOT Expects Tight Grid Conditions, Requests Conservation Today from 6 p.m. to 9 p.m. CT
Source: ERCOT · Aug 30, 2023ERCOT said it was asking Texans to conserve electricity from 6 p.m. to 9 p.m. CT because “operating reserves for ERCOT are expected to be low this evening” due to “a high level of unexpected thermal generation outages and forecasted low wind generation” (ERCOT, Aug. 30, 2023). ERCOT also said it “has obtained Texas Commission on Environmental Quality (TCEQ) enforcement discretion,” allowing generators to extend operations to help meet demand and maintain reliability.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Resource Adequacy 2022
Source: ERCOTERCOT’s 2022 Resource Adequacy page points readers to the “Monthly Generator Interconnection Status Report” for “the latest public interconnection information on planned generation resources in the ERCOT Region,” and says the GIS report covers “planned projects being studied as part of the interconnection request process” (ERCOT). The page also hosts broader resource-adequacy materials such as SARA and CDR reports, but it does not itself give project-level queue counts or outcomes.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Resource Adequacy 2021
Source: ERCOTERCOT’s 2021 Resource Adequacy page in Texas points readers to its monthly generator interconnection information for “planned generation resources in the ERCOT Region” and notes that its capacity charts include “planned projects being studied as part of the interconnection request process.” The same page also flags drought monitoring for generation resources, saying ERCOT screens for “potential drought-related impacts to generation resources” over the next 6 to 18 months.
Backed by 1 primary filing — sign in or book a call to see all sources.
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Resource Adequacy 2020
Source: ERCOTERCOT’s 2020 Resource Adequacy page says its resource adequacy materials include interconnection-status information and that its capacity charts now show project capacity ERCOT has approved for grid synchronization, with operational reports also including capacity approved for grid synchronization but not commercial operations. ERCOT also notes the page contains EORM materials authorized by the Public Utility Commission of Texas as part of Project Number 42302, “Review of the Reliability Standard in the ERCOT Region.”
Backed by 1 primary filing — sign in or book a call to see all sources.
Recent Texas data center news
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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.
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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).
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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.
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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).
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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.
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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.
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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).
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US energy storage installations hit Q1 record, up 32% year over year: SEIA
SEIA reported record 9.7 GWh of battery energy storage installed in Q1 2026.
- Main announcement: SEIA said the U.S. installed 9.7 GWh of battery energy storage in Q1 2026 (a 32% YoY increase), with commercial & industrial 648 MWh, utility-scale 1.5 GW / 7.8 GWh, and residential 515 MWh; Benchmark Mineral Intelligence (for SEIA) forecasts 613 GWh of U.S. storage deployment by 2030.
- Background and details: SEIA and Benchmark highlighted data centers as a major driver (example: Meta + Enbridge will build 365 MW solar colocated with 200 MW / 1.6 GWh of Tesla batteries to support a Cheyenne, WY data center with 8-hour discharge capability); SEIA also flagged 101 GW of clean projects under political threat and said 36% of projects due by 2030 could be affected; 13 states have storage targets and cumulative deployment leaders include California 60.6 GWh, Texas 29.2 GWh, Arizona 20.2 GWh.
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Stratos and the New AI Campus Math: Building Around the Grid
Stratos, a proposed 9 GW AI and data center campus in Utah developed under Utah’s Military Installation Development Authority (MIDA) and backed by investors including Kevin O’Leary, has been filed as a MIDA project area.
- Main announcement / action: The filing proposes a 9 GW integrated campus organized through MIDA, emphasizing integrated generation, hyperscale data center(s), and advanced manufacturing, and framing the site around energy resilience and “secure, domestically controlled power and data capacity” (project filing). The project is explicitly structured to combine large-scale compute with long-term power control rather than relying solely on conventional utility expansion; investor interest includes Kevin O’Leary.
- Background and other details: The article situates Stratos amid grid and market pressures: ERCOT reported roughly 410 GW of large-load interconnection requests with approximately 87% tied to data centers (April update), and operators warn of repeated “restudy loops” delaying interconnections. Industry voices (Jigar Shah, Trey Travis, Steven Dickens) characterize the shift as industrial energy economics, need for long-term offtake commitments, heavy industrial mechanical and supply-chain challenges, and a broader debate between centralized multi-gigawatt campuses and distributed smaller facilities.
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Texas May Have Accidentally Built the Perfect Grid for AI
ERCOT and industry filings show CREZ-era West Texas transmission corridors are increasingly guiding hyperscale AI campus siting as developers seek bulk power and expandable transmission capacity.
- Main announcement/action: Galaxy Digital’s Helios campus (previously an Argo Blockchain site) has ERCOT approval for an additional 830 MW, bringing total approved load above 1.6 GW after completion of Large Load Interconnection Studies (LLIS); the project has service agreements with AEP Texas and transmission coordination with WETT, but current physical deployment is phased (initial lease: 133 MW to CoreWeave).
- Background and details: Filing documents indicate a 327.2 MW self-generator registration (backup power) including 121 Caterpillar diesel generators tied to roughly 252 MW of emergency generation, a currently identified 200 MW co-located load, and broader system context where ERCOT’s large-load queue has ballooned above ~230 GW and industry reports cite transformer shortages (~30%), multi-year lead times, and average global power-delivery timelines of ~4.4 years.