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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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AI Data Centers Need Skilled People: Oracle Academy Helps Build AI Careers
Oracle has announced a programmatic expansion pairing AI data center investments with education and workforce training through Oracle Academy.
- Main announcement: Oracle is building AI data centers across the United States and hiring thousands of skilled employees, while Oracle Academy will bridge the talent gap by launching Data Center Technician courses to fast-track candidates into frontline roles; targeted states named include Texas, New Mexico, Michigan, and Wisconsin.
- Background and program details: Oracle Academy (nearly 30 years of operation) provides curriculum, cloud technologies, software, and hands-on labs; recent launches include AI and machine learning in Java, generative AI workshops, and hands-on analytics and AI labs. In Texas Oracle Academy works with more than 130 institutions and nearly 350 faculty members; New Mexico partnerships include New Mexico State University and University of New Mexico.
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Oracle Announces Equity and Debt Financing Plan for Calendar Year 2026
Oracle Corporation announced a financing plan to raise $45 to $50 billion in calendar year 2026 to fund expansion of its Oracle Cloud Infrastructure capacity.
- $45–$50 billion target for calendar year 2026: Oracle will raise gross cash proceeds of $45 to $50 billion, using a balanced combination of debt and equity with approximately half equity and half debt; equity components include an initial issuance of mandatory convertible preferred securities (a modest portion) and a newly authorized at-the-market equity program of up to $20 billion to be issued flexibly over time. The debt component will be a single, one-time issuance of investment-grade senior unsecured bonds early in 2026; the plan has been approved by the Oracle Board of Directors and intends to maintain an investment-grade balance sheet.
- Background and implementation details: Goldman Sachs & Co. LLC will lead the senior unsecured bond offering and Citigroup will lead the at-the-market and mandatory convertible preferred offerings; the financing is intended to build capacity to meet contracted demand from major customers including AMD, Meta, NVIDIA, OpenAI, TikTok and xAI. The release includes a Safe Harbor noting risks such as delays in construction or implementation of any of the data centers. Investor contact: phone 1-650-506-4073, email investor_us@oracle.com, address Investor Relations Department, Oracle Corporation, 500 Oracle Parkway, Redwood City, California 94065.
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Data Centers in the AI Era: A New Blueprint for Growth
CPS Energy (Elaina Ball) outlined Texas’ push to speed grid interconnections and implement cost-allocation reforms under Texas Senate Bill 6.
- Main announcement / action:Senate Bill 6 introduces batched interconnection processing and standardized interconnect fees, with Ball noting ERCOT peak supply of up to 85 GW and ~230 GW currently in the interconnection queue; the reform shifts part of transmission/grid-upgrade costs to new data centers to accelerate project movement.
- Background and implementation details:CPS Energy has doubled its demand forecast and will build more generation and buy power facilities, tighten cold-weather procedures, retire/convert aging assets, and add gas, solar, wind, and battery resources; developers like CyrusOne plan co-location and behind-the-meter (BTM) generation (CyrusOne targeting 1 GW of new data centers per year), and firms such as TECfusions are aligning construction to NVIDIA GPU delivery, experimenting with removing UPS for permitting simplicity and even exploring SMR purchases.
- Event: PowerGen International, San Antonio, Jan 20-22, 2026 — speakers discussed grid capacity, interconnection reforms, and data center power timelines.
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Oracle may slash up to 30,000 jobs to fund AI data-center expansion as US banks retreat
Oracle is considering workforce cuts and selling Cerner to alleviate financing pressure, according to TD Cowen.
- Main action: TD Cowen reports Oracle is weighing 20,000–30,000 job cuts (to free $8–$10 billion in cash flow) and a potential sale of Cerner (acquired for $28.3 billion in 2022) to address financing shortfalls tied to an estimated $156 billion infrastructure capital requirement.
- Background/details:US banks have pulled back from financing Oracle-linked data-center projects (raising borrowing costs and stalling leases); Oracle raised ~$58 billion of debt recently ($38 billion for Texas and Wisconsin facilities; $20 billion for New Mexico), while Asian banks remain willing to lend at premium rates; TD Cowen highlights slowed US data-center procurement and measures Oracle is pursuing such as 40% upfront deposits and BYOC arrangements.
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Leading the Charge in AI Supercomputing, Innovation and Initiatives
Dell Technologies announced expanded partnerships, infrastructure projects, workforce commitments, and a major philanthropic investment by Michael and Susan Dell.
- Key announcement: Dell confirmed AI infrastructure partnerships and research projects (including powering the Massachusetts AI Hub and TACC’s new supercomputer Horizon), plus a $6.25 billion Invest America investment by Michael and Susan Dell and a company pledge to match a $1,000 Treasury seed deposit for each child of U.S.-based team members born between January 1, 2025 and December 31, 2028.
- Background and other details: Dell participated in the DOE Genesis Roundtable (Washington, D.C.) and partnered with the White House USTF to recruit 1,000 technologists for two-year federal agency terms; additional initiatives include the TCU AI Initiative (Dell AI Factory + NVIDIA), events at CES 2026 (Quantum AI, Circular Economy), the NGA Regional Economic Opportunity Summit in Austin, and product/education launches at Bett UK.
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Battery recycler Redwood receives financing boost from Google, aims to expand US energy storage division
Redwood Materials has announced the final close of its Series E financing, bringing total funding to US$425 million, with Google joining as a new investor alongside lead investor Eclipse and participants Capricorn, Goldman Sachs Alternatives, and NVentures (NVIDIA).
- Main announcement & use of funds:
- Redwood confirmed a final Series E total of US$425 million (following an earlier disclosed US$350 million close in October 2025) and said the capital will be used to speed energy storage deployment, enhance refining and materials production, and grow engineering teams for its battery recycling and BESS businesses. The company announced the additional funds at final close on 28 January 2026.
- Background, assets, and project details:
- Business lines & tech: Redwood operates battery recycling (processing 20 GWh of batteries annually) and grid-scale storage via Redwood Energy (launched June 2025) using its Pack Manager DC-to-DC platform; deployed systems include a 12 MW / 63 MWh installation for AI firm Crusoe, and the company reports GWh-level pipeline capacity. Federal tax-credit qualification and the DOE estimate that data centres may consume up to 12% of U.S. electricity by 2028 were noted as strategic context.
- Risk/context note: The article also notes market pressure from declining prices of new batteries from China affecting recycled-material values and references Li-Cycle’s prior bankruptcy and acquisition by Glencore.
- Event referenced: Energy Storage Summit USA — 24-25 March 2026, Dallas, TX; agenda topics include FEOC challenges, power demand forecasting, and managing the BESS supply chain (details on registration/discounts via ESN Premium and the event website).
- Main announcement & use of funds:
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Weathering the Storm: The Role of Design, Preparation, and Execution in Reliability
Enchanted Rock reports its microgrids supported customers and provided grid capacity during Winter Storm Fern.
- Operational performance: Enchanted Rock says it supported more than 44 customer outages, delivered nearly 160 hours of backup power, and had some sites running for more than 42 consecutive hours; the company also reports its generators operated for more than 4,500+ combined hours providing capacity support to ERCOT during Winter Storm Fern.
- Technical/background details: The company emphasizes ultra-clean, natural gas generators tied to utility pipeline networks, hardened and undergrounded electrical components, a centralized 24/7 Microgrid Control Center (MCC) for real-time fleet oversight, and fleet-wide maintenance informed by hundreds of thousands of operating hours; the piece is a retrospective account originally published on LinkedIn.
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Top 20 countries by the number of data centers in 2025
DevelopmentAid publishes an overview of the global data center market, trends, and investment forecasts.
- Main summary: The article provides a market overview noting the United States leads with 4,165 data centers (about 3,000 more being built/planned) and estimates the sector could reach US$22.7 billion by 2030 driven by generative AI, cloud services, 5G, and IoT. It cites major investment figures including Google >€5.5 billion (US$6.37 billion) in Germany and a €1 billion project involving Nvidia and Deutsche Telekom.
- Background & details: The piece aggregates third-party reports and data (Statista, Axios, McKinsey, JLL, Datum, Baxtel, Global Data Center Hub) and provides regional details: McKinsey’s US$6.7 trillion capex by 2030 (US$5.2 trillion for AI-optimized facilities, US$1.5 trillion for typical IT), Latin America growth from ~US$5bn (2023) to >US$10bn by 2029, and capacity/footprint statistics for countries and hyperscale operators. It is an informational market overview, not a primary announcement of a single new project with implementation timelines.
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Air pollution: A silent killer lurking in our skies
The EPA has moved to stop including health benefits in cost-benefit analyses for pollution regulations.
- Main action: The article reports that the EPA (under the Trump administration) plans to stop factoring health benefits into cost-benefit analyses for pollution rules, a policy change described as potentially weakening standards that have underpinned decades of air-quality gains (e.g., 37% reduction in PM2.5 and 18% decrease in ozone since 2000).
- Context and details: The piece cites economic figures including $106.5 billion annual cost to China, $29 billion annual cost to the United States, and $350 million in annual economic benefits tied to reduced asthma inhaler use; it also highlights local concerns such as Denver’s fast-growing data center industry increasing power demand and the potential for more power plants held to lower pollution standards.
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North Texas’ Caterpillar Partners on Massive Project for AI Hyperscale Infrastructure
Irving-based Caterpillar has partnered with American Intelligence & Power Corporation (AIP) and Boyd CAT to supply 2 GW of fast-response natural gas generator sets for AIP’s Monarch Compute Campus in West Virginia.
- Main announcement: Caterpillar will provide 2 GW of fast-response natural gas generator sets to AIP Corp (in partnership with Boyd CAT) to support the initial phases of the Monarch Compute Campus; deliveries are scheduled from September 2026 through August 2027 and the equipment will be augmented with battery energy storage systems to manage AI load swings.
- Background and details: The Monarch campus is designed as a behind-the-meter, fully self-supplied power platform with a target of 8 GW planned generation capacity and an existing West Virginia microgrid designation; Caterpillar cites use of G3516 fast-response generators (ramp ~7 seconds) with selective catalytic reduction and other emissions controls to meet air permitting and reliability requirements.