Texas Data Center Intel

Recent Texas data center news

• Jan 23, 2026

  Edged US Builds Waterless, High-Density AI Data Center Campuses at Scale

  Edged US has announced recent campus expansions and detailed technical and operational profiles for those campuses.

  • Main announcement: Edged US announced a second 72-MW building at its Chicago/Aurora campus (purpose-built for AI; first facility opened February 2025; second building planned for Q2 2027) and a 24-MW second building in Irving/Dallas (first Dallas facility opened January 2025; second building approved January 15, 2026 and expected to break ground in Q2 2026). The projects emphasize waterless, closed-loop cooling (ThermalWorks; marketed as WUE 0.00), rack-density support (Aurora >200 kW/rack liquid-to-chip; Irving air-cooled >120 kW/rack with liquid-to-chip up to 400 kW/rack), and a portfolio-wide design PUE ~1.15.
  • Background and implementation details: Edged is pursuing a campus-first, repeatable delivery model across U.S. metros (Atlanta, Chicago/Aurora, Columbus/New Albany, Des Moines/Ankeny, Kansas City, Phoenix/Mesa). The company relies on partnerships for electrical and backup generation (notably PowerSecure, subsidiary of Southern Company) and positions ThermalWorks as the technical foundation for waterless cooling; the announcements are presented as executed approvals and planned timelines rather than speculative projections.
• Jan 22, 2026

  Your Guide to the Most Important Broadband Conferences of 2026

  Broadband Breakfast has assembled a list of the most important broadband conversations for 2026, with a focus on the first half of the year.

  • Main announcement: Broadband Breakfast published a curated events calendar highlighting major industry conferences (dates and locations) such as NTCA AI Summit (Jan. 30, Online), Net Inclusion (Feb. 3-5, Chicago), INCOMPAS Policy Summit (Feb. 4-5, Washington, D.C.) — including a Broadband Breakfast livestream on Feb. 4 at 10 a.m. ET — and the BEAD Implementation Summit (March 18, Washington, D.C.), noting “billions of dollars now being awarded with BEAD” and a focus on deployment, funding and technology decisions.
  • Background and details: The listing also references recurring and partner activities such as Broadband Breakfast Live Online’s weekly webcast (Wednesdays at 12 Noon ET) and membership benefits (post your own broadband events); other events called out cover topics including AI, data centers, energy, digital equity, fiber, ISPs, and sustainability, with dates/locations provided for each conference.
• Jan 22, 2026

  Can rising power demand boost renewables above policy obstacles in 2026?

  The One Big Beautiful Bill Act (OBBBA) set new July 4 construction deadlines and strict FEOC rules that curtail many Inflation Reduction Act tax credits and have immediate implications for project eligibility.

  • OBBBA actions and timelines: The OBBBA established a July 4 construction commencement deadline to qualify wind and solar projects for IRA production and investment tax credits; the FEOC rule went into effect Dec. 31, 2025 with Treasury guidance pending; the residential solar credit sunsetted at the end of 2025; commercial projects that commence construction by July 4 can qualify if placed in service by Dec. 31, 2030, while projects that do not commence construction by July 4 may still qualify if placed in service by Dec. 31, 2027.
  • Industry response and state actions: Developers (e.g., DSD Renewables) are triaging projects into mature / less-mature / at-risk buckets and cancelling or down-sizing projects that cannot meet deadlines; Treasury eliminated the 5% safe harbor test for >1.5 MW projects; states like Illinois (CRGA: 3 GW storage by 2030) and California (SB-254 transmission investment accelerator) are pursuing measures to speed transmission, interconnection and storage deployment; the Department of the Interior has issued stop-work orders and cancelled the environmental review for the 6.2-GW Esmeralda 7 project, and Dominion Energy has stated its 2.6 GW CVOW project will serve large data center demand.
• Jan 22, 2026

  Stream Data Centers Promotes Longtime Exec to CEO Post

  Stream Data Centers has appointed Michael Lahoud as CEO.

  • Appointment and timing:Michael Lahoud (previously co-managing partner; with the firm 15 years) has been named CEO, announced Jan 22, 2026; the move comes five months after funds managed by NYC-based Apollo acquired a majority interest from Stream Realty Partners and after Stream said it is positioned to execute a multi-gigawatt pipeline with Apollo potentially deploying “billions of dollars” into next-generation digital infrastructure.
  • Leadership changes and focus areas: Stream has restructured senior leadership to support larger development and operational scale: Stacey Medeiros (SVP, Hyperscale and Cloud), Santiago Suinaga (SVP, Hyperscale), Oisin O Murchu (Chief Development Officer), Rick Crutchley (COO, expanded operational responsibilities), and Amanda Abell (VP of Sustainability); Chris Bair (partner and chief commercial officer) provided a quoted statement on alignment with customer requirements.
• Jan 21, 2026

  ERMCO Expands Transformer Manufacturing West with New Arizona Facility

  ERMCO announced it will open a new 566,121-square-foot three-phase transformer manufacturing facility in Waddell, Maricopa County, Arizona.

  • Facility details: The plant is 566,121 square feet, located in Waddell (≈30 miles west of Phoenix), will focus on three-phase transformer production, is expected to be operational in 2027, and foundational work will begin this year; the project is expected to create more than 500 jobs in engineering, skilled trades, and operations.
  • Context and justification: The announcement cites ongoing transformer supply shortages, drivers such as aging grid infrastructure, rapid load growth from data centers and electrification, and states site selection was influenced by proximity to Western U.S. customers, Arizona’s business climate, and a skilled labor market. The company is a wholly owned subsidiary of Arkansas Electric Cooperatives Inc. and currently employs nearly 3,500 workers across facilities in Tennessee, Georgia, Wisconsin, North Carolina, Texas, Quebec, and Mexico.
• Jan 21, 2026

  Google inks PPAs to power data centers with carbon-free energy

  Google has signed three 20-year power purchase agreements with Clearway Energy Group for new clean energy capacity.

  • Google and Clearway executed three 20-year PPAs in 2025 totaling 1.17 gigawatts of “carbon-free energy projects” to support Google data centers in Missouri, Texas, and West Virginia, with the deals representing over $2.4 billion in energy infrastructure investment; the partnership totals 1.24 GW when combined with an existing 71.5 MW PPA in West Virginia.
  • Implementation details and background: Clearway will begin construction on over 1 GW of new projects, with new generation expected online in 2027 and 2028, delivered across grids managed by Southwest Power Pool, ERCOT, and MISO; Clearway (San Francisco-headquartered) has a 13 GW portfolio across 350 operating projects in 27 states, and Google/Alphabet recently announced the planned acquisition of clean energy developer Intersect for $4.75 billion (expected close H1 2026).
• Jan 21, 2026

  CyrusOne Hones AI-Era Data Center Strategy for Power, Pace, and Reliability

  CyrusOne is shifting to a “power + land + interconnect” strategy to secure deliverable power and faster time-to-market for AI-era customers while reinforcing operational reliability after a high-profile outage.

  • Main action: CyrusOne has executed multiple powered-land and grid-adjacent deals: a July 30, 2025 agreement with Calpine for 190 MW at the DFW10 campus (targeting operation by Q4 2026), expanded that campus by 210 MW to 400 MW on Nov 3–4, 2025, and on Jan 13, 2026 partnered with Eolian to develop a 200-MW DFW7 campus at the Chisholm Grid (reusing a 100-MW BESS site) with construction begun April 2025 and capacity delivery targeted in 2026. The company also publicly responded to a Nov 28, 2025 cooling-related outage at a CyrusOne facility that disrupted CME Group trading and has since added redundancy and operational fixes.
  • Background and details: CyrusOne is combining deliverable power, land, and interconnect into integrated development packages, pursuing quiet permitting and staged fit-outs in Texas (filings with the Texas Department of Licensing and Regulation for Waco/Whitney expansions), highlighted a planned Sangamon County project (local reporting ~$500 million), and strengthened operations with the hire of Robert Johnson as Chief Business Officer on Jan 14, 2026 to oversee U.S. operations, security, service delivery, and asset management.
• Jan 21, 2026

  Virginia proposes 20.78GW storage mandate as Trump, governors call for emergency PJM grid measures

  Virginia state delegate Richard C. ‘Rip’ Sullivan, Jr has introduced HB895 to raise mandatory energy storage procurement targets for Appalachian Power and Dominion Energy Virginia.

  • Main announcement: HB895 would require Appalachian Power to add 780MW short-duration by 2040 and 520MW long-duration by 2045, and Dominion Energy to add 16,000MW short-duration and 3,480MW long-duration by 2045; the bill is nearly identical to HB2537 (vetoed May 2025) but raises Dominion’s short-duration target from 5,220MW to 16,000MW within the same timeframe.
  • Background and related actions: The Trump administration and a bipartisan group of governors urged PJM (16 January) to hold an emergency procurement auction and to build more than US$15 billion of baseload generation; PJM responded by initiating a “Reliability Backstop Procurement” and directed immediate process discussions and deadlines to be considered at the 22 January Members Committee meeting. The bill and procurement push are motivated by rapidly rising demand in Virginia—driven largely by data centres—and recommendations from groups such as MAREC Action, NRDC, and Environment America.
• Jan 21, 2026

  Irate Sen. Rand Paul Ready to Strip YouTube's Legal Immunity over Controversial Maduro Video

  Sen. Rand Paul has announced he no longer defends Google/YouTube’s legal immunity under Sec. 230 after receiving death threats tied to a YouTube video he calls defamatory and wrote about in a New York Post Op-Ed.

  • Main action: Sen. Rand Paul changed his position on Google/YouTube liability, citing death threats and labeling the video a “ludicrous accusation” spread by “paid trolls”; he wrote an Op-Ed in the New York Post describing these events.
  • Context and other details: The newsletter lists multiple telecom industry items: FCC policy positions (cable market consolidation and transition to all-IP), a Texas broadband grant tied to flood monitoring, a claimed U.S.-Australia subsea optical route (single longest continuous path), rising fiber deployment costs (FBA), and vendor moves including altafiber using Nokia 25G PON and AT&T Business expanding a 30-day offer.
• Jan 20, 2026

  Dallas’ Solidion Gets U.S. Army Grant for Fiber-Based Battery System, Will Partner With UTD on Research

  Solidion Technology has been awarded a grant from the U.S. Army’s STTR Program to develop an advanced fiber-based electronic battery system; research will be conducted jointly with the University of Texas at Dallas and the grant amount was not disclosed.

  • Grant award & project: Solidion Technology received a U.S. Army STTR Program grant to develop an advanced fiber-based lithium-ion battery built on a coaxial carbon nanotube yarn architecture; research collaboration with University of Texas at Dallas is confirmed and the grant amount was not disclosed. This award is Solidion’s third federal grant in six months.
  • Background & prior funding: In recent months Solidion also received an ARPA-E grant for electrochemical manufacturing of high-performance graphite (biomass-derived carbon) and a U.S. Department of Energy grant to scale synthesis of a carbon-nanosphere material for molten-salt reactor heat transfer fluids; Solidion holds over 525 patents, is headquartered in Dallas with pilot production in Dayton, Ohio, and develops battery materials/components including UPS systems serving the AI data center market and EV applications.