Texas Data Center Intel

Recent Texas data center news

• Dec 20, 2025

  Mergers and Acquisitions — Reviewing 2025 and Looking Ahead to 2026

  Wachtell, Lipton, Rosen & Katz partners review 2025 global M&A trends and outline expectations for dealmaking, regulation, financing and activism heading into 2026.

  • M&A volumes surged in 2025 to $2.3 trillion US deal value (up 49% vs. 2024) and 63 global $10B+ megadeals, driven by large strategic combinations, record private equity activity (~$2T PE volume), bank consolidation, AI- and infrastructure-related transactions, and open debt markets supporting record leveraged buyouts and complex financings.
  • The memo details sector hotspots (tech/AI, energy & infrastructure, banks, healthcare, media, oil & gas, crypto), regulatory shifts under the Trump administration (more traditional antitrust, SEC easing disclosures, CFIUS conditions), U.S. government equity investments (e.g., $8.9B for 9.9% of Intel, rare earths, chips), M&A-focused shareholder activism, spin-offs, CVRs, hostile bids, sovereign wealth fund participation, new HSR Act filing rules, and Delaware corporate law changes impacting future deals.
• Dec 19, 2025

  Driving the connected mobility shift: Verizon’s view on V2X

  Verizon Business, via SVP Daniel Lawson, outlines how its Edge Transportation Exchange (ETX) platform will scale vehicle‑to‑everything (V2X) by combining 5G connectivity, edge compute, and network slicing for transportation use cases.

  • Main details: ETX targets emergency-vehicle preemption, vulnerable road user protection, tolling efficiency, autonomous freight corridors, and OEM test facilities, leveraging ultra‑reliable low‑latency 5G, edge inferencing for cameras and sensors, and programmable network slices (for first responders, trucking, transportation) to orchestrate traffic infrastructure and vehicle data in near real time; Verizon is running pilots in Texas (Houston–Dallas autonomous trucking) and Germany (OEM facilities) and testing vulnerable‑road‑user protections with TCU manufacturers.
  • Background and context: Lawson emphasizes secure‑by‑design cybersecurity, multi‑stakeholder commercialization challenges (cities, OEMs, insurers, toll operators), and the need for top–down governance plus local customization; McKinsey’s ACES framing and MCFM provide analytical context, while projections cited include 90%+ of cars connected and ~50% level‑2+ autonomy by 2030, pointing to a 2030s landscape where V2X platforms, edge analytics, and programmability form critical infrastructure for mobility.
• Dec 18, 2025

  X-energy, Doosan Lock In 16-Unit Xe-100 Component Reservation as Doosan Commits to New SMR Factory

  Doosan Enerbility and X-energy have signed a binding reservation for Doosan to manufacture main power system steel components for 16 Xe-100 SMRs, and Doosan has committed to build a new dedicated SMR fabrication facility in Changwon, South Korea to support X-energy’s 11-GW commercial pipeline.

  • Primary announcement:Doosan Enerbility will manufacture 16 complete sets of Xe-100 main power system components (including reactor pressure vessels and steam generator pressure vessels) under a binding reservation agreement, and has committed to build a new SMR fabrication facility in Changwon expected to produce capacity sufficient for approximately 20 Xe-100 reactors annually at full production; follow-up manufacturing agreements are expected to commence subsequently.
  • Background & implementation details: X-energy’s reservation ties to initial U.S. deployments including the four-unit Long Mott Generating Station (Seadrift, Texas) and the 12-unit Cascade Advanced Energy Center / Energy Northwest (Richland, WA) — a 5-GW project X-energy and AWS plan to deploy by 2039; the four-party MOU with Amazon, Doosan, KHNP and X-energy signed in Aug 2025 committed to mobilizing up to $50 billion in public and private investment by 2039, and X-energy’s UK JV with Centrica targets a 12-unit (~960 MW) Hartlepool project with first electricity in the mid-2030s and initial project capital activities beginning in 2026.
• Dec 18, 2025

  Advanced Nuclear Developers Raise New Capital as 2025 Investment Hits Record Levels and Demonstrations Near

  Radiant, Last Energy, and ARC Clean Technology announced the closing of major private funding rounds in mid-December 2025 to accelerate demonstration, factory-built manufacturing, and regulatory pathways for microreactors and SMRs in North America and the UK.

  • Fundraises & near-term uses: Radiant raised more than $300 million (Series D) on Dec. 17, 2025 to scale commercialization, break ground on the R-50 factory in Oak Ridge, Tennessee (construction slated early 2026) and test its Kaleidos microreactor at Idaho National Laboratory (DOME) in 2026 with initial deployments targeted in 2028; Last Energy closed an oversubscribed Series C of more than $100 million (Dec. 16, 2025) to fund its PWR-5 pilot at Texas A&M–RELLIS (DOE Reactor Pilot Program, target criticality 2026) and parallel UK licensing for PWR-20 commercial units (site-licensing target Dec. 2027); ARC closed a Series B (Dec. 16, 2025) to advance the 100-MWe ARC-100 deployment, DOE programs, Canadian project development, and KHNP collaboration.

  • Background, partners, and milestones: The rounds include strategic and VC investors (e.g., Draper Associates, Boost VC, Founders Fund, Astera Institute) and advisers (Orrick); Radiant announced customer commitments including Equinix (20 Kaleidos units) and DoD agreements (Defense Innovation Unit/Department of the Air Force), plus HALEU fuel commitments with the U.S. DOE and a commercial enrichment contract with Urenco; ARC completed Phase 2 of the Canadian Nuclear Safety Commission Vendor Design Review (July 2025) and formed NuARC with Nucleon Energy for Alberta deployments; multiple sector comparables cited include TerraPower ($650M Series C) and X-energy ($700M Series C-1) earlier in 2025.

• Dec 18, 2025

  Oracle and the U.S. Department of Energy Collaborate to Accelerate AI Initiatives

  Oracle and the U.S. Department of Energy have announced a non-binding collaboration to advance DOE AI and advanced computing initiatives, including the Genesis Mission.

  • Oracle and DOE will jointly work to foster technological innovation, accelerate next-generation AI capabilities, and strengthen domestic compute infrastructure, data architecture, and responsible AI development under a non-binding agreement.
  • The Genesis Mission aims to build an integrated platform connecting supercomputers, experimental facilities, AI systems, and datasets across scientific domains to double U.S. research productivity within a decade, with the partnership highlighted at a White House event.
• Dec 18, 2025

  Predicting Power Grid Failures Using Self-Organized Criticality: A Case Study of the Texas Grid 2014-2022

  Researchers present a new SOC-based predictive framework for assessing power grid vulnerability, applied to Texas grid outage data from 2014–2022.

  • Method tracks power-law critical exponents in outage size distributions, showing a decline from 1.45 (2018) to 0.95 (2020) and then 0.62 (2021), with values dropping below the theoretical critical threshold α = 1 approximately 6–12 months before the February 2021 Texas power crisis.
  • The framework, accepted for presentation at the 2025 MRS International Risk Conference (July, Boston, MA, US), is proposed as a quantitative early-warning tool for catastrophic infrastructure failures to support grid resilience planning, risk assessment, and emergency preparedness in stressed power systems.
• Dec 17, 2025

  Former Google CEO’s Bolt Data & Energy Inks $200M Partnership With Dallas’ Texas Pacific Land Corp.

  Texas Pacific Land Corporation announced a strategic agreement with Bolt Data & Energy Inc. to develop and enable large-scale data center campuses and supporting infrastructure across TPL’s West Texas land holdings.

  • Main announcement:Texas Pacific Land Corporation (TPL) and Bolt Data & Energy Inc. entered a strategic partnership to develop large-scale data center campuses on TPL’s West Texas holdings; Bolt raised $150 million and TPL invested $50 million as part of the announced funding arrangement (headline framed as a $200M partnership). TPL will receive an equity interest, warrants, and a right of first refusal to supply water to Bolt-affiliated projects, and Bolt is seeking commercial partnerships and anchor customers to develop data centers on TPL land.
  • Background and deal details: The partnership targets deployment across West Texas / the Permian Basin where TPL owns roughly 882,000 acres; Bolt’s strategy links energy production (natural gas-fueled, renewable, and ultimately nuclear) with large-scale GPU compute and land expansion to shorten delivery time for AI compute at scale. The announcement includes no explicit implementation timeline.
• Dec 17, 2025

  Texas Instruments Starts Production at New Semiconductor ‘Fab’ in North Texas

  Texas Instruments has started production at its new SM1 300mm semiconductor fabrication plant in Sherman, Texas, marking the first production step of a planned multi-fab site representing up to $40 billion in investments.

  • Main announcement: Texas Instruments opened production at the SM1 300mm wafer fab in Sherman with an official ribbon-cutting attended by Governor Greg Abbott, local officials, and TI leadership; the site represents up to $40 billion in planned investments and will ultimately produce “tens of millions of chips daily” for smartphones, automotive systems, medical devices, industrial robots, smart home appliances, and data centers. The Sherman mega-site is planned for up to four connected wafer fabs and is expected to support as many as 3,000 direct jobs (plus additional support-industry jobs).
  • Background and additional details: TI says it will ramp production to customer demand and owns manufacturing, process technology, and packaging to control supply; in June the company announced plans to invest more than $60 billion across seven U.S. fabs in Texas and Utah. The article also notes a separate strategic agreement between Texas Pacific Land Corporation and Bolt Data & Energy to develop large-scale data center campuses on TPL land (no timeline provided).
• Dec 17, 2025

  DCF Trends Summit 2025: The Distributed Data Frontier - Edge, Interconnection, and the Future of Digital Infrastructure

  Data Center Frontier published highlights from a panel discussion at the 2025 Data Center Frontier Trends Summit, moderated by Scott Bergs of Dark Fiber and Infrastructure, featuring executives from DartPoints, 1623 Farnam, Duos Edge AI, ValorC3 Data Centers, and 365 Data Centers.

  • Panel summary and key actions: The panel examined how AI inference is driving distributed infrastructure and shifting rack densities from legacy 4–6 kW toward common enterprise ranges of 12–30 kW, with some new builds targeting 50–80 kW and designs stretching toward 120 kW; Duos Edge AI targets 5–10 kW racks for modular edge units (with some hospital use cases at 20–30 kW), 1623 Farnam reports interconnection node loads of 8–14 kW, and Recker (Duos Edge) plans to pursue acquisitions of 1–2 MW facilities in tier 2 markets to build a hub-and-spoke edge network. The article was published on December 17, 2025, and the Call for Speakers for the 2026 DCF Trends Summit lists a proposal deadline of Jan. 9, 2026.

  • Background, constraints and implementation details: Panelists identified connectivity and middle-mile fiber as defining bottlenecks (building new dedicated conduit/cable systems can take 24 months or more), urged early carrier engagement, and noted carriers are being encouraged to upgrade to 400 Gbps capacity; they also recommended planning power, fiber, and zoning together, pre-ordering long-lead equipment (e.g., switchgear), and designing for electrical and cooling upgradability over multi-decade building lifecycles.

• Dec 17, 2025

  Letter: Maine must consider big down sides of AI

  John M. Mishler (letter author) urges Mainers and their lawmakers to carefully weigh the benefits of artificial intelligence against concrete risks, notably workforce displacement and the resource demands of AI data centers.

  • Main announcement: The author warns Mainers to be concerned about AI and calls on lawmakers to evaluate workforce restructuring and the environmental/resource costs of AI data centers; cites Frank Wilczek: “What worries me is not so much artificial intelligence but natural stupidity.” The letter references reporting of potential loss of employment for thousands of skilled workers (Business Insider) and the energy and water needs of AI facilities (Pew Research, BBC). The author previously wrote the column “Trump: King of the Unthinking” (Storm Lake Times Pilot, Oct. 24).
  • Background and supporting details: Photo credit notes the Stargate artificial intelligence data center complex in Abilene, Texas (AP photo, Sept. 22, 2025); linked sources include New Scientist (Wilczek), Business Insider (job-loss reporting), Pew Research (data-center energy use), and the BBC (cooling water impacts). The letter is an opinion/appeal rather than a policy proposal; it urges deliberation rather than prescribing specific legislative actions.