Texas Data Center News

Dec 1, 2025

Impact Analysis of Utility-Scale Energy Storage on the ERCOT Grid in Reducing Renewable Generation Curtailments and Emissions

A paper accepted to IEEE PES GM 2025 (authors Cody Buehner, Sharaf K. Magableh, Oraib Dawaghreh, Caisheng Wang) analyzes how utility-scale energy storage can reduce renewable generation curtailments and CO2 emissions on the ERCOT grid.

Main analysis: Uses ERCOT planning data and the NREL System Advisor Model (SAM) to model scenarios from 2023–2033, comparing renewable generation curtailment and CO2 emissions with and without utility-scale storage; paper explicitly considers the planned phase-out of fossil fuel plants and integration of new wind/solar projects.
Publication and data details: Accepted for 2025 IEEE Power & Energy Society General Meeting (PESGM); available on arXiv (arXiv:2502.15958, v3) with DOI links; methodology and scenario comparisons are verifiable from the provided PDF and ERCOT/NREL inputs.

Nov 24, 2025

The AI infrastructure of the future

Crusoe has announced it is building modular AI data centers powered by stranded and renewable energy, deploying mobile/modular units to capture flare gas and local renewables and accelerating time to market.

Main announcement and project details: Crusoe is deploying mobile and modular data centers that capture on-site flare gas and use local renewables; its Stargate project in Abilene, Texas is sized at 1.2 gigawatts initial capacity with full build-out to occur over 24 months (completion targeted by mid-2026). The company also installed a 350-megawatt gas plant on-site to provide firm power, delivered a 100‑MW RFP project in 11 months (committed 12 months), and reports ~5,800 workers on-site daily in Abilene; Crusoe operates factories in Denver and Tulsa, plans to hire over 1,000 people in Tulsa, and is standing up capacity in Canada.
Background, technical and energy specifics: Crusoe adopts an energy-first approach, targeting stranded sources such as oil-field flare gas, curtailed wind in West Texas (driven by production tax credit-led buildouts), and potential low-cost geothermal/hydropower in Iceland; it emphasizes modular off-site manufacturing for electrical/mechanical/plumbing systems to cut time to market and designs data centers as a data-center-scale computer to support high-density GPUs (racks currently ~140 kW, scaling toward 600 kW–1 MW).

Nov 19, 2025

How Data Centers Can Support Energy Resiliency While Managing AI Demand - SPONSOR CONTENT FROM SCHNEIDER ELECTRIC

Schneider Electric presents an analysis of AI-driven data center energy challenges and proposed solutions.

Main announcement/action: The report outlines that data centers currently consume ~4.4% of U.S. electricity, projected to rise to as much as 12% by 2028, with interconnection queues for new projects stretching to seven years and Dominion Energy projecting 5.5% annual demand growth in Northern Virginia (doubling by 2039) — requiring billions of dollars in infrastructure investment to accommodate AI-driven load growth.
Background and technical details: The piece lists concrete mitigation options — DCIM, microgrids, liquid cooling, high-efficiency power distribution, small modular reactors/advanced fuel cells — and quantifies benefits such as digital substations improving grid capacity by 10%–30%, liquid cooling up to 3,000× more efficient than air cooling, and that demand response could reduce U.S. peak demand by up to 20%, while noting incompatible DR program rules, long permitting/interconnection timelines, and slow renewable deployment as key barriers.

Nov 14, 2025 · Google

Google’s investments run deep in the heart of Texas.

Google announced a new $40 billion investment in Texas through 2027 to build cloud and AI infrastructure, including new data center campuses in Armstrong and Haskell Counties.

Main announcement: Google will invest $40 billion through 2027 to expand cloud and AI infrastructure in Texas, including new data center campuses in Armstrong County and Haskell County; the plan includes a $30 million Energy Impact Fund to scale energy initiatives, and agreements delivering more than 6,200 megawatts of new generation/capacity via power purchase agreements (PPAs). One Haskell County data center will be co-located with a new solar and battery storage plant.
Background and implementation details: With Google support, electrical training ALLIANCE will train existing electrical workers and more than 1,700 apprentices in Texas by 2030 (doubling the projected electrician pipeline); PPAs with energy developers will supply the >6,200 MW capacity, and the Energy Impact Fund will scale local energy initiatives. A community event in Midlothian, TX featured Congressman Jake Ellzey, U.S. Deputy Secretary of Energy James Danly, Governor Greg Abbott, CEO Sundar Pichai, and Google Senior Director Amanda Peterson Corio.

Nov 14, 2025

Partnering to build the AI-ready infrastructure North America needs

Schneider Electric presents solutions to build AI-ready, energy-efficient infrastructure for North American data centers.

Main announcement/action: Schneider Electric positions itself as a leading energy technology provider offering efficiency, digitalization, and cooling solutions (including its investment in Motivair liquid cooling) and partnerships (with AVEVA, Nvidia, and others) to help data centers manage rapid electricity demand growth; the company highlights available AI reference designs (publicly available) and analytics tools to optimize operations.
Background and details: The article cites an Accenture forecast that data centers could consume >7% of U.S. electricity by 2028 and 16–23% by 2033, notes multi-year grid connection wait times (some 4+ years), references rack densities of 600KW–1MW per rack, and cites Compass Data Centers using Schneider+AVEVA analytics achieving “40% reduction in on-site maintenance interventions” and “20% lower operational costs”; it emphasizes rapid deployment via digitalization and scalable designs rather than waiting for new generation/transmission.

Nov 12, 2025

Chevron sees AI-driven electricity demand as a new frontier

Chevron plans to grow oil and gas production by up to 3% annually through 2030 while pursuing an exclusive deal to build a 2.5-gigawatt off-grid power plant in West Texas to serve an AI data center, with potential expansion to 5 GW and partners Engine No.1 and GE Vernova.

Main announcement: Chevron will grow oil and gas production by up to 3% annually through 2030 and is in exclusive talks to build a 2.5-gigawatt off-grid power plant in West Texas to serve an AI data center (potential expansion to 5 GW); the company will decide on the project early next year and is partnering with Engine No.1 and GE Vernova on the opportunity.
Financial and timing details: Chevron plans to reduce costs by up to $4 billion by the end of 2026, repurchase up to $20 billion in stock over the next five years, advance new chemical projects, and keep capital spending below earlier forecasts; the power project decision is expected early next year and the plant is described as serving AI-driven electricity demand.

Nov 10, 2025

Building the Future: Inside DataBank’s Red Oak Campus Construction

DataBank has announced construction of its 292-acre Red Oak campus 21 miles south of downtown Dallas, delivering eight data centers and 3.4 million gross square feet of AI-ready capacity.

Main details: The campus will deliver eight data centers (each two-story building: 425,000 gross sq ft, including 200,000 sq ft of data center space). Phase 1 expands DataBank’s Dallas presence to 12 data centers; construction is underway and is powered by a 400MW Oncor substation delivering up to 240MW of critical IT power in Phase 1 and scaling to 480MW at full buildout. Initial Ready for Service is targeted for Q2 2026.
Background and additional details: This is DataBank’s third major campus announcement in the past year (following acquisitions in Atlanta and Northern Virginia); when all three sites are fully developed they will add >450 acres, 5.8 million sq ft of data center space, and 792MW of power to DataBank’s portfolio. Construction metrics provided include 19,008 power whips, >1,000,000 feet of Sealtite conduit (198 miles), 990 miles of copper wire, 1,760,000 feet of 864-count fiber (333 miles), and individual fiber strands that would wrap the Earth 11.5 times.

Nov 10, 2025

The Critical Role of AI Operations Comes into Clear Focus at the ‘Superbowl of AI’

Salute launched the industry’s first Direct-to-Chip Liquid Cooling Operations Service for AI data centers at NVIDIA GTC.

Main announcement: Salute launched the industry’s first Direct-to-Chip Liquid Cooling Operations Service for AI data centers at the NVIDIA GTC conference; the service is based on years of work, pilot projects and collaborations with NVIDIA, the NVIDIA ecosystem, OEMs, liquid cooling companies and data center providers, and is intended to enable rapid deployment of DTC liquid cooling operations for AI/HPC facilities.
Background and details: Jensen Huang reported that NVIDIA has delivered 6 million Blackwells and pre-sold $500 Billion in GPUs and Servers for 2025-2026, highlighting the urgency for purpose-built AI factories, higher energy density operational models, and the need for new skills and training for data center operations teams.

Event details (from article):

Date: not specified in text
Location: NVIDIA GTC conference
Agenda/subject: Showcase of AI innovations; Jensen Huang keynote on accelerated computing fabric, GPU production volumes, and infrastructure needs; Salute exhibiting and launching its Direct-to-Chip operations service.

Nov 7, 2025

Nuclear, Natural Gas Power Generation Planned for Massive New Mexico Data Center Site

New Era Energy & Digital has entered a land option purchase agreement for a 3,500-acre site in Lea County, New Mexico to develop a multi-gigawatt data center campus powered by both natural gas and nuclear generation.

Main announcement: The company announced a plan for >2 GW of natural gas-fired generation and 5 GW or more of nuclear power to energize a 3,500-acre AI-focused campus in Lea County, New Mexico; first power generation (likely gas-fired) is expected in 2028, and engineering for the campus is expected to start within the next month.
Background and implementation details: The site was chosen for proximity to major gas transmission lines, existing power infrastructure, abundant water, skilled workforce, and high-speed fiber; New Era confirmed natural gas availability and is in the final stages of nuclear technology selection. This is New Era’s first wholly owned project, independent of the TCDC joint venture with Sharon AI (that JV targets 250 MW in the Permian Basin), and New Era plans to offer powered shell buildings and powered land lease options for AI enterprises while working with the State of New Mexico on economic and environmental alignment.

Nov 7, 2025

Vistra Corp projects 2026 adjusted core profit surge to $6.8-$7.6 bn amid growing power demand

Vistra Corp has announced a stronger financial outlook and capacity expansion.

Main announcement: Vistra Corp forecasted 2026 adjusted EBITDA between $6.8 billion and $7.6 billion, higher than its 2025 forecast of $5.7 billion to $5.9 billion, and its board approved an additional $1 billion in share buybacks. The company cited demand growth driven by AI and cryptocurrency data centers and electrification, and is advancing solar and storage projects with long-term PPAs with Amazon and Microsoft.
Background and details: Vistra signed a 20-year deal to supply 1,200 megawatt from a nuclear plant, acquired seven natural gas facilities totaling 2,600 MW for $1.9 billion, and reported Q3 net income of $652 million with a decline in unrealized derivative gains of $1.67 billion; Q3 operating expenses rose ~6.3% to $655 million.

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