Texas Data Center Intel

Recent Texas data center news

• Nov 6, 2025

  CCS and AI: A New Escape Hatch and Vehicle for Misinformation

  CIEL warns that the fossil fuel industry is exploiting AI’s rising electricity demand to push new fossil gas and coal power plants wrapped in carbon capture and storage (CCS) as “reliable” power for data centers.

  • Main announcement/action: CIEL (Center for International Environmental Law) argues that fossil companies such as ExxonMobil, Chevron, and Eni are actively pitching gas and coal power plants with CCS to data center operators and Big Tech; CIEL documents lobbying presence (at least 480 CCS lobbyists at COP29) and cites specific company claims (ExxonMobil’s statement that it is “uniquely positioned” to meet AI power needs) and events (Global CCS Institute promotion at 2025 New York Climate Week).
  • Background and concrete details: The piece lists concrete figures and policy incentives: $954 million spent lobbying by the fossil industry since 2005, $684 million in US public funding for eight coal CCS projects (only Petra Nova came online), an official estimate of over $30 billion in US CCS subsidies through 2032, the US 45Q credit offering up to $85 per ton of captured CO2, and data-center emissions estimated at 212 million tCO2e (2023) rising to 355 million tCO2e (2030). The article also notes an April 2025 US executive order pushing coal as a power source for data centers and cites studies showing a high CCS failure rate (about 88% of projects failed).
• Nov 6, 2025

  Conduit Power Executes the Purchase of 250 MW of Power Generating Equipment for 2027 Data Center Deployments in Texas and Wyoming

  Conduit Power has executed purchase orders for 75 Ecomax® 33 units (250 MW) from AB Energy USA, expanding its pipeline to ~300 MW earmarked for data centers in Texas and Wyoming.

  • Main announcement: Conduit Power executed purchase orders for 75 Ecomax® 33 units powered by Jenbacher 620 engines (total 250 MW), expanding Conduit’s firm delivery pipeline to approximately 300 MW. The capacity is earmarked for data centers in Texas and Wyoming and Conduit states the capacity will be available for planned 2027 off-grid deployments.
  • Deal and implementation details / background:AB Energy USA (headquartered in The Woodlands, Texas) will deliver fully integrated Ecomax® 33 units equipped with Selective Catalytic Reduction (SCR) to meet federal/state emissions standards; all units will be co-located with Battery Energy Storage Systems (BESS) and are engineered for high-altitude and variable-temperature operation to serve sites across ERCOT and the U.S. Mountain West. Conduit is backed by Grey Rock Investment Partners and Gruppo AB maintains a strategic partnership with INNIO Jenbacher.
• Nov 6, 2025

  Green Data Center Market Analysis by Infrastructure, Software, and Region: A $155+ Billion Industry by 2030, Growing at a CAGR of 26.4% - ResearchAndMarkets.com

  ResearchAndMarkets.com has added a report titled “Green Data Center Market by Infrastructure, Software, and Region - Global Forecast to 2030” to its offering. The report provides market sizing, segment analysis, technology trends, case studies and competitive assessments.

  • Main announcement/action:ResearchAndMarkets.com published a market report forecasting the global green data center market to grow from USD 48.26 billion in 2025 to USD 155.75 billion by 2030 (CAGR 26.4%); report attributes: 340 pages, forecast period 2025-2030, and regional coverage Global.
  • Background and details: The report lists drivers (AI workloads, net-zero mandates, rising energy tariffs), restraints (limited renewable availability, high upfront CapEx), and technologies/case studies — includes partnerships and initiatives such as Schneider Electric & Vertiv RFI (Nov 2024) to replace diesel backup generators in Europe, Huawei & Qinghai Yungu (2023) 100% clean energy data center in Qinghai, and Schneider Electric & NTT Data (June 2025) deploying EcoStruxure IT DCIM across European data centers.
• Nov 6, 2025

  Green Data Center Market Analysis by Infrastructure, Software, and Region: A $155+ Billion Industry by 2030, Growing at a CAGR of 26.4% - ResearchAndMarkets.com

  ResearchAndMarkets.com has added a new market report titled the Green Data Center Market by Infrastructure, Software, and Region - Global Forecast to 2030.

  • Main announcement: The report forecasts the global green data center market to grow from USD 48.26 Billion in 2025 to USD 155.75 Billion by 2030 with a CAGR of 26.4%; it covers Forecast Period: 2025 - 2030, No. of Pages: 340, and offers analysis on drivers, restraints, opportunities, case studies, and technology trends.
  • Partnerships and timelines / background: The release cites industry initiatives such as a November 2024 Request for Information (Schneider Electric + Vertiv with Google and Microsoft) to replace diesel backup generators in Europe, and a June 2025 Schneider Electric + NTT Data deployment of EcoStruxure IT DCIM across multiple European data centers; it highlights regional dynamics with North America leading and Asia Pacific fastest-growing, and provides company case studies and a list of featured vendors.
• Nov 6, 2025

  Habitat Energy to Optimize Ørsted’s 250 MW Battery in Texas

  Ørsted has selected Habitat Energy to provide optimization and Qualified Scheduling Entity (QSE) services for its 250 MW, 2-hour battery energy storage system in Fort Bend County, Texas.

  • Main announcement: Ørsted awarded Habitat Energy a dual agreement to deliver QSE services to Ørsted’s Asset Management division and optimization & trading services to its Trading division for a 250 MW, 2-hour standalone battery in Fort Bend County, Texas; the project will be among the largest standalone batteries operating in ERCOT.
  • Background & technical details: Habitat will manage complexities including a co-located solar project at the same interconnection point (separating solar production from battery metering), and provide forecasting, algorithmic bidding, QSE representation, and hedging support; Habitat reports over 1.5 GW under management in ERCOT and over 3 GW globally (ERCOT, UK, Australia).
• Nov 6, 2025

  Soluna Announces Monthly Business Update

  Soluna Holdings, Inc. announced October 2025 project site-level operations, developments, and updates.

  • Main announcement & corporate highlights: Soluna disclosed a new 3.3 MW hosting partnership with KULR Technology Group at Project Sophie, highlighted a $100M credit facility referenced with Generate Capital to accelerate renewable-powered computing, announced the appointment of Agnes Budzyn to the Board, and promoted media/features and content (podcast, blogs, AMA). Key timelines: one 3.3 MW deployment completed end of October, second 3.3 MW expected beginning of November.
  • Project and implementation details: Construction and deployment milestones include Project Dorothy 2 substantial Phase 3 completion with full construction on track for mid-November, a 20 MW Canaan deployment expected in January, Project Kati 1 substation upgrade completed for full 83 MW with Phase K1A 48 MW Galaxy and Phase K1B 35 MW long-lead equipment staged, Project Kati 2 signed an MOU with an HPC partner with design/engineering expected to begin in Q4 and 50 acres of land acquired, and Project Grace completed concept microgrid design and signed an MOU to address “power demand fluctuations that cause grid instability”. PPAs and REP agreements are being finalized for Ellen and Hedy; work on PPAs continues for Annie, Gladys, Rosa, and Fei.
• Nov 6, 2025

  Soluna Announces Monthly Business Update

  Soluna Holdings announced October 2025 corporate and site-level updates, including a 3.3 MW hosting partnership with KULR at Project Sophie and operational progress on multiple Texas renewable-powered data center projects.

  • Main announcement & actions:3.3 MW hosting partnership with KULR Technology Group at Project Sophie; highlighted a $100M credit facility with Generate Capital; Project Dorothy 2 construction expected substantially complete with final construction on track for mid-November; 20 MW Canaan miner deployment expected in January; ~900 S19 XP miners expected deployed start of November; Project Kati 1 full 83 MW substation upgrade completed and Phase K1A 48 MW Galaxy containers/transformers/switchgear being received; Project Kati 2 executed an MOU with an HPC-experienced development partner, design/engineering expected to begin in Q4, and 50 acres land acquisition completed adjacent to Kati 1.
  • Background & additional details: Soluna published operating metrics (link provided), was featured in media (The Texas Tribune, Rio Grande Business Journal, Data Center Dynamics), CTO Dip Patel spoke at Harvard Business School Climate Symposium and other events, Project Grace completed concept microgrid design and signed an MOU to address power demand fluctuations that cause grid instability, Soluna is finalizing PPA/REP agreements for Ellen and Hedy and working on PPAs for Annie, Gladys, Rosa, and Fei; customer deployments include 48 MW across three partnerships at Dorothy 2 and 7 MW at Sophie; Kati 35 MW Hosting RFP process kicked off.
• Nov 6, 2025

  NRG Energy, Inc. Reports Third Quarter Results, Reaffirms 2025 Financial Guidance, and Initiates 2026 Standalone Guidance

  NRG Energy, Inc. announced third quarter 2025 financial results and updated guidance and capital allocation plans.

  • Main announcement: NRG reported GAAP Net Income of $152 million for Q3 2025 and strong non-GAAP results including Adjusted Net Income $537 million, Adjusted EBITDA $1,205 million, and FCFbG $828 million; the company reaffirmed and raised 2025 guidance ranges (Adjusted Net Income $1,470–$1,590M; Adjusted EPS $7.55–$8.15; Adjusted EBITDA $3,875–$4,025M; FCFbG $2,100–$2,250M). The press release also initiated 2026 standalone guidance (Adjusted EBITDA $3,925–$4,175M) and confirmed the planned acquisition of LS Power’s Premier Power Portfolio (13 GW + 6 GW VPP) expected to close Q1 2026.
  • Background and details:Capital allocation includes returning $1.3 billion to shareholders via share repurchases and ~$345 million via dividends in 2025 (through Oct. 31: $1.1B repurchased, $258M distributed); on Oct 8, 2025 NRG closed a $4.9 billion senior notes issuance to fund the cash portion of the LS Power acquisition and repay Senior Secured Notes. Other items: $562M TEF loan at 3% to support development of the 689 MW (721 MW nameplate) Cedar Bayou facility (initial disbursement Sept 2025; commercial operations projected mid-2028). Conference call: Nov 6, 2025, 9:00 a.m. Eastern (8:00 a.m. Central) — live webcast via investors.nrg.com (archived on site).
• Nov 6, 2025 · RMI

  How Virtual Power Plants Can Help the United States Win the AI Race

  RMI publishes an analytical brief recommending rapid deployment and novel commercial models for virtual power plants (VPPs) to speed interconnection and reliably supply growing AI/data-center loads in the United States.

  • Main announcement/action: RMI proposes three commercial models (Pass-Through Funding for Utility-Managed VPPs; VPP Capacity Transfer; VPP as Reliability Reinforcement) to enable large loads to sponsor VPP capacity in exchange for expedited interconnection. Key figures and timelines include VPPs could scale to meet over 20% of US peak demand by 2030, Brattle’s finding that 400 MW of VPP resource adequacy costs ~$2 million annually versus ~$43 million for equivalent new gas plants and grid upgrades, and examples of program scale such as California’s DSGS enrolling over 750 MW (including a 500 MW increase during Jan–Oct 2025). Utility and grid timing constraints cited include gas turbine backlogs through at least 2028, average interconnection timelines >5 years, and localized waits (e.g., Dominion warns up to 7 years in Northern Virginia; some DFW data center deliveries delayed to 2027 or later).

  • Background and implementation details: The brief documents operational examples (National Grid Connected Solutions; Green Mountain Power battery programs; Ontario 90 MW residential VPP that enrolled 100,000 homes in six months) and outlines policy and market prerequisites: changes to interconnection policy (e.g., Oregon, Nevada, CAISO, SPP experiments), stronger integrated planning and data access (capacity accreditation, Green Button Connect), and customer protection measures (transparent tariffs, up-front payments/long-term contracts, rate-design evaluations). It emphasizes measurement & verification, transferable capacity credits, and that models shift different financial and delivery risks among large loads, VPP aggregators, and utilities.

• Nov 6, 2025

  New Era Energy & Digital Enters into Land Option Purchase Agreement for 3,500 Acres in New Mexico for 7GW AI Data Center Hub; Marks first Wholly Owned Development, Separate from TCDC Joint Venture

  New Era Energy & Digital, Inc. has entered a land option purchase agreement for approximately 3,500 acres in Lea County, New Mexico to develop a multi-gigawatt AI data center campus.

  • Project details: Land option purchase for ~3,500 acres in Lea County; planned transformation into a multi-gigawatt AI hub featuring more than 2 GW of natural gas generation and a planned 5+ GW nuclear installation; initial power delivery is expected in 2028; engineering to commence within the next 30 days; New Era has confirmed gas availability and is in the final stages of nuclear technology selection.
  • Background and implementation: This is New Era’s first wholly owned project, independent from the Texas Critical Data Centers (TCDC) joint venture; the company will offer powered shell buildings and powered land lease options for AI enterprises; site selected for proximity to major gas transmission lines, existing power infrastructure, abundant water supply, skilled workforce, and high-speed fiber connectivity; New Era is working closely with the State of New Mexico to align with state economic and environmental priorities.