Texas Data Center News

Nov 4, 2025

Gridmatic, Satoshi Energy, and Cholla Inc. Partner to Advance Flexible Load Innovation in Texas

The press release: Gridmatic announced a strategic partnership with Satoshi Energy and Cholla Inc. to provide AI-enabled retail energy services and payments support at Cholla’s flexible compute facility.

Main announcement: Gridmatic was selected by Cholla Inc. through a competitive bid to supply retail energy services for Cholla’s 7 MW innovation lab for flexible compute in Mitchell County, Texas; Gridmatic will deploy its AI day-ahead optimization (DART) and demand response (Emergency Response Service, ERS) programs and assume all downside risk, guaranteeing Cholla only upside savings.
Background & implementation details:Satoshi Energy will provide a high-frequency, automated invoicing and payments platform that reduces collateral requirements and lowers effective energy rates; the release cites Texas policy context including Texas Senate Bill 6 as a driver for formalizing large flexible load contributions to grid reliability.

Nov 4, 2025

New Data Center Developments: November 2025

Data Center Knowledge published a monthly roundup summarizing recent global data center developments and investments across North America, Latin America, Europe, Asia-Pacific, and Middle East & Africa.

Main roundup details: The report aggregates announcements including a $70 billion Pennsylvania initiative launched at the Pennsylvania Energy and Innovation Summit; Amazon’s $8 billion Project Rainier (30 interconnected data centers in Indiana); Google’s multi-billion-dollar West Memphis campus plan; Meta’s >$1.5 billion GW-scale data center in El Paso (expected launch 2028); and a collaboration where OpenAI, Oracle, and Vantage will deliver almost a GW of AI capacity in Port Washington, Wisconsin, with campus construction starting soon and completion targeted for 2028.
Energy and implementation details: Highlights include deployment of a 31 MW, 62 MWh BESS by Aligned Data Centers and Calibrant Energy to accelerate site commissioning; DOE opening the Oak Ridge Reservation for private AI data center development; Blue Energy planning a gas-to-small-reactor plant supplying up to 1.5 GW to Crusoe Energy Systems with a planned reactor transition by 2031; and Google committing €5 billion in Belgium plus new PPAs with Eneco/Luminus/Renner. Timelines specified in the article include 2026–2030 for Google’s $15 billion India hub and 2028 targets for several GW-scale facilities.

Nov 3, 2025

Cipher Mining Provides Third Quarter 2025 Business Update

Cipher Mining announced two major corporate developments: a ~ $5.5 billion, 15-year campus lease with Amazon Web Services for AI hosting and majority ownership in a joint venture to develop a 1-GW HPC site in West Texas (Colchis).

Main announcement — AWS lease and AI capacity: Cipher executed an approximately $5.5 billion, 15-year lease with Amazon Web Services to provide turnkey space and power for AI workloads, committing to 300 MW of capacity in 2026 delivered in two phases (expected to begin July 2026 and complete in Q4 2026) with rent commencing August 2026; the company also states AI hosting contracts represent ~ $8.5 billion in lease payments.
Background and additional details: Cipher secured ~95% ownership in a joint venture to develop a 1-GW site called Colchis in West Texas, including a fully executed 1-GW Direct Connect Agreement with American Electric Power (AEP) (AEP to build dual interconnection facility targeting energization in 2028 while ERCOT completes final review); Cipher also completed a $1.3 billion convertible note offering and reports Q3 2025 revenue of $72 million and Non-GAAP Adjusted Earnings of $41 million.

Nov 3, 2025

Fermi America leases GE turbines for Texas HyperGrid project

Fermi America has signed a long-term capital lease agreement with Mobile Power Solutions for seven GE TM2500 gas turbines (157.5MW) to expand its natural gas platform within Project Matador’s 11GW HyperGrid campus in Texas.

Main announcement: Fermi America signed a 20-year capital lease with Mobile Power Solutions to acquire seven GE TM2500 gas turbines (total 157.5MW); turbines are scheduled for delivery Q4 2025 and to begin operation in early 2026 as part of Fermi’s initial 500MW of generation capacity.
Background and implementation details: The agreement is in partnership with the Texas Tech University System and forms part of Fermi’s integrated energy strategy—combining natural gas, nuclear, solar, and battery storage—with plans for further turbine acquisitions to reinforce US grid reliability and energy independence and to meet growing AI infrastructure power demand.

Oct 30, 2025 · Stem

Handout: PowerTrack™ Software Overview

Stem, Inc. presents PowerTrack, its flagship edge-to-cloud software for commissioning, monitoring, controlling, and monetizing clean energy portfolios.

Primary announcement: PowerTrack is a comprehensive, scalable software platform from Stem, Inc. for portfolio-level clean energy management, offering edge-to-cloud monitoring and control, customizable solutions for new and existing sites, and capabilities for commissioning, O&M, analytics, and controls (features listed: EPC, Field service, Control center, Performance engineering, Asset owner). The product supports utility, C&I, and aggregated residential assets and integrates with cloud-based monitoring or vertically-integrated solutions (including weather sensors and third-party data ingest).
Background & details: The brochure cites platform scale metrics: 200,000+ Sites, 55 Countries, 30+ GW of monitored power, and 18 Years (company experience). Support and staffing details include 60+ dedicated support professionals available 24/7 (priority onsite access) and 60+ software developers and control engineers. Contact and location details: Stem, Inc., 1400 Post Oak Blvd, STE 560, Houston, TX 77056, phone 866.303.5668, email sales@stem.com.

Oct 29, 2025 · Tech Xplore

Amid renewable-energy boom, study explores options for electricity market

Penn State researchers and Resources for the Future published a review of 11 wholesale electricity market design proposals to address reliability challenges as renewable generation grows in the U.S.

Study announcement and scope: The paper (published in Energy Economics) reviews 11 market proposals organized into five categories ranging from modest modifications to complete overhauls; it evaluates affordability, efficiency, and energy adequacy and highlights options such as mandatory forward contracts, long-term contract auctions, and combined long- and short-term markets. The article cites projected electricity demand growth of 25% by 2030 and 78% by 2050, and references past reliability events (e.g., February 2021 Texas failure leaving over 4.5 million homes without power, California rolling outages in 2020 and near-blackouts in 2022) as motivating factors.
Background and contributors: The authors note that current market structures were designed in the late 1990s around thermal and nuclear generation and are not well suited for high shares of renewables and storage; the paper calls for clearer regulatory oversight and better researcher communication. Key contributors named are Chiara Lo Prete (lead/quoted researcher), and RFF colleagues Karen Palmer and Molly Robertson; the article was published 29 October 2025 and cites the paper DOI 10.1016/j.eneco.2025.108640.

Oct 29, 2025 · Hensel Phelps

Hensel Phelps: ABC’S Top Perfromers 2025

Hensel Phelps announces recognition in ABC’s 2025 National Contractor Rankings, highlighting sector-specific placements and portfolio scale.

Main announcement: Hensel Phelps earned #6 among ABC’s Top General Contractors and #9 in ABC’s Top 250 Performers in the ABC 2025 National Contractor Rankings; notable sector placements include #1 Airport Contractors, #3 Government Contractors, #3 Hospitality Contractors, #6 Office Contractors, #6 Healthcare Contractors, #7 High-Tech/Data Center Contractors, #9 Education Contractors, and #18 Infrastructure Contractors. The company cites a portfolio of more than 380 aviation projects at over 40 airports totaling more than $29 billion in value and 55 million square feet, more than $4 billion delivered across education projects, more than 230 office buildings, and more than 280 healthcare projects; data center projects with individual sizes from 30,000 sq ft to 1,200,000+ sq ft and capacities exceeding 200 MW are also highlighted.
Background and details: The release describes project types and examples (e.g., San Ysidro Land Port of Entry – Phase 2; Travis County Civil and Family Courts Facility; Kilolani Spa at Grand Wailea Maui; Four Seasons Resort Hualalai; Montgomery/Meta data center project; UC and Caltech university projects) and lists repeat clients and partners such as Four Seasons, Marriott, Hilton, Hyatt, Universal Parks & Resorts, Disney Parks & Resorts, Kaiser Permanente, UCHealth, City of Hope, Banner Health, Sharp Healthcare, and the National Institutes of Health. The statement emphasizes operational capabilities (working in active airports, live healthcare environments, mission-critical data centers), use of BIM and VDC, formal Methods of Procedure (MOPs), and compliance with security and sustainability standards. No implementation timelines or monetary commitments beyond portfolio/value figures are provided.

Oct 28, 2025

Data Centers Are Turning to Gas Generators for Prime Power to Eliminate Long Lead Times for Grid Connections

Data center developers and equipment suppliers are increasingly using natural gas generator sets and packaged generator solutions as near-term prime power to meet rapid AI-driven compute demand.

Main announcement/action: Data center developers (notably Joule Capital Partners with Caterpillar and CAT dealer Wheeler Machinery) are deploying natural gas gensets as prime power at large campuses (Millard County, Utah up to 4 GW planned) with fleets of Caterpillar G3520K (2.5 MW each) and >1 GWh battery storage; the Wonder Valley, Alberta project will use onsite natural gas to power an 8-GW data center with the first 1.5 GW scheduled for completion by 2027. Lead times for utility power can be three to seven years, prompting BYOP (bring your own power) and rapid delivery advantages for gas packages.
Background and supporting details:Global Market Insights (GMI) valued the global gas generator market at $6.9 billion in 2024, projecting 8.8% CAGR to $16 billion by 2034, with >330 kVA and >750 kVA segments growing fastest; Fidelity Manufacturing expanded staffing from 40 to >500 and opened a second 86,000 sq ft factory (additional 25,000 sq ft production and warehouse planned) to meet data-center-driven demand. Typical large gas engines available up to ~2.5 MW; custom packaged features, ASCE/SEI and local codes, and OSHA/IBC-compliant access (aluminum framing, anti-slip surfaces) are emphasized. Lead times for larger packaged deliveries can be up to one year or more.

Oct 28, 2025

ENGIE signs PPA with Meta for Swenson Ranch solar project in Texas

ENGIE has signed a power purchase agreement (PPA) with Meta for the 600MW Swenson Ranch solar farm in Stonewall County, Texas, set for commissioning in 2027.

Project details & agreement: ENGIE will develop the 600MW Swenson Ranch solar farm, with commissioning in 2027; Meta will acquire the entire output to power its US data centres, and the deal raises ENGIE–Meta renewable PPA capacity to over 1.3GW across four Texas projects.
Scope, local impacts & related activity: ENGIE reports over 11GW operational or under construction across solar, wind and battery projects; the Swenson Ranch build is expected to create 350 skilled construction jobs and contribute approximately $160m in local tax revenues over its operational lifespan. Also noted: ENGIE and NHOA Energy began a 400MWh BESS construction in Beveren, Belgium (May).

Oct 27, 2025

GE Vernova Turbine Will Power New Indiana Gas-Fired Plant

Maple Creek Energy LLC has secured an agreement to purchase a GE Vernova 7HA.03 gas turbine (single-shaft) and associated services for phase one of the two-phase Maple Creek natural gas-fired power project in Sullivan County, Indiana (agreement announced October 27).

Main announcement: Maple Creek (owned by ArcLight Capital Partners) will procure a GE Vernova 7HA.03 turbine for the first phase of a two-phase, >1.2 GW combined-cycle facility; the agreement includes existing permits, land control, and transmission interconnection, and equipment procurement is being funded by ArcLight Capital Partners. The project is being developed by Advanced Power with BDC Power Holdings (a Bechtel company) and expects commercial operation as soon as 2029. Bechtel Infrastructure & Power Corp. will serve as the EPC.
Background and implementation details: The plant will use lower-carbon natural gas and recovered steam in a combined-cycle configuration to supply the MISO grid; securing the GE Vernova equipment addresses long-lead equipment procurement risk. Additional context: Advanced Power has a broader portfolio of >12 GW thermal and renewable projects and >9 GWh of storage. Event note: Experience POWER (Denver, Oct. 29-31) — GE Vernova is a sponsor and Clive Nickolay will discuss the company’s technology on Oct. 29 at 4 p.m. at the Hyatt Regency Convention Center hotel.

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