Friday, April 10, 2026

Caprock Broke Ground. Projects That Can't Match It Won't.

Aligned Data Centers broke ground on a 540MW, $5 billion Hale County campus with closed-loop cooling and self-funded grid infrastructure, the same week ERCOT reported 130,000MW flooding its queue and Google built around the queue entirely with a private 933MW gas plant. Developers who arrive with firm power and aquifer-neutral water plans are moving dirt; everyone else is waiting in line.

Loading briefing...