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Monday, September 7, 2026

Temple Clears First Readings on Rowan's $4.2B Campus

Temple's first readings on Rowan's $4.2B campus and $32M water deal set standards that'll bind the next applicant while Central Valley freezes stretch for years. Developers who budget closed-loop proof in the first packet keep clearing where peers can't.

Today's Lead

Temple is pairing a megaproject with binding successor rules. Rowan Digital Infrastructure’s three-phase, six-building campus in the Synergy Southeast Industrial Park cleared first readings on rezoning, annexation, and tax-abatement zones at the Sept. 3 Temple City Council meeting on a $4.2B buildout.

Rowan committed about $32 million (45 percent of Temple’s $71.1M South Temple Water Infrastructure Capital Program), construction of a Synergy aquifer-storage-and-recovery well it won’t own, and closed-loop cooling at 32,000 gallons per day on average (peak 78,000). Council advanced first-read rules for future campuses: power-density caps, setbacks, noise limits, and water-use limits tied to cooling efficiency. The remaining vote on the amended abatement and phase infrastructure terms decides whether that opening holds.

NATIONAL CONTEXT

California’s Central Valley is closing code before applications land. Tulare County adopted a 45-day moratorium on August 18 with extension options up to a year. Fresno City Council moved to amend code to ban “AI/cloud data centers” for 10 years. Patterson extended its moratorium through July 15, 2027. Modesto clarified data centers aren’t permitted under current code after general inquiries only.

Colorado added just 6.5 MW in the first half of 2024 while Northern Virginia added more than 1,000 MW; a sales-and-use tax exemption package failed in May, and panelists at Bisnow’s DICE: Rockies conference said near-term incentives look unlikely as speed-to-power stays the binding constraint. Australia’s National Cabinet moved August 26, 2026 toward nationally uniform mandatory standards on energy, water, land use, and skills, with legislation planned by early 2027, as about 84 percent of 9 GW of Q2 connection applications sat in the application stage with none yet at testing and commissioning. A Gallup survey from March found 70 percent of Americans oppose a data center nearby.

These are site-selection and engagement clocks, not abstract politics. Markets that clear power position, water verification, and local rules without multi-year freezes keep drawing capital.

Politics

NEW: Farmland Bids Meet Cities That Write Rules First

Agriculture Commissioner Sid Miller told a July Lubbock protest that developers are buying prime farmland at 10 times agricultural value, and farmers can’t refuse. Land purchases for future data centers hit $6 billion in the first half of 2026, up 79 percent year over year per Avison Young, and data centers now represent 27 percent of U.S. development sites this year.

Temple’s path differs from preemptive bans: roughly a dozen residents opposed, including farmer Chris Bosties on multi-generational land, while council advanced Rowan and first-read standards that bind the next applicant. Piedmont, Oklahoma’s planning commission recommended rejecting Houston-based Cloverleaf Infrastructure’s rezoning for a 1.5 GW “Project Open Sky” tied to the Matheson substation; council delayed a final vote and ordered a comparable-facility tour, per a hidden-camera report that also flags an alternate Kingfisher County site.

Bottom line: show up for local rule language and benefit-sharing before the first reading freezes the template against you.

Power

NEW: $4.4B Conversion Deal and PUCT 58482 Flexibility Fight

Flex is buying EPC Power for $4.4B, expected to close by year-end, folding 800V datacenter conversion, digital rectifiers, solid-state transformer roadmap, and Agile Grid Forming tech into Flex’s Cloud and Power Infrastructure segment ahead of a planned Q1 2027 spinoff. EPC’s 2024 revenue is projected near $800 million, with a South Carolina inverter plant set to triple M and Mrack output.

On the same week, the Digital Infrastructure Network filed Sept. 4 comments in PUCT Project No. 58482 on the proposed Large Load Demand Management Service under new 16 TAC Section 25.521. DIN backs a voluntary, competitively procured, performance-based service but wants measurement at the qualifying site, not tenant-, rack-, or equipment-specific methods outside customer control, plus clear separation from firm-load-shed under PURA Section 39.170. BloombergNEF’s path runs from roughly 25 GW of data-center draw in 2024 toward 106 GW by 2035; operators short firm supply are pushing private generation and behind-the-meter builds. Fervo Energy’s Cape Station enhanced-geothermal project in Milford, Utah is weeks from commercial operation on a closed-loop, non-potable cycle, with a new Google offtake after a May IPO.

Bottom line: score 58482’s final flexibility language and lock conversion supply before rack density and queue proof standards harden.

Water

NEW: Offset Capital and Closed Loops Are the Permit Path

Construction Owners reports QTS is committing $250 million over a decade to Texas water infrastructure: direct capital work starting with Turkey, Texas’s water tower (with Lancium at the Hall County Clean Campus), a $15 million, 10-year Bonneville Environmental Foundation partnership on leaks, habitat, and irrigation efficiency, and water-free closed-loop design at new Texas sites.

Temple City Manager Brynn Myers told council the city is using about half its annual water-supply rights; Rowan’s one-time 1.5 million gallon fill per building then recirculates for at least 10 years. Meta’s $1.2B Kuna, Idaho campus is live with more than $100 million in dedicated water and wastewater systems and closed-loop liquid cooling that uses zero water for most of the year, Meta’s second AI-optimized site after Temple, Texas. Central Valley fights keep citing overdraft basins and disputed gallons (RB Inyokern’s application stated 50 acre-feet yearly; residents argued roughly 500,000 gallons per day).

Bottom line: budget water capital and closed-loop proof in the first county packet, or watch carrying cost stack while peers clear.

Sources we cited

14 articles across 12 publishers · 286 reviewed today

  • 'Literally killing us': Huge Texas data center advances amid backlash
    Sep 6, 2026·Overhead aerial view of a large data center. A data center complex is planned for Temple, Texas, just as residents speak out against them. …
  • [2]CNBC
    AI data centers are transforming rural land markets — and fueling a backlash
    Sep 6, 2026·At a July protest against data centers in Lubbock, Texas, state Agriculture Commissioner Sid Miller took the microphone to share his concern…
  • Meta's $1.2bn data center in Kuna, Idaho, goes live
    Sep 4, 2026·Facility is the company's second AI-optimized data center Meta's data center in Kuna, Idaho, is now officially serving traffic. The compan…
  • Data centers spark backlash across the Central Valley. Here's what to know
    Sep 6, 2026·Cities and counties across California’s Central Valley are moving to block, pause or ban data center development as residents raise alarms a…
  • 'We Aren't Competitive': Power, Taxes Keep Colorado On The Data Center Sidelines
    Sep 6, 2026·Colorado continues to sit out the data center boom as tax policy and power problems push developers elsewhere. As the artificial intelligen…
  • US Tech Giants Pivot to Australia as Data Center Investment Boom Emerges
    Sep 7, 2026·US tech giants are shifting their data center construction focus to Australia. With multiple projects in the United States stalled by power …
  • Hidden camera catches data center developer saying resident opposition doesn't really matter to plans
    Sep 5, 2026·"We look for strong spots on the grid." A dispute unfolding in Piedmont, Oklahoma, and captured on hidden camera, highlights a broader ques…
  • Explainer: Why Americans are pushing back against AI data centers
    Sep 5, 2026·WASHINGTON, Sept. 5 (Xinhua) -- Across the United States, opposition to the construction of new AI data centers is growing, with residents r…
  • Flex Acquiring Inverter Builder EPC Power in $4.4 Billion Deal to Accelerate AI Data Center Infrastructure Market Share
    Sep 4, 2026·Mrack inverter system. Image credit EPC Power Corp. Power conversion equipment firm EPC Power Corp. is being acquired by manufacturing indu…
  • Flex Pays $4.4B for EPC Power as AI Data Centers Push 800V Architecture
    Sep 4, 2026·Flex’s $4.4B EPC Power deal adds 800V DC and grid-forming technology as AI data center rack densities rise and operators rethink power deliv…
  • PUCT Control No. 58482 Item 51: Project No. 58482, Large Load Demand Management Service; Comments of the Digital Infrastructure Network
    Sep 4, 2026·Filed with the Public Utility Commission of Texas on 2026-09-04. Control Number: 58482 Item Number: 51 Item Type: COM Utility Type: E Filing…
  • The electrical power problem that will decide the AI race
    Sep 6, 2026·Clifford M. Gross is the executive chairman of Tekcapital America’s data centers are about to draw power on the scale of entire nations Ev…
  • [13]CNBC
    This enhanced geothermal project aims to unlock gigawatts of power to fuel the data center boom
    Sep 5, 2026·MILFORD, Utah — Deep in the Utah desert, down miles of gravel roads and hours from a major city, Fervo Energy bets it can economically harne…
  • QTS Commits $250M to Texas Water Infrastructure Investment
    Sep 5, 2026·Gift a Payroll Tax Calendar to your Payroll Admins this holiday season. → Data center development is increasing demand for supporting infra…