Thursday, September 10, 2026

Selene, Horizon Junction, and Hubbard Stack in One Multi-GW Texas Window

Amazon's $2.4B and Galaxy's 900 MW join Hubbard's $15B under Project 58481's expansion-threshold and water-metric gaps. Operators who file before comments close lock cleaner lease-to-build phasing while Massachusetts conditions every campus above 25 MW.

Today's Lead

Amazon, Anthropic, and Galaxy Digital are stacking multi-building and multi-hundred-megawatt Texas campuses in the same filing window. Amazon's Project Horizon Junction in Floyd County is a reported $2.4B seven-building program with four buildings already under construction, Project Eagle in Boling scaled to ten buildings on a reported $3B, Galaxy added Caspian and Selene at roughly 700 MW and 900 MW, and Anthropic is the reported end user at Nexus Data Centers' Hubbard Campus in Hill County with Morgan Stanley exploring about $15B in financing. Dedicated generation and utility agreements are traveling with the land filings; operators who still sequence power after site control will meet a tighter ERCOT study path as committed load concentrates in Hill, Floyd, and Boling counties.

[1]·[2]

NATIONAL CONTEXT

Massachusetts Gov. Maura Healey signed Executive Order 658 on Sept. 8, conditioning state permits for any facility above 25 MW peak demand on conformance with the state’s June 25 datacenter framework and a community benefits agreement vetted by the Office of Environmental Justice and Equity. Electricity and water rules follow: the Department of Public Utilities must finish large-load rate schedules so ratepayers don’t fund distribution upgrades, utilities get tools to clear speculative queue entries, and MassDEP must write clean-electricity procurement and water-availability protocols, with shortfalls feeding an alternative compliance payment into a Ratepayer Protection Fund.

Rep. Suhas Subramanyam (D-VA-10) introduced a four-bill national package, the Data Center Fair Share Act among them, that would push states toward large-load tariffs making datacenters cover grid and generation upgrades or risk highway-funding loss; Rep. Veronica Escobar (D-TX) is a co-sponsor. Separately, Ohio, Illinois, New Jersey, Washington, and at least six other states have suspended or repealed datacenter sales-tax relief, Ohio Gov. Mike DeWine halted new exemption applications after more than $1.5B in a single year, and New York imposed a one-year statewide hyperscale environmental-permit moratorium in July. Mississippi customers pay roughly $10 monthly for infrastructure tied to Amazon operations per a May Synapse Energy Economics study; Virginia's Joint Legislative and Audit Review Commission projected Dominion bills could rise $14 to $37 monthly by 2040; Arkansas created a 4% utility-bill line item for new power plants. The White House Ratepayer Protection Pledge remains voluntary while those state designs move.

[3]·[4]·[5]·[2]

Power

NEW: Self-supply bridges meet contested permits and storage pivots

SpaceXAI’s Colossus load in Whitehaven, Tennessee is fed from Southaven, Mississippi, where 69 temporary gas turbines totaling roughly 1,775 MW were in place by July, more than double the count first disclosed, under a one-year portable-equipment path now in litigation after an NAACP suit and a Department of Justice intervention on the company’s side. Cleanview pegs delay cost at $10 million to $12 million per megawatt per year; Tesla Megapack contracts are flowing to the same class of campuses, including a $295 million SpaceX purchase in Q2 2026, while Ford retools its Glendale, Kentucky battery plant for stationary storage aimed at utilities and datacenters. Georgia’s solar queue, 16 utility-scale projects from eight developers racing a Dec. 31, 2027 in-service tax-credit cliff and a July 4, 2026 construction-start gate, is already drawing county rejections and suits even as Georgia Power plans 10 GW of expansion by 2030.

Bottom line: model private generation and storage with a conventional interconnection path in parallel, or carry the full outage and permit-challenge cost alone.

[6]·[7]·[8]

Water

NEW: Discharge enforcement spreads; disclosure language stays open

City of Cheyenne officials detected Cupriavidus gilardii in 801,000 gallons of wastewater from Meta’s contractor at the $800 million, 960-acre campus and halted acceptance in July pending further tests, a stop Meta is appealing after its own labs found no bacterium. Waterkeeper Alliance counts 55 affiliated groups on datacenter issues, 80 percent focused on wastewater; Virginia citations, West Virginia stormwater floods, a planned Flint Riverkeeper suit against QTS in Fayetteville, Georgia, and Lake Seneca heated-discharge fights show the same enforcement pattern. Creekstone Energy’s 10 GW Delta Gigasite in Millard County, Utah, is patenting “Project Oasis” combustion-vapor recovery aimed at up to 4,000 acre-feet recovered against 200 acre-feet campus use, with University of Utah pilot results due summer 2027; the build is not conditioned on that proof.

Bottom line: lock pretreatment testing contracts and county discharge standards before fill-and-flush, and treat open-ended water disclosure as a filing risk until metrics close.

[9]·[10]·[11]

Politics

NEW: Project 58481 comments turn on thresholds that hit phased campuses

Good Company Associates’ comments on PUCT Project 58481, the large-load interconnection rule under PURA §37.0561, flag three drafting gaps that cut directly into campus sequencing. Section (b)(2) can be read to pull any incremental megawatt at an existing 75+ MW customer into full compliance even though the preamble points to expansions of 75 MW or more; the proposed “end-use customer” definition diverges from ERCOT Batch Zero practice on landlord-versus-tenant control; and section (d)(1)(F)(v)’s “any other related information” water clause leaves utilities free to demand undefined metrics mid-study. Community opposition has stalled or canceled $292 billion in projects from May 2024 through March 2026, $130 billion of that in Q1 2026 alone, while three in five Americans now oppose a nearby facility per the same reporting.

Bottom line: file on 58481 before the comment window closes if you need clean expansion thresholds, aligned customer definitions, and bounded water metrics for lease-to-build phasing.

[11]·[12]·[13]

Sources we cited

13 articles across 13 publishers · 441 reviewed today

[1]The National Law Review
Multi-Gigawatt Campuses and AI Partnerships Accelerate U.S. Data Center Growth
Sep 9, 2026·Data Center KPIs as of September 4, 2026 August developments highlight large-scale campus expansion, power agreements, and AI infrastructur…
[2]Straight Arrow
Inside the effort to make data centers pay their share of electricity costs
Sep 9, 2026·Lynn LaMance turns off the air conditioning at night. She unplugs appliances when she’s not using them. Whenever possible, she barbecues out…
[3]The Marblehead Independent
Healey conditions state permits for large data centers on community agreements
Sep 8, 2026·A Massachusetts city or town handed a proposal for a data center large enough to draw more than 25 megawatts now stands between the develope…
[4]WUSA9
Virginia Congressman proposes national data center plan requiring data centers to pay for their own energy use
Sep 9, 2026·To stream WUSA9 on your phone, you need the WUSA9 app. Example video title will go here for this video Example video title will go here fo…
[5]finance.biggo.com
The Era of AI Data Center Tax Breaks Is Ending—10 US States Move to Roll Back Incentives
Sep 9, 2026·The tax breaks that US states have offered to artificial intelligence (AI) data centers are being rolled back or eliminated one after anothe…
[6]Scientific American
The data center backlash comes for SpaceXAI’s Colossus
Sep 9, 2026·The data center backlash comes for SpaceXAI’s Colossus Dozens of temporary gas turbines are powering SpaceXAI’s expansion—and fights over p…
[7]New Orleans CityBusiness
Automakers target data center energy storage market
Sep 8, 2026·Automakers target data center energy storage market Tesla Inc. is betting on its utility-scale Megapacks for growth in its energy storage b…
[8]Bisnow
Georgia Solar Projects Face Backlash Amid Data Center Surge
Sep 9, 2026·Solar companies are racing to develop thousands of acres of new panel farms in Georgia as they seek to take advantage of expiring federal ta…
[9]Mother Jones
Data Centers Now Facing Backlash Over Contaminated Wastewater
Sep 9, 2026·A rendering of Meta's Cheyenne, Wyoming, data center campus.Meta This story was originally published by The Guardian and is reproduced here…
[10]Construction Review
$10bn Creekstone Energy Data Center in Utah Plans Water Recovery from Natural Gas Combustion
Sep 9, 2026·Creekstone Energy is building what it claims is the world’s largest data center campus in rural Millard County while pursuing an unprecedent…
[11]PUCT Interchange Filings
PUCT Control No. 58481 Item 213: GOOD COMPANY ASSOOCIATES COMMENTS ON THE COMMISSION’S PROPOSAL FOR ADOPTION (PFA)
Sep 9, 2026·Filed with the Public Utility Commission of Texas on 2026-09-09. Control Number: 58481 Item Number: 213 Item Type: COM Utility Type: E Filin…
[12]techpolicy.press
To Change Data Centers, Flip the Narrative on Sustainability
Sep 9, 2026·Electrical infrastructure at a Flexential data center in Hillsboro, Oregon, on May 16, 2026. (Photo by Alex Milan Tracy/Sipa USA) The AI ra…
[13]The Morning Call
Here are the terms you need to follow the data center debate
Sep 9, 2026·As Lehigh Valley residents confront the potential impact of data center construction on their communities and municipalities craft zoning or…

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