March 29, 2026
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West Texas Is Building Its Own Grid, One Hyperscale Campus at a Time
TerraPower's Natrium reactor won NRC construction permit approval for Kemmerer Power Station Unit 1 in Wyoming in roughly 18 months, well ahead of the projected 27 months and a decade faster than Vogtle's 15-year ordeal.
March 19, 2026
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Communities Aren't Anti-Datacenter. They're Anti-Surprise.
The nuclear component is the wildcard: Fermi hasn't named a reactor partner, disclosed NRC pre-approval status, or detailed water rights in the Panhandle's stressed Ogallala Aquifer region.
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?Meanwhile, a four-reactor SMR proposal from Dow and X-energy in Calhoun County, Texas hit a wall when the NRC's Atomic Safety and Licensing Board intervened on financial-qualification grounds, injecting fresh uncertainty into nuclear-backed datacenter timelines in the state.
February 17, 2026
Texas Confronts the Gap Between Hyperscale Ambition and Grid RealityThe NRC's Atomic Safety and Licensing Board granted an intervention petition against Natura Resources' Texas SMR project this month, a procedural setback that could delay timelines.
February 16, 2026
States Race to Write the Rules Before the Next Megawatt Comes OnlineNo reactor vendor, NRC engagement, or permitting timeline has been disclosed for the nuclear component, and a 5GW nuclear buildout would be unprecedented for a company of any size, let alone one that recently rebranded from New Era Helium.
February 11, 2026
1.5 GW in a Day: Three Power Models Converge on One GridThe NRC approved a digital modernization plan for Constellation's Limerick Nuclear Power Plant (2,242 MW) in Pennsylvania, and a datacenter has been proposed next door, extending the playbook Constellation pioneered with the Microsoft-Three Mile Island deal.