Companies
Alphabet operates data centers in Texas that consume substantial electrical power as part of its global cloud computing and search infrastructure operations.
June 23, 2026
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The Deliverable Megawatt Wins: Microsoft Locks 20 Years of Pecos Gas
Alphabet paid $4.75 billion for Intersect to lock in generation, and Intersect's Sheldon Kimber called it plainly: the model has shifted to "bring your own generation."
May 12, 2026
Three Deals, One Thesis: The Capital Stack Is Buying Electrons NowMicrosoft, Amazon, Alphabet, Meta, and Oracle are planning $700 billion-plus in 2026 capex, but HBM and advanced packaging at TSMC are tight, and AI now consumes most global DRAM production.
April 9, 2026
Nine Months to Shape the Rules Texas Is About to WriteInvestors are now demanding site-level water disclosure at annual meetings: Trillium Asset Management filed a shareholder resolution targeting Alphabet, and more than a dozen investors are pushing for detailed water data across the sector.
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ERCOT
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Engine No. 1
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Microsoft
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Chevron
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NVIDIA
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Meta
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West Texas
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Oracle
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Andrew Chien
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