Amazon

August 15, 2026

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County Judge Philip Spenrath's NDA Hardens Opposition on Amazon's 3,000 Acres

August 14, 2026

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Carrying Costs Compound After Aug. 20 as ERCOT Audits for Months

August 12, 2026

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SpaceX's $16.8B Terafab Puts Gas and Batteries on the Critical Path

August 11, 2026

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Gov. Abbott's Audit Leaves Batch Zero With No Restart Date

August 10, 2026

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Trump Split With Gov. Abbott Just Compressed Every Operator's Audit Timeline

August 8, 2026

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Skybox, Digital Realty, Mara, Montera Sign Binding Pledges to Gov. Abbott

August 5, 2026

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One Keller Comment Filing Shows How the Statewide Audit Reaches Each Project

August 1, 2026

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The Same $50K Fee That Screens Datacenters Now Applies to Chevron and Samsung

July 31, 2026

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Google's Guarantee on Anthropic's Lease Is What Unlocked $14B in Bridge Debt

July 25, 2026

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Abbott Sets Five Site Standards, and East Texas Is the First Test

July 21, 2026

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Nueces County Campus Goes From Greenfield to Full Lease in Months

July 9, 2026

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89% of New Power Requests Are Datacenters. Abbott Wants Guardrails.

July 8, 2026

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Ratepayers Come Off the Hook. Developers Underwrite the Wires Themselves.

July 2, 2026

In Wisconsin, Oracle sued to overturn We Energies collateral requirements, but the challenge is weaker than it looks: Indiana, Michigan, and Ohio use the same A-/A3 rating floor Amazon, Google, and Microsoft already accepted.

June 30, 2026

Google's FERC filing proposes long-term service agreements, upfront collateral, and withdrawal penalties to sort serious projects from option-shopping; Amazon, Microsoft, and OpenAI back variations.

June 29, 2026

Amazon, Microsoft, and OpenAI back similar models, and NRG proposes competitive "open seasons" that force developers to commit or forfeit priority.

June 27, 2026

Microsoft, Meta, and Amazon are each solving the same problem their own way.

June 20, 2026

Under Senate Bill 4, Amazon's $15 billion New Florence campus and Google's $10 billion proposal both committed to funding their own grid interconnection, with Google adding a $20 million energy impact fund and Amazon pledging $7 million to Montgomery County.

June 19, 2026

Amazon's $10 billion Missouri project near New Florence is building on roughly 1,000 acres while Preserve Montgomery County LLC litigates ten alleged Sunshine Law violations, with a hearing set August 3.

June 18, 2026

Amazon's $10 billion Missouri campus follows the same playbook, designed for water-based cooling under 7% of the year and committing to fund and transfer water infrastructure to the local district.

June 17, 2026

Amazon committed $7+ million in community spending before breaking ground in Montgomery County, Missouri, and sized cooling so the campus uses water less than 7 percent annually, relying on outside-air cooling the rest of the time.

June 15, 2026

Amazon disclosed 2.5 billion gallons consumed in 2025, down 2% year-over-year, with claimed fleet efficiency of 0.12 L/kWh against an industry average of 0.84.

June 14, 2026

Amazon disclosed 2.5 billion gallons of AWS water consumption globally last year at 0.12 L/kWh, beating Microsoft's 0.27 L/kWh and what Amazon calculates as an 0.84 L/kWh industry average.

June 13, 2026

Amazon claims 0.12 liters per kilowatt-hour with 3-gallon replenishment per 4 gallons consumed.

June 12, 2026

Amazon disclosed 2.5 billion gallons of global 2025 data center water use at 0.03 gallons per kWh, a 52% efficiency improvement since 2021.

May 22, 2026

Amazon locked 700 MW in Nevada (100 MW Zanskar geothermal plus 600 MW Primergy solar paired with 600 MW storage).

May 18, 2026

Amazon settled a $20.5 million class action with Oregon residents in March over water depletion.

May 12, 2026

Microsoft, 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.

May 8, 2026

In Bastrop County, Amazon's 1,300-acre Cedar Creek buy expands the Central Texas footprint with no announced water strategy yet.

May 5, 2026

The March 4 Ratepayer Protection Pledge from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI committed signatories to fund their own generation and full grid upgrade costs, and the March 20 National Policy Framework reinforced that cost-internalization is now the price of permitting acceleration.

April 28, 2026

Veolia and Amazon are deploying a containerized reclaimed water system at an AWS Mississippi facility expected online in 2027, reusing 83+ million gallons annually of effluent from nearby municipal wastewater plants.

April 27, 2026

X-energy priced its IPO at $23 (above the $16-$19 range) for a $1 billion raise, with a Dow Texas heat-and-power deal and an Amazon agreement for up to 5 GW by 2039 anchoring the book.

April 25, 2026

Amazon holds options on 5+ GW by 2039.

April 21, 2026

Developers who control their own generation, whether gas, nuclear at Comanche Peak (Amazon/Vistra), or molten salt at Abilene (Natura Resources, $240M), will outpace those still waiting on interconnection.

April 20, 2026

Amazon's siting at Vistra's 2,400 MW Comanche Peak nuclear plant shows the anchor-tenant template scaling on the nuclear side.

April 17, 2026

Amazon, Google, Meta, Microsoft, and Oracle are eligible.

April 13, 2026

Amazon, Google, Meta, Microsoft, OpenAI, and Coreweave are all redirecting capital inland, drawn by ERCOT's deregulated market structure, below-average electricity costs, and faster commercial contracting.

April 12, 2026

Amazon's $25 billion Mississippi commitment and willingness to fund all grid infrastructure costs illustrates the developer posture that preempts political risk.

April 7, 2026

Major investors are forcing Amazon, Microsoft, and Google to disclose water consumption as a material financial risk.

April 6, 2026

Meta's $1.3 million Texas primary spend, Musk's $500,000 PAC contribution, and years of smaller Google and Amazon donations are building influence ahead of 2026 hearings on data center policy.

March 31, 2026

Amazon filed plans for three San Antonio facilities totaling over 370,000 square feet and $65 million, while Meta boosted its El Paso commitment to $10 billion targeting 1 GW by 2028.

March 27, 2026

The White House Ratepayer Protection Pledge, signed March 4 by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, formalizes what Texas already started with Senate Bill 6: hyperscalers fund their own generation and transmission upgrades.

March 26, 2026

Drone strikes on AWS facilities in the UAE and supporting infrastructure in Bahrain confirm that gigawatt-scale campuses are now direct military targets, with attackers exploiting power dependencies rather than breaching hardened facilities.

March 25, 2026

At CERAWeek, Amazon's Kerry Person and Dominion Energy's Ed Baine both rejected long-term behind-the-meter generation as economically risky.

March 16, 2026

Amazon already uses recycled water at 20 U.S. locations.

March 9, 2026

Seven hyperscalers signed a White House pledge to cover all electricity and grid infrastructure costs for their datacenters. The signatories: Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI.

March 8, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, is the week's marquee policy development, but the concrete deal structures emerging around it matter most.

March 7, 2026

Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed Trump's Ratepayer Protection Pledge this week, committing to fund their own power generation, cover grid upgrade costs, and negotiate separate rate structures with utilities.

March 6, 2026

early reports suggest Amazon is advancing an 18-building campus beside Comanche Peak Nuclear Power Plant in Somervell County and a 21-building, 1,265-acre Project Spectrum in Hood County powered by Vistra subsidiary Luminant.

March 5, 2026

Google, Meta, Microsoft, OpenAI, AWS, Oracle, and xAI signed the Trump administration's voluntary "Ratepayer Protection Pledge," committing to fund their own power infrastructure rather than drawing from the grid.

February 27, 2026

Tucson passed an ordinance requiring very large water users to submit conservation plans before accessing municipal supply, triggered by a reportedly AWS-linked "Project Blue" proposal.

February 26, 2026

Amazon's $12 billion Louisiana deal with SWEPCO requires the company to fund all power infrastructure, substations, transmission lines, and grid upgrades, plus 200 MW of new solar.

February 22, 2026

Amazon's $11 billion "Project Rainier" in New Carlisle, Indiana (pop. 2,000), with over 30 datacenters demanding electricity equivalent to 1.5 million households.

February 9, 2026

AWS showcased how Duke Energy used cloud-based AI to compress interconnection study timelines from months to hours, a tool with direct implications for ERCOT's backlogged queue.