Amazon

April 17, 2026

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46 Projects, 56 GW, and None of Them Waiting for Permission

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

April 13, 2026

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ERCOT's Queue Is Separating Real Developers From the Rest

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

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400 Projects, Two Unanswered Questions, One Legislative Clock

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

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Medina County Told Microsoft No. Here's the Playbook It Used.

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

April 6, 2026

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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy

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

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Texas's $25M Queue Fee Separates Serious Developers From Everyone Else

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

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El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gas

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

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When Drones Target Power Lines, the Perimeter Is Everywhere

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

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Grimes County Has No Land-Use Plan. That's Every Developer's Problem Now.

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

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"Bring Your Own Power, Water Plan, and Community Deal"

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.

March 4, 2026

The White House formalized a "Ratepayer Protection Pledge" with Amazon, Google, Meta, Microsoft, and other major tech firms, committing hyperscalers to build, own, or procure their own power supply rather than lean on residential ratepayers for grid upgrade costs.

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.