July 29, 2026
Subscribe for full access
AMD's 15-Year Lease Only Pays Off If West Texas Transmission Lands on Time
Companies
AMD
AMD manufactures processors and graphics chips used in Texas datacenters for computing workloads including artificial intelligence and cloud services.
Referenced in 2 briefingsLast referenced: July 29, 2026
Mentions
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?The project will generate 4,000 peak construction jobs and 300 permanent roles, joining a March deal wave that includes AMD's $100 billion supply agreement with Meta for up to 6 GW of AI capacity, Microsoft-Duke Energy power contracts covering 4.5 GW of committed generation, and Microsoft's 15-datacenter approval at the former Foxconn site in Wisconsin with $13 billion+ in taxable construction value.
Frequently mentioned alongside
Agencies
ERCOT
2 co-occurrences
Agencies
PUCT
2 co-occurrences
Companies
Data Center Coalition
2 co-occurrences
Companies
Caterpillar
1 co-occurrence
Places
Calhoun County, Texas
1 co-occurrence
Agencies
NRC
1 co-occurrence
Companies
CyrusOne
1 co-occurrence
Companies
AIP
1 co-occurrence
Companies
Samsung
1 co-occurrence
Companies
Dow
1 co-occurrence