August 28, 2026
Project Matador, Pacifico, and Meta Take 16,000 Acres; Stamford Got 60 DaysBottom line: operators who treat water offsets, transparency, and written benefit-sharing as pre-filing work keep local allies; operators who don't watch those allies lose primaries and leave projects exposed to the next county calendar. NABTU partnerships with OpenAI, BlackRock, and Meta; IBEW lobbying against bans; Stargate's 700 trades already on site.
August 14, 2026
Carrying Costs Compound After Aug. 20 as ERCOT Audits for MonthsNvidia's $500B financing platform with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR shortens GPU financial close and does nothing to queues, turbines, or transformers.
August 3, 2026
Meta's El Paso Campus Hits 1 GW Without Buying a Single ServerMeta and BlackRock have structured a $14B, 1 GW AI campus in El Paso as a debt-financed lease play: BlackRock-managed funds hold 80% and finance $12.5B through debt, Meta keeps 20% and leases compute back rather than owning it.
July 31, 2026
Google's Guarantee on Anthropic's Lease Is What Unlocked $14B in Bridge DebtMeta and BlackRock closed their $14 billion, 1 GW El Paso campus without the transmission or water bottlenecks slowing open-market projects.
July 30, 2026
Ride-Through Rules Bind New Texas Loads August 1; Old Specs Won't Retrofit CheapMeta and BlackRock announced a $14B partnership for a 1 GW AI campus in El Paso, with Meta contributing land and $2.3B of construction in progress for a 20% stake and sole initial occupancy while BlackRock-managed funds hold 80%.
March 5, 2026
**When Public Markets Blink, Private Capital Buys the Grid**The $10.7 billion take-private of AES Corporation by a BlackRock-backed Global Infrastructure Partners and EQT consortium is the day's most consequential story for datacenter infrastructure.