CoreWeave

July 7, 2026

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The Permian Gets Texas's First 765 kV Backbone, and CREZ Wrote the Playbook

Galaxy delivered Helios Phase I on schedule, 133 MW to CoreWeave, with 526 MW committed across three phases.

June 19, 2026

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Site Control Now Beats a Press Release in ERCOT's Queue

Meta isn't betting on fast queue movement; it's buying buildable positions and layering third-party deals (Nebius $27bn, CoreWeave $21bn).

May 15, 2026

CoreWeave crossed 1 GW active power in Q1, contracted 3.5+ GW total, and raised 2026 capex guidance to $35 billion on a new $21 billion Meta commitment.

May 4, 2026

The company has restructured around cloud leases with AWS, Microsoft, Oracle, and CoreWeave rather than owned greenfield builds.

April 15, 2026

The state's hyperscale market is fragmenting: Meta, Prometheus Hyperscale, Crusoe, and Related Digital (with a $1.2 billion CoreWeave-anchored campus) all operate in Wyoming.

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 5, 2026

CoreWeave's CEO has already disclosed third-party construction delays.

March 9, 2026

The retreat, confirmed by OpenAI compute manager Sachin Katti, removes **800 MW of near-term demand** from ERCOT's Abilene region and triggered immediate market fallout: Bloom Energy dropped 15%, CoreWeave fell 2.5%, and Oracle slid 1.1%.

March 2, 2026

Denton's existing GPU cluster is already competitive, with CoreWeave and CoreScientific operating 16,000 deployed GPUs nearby.