April 1, 2026
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Utilities Waited. SoftBank, Google, and the Army Didn't.
Google's Anthropic deal puts 7.7 GW of behind-the-meter gas generation near Enterprise and Energy Transfer pipelines, bypassing ERCOT entirely.
Companies
Energy Transfer
Energy Transfer is a Dallas-based midstream energy company that operates natural gas pipelines and infrastructure critical to supplying power generation facilities across Texas.
Referenced in 4 briefingsLast referenced: April 1, 2026
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March 30, 2026
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Texas Writes the Rules While Google Writes the Check
The 2,800-acre site plans 500 megawatts online by late 2026, with expansion potential to 7.7 gigawatts, powered by dedicated gas-fired generation near Energy Transfer and Atmos Energy pipelines.
March 5, 2026
**When Public Markets Blink, Private Capital Buys the Grid**Houston-based Energy Transfer filed with FERC to build a 17-mile, $60 million natural gas pipeline in Doña Ana County, New Mexico, to supply Project Jupiter, a contested datacenter development.
February 17, 2026
Texas Confronts the Gap Between Hyperscale Ambition and Grid RealitySeparately, CloudBurst Data Centers near San Marcos pivoted from renewable energy to natural gas via Energy Transfer, drawing additional scrutiny.
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