August 14, 2026
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Carrying Costs Compound After Aug. 20 as ERCOT Audits for Months
Companies
Goldman Sachs
Goldman Sachs has financed major data center development projects in Texas, including lending for hyperscale facility construction and expansion.
Referenced in 4 briefingsLast referenced: August 14, 2026
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August 3, 2026
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Meta's El Paso Campus Hits 1 GW Without Buying a Single Server
May 4, 2026
NERC's Rare Grid Warning Hands Texas Developers an 18-Month WindowGoldman Sachs separately pegged AI infrastructure capex at $7.6 trillion through 2031, anchored to NVIDIA forward revenue, and flagged that a small number of supply-side assumptions move the headline number.
April 24, 2026
Cancellations Quadrupled. Abilene's 2.1 GW Answer Is Off the Grid.The American Farm Bureau Federation notes Texas ranks second nationally with 546 active or under-construction facilities behind Virginia's 706, with Goldman Sachs projecting a 10.4 GW supply gap persisting into 2028.
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Abilene, TX
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