August 24, 2026
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Miss ERCOT's Dec. 10 Gate and Grid-Tied CODs Slip Into 2027
Companies
Goldman Sachs
Goldman Sachs has financed major data center development projects in Texas, including lending for hyperscale facility construction and expansion.
Referenced in 5 briefingsLast referenced: August 24, 2026
Mentions
August 14, 2026
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Carrying Costs Compound After Aug. 20 as ERCOT Audits for Months
August 3, 2026
Meta's El Paso Campus Hits 1 GW Without Buying a Single ServerKoch Inc. is shopping Edged, its US and European data center operator with active Texas capacity, in a process Goldman Sachs is running that could reach $15 billion, according to a report; multiple bids are in hand with no final deal.
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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