April 16, 2026
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Engage Early or Inherit Someone Else's Moratorium
In Louisiana, the Public Service Commission voted 4-1 to fast-track Entergy's application for seven additional gas-fired plants totaling 7,400 MW to serve Meta's $27 billion Richland Parish facility alone, more than half Entergy's current statewide output.
April 15, 2026
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Build Your Own Power Plant or Lose Your Place in Line
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
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ERCOT's Queue Is Separating Real Developers From the Rest
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 12, 2026
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400 Projects, Two Unanswered Questions, One Legislative Clock
Meta's $10 billion El Paso expansion specifies closed-loop cooling to minimize consumption in arid West Texas.
April 11, 2026
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Developers Who Testify First Write the Standards Everyone Else Follows
Meta is funding 10 natural gas plants totaling 7.5 GW for a single Louisiana AI campus.
April 9, 2026
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Nine Months to Shape the Rules Texas Is About to Write
Meta expanded its Hyperion campus in Louisiana to 7.46 GW of gas generation after Entergy agreed to build seven additional plants.
April 7, 2026
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Medina County Told Microsoft No. Here's the Playbook It Used.
Meta spent $1.3 million on Texas primary elections in March, Elon Musk contributed $500,000 through a PAC supporting state Senate candidates, and industry-funded groups have poured millions behind House GOP candidates in the 2026 midterms.
April 6, 2026
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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy
Meta spent $1.3 million on Texas primary elections in March, Elon Musk's trust fund gave $500,000 to a PAC backing state Senate candidates, and Gov. Greg Abbott holds a $105 million war chest fed partly by $1.6 million from tech executives last year.
April 4, 2026
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Developers Who Own Their Power Are Writing the New Site Selection Rules
Meta is taking the same approach at scale in Louisiana, privately funding $27 billion in grid expansion including seven new gas plants, 240 miles of transmission, and three battery storage facilities for its Hyperion campus.
April 2, 2026
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West Texas Becomes the AI Corridor While the Rest of America Waits
Microsoft signed with Crusoe Energy for a 900 MW AI factory campus in Abilene, joining a regional build-out that now includes Meta's $10 billion El Paso expansion, the Stargate venture's 1.2 GW second phase, and Stream Data Centers' gigawatt-scale partnership with New Era Energy in Ector County.
March 31, 2026
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Texas's $25M Queue Fee Separates Serious Developers From Everyone Else
In Louisiana, Entergy locked in $2.65 billion in customer savings over 20 years to serve Meta's Richland Parish facility, which targets 5 GW of capacity with 2,500 MW of new solar and nuclear support.
March 30, 2026
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Texas Writes the Rules While Google Writes the Check
Meta's El Paso project expansion from $1.5 billion to $10 billion is triggering real political consequences.
March 29, 2026
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West Texas Is Building Its Own Grid, One Hyperscale Campus at a Time
The move, combined with Meta's $10 billion El Paso expansion and Google's $5 billion-plus Anthropic-linked campus already under construction elsewhere in the state, confirms Texas as the epicenter of hyperscale AI infrastructure buildout.
March 28, 2026
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Texas Built the Datacenter Boom. Now It's Auditing the Deal.
Meta scaled its El Paso commitment sixfold to $10 billion and 1 GW.
March 27, 2026
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El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gas
Meta's $10 billion El Paso data center expansion is the day's biggest story, sixfolding the original $1.5 billion commitment to build an 11-building, 1-gigawatt complex across 1,000 acres in Northeast El Paso.
March 23, 2026
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NextEra Bets $16 Billion That Texas Demand Is Real
This is the largest single generation announcement aimed squarely at data center load in Texas to date.
March 21, 2026
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Illinois and New York Are Closing. Texas Has a Window.
Alabama lawmakers are considering a full solar ban triggered by a Meta datacenter's power demand.
March 19, 2026
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Communities Aren't Anti-Datacenter. They're Anti-Surprise.
In Wisconsin, 400+ residents packed a Juneau town hall over Meta's Beaver Dam expansion, where two southeastern Wisconsin projects alone have requested nearly 4 GW, more power than all Wisconsin households currently consume.
March 16, 2026
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"Bring Your Own Power, Water Plan, and Community Deal"
Vistra's positioning reflects this: 1,200 MW to AWS from Comanche Peak, 2,600 MW to Meta from three nuclear plants, plus a $4 billion Cogentrix acquisition adding 5,500 MW of gas capacity.
March 14, 2026
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Texas Captures 30% of AI Power Demand Before the Rules Are Written
Senate Democrats launched a formal probe Friday into Meta, OpenAI, xAI, and five other companies over their rush to gas-fired datacenter power.
March 9, 2026
Texas's Next Gigawatt Cluster Depends on Fights No Developer ControlsMeta is reportedly in discussions to lease the expansion space from campus operator Crusoe, with NVIDIA having paid a $150 million deposit to broker continuity, but no formal commitment exists.
March 8, 2026
Opacity Is the Moratorium Movement's Best Recruitment ToolThe White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, is the week's marquee policy development, but the concrete deal structures emerging around it matter most.
March 7, 2026
Stargate Stalls at 1.2 GW While Iren Quietly Builds 2.75Nvidia has stepped in with a reported $150 million deposit to Crusoe Energy to secure remaining Abilene capacity and is negotiating with Meta to absorb the excess, a move designed to block rival chips from occupying the infrastructure.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationThe White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, dominates today's news cycle, but the Federal Reserve Bank of Dallas quietly dropped the more consequential analysis: data center power demand will double from 40 GW to 80 GW by 2031, pushing annual PCE inflation up 0.04 to 0.13 percentage points by 2030, with the effect nearly doubling if renewable deployment lags.
March 5, 2026
**When Public Markets Blink, Private Capital Buys the Grid**AES carries 11.8 GW in signed hyperscaler agreements, including a 20-year, 850 MW Google PPA with colocated renewables in Wilbarger County, Texas, 650 MW of solar committed to Meta across Texas and Kansas, and 475 MW across three Microsoft PPAs.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayThe White House formalized a "Ratepayer Protection Pledge" with Amazon, Google, Meta, Microsoft, and other major tech firms, committing hyperscalers to build, own, or procure their own power supply rather than lean on residential ratepayers for grid upgrade costs.
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?Meta's $10 billion, 1 GW datacenter campus in Lebanon, Indiana has broken ground, ranking among the company's largest infrastructure builds ever and signaling that gigawatt-scale AI campuses are no longer theoretical.
March 1, 2026
Nine States Push Back as Hyperscalers Redraw America's Power MapMeta's Project Hyperion in Richland Parish, Louisiana, is the largest single-campus datacenter under active construction in the US: 2,250 acres, $10 billion, 4,000 workers on site, 2 GW initial power scaling to 5 GW, with Entergy Louisiana building a dedicated 2,200 MW natural gas plant ($3.2 billion) to serve one customer.
February 28, 2026
Self-Supplied Power Is Table Stakes. Six States Are Already Closing the Door.CyrusOne President John Hatem confirmed the company operates roughly 20 Texas campuses already, leasing to Microsoft, Meta, and Google.
February 27, 2026
6.5 GW Under Construction, 30% Slippage: The Real Cost of Texas's Datacenter SprintMeta's Eagle Mountain, Utah campus quietly drew over 35 million gallons in 2024 under a confidentiality agreement.
February 24, 2026
35 GW Pre-Leased, 107-Week Lead Times, Zero Margin for ErrorMeta's $437 million gas plant in El Paso illustrates the friction: El Paso City Council voted unanimously to intervene in the regulatory process over concerns the plant could eventually roll into the utility rate base.
February 23, 2026
Texas Adds 58 GW of Gas in One Year. The Grid May Be the Last to Know.Meta is deploying 813 modular natural gas generators totaling 366MW of behind-the-meter power to fuel a 1GW data center under construction in El Paso, Texas, at a $473 million capital cost, bypassing grid connection entirely and drawing unanimous opposition from El Paso City Council and local community groups.
February 21, 2026
6.5 GW Building, No Water Plan, No Local ConsentMeta, OpenAI, Oracle, Chevron, and xAI are all pursuing variants of this model in at least nine states.
February 20, 2026
Big Tech's Grid Bypass Meets a 14-State BacklashMeta's Newton County, Georgia facility consumes roughly 10% of county daily water; its Louisiana "Hyperion" campus caused a 600% spike in local car crashes during construction, closing an elementary school playground.
February 18, 2026
Texas Attracts Megawatts Faster Than It Can Write the Rules to Manage ThemMeta's El Paso facility will run on 800-plus mobile mini-turbines.
February 17, 2026
Texas Confronts the Gap Between Hyperscale Ambition and Grid RealityEarly reports indicate Meta has broken ground on a 1 GW campus in Lebanon, Indiana, with over $10 billion in combined investment and community commitments.
February 15, 2026
Developers Face a Choice: Disclose or Lose the Next $46 BillionMeta has broken ground on a 1 GW, $10 billion data center campus in Lebanon, Indiana (Boone County), purpose-built for AI workloads.