June 28, 2026
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Chevron Bets $7B That Off-Grid Gas Is the Faster Path to Market
But Councilmember Brice Stewart flagged the real gate: the city can't power both Patmos and the adjacent Nebius campus without new infrastructure approvals
June 21, 2026
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Cost-Causation Is Here. Generation-First Siting Wins the 226 GW Queue.
Bloom Energy (NYSE: BE) jumped 15.27% June 18 on a $2.6B Nebius agreement and an Oracle deal targeting up to 2.8 GW, while SMRs stay years from commercial scale and gas turbines commission in 16 to 30 months.
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 21, 2026
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Dallas, Austin, West Texas Sweep the Global Top Three
Nebius signed Bloom Energy for 328 MW of solid oxide fuel cells at an undisclosed US site, operational this year.
May 15, 2026
Behind-the-Meter Gas Is the New Default. Chevron Just Set the Texas Template.Nebius expects to exceed 4 GW contracted by year-end.
April 27, 2026
Wisconsin Makes Hyperscalers Pay 100% of Their Own Generation BuildBirmingham approved Nebius's Oxmoor Valley substation infrastructure on a zoning technicality after conflicting board votes, leaving residents unconvinced and the developer with the harder job of answering water and noise concerns directly.
April 25, 2026
PUCT Just Drew the Line on Which Grid Bypasses CountIn Birmingham, the Nebius BHM01 300 MW project cleared its zoning fight on a city attorney's legal opinion, but only after a March meeting drew 100+ residents with unresolved questions on noise, water, and heat.
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?In Birmingham, Alabama, Nebius's 300 MW AI factory hit a zoning wall.
February 28, 2026
Self-Supplied Power Is Table Stakes. Six States Are Already Closing the Door.Nebius, the Netherlands-headquartered AI infrastructure company, is fighting organized opposition simultaneously in Independence, Missouri, and Birmingham, Alabama.