Oracle

April 17, 2026

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46 Projects, 56 GW, and None of Them Waiting for Permission

Amazon, Google, Meta, Microsoft, and Oracle are eligible.

April 15, 2026

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Build Your Own Power Plant or Lose Your Place in Line

Oracle expanded its Bloom Energy fuel cell commitment to 2.8 GW, Microsoft is building 900 MW of off-grid natural gas capacity in Abilene through Crusoe Energy, and Brookfield has committed $5 billion to on-site power deployment.

April 14, 2026

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ERCOT's Batch Rules Are Still in Draft. Your Invoices Are Not.

Oracle expanded its Bloom Energy fuel cell commitment from 1.2 GW to 2.8 GW of Solid Oxide Fuel Cell systems, with deployments already underway.

April 12, 2026

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400 Projects, Two Unanswered Questions, One Legislative Clock

Port Washington, Wisconsin, voted roughly 2-to-1 to require voter approval before awarding data center tax breaks, too late to stop OpenAI/Oracle's $15 billion facility but a clear signal.

April 9, 2026

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Nine Months to Shape the Rules Texas Is About to Write

Oracle is powering Project Jupiter in New Mexico with gas turbines.

March 30, 2026

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Texas Writes the Rules While Google Writes the Check

Microsoft's new plant dwarfs the existing 350-megawatt facility serving OpenAI and Oracle on the same Abilene tract.

March 27, 2026

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El Paso Gets a Gigawatt, and One Congresswoman Has Questions About the Gas

The White House Ratepayer Protection Pledge, signed March 4 by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, formalizes what Texas already started with Senate Bill 6: hyperscalers fund their own generation and transmission upgrades.

March 26, 2026

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When Drones Target Power Lines, the Perimeter Is Everywhere

In Abilene, Microsoft leased Crusoe Energy's 700 MW campus after Oracle and OpenAI abandoned negotiations, positioning Microsoft alongside the Stargate flagship development.

March 24, 2026

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Texas Invited the AI Boom. The $14B Transmission Bill Is the Invoice.

Google, Oracle, Switch, and Equinix are all backing SMR technology.

March 14, 2026

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Texas Captures 30% of AI Power Demand Before the Rules Are Written

OpenAI's Project Stargate with Oracle and SoftBank includes gas generation in Texas, and Meta's 366 MW utility gas plant in El Paso adds to the state's exposure.

March 9, 2026

OpenAI and Oracle have capped the Stargate datacenter in Abilene, Texas at **1.2 GW**, abandoning plans to expand to 2.0 GW after power grid delays exceeded one year and winter weather knocked liquid cooling systems offline for days.

March 8, 2026

The 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

Oracle and OpenAI have killed expansion plans for their flagship Stargate campus in Abilene, Texas, capping the site at its original 1.2 GW footprint and abandoning the planned 2 GW second phase.

March 6, 2026

The 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

Google, Meta, Microsoft, OpenAI, AWS, Oracle, and xAI signed the Trump administration's voluntary "Ratepayer Protection Pledge," committing to fund their own power infrastructure rather than drawing from the grid.

March 3, 2026

The bills are unlikely to advance, but they reflect real pressure: Oracle and OpenAI's $7 billion Saline Township project has already drawn opposition from Michigan AG Dana Nessel, a township rezoning denial, and a developer lawsuit.

February 26, 2026

Oracle is developing 1.2 GW in Abilene, 1.4 GW in Shackelford County, and multiple gigawatt-scale sites elsewhere.

February 23, 2026

Meta's El Paso behind-the-meter approach and Oracle/OpenAI's Stargate facility in Abilene fit the same pattern: operators are building their own power because they can't wait for grid interconnection.

February 21, 2026

Meta, OpenAI, Oracle, Chevron, and xAI are all pursuing variants of this model in at least nine states.

February 18, 2026

Crusoe Energy Systems, developer of the 1.2 GW Stargate campus in Abilene backed by OpenAI, SoftBank, and Oracle, has filed arguments that a new ERCOT approval requirement for private power agreements could impose 180-day delays on developers with billions already committed.