July 9, 2026
Subscribe for full access
89% of New Power Requests Are Datacenters. Abbott Wants Guardrails.
Cooling forces the tradeoff: Microsoft and QTS committed to zero-water cooling and higher power draw; Amazon cut North American water use 946 million liters in 2024.
July 7, 2026
Subscribe for full access
The Permian Gets Texas's First 765 kV Backbone, and CREZ Wrote the Playbook
The out-of-state signal is louder: Kevin O'Leary's Stratos project in Utah shrank from 40,000 acres to just over 20,000 after Governor Cox signed a May 29 executive order requiring state evaluation, and QTS walked from its $30 billion Virginia Digital Gateway after courts invalidated the rezonings on procedural grounds.
June 22, 2026
Subscribe for full access
ERCOT Studies Big Loads in Batches Now. The Queue Math Just Changed.
Vantage's 1.4GW Shackelford County campus, Crusoe's Abilene build, QTS in Dallas, and Microsoft's San Antonio development all sit in that 75MW+ bracket.
May 30, 2026
Subscribe for full access
Reclaimed Water Cleared QTS's $10B Campus. Texas Developers Should Take Notes.
The developers winning sites right now, QTS in Van Wert with mandatory closed-loop cooling, TeraWulf on brownfield industrial parks, are the ones treating water and power procurement as preconditions, not paperwork.
May 27, 2026
Subscribe for full access
The 445 GW Queue Gets a Gate. Capital Commitment Is the New Credential.
Meanwhile, Blackstone's QTS Fayetteville facility consumed nearly 30 million gallons without payment, exceeding agreed peak limits during Georgia drought conditions.
May 14, 2026
Hill County Draws the Line. Eight Projects Now Wait a Year.A QTS campus in Fayette County, Georgia and an unnamed Arizona developer were caught drawing water beyond permits this month, surfacing only after residents reported pressure drops.
May 12, 2026
Three Deals, One Thesis: The Capital Stack Is Buying Electrons NowQTS's Fayetteville campus consumed roughly 29 million gallons through two unmetered industrial hookups while Governor Kemp's emergency declaration had residents on conservation orders.
May 11, 2026
Recycled Water Is the Texas Permit Edge. San Antonio Just Proved It.Meanwhile in Fayette County, Georgia, QTS's Project Excalibur drew 29 million unmetered gallons over as long as 15 months before residents noticed pressure drops, and the county declined to fine its largest customer.
March 25, 2026
Grimes County Has No Land-Use Plan. That's Every Developer's Problem Now.In Wisconsin, QTS abandoned a 1,600-acre site in DeForest after grassroots opposition and is scouting alternatives.
March 16, 2026
"Bring Your Own Power, Water Plan, and Community Deal"QTS filed expansion plans for its Wilmer campus in the Dallas-Fort Worth area, part of an aggressive multi-state push that includes 12 million sq ft targeted in Blakely, Georgia and ongoing builds in Fayetteville and Augusta.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayQTS says its closed-loop systems save more than 48 million gallons annually per datacenter and already operate at Arizona and Texas sites.