June 13, 2026
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Hyperscalers Wire $200M Upfront as ERCOT's Queue Hits 438 GW
Vertiv's Peter Panfil notes module designs have scaled from 1.5 MW to 6 MW in a year, with 12 MW in discussion.
Companies
Vertiv
Vertiv is a manufacturer of power management and cooling infrastructure equipment widely deployed in Texas datacenters to support high-density computing operations.
Referenced in 4 briefingsLast referenced: June 13, 2026
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May 16, 2026
Beacon Point Sets the 1-GW Template While 300 GW Wait in QueueHut 8's Beacon Point pairs AEP Texas utility interconnection with NVIDIA, Vertiv, and a take-or-pay anchor tenant.
May 6, 2026
Hut 8 Redesigned a 224 MW Hall to 352 MW. Same Footprint, Same Utility Tie.The deal anchors Texas as the proving ground for the power-first, tenant-flexible development model: AEP on power, Vertiv on critical systems, Jacobs on EPCM, with initial energization targeted Q1 2027.
February 19, 2026
Water, Not Power, Will Decide Who Wins the Texas Data Center RaceVertiv's Q4 results put hard numbers on what the industry already suspects: this build cycle isn't peaking.
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ERCOT
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Abilene, TX
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NVIDIA
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Jacobs
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Houston Advanced Research Center
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