March 24, 2026
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Texas Invited the AI Boom. The $14B Transmission Bill Is the Invoice.
Amazon-backed X-energy filed for its Nasdaq IPO under ticker "XE," targeting 5GW+ of SMR deployment by 2039.
Companies
X-energy
X-energy is a nuclear technology company developing advanced small modular reactors (SMRs) that could potentially support Texas datacenters' growing power demands.
Referenced in 3 briefingsLast referenced: March 24, 2026
Mentions
March 3, 2026
Gigawatt Ambitions, County-Level Resistance: Who Blinks First?Meanwhile, a four-reactor SMR proposal from Dow and X-energy in Calhoun County, Texas hit a wall when the NRC's Atomic Safety and Licensing Board intervened on financial-qualification grounds, injecting fresh uncertainty into nuclear-backed datacenter timelines in the state.
February 17, 2026
Texas Confronts the Gap Between Hyperscale Ambition and Grid RealityDow and X-energy plan to break ground by year-end on four 80 MW Xe-100 reactors at Dow's Seadrift site in Calhoun County, backed by $800 million from DOE.
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ERCOT
3 co-occurrences
Companies
Dow
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Oracle
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Companies
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Agencies
NRC
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Places
San Marcos, TX
1 co-occurrence
Places
Calhoun County, Texas
1 co-occurrence
Companies
AIP
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Companies
Dow Chemical
1 co-occurrence
People
John Ketchum
1 co-occurrence