June 29, 2026
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Washington Set the Deadline. Texas Already Wrote the Playbook.
Contrast the out-of-state signals: Ohio's Gov. DeWine paused new sales-tax exemptions on May 27, Arizona's Gov. Hobbs backed a penny-a-gallon water fee against a possible 77% Colorado River allocation cut, and 69 US jurisdictions had construction restrictions by May 2026.
June 13, 2026
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Hyperscalers Wire $200M Upfront as ERCOT's Queue Hits 438 GW
Arizona locked in a three-year pause on new datacenter tax incentives.
March 21, 2026
Illinois and New York Are Closing. Texas Has a Window.The company's ExoRise unit is already selling "powered land" in West Texas, New Mexico, Arizona, and Nevada, compressing deployment timelines by bundling energy and site development.
March 11, 2026
Texas Developers Need No Permission. Rural Counties Are Changing That.Arizona's datacenter water consumption turns out to be far less alarming than feared.
March 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationSeven states beyond Virginia, including Arizona, Indiana, and Nevada, may exceed 20% datacenter electricity share.
March 4, 2026
Behind the Pledge: 40 GW, No Rules, and Texas Ready to Win Either WayTexas, California, and Arizona captured **74% of the 16 GW** of utility-scale battery storage installed in 2025, per SEIA.
February 27, 2026
6.5 GW Under Construction, 30% Slippage: The Real Cost of Texas's Datacenter SprintShe amplified polling from First Solar and American Energy First, a newly formed coalition that explicitly surveyed likely voters in Texas alongside Arizona, Florida, Indiana, and Ohio.