September 12, 2026
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1,100 Acres Enter Site Work Before Cameron Names Load or Tenant
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New Mexico shares the western border with Texas and supplies natural gas and electricity to Texas datacenters through regional power grids and pipelines.
September 12, 2026
Subscribe for full access
1,100 Acres Enter Site Work Before Cameron Names Load or Tenant
August 26, 2026
Tranche Power Gates Blackstone's Three AI Factory CampusesOpposition keeps cutting across party lines on farmland conversion, water security, noise, and bills, from Nebraska's Cass County fight to New Mexico's Project Jupiter well challenges and Georgia's gubernatorial pause talk.
August 11, 2026
Gov. Abbott's Audit Leaves Batch Zero With No Restart DateOpposition groups from Missouri to New Mexico to Virginia are shifting from harm arguments to procedural suits over notice, zoning, and meeting rules, a track Data Center Watch tied to at least 75 projects stalled in the first three months of 2024; Blackstone's QTS and Compass abandoned a Prince William County, Virginia conversion after a state court faulted public notice.
August 10, 2026
Trump Split With Gov. Abbott Just Compressed Every Operator's Audit TimelineStargate, the OpenAI-led joint venture, has grown from seven gigawatts of planned capacity across Texas, New Mexico, and Ohio last September to over nine gigawatts today, now including Wisconsin and Michigan.
July 21, 2026
Nueces County Campus Goes From Greenfield to Full Lease in MonthsOracle's $165B Project Jupiter in New Mexico was rejected a second time, with the air permit pending and no hearing scheduled.
July 12, 2026
North Carolina Repeals Its Power Tax Break. Texas Never Had One to Lose.New Mexico Democrats plan moratorium language for the 2027 session, with gubernatorial nominee Deb Haaland backing a regulatory pause over Project Jupiter.
July 5, 2026
Self-Supply Is Now the Floor for Political Viability in TexasNew Mexico Democrats plan a 2027 statewide moratorium bill, modeled on a vetoed Maine measure.
June 16, 2026
Developers Foot 100% of the Wire. Ratepayers Get the Discount.That's a dramatic reduction from initial million-gallons-daily projections, driven by 71% of New Mexico now sitting in moderate drought.
June 10, 2026
418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.Oracle's 2.45 GW fuel-cell campus in New Mexico and CyrusOne's 380 MW colocation behind Calpine's Freestone gas plant tell the same story from opposite ends of the queue.
May 22, 2026
Dallas Wins #1 Globally as Corpus Christi Shows the Real ConstraintXGS and Baker Hughes are building 150 MW of closed-loop geothermal for Meta in New Mexico.
April 20, 2026
Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GWEnergy Transfer's $60 million Green Chile Project pipeline, 17 miles and 400,000 dekatherms/day from El Paso to Project Jupiter, drew a formal FERC staff protest April 13 over missing New Mexico State Historic Preservation Office documentation.
April 9, 2026
Nine Months to Shape the Rules Texas Is About to WriteOracle is powering Project Jupiter in New Mexico with gas turbines.
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 6, 2026
Seven Signatures, One Fed Model, and 0.13 Points of InflationIn New Mexico, Project Jupiter's permitting hinges on air quality reviews for two on-site gas plants and a $60 million natural gas pipeline seeking federal approval, with the developer requesting construction authority just two days after the public comment period closes.
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ERCOT
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Meta
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PUCT
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OpenAI
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Amazon
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Oracle
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Microsoft
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