[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"market-projects":3,"market-tracker-page":435},[4,47,104,148,189,227,261,297,328,362,398],{"slug":5,"name":6,"developer":7,"region":8,"location":9,"capacity":10,"capacityMw":11,"powerModel":12,"projectStatus":13,"stage":14,"firstPowerTarget":15,"acreage":16,"summary":17,"newsSummary":18,"body":19,"keyDependencies":20,"analysis":21,"lastVerified":22,"timeline":23,"sources":30,"seo":45},"gw-ranch-pacifico-pecos-county","GW Ranch","Pacifico Energy","permian-west-texas","Pecos County, TX","5+ GW campus; 7.65 GW gas permitted",7650,"Integrated private grid — gas, 1.8 GW BESS, 750 MWac solar","TCEQ air permit secured; Phase 1 planned at 1 GW","permitted","H1 2027 (developer target)","","Pecos County; more than 5 GW integrated private-grid campus. The TCEQ permit authorizes up to 7.65 GW of gas generation, alongside a proposed 1.8 GW of battery storage and 750 MWac of solar. Phase 1 is planned at 1 GW, with first power targeted for the first half of 2027.","TCEQ issued an air permit authorizing up to 7.65 GW of gas-fired generation — reported as the largest power-generation air permit granted in the United States.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> Pacifico Energy's GW Ranch is an off-grid power campus in Pecos County designed to serve hyperscale AI and high-performance computing load. The Texas Commission on Environmental Quality has issued an air-quality permit authorizing \u003Cstrong>up to 7.65 GW of gas-fired generation\u003C\u002Fstrong> — reported as the largest power-generation air permit granted in the United States. The published plan pairs that generation with approximately \u003Cstrong>1.8 GW of battery storage\u003C\u002Fstrong> and \u003Cstrong>750 MWac of solar\u003C\u002Fstrong>, operating as an integrated private grid rather than drawing capacity from ERCOT.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> Air permit secured. \u003Cstrong>Phase 1 is planned at 1 GW\u003C\u002Fstrong>, with first power targeted for the first half of 2027. Permitting documents place the authorized envelope at more than 12,000 tons per year of regulated air pollutants and up to 33 million tons per year of greenhouse gases.\u003C\u002Fp>\n\u003Cp>These are developer targets and a permitted ceiling — not completed or contracted capacity.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Firm, contracted gas deliverability at the volumes a multi-gigawatt fleet requires (analysis cited by the Texas Observer puts full-output consumption on the order of 1–2 Bcf\u002Fd)\u003C\u002Fli>\n\u003Cli>Generation equipment delivery slots\u003C\u002Fli>\n\u003Cli>Tenant offtake for phases beyond Phase 1\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>An air permit of this size sets the regulatory ceiling a site may operate under; turbines, gas supply and offtake still have to be assembled underneath it. Read the 7.65 GW figure as runway, and the 1 GW Phase 1 as the near-term deliverable.\u003C\u002Fp>\n","2026-07-28",[24,27],{"date":25,"event":26},"January 2026","TCEQ issues air permit authorizing up to 7.65 GW of gas-fired generation.",{"date":28,"event":29},"H1 2027 (target)","First power targeted; Phase 1 planned at 1 GW.",[31,36,40],{"title":32,"url":33,"publisher":34,"published":35},"Pacifico Energy GW Ranch: permit and development timeline","https:\u002F\u002Fwww.mrt.com\u002Fbusiness\u002Farticle\u002Fpacifico-energy-gw-ranch-permit-21320538.php","Midland Reporter-Telegram","2026",{"title":37,"url":38,"publisher":39,"published":35},"Country's largest air pollution permit issued to power plant for data centers in West Texas","https:\u002F\u002Fwww.texasobserver.org\u002Fdeveloper-gw-ranch-pecos-county-largest-power-project-us\u002F","Texas Observer",{"title":41,"url":42,"publisher":43,"published":44},"Pacifico Energy Secures 7.65 GW Power Generation Permit for GW Ranch Project","https:\u002F\u002Fwww.businesswire.com\u002Fnews\u002Fhome\u002F20260126236053\u002Fen\u002FPacifico-Energy-Secures-7.65-GW-Power-Generation-Permit-for-GW-Ranch-Project","Business Wire","Jan 2026",{"metaTitle":46,"metaDescription":17},"GW Ranch — Pacifico Energy",{"slug":48,"name":49,"developer":50,"region":51,"location":52,"capacity":53,"capacityMw":54,"powerModel":55,"projectStatus":56,"stage":57,"firstPowerTarget":58,"acreage":59,"summary":60,"newsSummary":61,"body":62,"keyDependencies":63,"analysis":64,"lastVerified":22,"timeline":65,"sources":81,"seo":102},"project-matador-fermi-america-amarillo","Project Matador","Fermi America","panhandle","Carson County, Amarillo area, TX","~6 GW gas permitted (+5 GW application filed); 17 GW long-term master plan",6000,"Private \"HyperGrid\" — gas, with planned nuclear, solar and battery storage","~6 GW gas preliminarily permitted; NRC accepted AP1000 licence application; binding tenants not yet secured","permitting","Phased; nuclear tranche in the 2030s","Approximately 5,769 acres adjacent to Pantex (Carson County)","A Carson County campus in the Amarillo area. Fermi markets a potential 17 GW campus, but the more defensible regulatory description is approximately 6 GW of gas generation permitted, with an additional 5 GW gas-permit application filed.","TCEQ granted preliminary approval for the first ~6 GW of gas generation and the NRC accepted the combined licence application for four AP1000 reactors; separately, a prospective tenant terminated a $150 million construction-funding agreement in December 2025, and both the CEO and CFO departed in April 2026.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A campus of approximately \u003Cstrong>5,769 acres\u003C\u002Fstrong> adjacent to the Pantex Plant in \u003Cstrong>Carson County\u003C\u002Fstrong>, near Amarillo, marketed as a private \"HyperGrid\" combining gas generation with planned nuclear, solar and battery storage. \u003Cstrong>TCEQ has granted preliminary approval for the first ~6 GW of gas generation\u003C\u002Fstrong>, and an \u003Cstrong>additional 5 GW gas-permit application has been filed\u003C\u002Fstrong>. The \u003Cstrong>NRC has accepted the combined licence application\u003C\u002Fstrong> for four Westinghouse AP1000 reactors. Site and foundation work has been under way since late 2025.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>On the headline number.\u003C\u002Fstrong> The \u003Cstrong>17 GW figure is a long-term company master-plan target\u003C\u002Fstrong> — not permitted, funded or contracted operating capacity. The defensible regulatory description is the ~6 GW preliminarily approved.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage — execution risk.\u003C\u002Fstrong> In \u003Cstrong>December 2025\u003C\u002Fstrong>, an investment-grade-rated prospective tenant \u003Cstrong>terminated a $150 million Advance in Aid of Construction Agreement\u003C\u002Fstrong>; no funds had been drawn, and the company stated that lease negotiations with the same party were continuing under a non-binding LOI. In \u003Cstrong>April 2026\u003C\u002Fstrong>, the \u003Cstrong>CEO departed (17 April)\u003C\u002Fstrong> and the \u003Cstrong>CFO resigned (19 April)\u003C\u002Fstrong>. The company has continued to emphasise the need to secure binding tenants.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Binding tenant agreements (the company has continued to emphasise this need)\u003C\u002Fli>\n\u003Cli>Project-level financing following the terminated $150 million construction agreement\u003C\u002Fli>\n\u003Cli>NRC licensing timeline for the AP1000 tranche, which runs into the 2030s\u003C\u002Fli>\n\u003Cli>Leadership continuity following the April 2026 CEO and CFO departures\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>Matador runs on a different clock from the rest of this list: the gas tranche follows familiar timelines, while NRC licensing and AP1000 construction history place the nuclear component in the 2030s. Read it as ~6 GW of near-term gas capability with a nuclear option layered behind it, not 17 GW arriving together.\u003C\u002Fp>\n",[66,69,72,75,78],{"date":67,"event":68},"Late 2025","Foundation and site work under way, including generation-area grading and substation foundations.",{"date":70,"event":71},"December 2025","An investment-grade-rated prospective tenant terminates a $150 million Advance in Aid of Construction Agreement; no funds had been drawn. Lease negotiations reported as continuing under a non-binding LOI.",{"date":73,"event":74},"2025–2026","TCEQ grants preliminary approval for the first ~6 GW of gas generation; an additional 5 GW application is filed.",{"date":76,"event":77},"March 2026","NRC begins environmental scoping for the four-unit AP1000 combined licence application.",{"date":79,"event":80},"April 2026","CEO departs (17 April); CFO resigns (19 April). An interim Office of the CEO is established.",[82,87,92,97],{"title":83,"url":84,"publisher":85,"published":86},"Texas firm aims to build world's largest data-energy complex with nuclear, gas, solar","https:\u002F\u002Fwww.reuters.com\u002Fbusiness\u002Fenergy\u002Ftexas-firm-aims-build-worlds-largest-data-energy-complex-with-nuclear-gas-solar-2025-06-26\u002F","Reuters","Jun 2025",{"title":88,"url":89,"publisher":90,"published":91},"Fermi shares slump after CEO, CFO step down","https:\u002F\u002Fwww.cfodive.com\u002Fnews\u002Ffermi-shares-slump-ceo-ceo-step-down\u002F817994\u002F","CFO Dive","Apr 2026",{"title":93,"url":94,"publisher":95,"published":96},"Fermi stock drops after termination of $150 million construction agreement","https:\u002F\u002Famarillotribune.org\u002F2025\u002F12\u002F12\u002Ffermi-stock-drops-after-termination-of-150-million-construction-agreement\u002F","Amarillo Tribune","Dec 2025",{"title":98,"url":99,"publisher":100,"published":101},"NRC notice of intent to conduct scoping and prepare an EIS — Project Matador AP1000 Units 1-4","https:\u002F\u002Fwww.federalregister.gov\u002Fdocuments\u002F2026\u002F03\u002F20\u002F2026-05487\u002Ffermi-america-llc-dba-fermi-america-project-matador-advanced-energy-and-intelligence-campus-ap1000","Federal Register (NRC)","Mar 2026",{"metaTitle":103,"metaDescription":60},"Project Matador — Fermi America",{"slug":105,"name":106,"developer":107,"region":108,"location":109,"capacity":110,"capacityMw":111,"powerModel":112,"projectStatus":113,"stage":114,"firstPowerTarget":115,"acreage":116,"summary":117,"newsSummary":118,"body":119,"keyDependencies":120,"analysis":121,"lastVerified":22,"timeline":122,"sources":133,"seo":146},"tract-caldwell-valley","Caldwell Valley Technology Park","Tract, with Bluebonnet Electric Cooperative and LCRA","i35-corridor","Caldwell County, near Uhland \u002F Lockhart, TX","Nearly 3,000 acres; more than 4 GW of potential capacity",4000,"Utility supply with an onsite substation scalable to 1.6 GW; onsite generation planned to be grid-connected","First 250 MW contracted for Q1 2028 delivery","announced","First 250 MW contracted for delivery in Q1 2028","Nearly 3,000 acres","Caldwell County near Uhland \u002F Lockhart. The current plan is nearly 3,000 acres and more than 4 GW of potential data-center capacity. Tract, Bluebonnet Electric and LCRA are planning an onsite substation scalable to 1.6 GW, with the first 250 MW contracted for delivery in the first quarter of 2028.","Tract expanded the park to nearly 3,000 acres and more than 4 GW of potential capacity; an onsite substation scalable to 1.6 GW is planned with Bluebonnet Electric and LCRA.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A technology park of \u003Cstrong>nearly 3,000 acres\u003C\u002Fstrong> in Caldwell County near Uhland and Lockhart (1,515 acres acquired in May 2025, expanded through two further acquisitions in January 2026), planned for \u003Cstrong>more than 4 GW of potential data-center capacity\u003C\u002Fstrong>. \u003Cstrong>Tract, Bluebonnet Electric Cooperative and LCRA are planning an onsite substation scalable to 1.6 GW\u003C\u002Fstrong>, with the \u003Cstrong>first 250 MW contracted for delivery in Q1 2028\u003C\u002Fstrong>. Tract has not requested county tax incentives and has committed to fund improvements to FM 2720.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> Land assembled; utility arrangements in place for the first tranche. Tract has \u003Cstrong>initiated onsite generation planning, apparently involving natural gas\u003C\u002Fstrong> — but the company says that generation \u003Cstrong>would ultimately become grid-connected\u003C\u002Fstrong>. This is therefore \u003Cstrong>not presented as a permanently islanded private-grid project\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Note.\u003C\u002Fstrong> No water source, cooling technology or water consumption figure has been publicly disclosed.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Utility delivery schedule for the contracted first 250 MW\u003C\u002Fli>\n\u003Cli>Substation build-out beyond the initial tranche\u003C\u002Fli>\n\u003Cli>A publicly disclosed water plan for a park of this scale\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>Tract is the counter-example in this tracker: utility-supplied in a corridor where most peers are going behind the meter. The trade is schedule — pace is set by utility planning rather than equipment delivery — and the announced onsite generation is a hedge that is expected to end up grid-connected rather than islanded.\u003C\u002Fp>\n",[123,126,128,130],{"date":124,"event":125},"May 2025","Tract closes acquisition of 1,515 acres in Caldwell County.",{"date":25,"event":127},"Two further acquisitions expand the park to nearly 3,000 acres.",{"date":35,"event":129},"Plans announced with Bluebonnet Electric and LCRA for an onsite substation scalable to 1.6 GW.",{"date":131,"event":132},"Q1 2028 (contracted)","First 250 MW contracted for delivery.",[134,138,142],{"title":135,"url":136,"publisher":137,"published":35},"Tract expands Austin data center park to 3,000 acres","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002Ftract-expands-austin-data-center-park-to-3000-acres\u002F","Data Center Dynamics",{"title":139,"url":140,"publisher":141,"published":124},"Tract Closes Acquisition of 1,515 Acres in Caldwell County, Texas for Multi-Gigawatt Data Center Technology Park","https:\u002F\u002Fwww.tract.com\u002Fnews\u002Ftract-closes-acquisition-of-1515-acres-in-caldwell-county-texas-for-multi-gigawatt-data-center-technology-park\u002F","Tract",{"title":143,"url":144,"publisher":145,"published":124},"Data center 'megasite' is coming to Lockhart as similar facilities strain Texas' water, energy supply","https:\u002F\u002Fwww.kut.org\u002Fenergy-environment\u002F2025-05-16\u002Fdata-center-megasite-is-coming-to-lockhart-as-similar-facilities-strain-texas-water-energy-supply","KUT (Austin NPR)",{"metaTitle":147,"metaDescription":117},"Caldwell Valley Technology Park — Tract, with Bluebonnet Electric Cooperative and LCRA",{"slug":149,"name":150,"developer":151,"region":8,"location":152,"capacity":153,"capacityMw":154,"powerModel":155,"projectStatus":156,"stage":114,"firstPowerTarget":157,"acreage":158,"summary":159,"newsSummary":160,"body":161,"keyDependencies":162,"analysis":163,"lastVerified":22,"timeline":164,"sources":174,"seo":187},"project-kilby-chevron-reeves-county","Project Kilby","Chevron with Engine No. 1 \u002F Joulent","Reeves County, near Pecos, TX","~2.67 GW generation under a 20-year agreement",2670,"Co-located natural-gas generation serving a Microsoft-operated data center campus","Named hyperscale customer and 20-year power agreement announced; subject to FID and permitting","2028","More than 2,000 acres","Reeves County near Pecos. Chevron and Engine No. 1 \u002F Joulent plan a co-located natural-gas power facility with approximately 2.67 GW of generation under a 20-year agreement serving a Microsoft-operated data-center campus. Microsoft describes its data-center expansion as approximately 2 GW.","Chevron signed a 20-year power supply agreement with Microsoft in June 2026 for a co-located gas facility of approximately 2.67 GW; Chevron expects an investment decision by the end of 2026 and first power in 2028.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A co-located natural-gas power facility of approximately \u003Cstrong>2.67 GW\u003C\u002Fstrong> in Reeves County near Pecos, developed by \u003Cstrong>Chevron with Engine No. 1 \u002F Joulent\u003C\u002Fstrong>, under a \u003Cstrong>20-year power agreement\u003C\u002Fstrong> announced in June 2026 serving a \u003Cstrong>Microsoft-operated data-center campus\u003C\u002Fstrong>. Microsoft describes its associated data-center expansion as approximately \u003Cstrong>2 GW\u003C\u002Fstrong>. The facility is designed to operate independently of the ERCOT grid, on a site of more than 2,000 acres, using GE Vernova and Solar Turbines equipment fuelled by Permian gas.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> This is \u003Cstrong>one of the most commercially advanced projects on this list\u003C\u002Fstrong>, because a named hyperscale customer and a long-term power agreement have both been announced. Chevron expects an \u003Cstrong>investment decision by the end of 2026\u003C\u002Fstrong> and \u003Cstrong>first power in 2028\u003C\u002Fstrong>. Construction nonetheless remains \u003Cstrong>subject to FID and permitting\u003C\u002Fstrong>.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Chevron's final investment decision, expected by end-2026\u003C\u002Fli>\n\u003Cli>Air and construction permitting\u003C\u002Fli>\n\u003Cli>Turbine delivery against the 2028 first-power target\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>The offtake is what makes a project of this size financeable, not the megawatts. A 2.67 GW site without a counterparty is a land-and-permit position; the same site with an investment-grade 20-year agreement is a bankable asset. The 2026-FID-to-2028-power window is a realistic benchmark for greenfield campuses at this scale.\u003C\u002Fp>\n",[165,168,171],{"date":166,"event":167},"22 June 2026","Chevron signs a 20-year power supply agreement with Microsoft covering approximately 2.67 GW of co-located gas generation.",{"date":169,"event":170},"End of 2026 (expected)","Chevron expects to reach an investment decision.",{"date":172,"event":173},"2028 (target)","First power targeted.",[175,179,183],{"title":176,"url":177,"publisher":85,"published":178},"Chevron signs power supply deal with Microsoft for Texas data center","https:\u002F\u002Fwww.reuters.com\u002Flegal\u002Flitigation\u002Fchevron-signs-power-supply-deal-with-microsoft-texas-data-center-2026-06-22\u002F","Jun 2026",{"title":180,"url":181,"publisher":182,"published":178},"Chevron Signs 20-Year Power Agreement with Microsoft for West Texas Data Center","https:\u002F\u002Fwww.chevron.com\u002Fnewsroom\u002F2026\u002Fq2\u002Fchevron-signs-20-year-power-agreement-with-microsoft-for-west-texas-data-center","Chevron",{"title":184,"url":185,"publisher":186,"published":178},"New co-located gas plant to power Microsoft data center in West Texas","https:\u002F\u002Fwww.power-eng.com\u002Fonsite-power\u002Fnew-co-located-gas-plant-to-power-microsoft-data-center-in-west-texas\u002F","Power Engineering",{"metaTitle":188,"metaDescription":159},"Project Kilby — Chevron with Engine No. 1 \u002F Joulent",{"slug":190,"name":191,"developer":192,"region":51,"location":193,"capacity":194,"capacityMw":195,"powerModel":196,"projectStatus":197,"stage":198,"firstPowerTarget":199,"acreage":16,"summary":200,"newsSummary":201,"body":202,"keyDependencies":203,"analysis":204,"lastVerified":22,"timeline":205,"sources":213,"seo":225},"crusoe-abilene-stargate","Abilene (Stargate campus)","Crusoe, with OpenAI \u002F Oracle and Microsoft as announced users","Abilene, TX","~1.2 GW (Oracle\u002FOpenAI) plus an announced ~900 MW campus",2100,"Onsite gas generation and grid supply supporting hyperscale AI campuses","Operational and under construction across phases","under-construction","Phased; earliest phases already energised","The Abilene Stargate development is a separate Crusoe project from Goodnight: an existing ~1.2 GW facility serving Oracle and OpenAI, alongside an announced ~900 MW campus built for Microsoft.","Crusoe announced a ~900 MW AI campus in Abilene for Microsoft in March 2026, adjacent to its existing ~1.2 GW facility serving Oracle and OpenAI. Separately, a 2025 Crusoe–Engine No. 1 arrangement covers access to 4.5 GW of GE Vernova turbine capacity — a distinct announcement, not the Goodnight plant.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> Abilene hosts a Crusoe-developed hyperscale AI campus: an existing facility of approximately \u003Cstrong>1.2 GW\u003C\u002Fstrong> serving \u003Cstrong>Oracle and OpenAI\u003C\u002Fstrong> (the Stargate development), and an announced campus of approximately \u003Cstrong>900 MW\u003C\u002Fstrong> built for \u003Cstrong>Microsoft\u003C\u002Fstrong>, giving a combined Abilene footprint of roughly \u003Cstrong>2.1 GW\u003C\u002Fstrong>. Crusoe ordered GE Vernova \u003Cstrong>LM2500XPRESS\u003C\u002Fstrong> aeroderivative gas turbines for the site — 10 units initially, later expanded.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> Earliest phases are energised, with further phases under construction.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Scope note — three separate matters.\u003C\u002Fstrong> Public discussion frequently conflates three distinct items: \u003Cstrong>(1)\u003C\u002Fstrong> this Abilene \u002F Stargate development; \u003Cstrong>(2)\u003C\u002Fstrong> the proposed \u003Cstrong>933 MW Goodnight plant\u003C\u002Fstrong> in Armstrong County; and \u003Cstrong>(3)\u003C\u002Fstrong> a \u003Cstrong>2025 Crusoe–Engine No. 1 arrangement covering access to 4.5 GW of GE Vernova turbine capacity\u003C\u002Fstrong>. Public sources do not establish that the Goodnight plant and the turbine arrangement describe the same equipment package.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Turbine delivery schedules across phases, against a fleet already numbering dozens of units\u003C\u002Fli>\n\u003Cli>Power supply arrangements for phases beyond those already energised\u003C\u002Fli>\n\u003Cli>Continued capital commitment from the named users, since each campus phase is tied to a specific tenant rather than built speculatively\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>Aeroderivative turbines were chosen here for the same reason others chose reciprocating engines: speed and modularity beat peak efficiency when the binding constraint is time-to-power. Across this tracker, that trade-off is the single most consistent theme.\u003C\u002Fp>\n",[206,209,211],{"date":207,"event":208},"2025","A Crusoe–Engine No. 1 arrangement covering access to 4.5 GW of GE Vernova turbine capacity is announced — a separate matter from the Goodnight plant.",{"date":70,"event":210},"Crusoe orders 10 GE Vernova LM2500XPRESS aeroderivative gas turbines for the Abilene site.",{"date":76,"event":212},"Crusoe announces an approximately 900 MW AI campus in Abilene built for Microsoft, adjacent to the existing ~1.2 GW Oracle\u002FOpenAI facility.",[214,218,221],{"title":215,"url":216,"publisher":217,"published":35},"Crusoe Adds 4.5 GW Natural Gas to Fuel AI, Expands Abilene Data Center to 1.2 GW","https:\u002F\u002Fwww.datacenterfrontier.com\u002Fhyperscale\u002Farticle\u002F55276169\u002Fcrusoe-adds-45-gw-natural-gas-to-fuel-ai-expands-abilene-data-center-to-12-gw","Data Center Frontier",{"title":219,"url":220,"publisher":137,"published":35},"Crusoe orders 19 natural gas turbines from GE Vernova to power data centers","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002Fcrusoe-orders-19-natural-gas-turbines-from-ge-vernova-to-power-data-centers\u002F",{"title":222,"url":223,"publisher":224,"published":16},"LM2500XPRESS powering Crusoe AI data centers","https:\u002F\u002Fwww.gevernova.com\u002Fgas-power\u002Fresources\u002Fcase-studies\u002Fcrusoe-ai-data-centers-lm2500xpress","GE Vernova",{"metaTitle":226,"metaDescription":200},"Abilene (Stargate campus) — Crusoe, with OpenAI \u002F Oracle and Microsoft as announced users",{"slug":228,"name":229,"developer":230,"region":231,"location":232,"capacity":233,"capacityMw":234,"powerModel":235,"projectStatus":236,"stage":198,"firstPowerTarget":237,"acreage":16,"summary":238,"newsSummary":239,"body":240,"keyDependencies":241,"analysis":242,"lastVerified":22,"timeline":243,"sources":251,"seo":259},"cloudburst-san-marcos","San Marcos Data Center I","CloudBurst Data Centers (with Evolve)","central-texas","San Marcos \u002F New Braunfels corridor, Hays and Guadalupe counties, TX","Master-planned up to 1.2 GW",1200,"Behind-the-meter natural-gas generation supplied through Energy Transfer's Oasis Pipeline","Groundbreaking announced; no binding hyperscale tenant identified","First 50 MW phase targeted for Q4 2026","San Marcos \u002F New Braunfels corridor in Hays and Guadalupe counties. The campus is master-planned for up to 1.2 GW, with the first 50 MW phase targeted for Q4 2026. The primary plan is behind-the-meter natural-gas generation supplied through Energy Transfer's Oasis Pipeline.","Energy Transfer agreed to supply 450,000 MMBtu\u002Fday via its Oasis Pipeline for at least 10 years — its first commercial arrangement supplying gas directly to a data center. The agreement was expressly conditioned on CloudBurst reaching customer FID.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A campus in the \u003Cstrong>San Marcos \u002F New Braunfels corridor, spanning Hays and Guadalupe counties\u003C\u002Fstrong>, master-planned for \u003Cstrong>up to 1.2 GW\u003C\u002Fstrong>. Power is planned as \u003Cstrong>behind-the-meter natural-gas generation\u003C\u002Fstrong> supplied through \u003Cstrong>Energy Transfer's Oasis Pipeline\u003C\u002Fstrong> under an agreement for \u003Cstrong>450,000 MMBtu per day for at least 10 years\u003C\u002Fstrong> — described by Energy Transfer as its first commercial arrangement supplying gas directly to a data center. The \u003Cstrong>first 50 MW phase is targeted for Q4 2026\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> The \u003Cstrong>original Energy Transfer agreement was expressly conditioned on CloudBurst reaching customer FID.\u003C\u002Fstrong> A later developer announcement states that \u003Cstrong>groundbreaking occurred\u003C\u002Fstrong>, but \u003Cstrong>neither source identifies a binding hyperscale tenant\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Note on capacity.\u003C\u002Fstrong> Use Energy Transfer's \u003Cstrong>approximately 1.2 GW\u003C\u002Fstrong> estimate for the contracted gas volume rather than the later developer claim that the same volume could produce more than 1.8 GW.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Customer FID, on which the gas supply agreement was expressly conditioned\u003C\u002Fli>\n\u003Cli>A binding hyperscale tenant (none publicly identified)\u003C\u002Fli>\n\u003Cli>Generation equipment delivery against the Q4 2026 first-phase target\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>The notable feature is the counterparty structure: a midstream operator contracting directly with a data center developer removes a layer from the value chain and changes who carries fuel deliverability risk. Building 50 MW first in a campus designed for 1.2 GW is disciplined phasing, not a lack of ambition.\u003C\u002Fp>\n",[244,246,248],{"date":207,"event":245},"Energy Transfer and CloudBurst sign a gas supply agreement — 450,000 MMBtu\u002Fday via the Oasis Pipeline for at least 10 years, expressly conditioned on CloudBurst reaching customer FID.",{"date":35,"event":247},"Developer announcement states groundbreaking occurred on the Central Texas campus.",{"date":249,"event":250},"Q4 2026 (target)","First 50 MW phase targeted to come online.",[252,255],{"title":253,"url":254,"publisher":137,"published":207},"CloudBurst signs natural gas deal with Energy Transfer to power Texas data center","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002Fcloudburst-signs-natural-gas-deal-with-energy-transfer-to-power-texas-data-center\u002F",{"title":256,"url":257,"publisher":258,"published":207},"Energy Transfer and CloudBurst Sign Agreement for Natural Gas Supply to Data Center Project in Central Texas","https:\u002F\u002Fir.energytransfer.com\u002Fnews-releases\u002Fnews-release-details\u002Fenergy-transfer-and-cloudburst-sign-agreement-natural-gas-supply","Energy Transfer",{"metaTitle":260,"metaDescription":238},"San Marcos Data Center I — CloudBurst Data Centers (with Evolve)",{"slug":262,"name":263,"developer":264,"region":8,"location":265,"capacity":266,"capacityMw":267,"powerModel":268,"projectStatus":269,"stage":114,"firstPowerTarget":270,"acreage":271,"summary":272,"newsSummary":273,"body":274,"keyDependencies":275,"analysis":276,"lastVerified":22,"timeline":277,"sources":287,"seo":295},"circe-energy-west-texas-ai-campus","West Texas AI Infrastructure Campus","Circe Energy","Permian Basin (I-20 corridor), TX","~150 MW in 2027; up to 1.1 GW by 2030",1100,"Behind-the-meter Cummins natural-gas generators with microgrid controls","1,950-acre site; ~2 GW of Cummins equipment ordered (not exclusive to this site)","2027 (~150 MW)","~1,950 acres","A 1,950-acre Permian Basin campus using behind-the-meter Cummins natural-gas generators and microgrid controls. Circe's published site plan calls for approximately 150 MW in 2027 and up to 1.1 GW by 2030.","Circe ordered approximately 2 GW of Cummins natural-gas generator sets for 2026–2030 delivery; that order supports both this campus and possible future North American projects.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A \u003Cstrong>1,950-acre\u003C\u002Fstrong> campus along the Permian Basin's I-20 corridor, built around \u003Cstrong>behind-the-meter Cummins natural-gas generator sets\u003C\u002Fstrong> (HSK78 and QSK60 reciprocating gas engines, not large-frame turbines) with microgrid controls. Circe's published site plan calls for approximately \u003Cstrong>150 MW in 2027\u003C\u002Fstrong>, scaling to \u003Cstrong>up to 1.1 GW by 2030\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> Site control established; equipment ordered. Circe has ordered approximately \u003Cstrong>2 GW of Cummins generation\u003C\u002Fstrong> for delivery between 2026 and 2030 — but that order \u003Cstrong>supports both this campus and possible future North American projects\u003C\u002Fstrong>, and should not be read as 2 GW committed exclusively to this site.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Note on capacity figures.\u003C\u002Fstrong> The 2 GW equipment order and the 1.1 GW site plan are different numbers measuring different things; the site plan is the relevant figure for this campus.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Tenant offtake to justify each generation tranche as it is delivered\u003C\u002Fli>\n\u003Cli>Cummins delivery schedule across 2026–2030\u003C\u002Fli>\n\u003Cli>Gas supply contracting at the I-20 corridor site\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>Reciprocating gas engines trade peak efficiency for modularity and speed — capacity arrives in ~2 MW increments rather than 200 MW blocks. For a campus phasing 150 MW to 1.1 GW over three years, that lets capacity track tenant ramp instead of stranding capital ahead of demand.\u003C\u002Fp>\n",[278,281,284],{"date":279,"event":280},"June 2026","Circe and Cummins announce a collaboration covering ~2 GW of behind-the-meter gas generation for 2026–2030 delivery.",{"date":282,"event":283},"2027 (plan)","Campus planned to launch at approximately 150 MW.",{"date":285,"event":286},"2030 (plan)","Site plan scales to up to 1.1 GW.",[288,291],{"title":289,"url":290,"publisher":137,"published":178},"Circe Energy secures 2GW of natural gas capacity for West Texas data center campus","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002Fcirce-energy-secures-2gw-of-natural-gas-capacity-for-west-texas-data-center-campus\u002F",{"title":292,"url":293,"publisher":294,"published":178},"Circe Energy Advances Scalable Behind-the-Meter AI Infrastructure Platform With 2 GW of Generation Capacity","https:\u002F\u002Fwww.prnewswire.com\u002Fnews-releases\u002Fcirce-energy-advances-scalable-behind-the-meter-ai-infrastructure-platform-with-2-gw-of-generation-capacity-302802334.html","PR Newswire",{"metaTitle":296,"metaDescription":272},"West Texas AI Infrastructure Campus — Circe Energy",{"slug":298,"name":299,"developer":300,"region":51,"location":301,"capacity":302,"capacityMw":303,"powerModel":304,"projectStatus":305,"stage":57,"firstPowerTarget":306,"acreage":16,"summary":307,"newsSummary":308,"body":309,"keyDependencies":310,"analysis":311,"lastVerified":22,"timeline":312,"sources":317,"seo":326},"crusoe-goodnight-armstrong-county","Goodnight (Crusoe \u002F Google)","Crusoe; development agreed to be sold to Google","Goodnight, Armstrong County, TX","Proposed 933 MW onsite gas generation",933,"Proposed off-grid natural-gas plant serving the campus; not grid-connected","TCEQ permit application filed; Google says no contract in place for the plant","Not publicly stated","A proposed 933 MW off-grid natural-gas plant associated with a Crusoe-developed campus at Goodnight in Armstrong County. Crusoe agreed to sell the development to Google, which is incorporating the site into its Texas data-center investment programme.","Crusoe filed a TCEQ permit application in January 2026 for a 933 MW off-grid gas plant at Goodnight. Google, which agreed to acquire the development, said at the time of the reporting that it did not have a contract in place for the Texas plant.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A proposed \u003Cstrong>933 MW off-grid natural-gas plant\u003C\u002Fstrong> at \u003Cstrong>Goodnight, Armstrong County\u003C\u002Fstrong>, associated with a Crusoe-developed campus. Crusoe \u003Cstrong>agreed to sell the development to Google\u003C\u002Fstrong>, which is incorporating the site into its Texas data-center investment programme. A \u003Cstrong>TCEQ permit application was filed in January 2026\u003C\u002Fstrong>. Public reporting indicates the plant would serve buildings on the campus and \u003Cstrong>would not connect to the grid\u003C\u002Fstrong>.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage — important qualification.\u003C\u002Fstrong> At the time of the Goodnight reporting, \u003Cstrong>Google stated that it did not have a contract in place for the Texas plant\u003C\u002Fstrong>, and the amount of power Google would draw from it was described as still to be determined. The site transaction and the power contract are therefore \u003Cstrong>two separate matters\u003C\u002Fstrong>, only one of which has been agreed.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Scope note.\u003C\u002Fstrong> This entry covers \u003Cstrong>Goodnight only\u003C\u002Fstrong>. Crusoe's Abilene developments and its separate GE Vernova turbine-access arrangement are tracked as distinct items and should not be combined with the 933 MW figure.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>A power contract for the plant (Google stated none was in place at the time of reporting)\u003C\u002Fli>\n\u003Cli>TCEQ air permitting\u003C\u002Fli>\n\u003Cli>Determination of how much of the plant's output Google would take\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>Goodnight illustrates development-for-sale: Crusoe assembled land, gas position and permit, and Google is buying the assembled outcome. For landowners with power potential, that is the exit worth studying — buyers pay for the regulatory and fuel risk already retired, not for a building.\u003C\u002Fp>\n",[313,315],{"date":25,"event":314},"Crusoe files a TCEQ permit application for a 933 MW off-grid gas plant at the Goodnight campus.",{"date":35,"event":316},"Crusoe agrees to sell the Goodnight development to Google, which incorporates the site into its Texas investment programme. Google states it does not have a contract in place for the plant; power volumes remain to be determined.",[318,322],{"title":319,"url":320,"publisher":321,"published":91},"Google to power AI datacenter with Texas gas plant","https:\u002F\u002Fwww.theguardian.com\u002Ftechnology\u002F2026\u002Fapr\u002F02\u002Fgoogle-ai-datacenter","The Guardian",{"title":323,"url":324,"publisher":325,"published":44},"Crusoe Energy applies for air permit to build Goodnight gas plant","https:\u002F\u002Foilandgaswatch.org\u002Falert\u002Frec_d64au9u349rifoo9o9u0","Oil & Gas Watch",{"metaTitle":327,"metaDescription":307},"Goodnight (Crusoe \u002F Google) — Crusoe; development agreed to be sold to Google",{"slug":329,"name":330,"developer":331,"region":231,"location":332,"capacity":333,"capacityMw":334,"powerModel":335,"projectStatus":336,"stage":198,"firstPowerTarget":337,"acreage":338,"summary":339,"newsSummary":340,"body":341,"keyDependencies":342,"analysis":343,"lastVerified":22,"timeline":344,"sources":352,"seo":360},"nexus-hubbard-campus","Hubbard Campus","Nexus Data Centers (backed by Transition Equity Partners)","Hubbard, Hill County, TX","~612.93 MW baseload gas (+~152.75 MW emergency diesel)",613,"Onsite natural-gas generation as primary power, behind the meter","Two construction filings registered; filings list \"Tenant Not Assigned\"","First data halls targeted for H2 2026","~2,000 acres","Hubbard, Hill County. TCEQ records describe approximately 612.93 MW of baseload natural-gas generation, plus approximately 152.75 MW of emergency diesel generation. The gas generation is intended as the primary onsite power source.","Texas construction records list two separate 491,378-square-foot data-center buildings, each carrying an estimated construction cost of $400 million; the filings show \"Tenant Not Assigned.\"","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> An approximately \u003Cstrong>2,000-acre\u003C\u002Fstrong> campus outside Hubbard in Hill County. \u003Cstrong>TCEQ records describe approximately 612.93 MW of baseload natural-gas generation, plus approximately 152.75 MW of emergency diesel generation\u003C\u002Fstrong>, with the gas generation intended as the primary onsite power source, operating behind the meter. The campus also incorporates a partnership with AirJoule Technologies, using metal-organic framework technology to convert waste heat into distilled water for cooling supply.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> The project has \u003Cstrong>stronger development evidence than \"air permitting progressing.\"\u003C\u002Fstrong> Texas construction records list \u003Cstrong>two separate 491,378-square-foot data-center buildings, each with an estimated construction cost of $400 million\u003C\u002Fstrong>. Construction commenced in late 2025, with the first phase of data halls targeted for the second half of 2026.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Note on tenancy.\u003C\u002Fstrong> Those filings show \u003Cstrong>\"Tenant Not Assigned,\"\u003C\u002Fstrong> so the campus should not be described as having a publicly confirmed end user.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>A publicly confirmed end user (construction filings list no assigned tenant)\u003C\u002Fli>\n\u003Cli>Gas supply delivered to a site outside the production basin\u003C\u002Fli>\n\u003Cli>Commercial-scale performance of the waste-heat-to-water cooling system\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>The water strategy matters more here than the megawatts: Central Texas siting hits water constraints faster than West Texas hits gas constraints, and a campus that produces part of its own cooling water changes the most contested number in a local hearing.\u003C\u002Fp>\n",[345,347,349],{"date":67,"event":346},"Construction commences; TCEQ filings describe ~612.93 MW baseload gas plus ~152.75 MW emergency diesel.",{"date":73,"event":348},"Two 491,378 sq ft data-center buildings registered in Texas construction records, each with an estimated $400 million construction cost; filings list \"Tenant Not Assigned.\"",{"date":350,"event":351},"H2 2026 (target)","First phase of data halls targeted to become operational.",[353,356],{"title":354,"url":355,"publisher":137,"published":207},"600MW natural gas-powered data center campus proposed in Hubbard, Texas","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002F600mw-natural-gas-powered-data-center-campus-proposed-in-hubbard-texas\u002F",{"title":357,"url":358,"publisher":359,"published":96},"Nexus proposes 612MW campus","https:\u002F\u002Fnews.datacenterview.com\u002Fp\u002Fdecember-4-2025-nexus-proposes-612mw-campus","Data Center View",{"metaTitle":361,"metaDescription":339},"Hubbard Campus — Nexus Data Centers (backed by Transition Equity Partners)",{"slug":363,"name":364,"developer":365,"region":8,"location":366,"capacity":367,"capacityMw":368,"powerModel":369,"projectStatus":370,"stage":114,"firstPowerTarget":371,"acreage":372,"summary":373,"newsSummary":374,"body":375,"keyDependencies":376,"analysis":377,"lastVerified":22,"timeline":378,"sources":389,"seo":396},"texas-critical-data-centers-ector-county","Texas Critical Data Centers","New Era Helium × Sharon AI (joint venture)","Ector County, outside Odessa, TX","~250 MW initially; master-planned above 1 GW",250,"Off-grid onsite natural gas, with solar and carbon-capture options under evaluation","Financing announced; no binding hyperscale tenant publicly identified","Not a firm public construction date (see note)","438 acres","A 438-acre Ector County campus outside Odessa, initially planned around 250 MW and master-planned to exceed 1 GW, powered by off-grid onsite natural gas.","New Era announced $115 million in equity proceeds and an initial $20 million Macquarie loan tranche with potential availability of a further $270 million; the Stream arrangement remains a non-binding LOI.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> A \u003Cstrong>438-acre\u003C\u002Fstrong> campus in Ector County outside Odessa (235 acres acquired plus 203 acres added), developed by a joint venture of \u003Cstrong>New Era Helium and Sharon AI\u003C\u002Fstrong>. Initially planned around \u003Cstrong>250 MW\u003C\u002Fstrong> and master-planned to exceed \u003Cstrong>1 GW\u003C\u002Fstrong>. The site sits near fiber, two natural-gas transmission lines and CO₂ pipeline infrastructure; carbon capture is under evaluation.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> It is \u003Cstrong>no longer accurate to describe this project as simply \"seeking financing.\"\u003C\u002Fstrong> New Era announced \u003Cstrong>$115 million in equity proceeds\u003C\u002Fstrong>, an initial \u003Cstrong>$20 million Macquarie loan tranche\u003C\u002Fstrong>, and potential availability of a further \u003Cstrong>$270 million\u003C\u002Fstrong>. However, the \u003Cstrong>Stream arrangement remains a non-binding LOI\u003C\u002Fstrong>, and \u003Cstrong>no binding hyperscale tenant has been publicly identified\u003C\u002Fstrong> in the cited announcements.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Note on timing.\u003C\u002Fstrong> The widely quoted \"first 100 MW within 12 months after funding\" language came from a \u003Cstrong>2025 MOU with PowerForward\u003C\u002Fstrong> and should not be presented as a firm current construction date.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>A binding tenant agreement (none publicly identified)\u003C\u002Fli>\n\u003Cli>Conversion of the non-binding Stream LOI into a definitive arrangement\u003C\u002Fli>\n\u003Cli>Draw-down of the announced debt facilities\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>A useful example of upstream gas positions being converted into compute positions: fuel and land are already controlled, but the same balance sheet carries exploration risk, generation capex and data center development at once. The CO₂ pipeline adjacency is the genuinely differentiated piece.\u003C\u002Fp>\n",[379,382,385,387],{"date":380,"event":381},"April 2025","Phase 1 initiated; 235-acre site acquired.",{"date":383,"event":384},"June 2025","Non-binding MOU with PowerForward Energy covering 250 MW of onsite generation.",{"date":25,"event":386},"LOI signed for an additional 203 acres, taking the site to 438 acres.",{"date":35,"event":388},"New Era announces $115M equity proceeds and an initial $20M Macquarie tranche, with a potential further $270M.",[390,393],{"title":391,"url":392,"publisher":137,"published":35},"TCDC signs LOI to acquire an additional 203 acres for off-grid data center campus in Ector County, Texas","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002Ftcdc-signs-loi-to-acquire-an-additional-203-acres-for-offgrid-data-center-campus-in-ector-county-texas\u002F",{"title":394,"url":395,"publisher":217,"published":35},"Powering AI in the Permian: Texas Critical Data Centers' sustainable energy play","https:\u002F\u002Fwww.datacenterfrontier.com\u002Fsite-selection\u002Farticle\u002F55289667\u002Fpowering-ai-in-the-permian-texas-critical-data-centers-sustainable-energy-play",{"metaTitle":397,"metaDescription":373},"Texas Critical Data Centers — New Era Helium × Sharon AI (joint venture)",{"slug":399,"name":400,"developer":401,"region":108,"location":402,"capacity":403,"capacityMw":404,"powerModel":405,"projectStatus":406,"stage":114,"firstPowerTarget":407,"acreage":16,"summary":408,"newsSummary":409,"body":410,"keyDependencies":411,"analysis":412,"lastVerified":22,"timeline":413,"sources":421,"seo":433},"prometheus-hyperscale-engie-i35","Prometheus Hyperscale × ENGIE \u002F Conduit Power","Prometheus Hyperscale with ENGIE North America and Conduit Power","Multiple proposed sites, Texas I-35 corridor","Up to 300 MW of bridge\u002Fbackup power at each of two initial projects; campus capacity not disclosed",null,"Co-located with ENGIE renewables and battery storage; hybrid gas + battery bridge\u002Fbackup by Conduit","Sites and permanent capacity not publicly disclosed","Initial deployments targeted for 2026–2027","Multiple proposed sites along the Texas I-35 corridor, co-located with ENGIE renewable-generation and battery-storage facilities. Conduit plans hybrid natural-gas and battery bridge\u002Fbackup systems of up to 300 MW at each of two initial Texas projects.","ENGIE North America and Prometheus Hyperscale agreed to co-develop AI-ready data centers at ENGIE renewable and storage sites; Conduit Power plans up to 300 MW of hybrid gas-and-battery bridge\u002Fbackup capacity at each of two initial Texas projects.","\u003Cp>\u003Cstrong>Confirmed facts.\u003C\u002Fstrong> Multiple proposed sites along the \u003Cstrong>Texas I-35 corridor\u003C\u002Fstrong>, co-located with \u003Cstrong>ENGIE renewable-generation and battery-storage facilities\u003C\u002Fstrong>, using Prometheus's liquid-cooled data center design. \u003Cstrong>Conduit Power plans hybrid natural-gas and battery bridge\u002Fbackup systems of up to 300 MW at each of two initial Texas projects.\u003C\u002Fstrong>\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Current development stage.\u003C\u002Fstrong> \u003Cstrong>Permanent campus capacity and precise site locations have not been publicly disclosed.\u003C\u002Fstrong> The 300 MW figure describes bridge and backup power per initial site, not final campus capacity.\u003C\u002Fp>\n\u003Cp>\u003Cstrong>Note on schedule.\u003C\u002Fstrong> The public record is inconsistent: the original ENGIE and Conduit announcements referenced first facilities in 2026, while later Prometheus project materials referenced initial sites in 2027. This entry therefore uses \u003Cstrong>\"initial deployments targeted for 2026–2027\"\u003C\u002Fstrong> rather than a definitive date.\u003C\u002Fp>\n","\u003Cul>\n\u003Cli>Disclosure of permanent campus capacity and site locations\u003C\u002Fli>\n\u003Cli>Firming strategy, since renewables plus storage do not by themselves provide firm capacity\u003C\u002Fli>\n\u003Cli>Reconciliation of the inconsistent 2026 \u002F 2027 public schedules\u003C\u002Fli>\n\u003C\u002Ful>\n","\u003Cp>The only entry here built on renewables plus storage rather than gas. Co-locating at existing renewable sites inherits interconnection that has already been studied — a real schedule advantage — but the deliverable per site is smaller and load profiles must be matched to generation, which shapes tenant fit toward inference rather than continuous training.\u003C\u002Fp>\n",[414,416,418],{"date":207,"event":415},"ENGIE North America and Prometheus Hyperscale announce an agreement to co-develop AI-ready data centers at ENGIE renewable and storage sites along the I-35 corridor.",{"date":73,"event":417},"Conduit Power plans hybrid gas-and-battery bridge\u002Fbackup systems of up to 300 MW at each of two initial Texas projects.",{"date":419,"event":420},"2026–2027 (target)","Initial deployments targeted; public sources give inconsistent dates within this window.",[422,426,430],{"title":423,"url":424,"publisher":85,"published":425},"Texas off-grid power build soars as data centers bridge grid delays","https:\u002F\u002Fwww.reuters.com\u002Fbusiness\u002Fenergy\u002Ftexas-off-grid-power-build-soars-data-centers-bridge-grid-delays--reeii-2026-05-06\u002F","May 2026",{"title":427,"url":428,"publisher":429,"published":207},"ENGIE Collaborates with Prometheus Hyperscale to Co-Develop Next-Generation AI-Ready Data Centers in Texas","https:\u002F\u002Fwww.engie-na.com\u002Fengie-collaborates-with-prometheus-hyperscale-to-co-develop-next-generation-ai-ready-data-centers-in-texas\u002F","ENGIE North America",{"title":431,"url":432,"publisher":137,"published":207},"Prometheus partners with Engie to colocate data centers with renewable assets in Texas","https:\u002F\u002Fwww.datacenterdynamics.com\u002Fen\u002Fnews\u002Fprometheus-partners-with-engie-to-colocate-data-centers-with-renewable-assets-in-dallas-texas\u002F",{"metaTitle":434,"metaDescription":408},"Prometheus Hyperscale × ENGIE \u002F Conduit Power — Prometheus Hyperscale with ENGIE North America and Conduit Power",{"heroEyebrow":436,"heroTitle":437,"heroSubtitle":438,"marketAnalysisTitle":439,"marketAnalysis":440,"tableTitle":441,"profilesTitle":442,"takeawaysTitle":443,"takeawaysIntro":444,"takeaways":445,"ctaTitle":464,"ctaBody":465,"methodologyNote":466,"seo":467},"Market Tracker","Texas AI Data Center & Private Power Market Tracker","Tracking major announced AI data center, behind-the-meter power and private-grid developments across Texas.","Why private power is reshaping Texas data center development","\u003Cp>Texas is now the centre of a shift in how large computing loads get built: instead of waiting for the grid, developers are bringing their own generation.\u003C\u002Fp>\n\u003Cp>The reason is timing. ERCOT's interconnection queue and transmission planning cycles move on multi-year horizons, while AI compute demand is being committed on annual ones. A campus that must wait for a large-load interconnection study and network upgrades may be looking at the end of the decade; a campus that generates its own power behind the meter can compress that to a matter of a few years. Across the projects tracked on this page, that single constraint — \u003Cstrong>time to power, not cost of power\u003C\u002Fstrong> — explains most of the design decisions.\u003C\u002Fp>\n\u003Cp>Natural gas is doing most of the work, for a simple reason: it is the only fuel in Texas that can be contracted firm, at gigawatt scale, on a schedule that matches equipment delivery. In the Permian, gas is available at the wellhead; in Central Texas and along the I-35 corridor, it has to be piped in, which shifts the site-selection question from \u003Cem>is there gas nearby\u003C\u002Fem> to \u003Cem>is there firm, contracted deliverability at the pressure and volume the fleet requires, for the life of the offtake\u003C\u002Fem>.\u003C\u002Fp>\n\u003Cp>Battery storage and onsite substations are the second layer. BESS is increasingly specified not as an energy resource but as a \u003Cstrong>ride-through and power-quality asset\u003C\u002Fstrong> — replacing or supplementing traditional UPS, absorbing the step loads that GPU training clusters impose, and providing black-start capability for islanded plants. Where utility supply is available, developers are pairing a contracted utility tranche with supplemental onsite generation rather than choosing one or the other.\u003C\u002Fp>\n\u003Cp>West Texas has become the focal region because it is where four things overlap: large contiguous land parcels, wellhead gas, existing pipeline and electrical infrastructure from decades of oil and gas activity, and counties experienced in permitting industrial facilities. Those same conditions are why announced capacity in the Permian has run ahead of the rest of the state.\u003C\u002Fp>\n\u003Cp>A closing note on reading the numbers below. Announced gigawatts, permitted gigawatts, contracted gigawatts and energised gigawatts are four different quantities, and public reporting often blurs them. This tracker separates what has been permitted, what has been contracted, and what remains dependent on financing or a customer's final investment decision.\u003C\u002Fp>\n","Tracked projects","Project profiles","W Land market takeaways","Patterns we read across the projects above. These are observations about how the Texas market is developing — not assessments of individual companies.",[446,449,452,455,458,461],{"icon":447,"text":448},"lucide:gauge","Announced gigawatts are not near-term deliverable gigawatts. Air permits set a regulatory ceiling; contracted phases are the deliverable. Several campuses on this list market multi-gigawatt totals while phasing a first tranche of 50–1,000 MW.",{"icon":450,"text":451},"lucide:file-check","Air permits have become the clearest public signal of project progress. In the absence of disclosed tenant agreements, a TCEQ authorisation is often the most concrete evidence that a project has cleared a real gate.",{"icon":453,"text":454},"lucide:factory","Generation equipment is being ordered earlier, and delivery slots are now part of a site's value. Reciprocating engines and aeroderivative turbines are winning on modularity and lead time rather than peak efficiency.",{"icon":456,"text":457},"lucide:handshake","Large projects increasingly depend on a customer FID and a long-term power agreement. Where a named hyperscale counterparty and a multi-decade agreement exist, the project is financeable; where they do not, capacity remains a plan.",{"icon":459,"text":460},"lucide:calendar-clock","First power in 2027–2028 has become the competitive frontier. Projects that can credibly energise in that window are competing for the same tenants, turbine slots and EPC crews.",{"icon":462,"text":463},"lucide:layers","Projects that control land, gas, power permitting and a water plan together are better positioned than those solving for one of the four. Water, not power, is the binding constraint in several Central Texas counties.","Developing an AI infrastructure or private-power campus in Texas?","W Land Development assembles power-ready land in West Texas and works through the same constraints tracked on this page — gas deliverability, generation permitting, substation capacity and water planning.","Compiled from public reporting, company announcements and state permitting records. Announced capacity reflects publicly stated plans and may differ from permitted, contracted or energised capacity. Each project profile lists its sources and the date its facts were last verified.",{}]