US AI Regulation
Texas Will Audit 200 GW of Data Center Load, Twice Its Peak
ERCOT is pulling 250 to 300 projects to the front of its interconnection queue to check whether the demand behind them is real.
Aug 16, 2026
#Texas
AI Data Centers
Fermi Found Its First Tenant: 222 Megawatts, $6.5 Billion, AMD Silicon
TensorWave takes the first building at Project Matador with rights to expand past 650MW. The binding part is 222MW; the rest is an option.
Aug 12, 2026
Anthropic
Bitcoin Miner Signed A $9.1 Billion, 20-Year AI Lease
Riot leased 191MW at Rockdale to "one of the world's leading frontier AI labs" through 2048. Riot's release does not say which one.
Aug 12, 2026
AI Data Centers
Amazon Bought the Site, But Not the Permit For the Gas Plant
A 7.65 GW gas plant in West Texas, cleared to emit 33 million tons of CO2 a year. The permit was issued in January; Amazon's name surfaced last week.
Aug 9, 2026
US AI Regulation
Texas Froze Data-Centre Grid Connections, With 474 GW in Queue
Governor Abbott's letter tells the state utility commission and ERCOT that no data-centre project moves forward until a comprehensive audit is done. ERCOT has paused its "batch zero" review. Nobody can say how much of the queue is real.
Aug 4, 2026
AI Data Centers
AI Infrastructure Campus Broke Ground in Texas, Phase One Is 8 MW
In a market that reports capacity in gigawatts, here is a useful calibration point — along with a commercial structure where the tenant and the supplier are the same company.
Jul 28, 2026
Nvidia
Wistron Opens Its First US Plant, Building Nvidia GB300 Boards in Fort Worth
The $700 million D1 facility assembles Grace Blackwell Ultra compute baseboards on American soil — about 5% of Nvidia's output, with a second, larger site already planned.
Jul 22, 2026
AI Data Centers
Hut 8 Signs a Second $9.8 Billion Lease, Fully Contracting Its One-Gigawatt Texas AI Campus
The same unnamed investment-grade tenant doubled its footprint at Beacon Point to 704 MW, lifting the campus's contracted value to $19.6 billion — and the stock as much as 17%.
Jul 21, 2026
