Bolt, co-founded and chaired by Eric Schmidt, the former CEO and Chairman of Google, provides instant technological credibility and access to potential anchor customers. Schmidt stated the goal is to create "the largest and most efficient data center company in the world" by integrating abundant energy production with scalable data infrastructure. Congrats to our friends at Texas Pacific!

Under the agreements, Conduit will build, own and operate a total of 200 MWs of distributed power generation capacity to be strategically located across ERCOT’s Load Zone West in West Texas.

Sangha’s 19.9 megawatt data center operates behind-the-meter on a 150 MW solar farm and leverages the flexibility of bitcoin mining to pioneer a new model for integrating renewable energy and this emerging industry.

In December alone, the combined construction budget for new data centers in Texas exceeds $1.4 billion, according to Texas Department of Licensing and Regulation filings. That’s over 40 percent of the total $3.4 billion cost of new data center construction projects registered in 2025.

To keep pace with its development pipeline, PROPWR says it has nearly 550 MW of capacity either delivered or on-order (including the 220 MW already under contract), with all units to be delivered by the end of 2027.

Baker Hughes, Halliburton and SLB move into sector by supplying power generation, cooling technology and expertise.

Congratulations to our friend Jason Jennaro on this announcement. Best of luck to Jason and their South Texas projects!

I just like this LinkedIn post. Check it out.

Fuzzy Panda Research provides a damning article on New Era and related entities. We are not endorsing or commenting on the claims, so don’t shoot the messenger! We just felt like this was big enough news that we should include it. New Era denies the claims and we provide a link to their rebuttal in the following article.

The Company believes the claims made by Fuzzy Panda are factually inaccurate and an attempt to mislead investors about New Era’s actual operations, financial position and status of the Company’s various projects.

The share price plunge comes as investors worry about a possible AI bubble, the fallout from a failed merger and public criticism from high-profile short seller Jim Chanos, known for predicting the collapse of Enron.

Amazon is the prospective tenant that withdrew funding from Fermi America's massive data-center project, sending the developer's stock plummeting earlier this month.

Thoroughly researched piece about the forecast demand for power and what is achievable. Once you get past the click-bait headlines and sub-headlines, this is an interesting read.

Data center development has moved from being an abstract engine of innovation to a visible force with real consequences for electricity bills, water systems, land use, and local politics. When infrastructure reaches that point, the rules change.

The AI data center boom has crossed from a technical problem into a public one, and once that happens, the gatekeepers change. The new bottlenecks are not GPUs or capital. They are water, power, and permission. Another great piece by Suhail Tayeb.

"We know it's not all real. The question is how much is real," said Michael Hogan, a senior advisor at the Regulatory Assistance Project, which advises governments and regulators on energy policy.

If we don’t pay attention to non-AI electricity demand, this “background” growth could prove just as disruptive.

SkillUp announces the expansion of their services across West Texas, empowering individuals in Abilene, Lubbock, Midland, and Odessa to access high-paying jobs and essential training without the need for a four-year degree!

A new executive order is limiting Texas’ power to regulate the use of Artificial Intelligence (AI). The move comes days before a new law takes effect meant to limit the state’s use of AI and prevent the use of deep fake technology for child pornography.

What looks like a geological ceiling is, in reality, the industry’s pivot point: a shift from hypergrowth to high-efficiency manufacturing, orchestrated by a handful of supermajors who now effectively run the place.