Renewable energy developer PowerBank Corporation has signed a non-binding Letter of Intent with modular data center company Nodiac Corp to explore the deployment of modular data center infrastructure at renewable energy sites across North America.

The Electric Reliability Council of Texas is debating a proposal to incentivize data centers to bring their own power generation, or reduce their power usage any time the grid operator tells them to. In exchange, ERCOT would promise a faster grid connection.

Thailand’s Banpu is cranking up its U.S. ambitions, pledging at least $1.5 billion to boost power capacity tailored for the surge of hyperscale and AI data centers, with Texas squarely in its sights.

Alex Lanin provides insights on three states, three hyperscalers, and three different deal structures…but one developer controlling the land, the buildings, the power plants, and the cloud software on top.

In West Texas, multiple multi-gigawatt campuses are being assembled almost in parallel. Not because the land is unique. Not because zoning is particularly favorable. But because transmission corridors, generation capacity, and interconnection pathways are aligning in ways that allow these projects to move before the rest of the market even understands what is happening. At the same time, a new kind of infrastructure pairing is emerging. Microsoft and Chevron are working together on a multi-billion-dollar gas-powered system tied directly to a data center campus. This is not a traditional utility-served model. This is power being built alongside the real estate itself.