HUGE news today as CoreWeave and poolside announce a 2GW data center to be built on 500 acres of W TX land owned by the Mitchell family leveraging Permian natural gas. Hey, I attended a conference a couple of weeks ago that talked about this emerging opportunity!

“If you want to export all this LNG, if you want data sector growth, all the power demand growth, you’re going to need higher prices,” said Eugene Kim, an analyst at energy research firm Wood Mackenzie. “And that goes in contradiction to what Trump wants, which is lower energy.”

Will require nearly three times as much grid-based power by 2030.

The project, located in the Texas Panhandle, has secured a $460 million investment to convert its former Bitcoin mining site in Texas into a large-scale AI data center.

The DOE's Idaho National Lab timeline for advanced reactor deployments projects Natura's MSR-1 as the first Gen IV reactor deployment in the U.S.

The deployment underscores Compass Mining's position as a leader in operations-as-a-service, building stronger expertise in complex implementations and grid dynamics, which is increasingly important for its enterprise and institutional clients.

The energy industry often thinks of data centers as if they were a single, uniform type of resource/load, but the reality is much more complex. Great post by Leah Kaffine.

US law firms that have been investing in Texas for years now find themselves with a leg up on rivals in winning business at a major hub of the AI boom.

Affordable land, abundant natural gas among advantages.

The sudden surge in demand for data is fast creating new commercial real estate sectors, including so-called powered land.

The data center in El Paso, Meta's third in Texas, is expected to come online in 2028, and can scale to a 1-gigawatt site.

Arizona’s largest utility has turned to a pipeline company to bring in more natural gas from Texas. The state's rising population is driving the need for more power, but data centers, including the ones AI relies on, need more power, too.

The solar project spans 3,000 acres in Reeves County, Texas, with a proposed capacity of up to 250 megawatts.

VoltaGrid LLC will deploy 2,300 megawatts (MW) of infrastructure, supplied by Energy Transfer’s pipeline network, to support the energy demands of Oracle Cloud Infrastructure’s (OCI) next-generation artificial intelligence (AI) data centers.

As data centers push Texas power demand to new highs, Astrid Atkinson of Camus Energy says a big part of the solution is building smarter flexibility into every layer of the grid.

Interesting take on oil & gas companies leaning into grid power and renewables.