Editorial Articles
In-depth analysis on the forces shaping datacenter development
Saturday, April 25, 2026
Inside PUC Docket 58881: Texas Approves a 265 MW AI Data Center Behind an Existing Wind Farm
On April 23, the Public Utility Commission of Texas approved the first net metering arrangement of its kind on the ERCOT grid. This is the full read of the order, the conditions, and what it means for the next wave of behind-the-meter datacenter deals.
Wednesday, April 1, 2026
Water, Not Power, Is the Real Constraint for Texas Data Centers
The 40 GW of power coming to Texas will get built. The question is whether the developers who build it have secured the water to run it.
Friday, March 20, 2026
A 4-Page White House Document Could Reshape Every Datacenter Permitting Fight in America
The Trump Administration's AI framework dropped today with 7 pillars and 4 pages addressed to Congress. Most coverage focuses on child safety and copyright. Two buried provisions matter more for datacenter developers than anything else in the document.
Thursday, March 19, 2026
AI Agents Don't Sleep. That Changes the Power Math.
The inference demand curve is about to look a lot more like baseload.
Saturday, March 14, 2026
PUCT's New Rule Does What No Other State Has Tried: Price Speculative Queue Positions Out of Existence
The Public Utility Commission just published the most consequential power rule for large Texas datacenters in years. If you're building in ERCOT territory, make sure your input is considered before the April 17 comment deadline.
Wednesday, February 25, 2026
Texas Wants $100K/MW From Datacenter Developers. Here's What That Means.
The Texas Public Utility Commission held an open meeting on February 20 that covered three separate rulemaking items directly targeting large load interconnections. If you're developing datacenter capacity in ERCOT territory, these aren't abstract policy discussions. They're the rules you'll operate under.