Amazon

May 22, 2026

Subscribe for full access

Dallas Wins #1 Globally as Corpus Christi Shows the Real Constraint

Amazon locked 700 MW in Nevada (100 MW Zanskar geothermal plus 600 MW Primergy solar paired with 600 MW storage).

May 18, 2026

Subscribe for full access

Opposition Hits 70%. The Siting Playbook Just Got Three Items Longer.

Amazon settled a $20.5 million class action with Oregon residents in March over water depletion.

May 12, 2026

Subscribe for full access

Three Deals, One Thesis: The Capital Stack Is Buying Electrons Now

Microsoft, Amazon, Alphabet, Meta, and Oracle are planning $700 billion-plus in 2026 capex, but HBM and advanced packaging at TSMC are tight, and AI now consumes most global DRAM production.

May 8, 2026

Subscribe for full access

IREN Stacks Power, GPUs, and Cloud Ops Before the Queue Fills

In Bastrop County, Amazon's 1,300-acre Cedar Creek buy expands the Central Texas footprint with no announced water strategy yet.

May 5, 2026

Subscribe for full access

Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price

The March 4 Ratepayer Protection Pledge from Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI committed signatories to fund their own generation and full grid upgrade costs, and the March 20 National Policy Framework reinforced that cost-internalization is now the price of permitting acceleration.

April 28, 2026

Subscribe for full access

Oracle Skips the Gas Turbines: 2.45 GW of Fuel Cells at Project Jupiter

Veolia and Amazon are deploying a containerized reclaimed water system at an AWS Mississippi facility expected online in 2027, reusing 83+ million gallons annually of effluent from nearby municipal wastewater plants.

April 27, 2026

Subscribe for full access

Wisconsin Makes Hyperscalers Pay 100% of Their Own Generation Build

X-energy priced its IPO at $23 (above the $16-$19 range) for a $1 billion raise, with a Dow Texas heat-and-power deal and an Amazon agreement for up to 5 GW by 2039 anchoring the book.

April 25, 2026

Subscribe for full access

PUCT Just Drew the Line on Which Grid Bypasses Count

Amazon holds options on 5+ GW by 2039.

April 21, 2026

Subscribe for full access

Fermi's Anchor Tenant Walked in December. Everything Else Followed.

Developers who control their own generation, whether gas, nuclear at Comanche Peak (Amazon/Vistra), or molten salt at Abilene (Natura Resources, $240M), will outpace those still waiting on interconnection.

April 20, 2026

Subscribe for full access

Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW

Amazon's siting at Vistra's 2,400 MW Comanche Peak nuclear plant shows the anchor-tenant template scaling on the nuclear side.

April 17, 2026

Subscribe for full access

Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan

Amazon, Google, Meta, Microsoft, and Oracle are eligible.

April 13, 2026

Subscribe for full access

ERCOT's Queue Is Separating Real Developers From the Rest

Amazon, Google, Meta, Microsoft, OpenAI, and Coreweave are all redirecting capital inland, drawn by ERCOT's deregulated market structure, below-average electricity costs, and faster commercial contracting.

April 12, 2026

Subscribe for full access

400 Projects, Two Unanswered Questions, One Legislative Clock

Amazon's $25 billion Mississippi commitment and willingness to fund all grid infrastructure costs illustrates the developer posture that preempts political risk.

April 7, 2026

Subscribe for full access

Medina County Told Microsoft No. Here's the Playbook It Used.

Major investors are forcing Amazon, Microsoft, and Google to disclose water consumption as a material financial risk.

April 6, 2026

Subscribe for full access

When Military Strikes Take Down Cloud Regions, Location Becomes Strategy

Meta's $1.3 million Texas primary spend, Musk's $500,000 PAC contribution, and years of smaller Google and Amazon donations are building influence ahead of 2026 hearings on data center policy.

March 31, 2026

Subscribe for full access

Texas's $25M Queue Fee Separates Serious Developers From Everyone Else

Amazon filed plans for three San Antonio facilities totaling over 370,000 square feet and $65 million, while Meta boosted its El Paso commitment to $10 billion targeting 1 GW by 2028.

March 27, 2026

The White House Ratepayer Protection Pledge, signed March 4 by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, formalizes what Texas already started with Senate Bill 6: hyperscalers fund their own generation and transmission upgrades.

March 26, 2026

Drone strikes on AWS facilities in the UAE and supporting infrastructure in Bahrain confirm that gigawatt-scale campuses are now direct military targets, with attackers exploiting power dependencies rather than breaching hardened facilities.

March 25, 2026

At CERAWeek, Amazon's Kerry Person and Dominion Energy's Ed Baine both rejected long-term behind-the-meter generation as economically risky.

March 16, 2026

Amazon already uses recycled water at 20 U.S. locations.

March 9, 2026

Seven hyperscalers signed a White House pledge to cover all electricity and grid infrastructure costs for their datacenters. The signatories: Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI.

March 8, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, is the week's marquee policy development, but the concrete deal structures emerging around it matter most.

March 7, 2026

Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI signed Trump's Ratepayer Protection Pledge this week, committing to fund their own power generation, cover grid upgrade costs, and negotiate separate rate structures with utilities.

March 6, 2026

early reports suggest Amazon is advancing an 18-building campus beside Comanche Peak Nuclear Power Plant in Somervell County and a 21-building, 1,265-acre Project Spectrum in Hood County powered by Vistra subsidiary Luminant.

March 5, 2026

Google, Meta, Microsoft, OpenAI, AWS, Oracle, and xAI signed the Trump administration's voluntary "Ratepayer Protection Pledge," committing to fund their own power infrastructure rather than drawing from the grid.

March 4, 2026

The White House formalized a "Ratepayer Protection Pledge" with Amazon, Google, Meta, Microsoft, and other major tech firms, committing hyperscalers to build, own, or procure their own power supply rather than lean on residential ratepayers for grid upgrade costs.

February 27, 2026

Tucson passed an ordinance requiring very large water users to submit conservation plans before accessing municipal supply, triggered by a reportedly AWS-linked "Project Blue" proposal.

February 26, 2026

Amazon's $12 billion Louisiana deal with SWEPCO requires the company to fund all power infrastructure, substations, transmission lines, and grid upgrades, plus 200 MW of new solar.

February 22, 2026

Amazon's $11 billion "Project Rainier" in New Carlisle, Indiana (pop. 2,000), with over 30 datacenters demanding electricity equivalent to 1.5 million households.

February 9, 2026

AWS showcased how Duke Energy used cloud-based AI to compress interconnection study timelines from months to hours, a tool with direct implications for ERCOT's backlogged queue.