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BloombergNEF is a research organization that provides analysis on energy markets, renewable energy trends, and grid infrastructure relevant to Texas datacenter energy sourcing decisions.
May 16, 2026
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Beacon Point Sets the 1-GW Template While 300 GW Wait in Queue
Battery storage is displacing diesel as the backup-of-choice, with BloombergNEF logging 112 GW of 2025 additions, up 48%, and Oracle, Aligned, and AIP all deploying BESS-hybrid designs to handle AI's sub-second load swings.
May 3, 2026
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MARA's $1.5B Long Ridge Buy Sets the New AI Infrastructure Playbook
BloombergNEF puts combined-cycle gas and coal at the center of the generation stack through 2035 because renewables and nuclear can't scale into the queue fast enough.
Agencies
ERCOT
2 co-occurrences
Companies
Cloudburst
1 co-occurrence
Companies
Jacobs
1 co-occurrence
Places
Long Ridge, OH
1 co-occurrence
Places
San Marcos, TX
1 co-occurrence
Companies
Power HF
1 co-occurrence
Companies
Supermicro
1 co-occurrence
People
Josh Shapiro
1 co-occurrence
Places
Lubbock, TX
1 co-occurrence
Companies
Oracle
1 co-occurrence