April 21, 2026
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Fermi's Anchor Tenant Walked in December. Everything Else Followed.
CBRE's Chris Herrmann says gas pipeline proximity flipped from dealbreaker to prerequisite in Dallas site selection, and Meta's $10B El Paso campus is funding a $473 million, 366 MW El Paso Electric gas plant at McCloud to self-supply.
April 17, 2026
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Behind-the-Meter Gas: 56 GW of Proof the Grid Isn't the Plan
CBRE reports total capacity under construction declined in 2025 for the first time since 2020.
April 15, 2026
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Build Your Own Power Plant or Lose Your Place in Line
CBRE flagged Dallas-Fort Worth as a market where under-construction capacity declined due to power procurement obstacles.
April 5, 2026
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West Texas Is Open for Business. Austin Is About to Set the Terms.
CBRE data shows Silicon Valley and northern Virginia losing construction capacity while Dallas gained.
March 29, 2026
West Texas Is Building Its Own Grid, One Hyperscale Campus at a TimeVacancy hit 1.4% across primary markets including Dallas-Fort Worth. Grid power commitments are largely spoken for through 2030 in most U.S. markets. EPRI now forecasts data centers could represent 9 to 17 percent of U.S. electricity demand by 2030, according to CBRE.