May 5, 2026
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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price
Oracle's Project Jupiter pivot to a 2.45 GW Bloom Energy fuel cell microgrid (up from 1 GW) shows how design flexibility neutralizes opposition, though it ties the project to Energy Transfer's pending 18-mile pipeline tie-in.
April 20, 2026
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Hyperscalers Stop Waiting on the Grid as ERCOT Stares at 218 GW
Energy Transfer's $60 million Green Chile Project pipeline, 17 miles and 400,000 dekatherms/day from El Paso to Project Jupiter, drew a formal FERC staff protest April 13 over missing New Mexico State Historic Preservation Office documentation.
April 1, 2026
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Utilities Waited. SoftBank, Google, and the Army Didn't.
Google's Anthropic deal puts 7.7 GW of behind-the-meter gas generation near Enterprise and Energy Transfer pipelines, bypassing ERCOT entirely.
March 30, 2026
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Texas Writes the Rules While Google Writes the Check
The 2,800-acre site plans 500 megawatts online by late 2026, with expansion potential to 7.7 gigawatts, powered by dedicated gas-fired generation near Energy Transfer and Atmos Energy pipelines.
March 5, 2026
**When Public Markets Blink, Private Capital Buys the Grid**Houston-based Energy Transfer filed with FERC to build a 17-mile, $60 million natural gas pipeline in Doña Ana County, New Mexico, to supply Project Jupiter, a contested datacenter development.
February 17, 2026
Texas Confronts the Gap Between Hyperscale Ambition and Grid RealitySeparately, CloudBurst Data Centers near San Marcos pivoted from renewable energy to natural gas via Energy Transfer, drawing additional scrutiny.