May 21, 2026
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Dallas, Austin, West Texas Sweep the Global Top Three
Bloom's Oracle book just expanded from 1.2 GW to 2.8 GW, and the company's already booked 100+ MW with Equinix across 19 facilities and up to 1 GW with American Electric Power for off-grid AI campuses.
April 21, 2026
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Fermi's Anchor Tenant Walked in December. Everything Else Followed.
Separately, NOTUS reported stock trades by Reps. Cisneros, Bresnahan, and Khanna (the last between $84,000 and $385,000 across Oracle, Equinix, Digital Realty, and American Tower in 2025) alongside gubernatorial candidate Chip Keating's VTX Communications stake tied to Laredo property.
April 15, 2026
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Build Your Own Power Plant or Lose Your Place in Line
Brookfield's $5 billion commitment and Equinix's 100+ MW deployment across 19 facilities confirm this is sector-wide, not one company's bet.
April 14, 2026
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ERCOT's Batch Rules Are Still in Draft. Your Invoices Are Not.
Bloom has parallel deals with Equinix (exceeding 100 MW across 19 data centers) and a 1 GW commitment from American Electric Power for off-grid AI facilities.
March 24, 2026
Texas Invited the AI Boom. The $14B Transmission Bill Is the Invoice.Google, Oracle, Switch, and Equinix are all backing SMR technology.
March 12, 2026
Google's $12B Power Platform Hits the Queue It Was Built to SkipEquinix topped $9.217 billion.