Meta

May 27, 2026

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The 445 GW Queue Gets a Gate. Capital Commitment Is the New Credential.

El Paso adopted a policy direction barring future data center incentives absent a council reversal, after 800-plus participants weighed in and despite the 2023 Meta Chapter 380 rebate generating projected revenue above $1 billion.

May 26, 2026

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Disclosure Is Coming. Developers Tracking Water Now Won't Break Stride.

Meta and Enbridge announced a $1.2 billion, 365 MW solar plus 200 MW/1,600 MWh storage project in Wyoming under that state's Large Power Contract Service tariff, which shields residential ratepayers from large-load impacts.

May 22, 2026

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

XGS and Baker Hughes are building 150 MW of closed-loop geothermal for Meta in New Mexico.

May 20, 2026

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Water Plan Skips the 400 GW Queue. Smart Developers Won't.

Council member Michael Crain pointed to Meta's $1.5 billion north Fort Worth campus, operating over a decade without resident complaints, as the compatibility benchmark.

May 19, 2026

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NextEra Pays $67B for the Playbook Texas Has Run Since 2024

Crain pointed to Meta's $1.5 billion north Fort Worth campus, operating over a decade without complaints, as the model.

May 18, 2026

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

Meta's Newton County, Georgia site alone takes 10% of county water supply.

May 15, 2026

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Behind-the-Meter Gas Is the New Default. Chevron Just Set the Texas Template.

CoreWeave crossed 1 GW active power in Q1, contracted 3.5+ GW total, and raised 2026 capex guidance to $35 billion on a new $21 billion Meta commitment.

May 14, 2026

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Hill County Draws the Line. Eight Projects Now Wait a Year.

developers who don't document baseline aquifer conditions through third-party studies and lock water offsets before permit filing will find their projects in the same file folder as Meta's Newton County well disputes.

May 12, 2026

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

Blackstone's VoltaGrid bet, NVIDIA's IREN Sweetwater anchor, and Meta's seven gas plants at the Hyperion campus in Louisiana all point the same direction.

May 11, 2026

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Recycled Water Is the Texas Permit Edge. San Antonio Just Proved It.

In DeKalb, Illinois, Meta's Goldframe LLC paid $48.5 million in property taxes from 2021 to 2024, with 60.9% funding School District 428 and a new elementary school.

May 5, 2026

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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.

May 3, 2026

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MARA's $1.5B Long Ridge Buy Sets the New AI Infrastructure Playbook

heavy-duty gas turbines from GE, Siemens, and Mitsubishi carry four-year lead times, and Meta and other hyperscalers are paying deposits years ahead against ~100 GW of backlogged orders.

May 2, 2026

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Federal AI Build Picks Gas in Months While Ohio's 9.2 GW Stalls

Stack Fort Bliss next to Meta's $10 billion El Paso facility and the $165 billion Oracle/OpenAI Project Jupiter campus in Santa Teresa, and the Borderland is suddenly competing for water and firm megawatts at a scale the region's utilities haven't sized for.

May 1, 2026

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Fort Bliss Becomes the Borderland's Third Gigawatt Build in 18 Months

The scale eclipses El Paso Electric's entire 2.9 GW system and lands alongside Meta's $10 billion Northeast El Paso build and the Oracle/OpenAI $165 billion Project Jupiter campus across the New Mexico line.

April 30, 2026

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Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029

Meta's Lebanon, Indiana campus cuts fresh water consumption by roughly 70% versus evaporative towers.

April 29, 2026

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2,600 GW Stuck in Queue. The Winners Build Their Own Power.

Meta's $10 billion Indiana campus runs closed-loop cooling expected to use zero water much of the year, paired with 200 million gallons of annual watershed restoration for ten years through Arable.

April 28, 2026

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

Project Jupiter's fuel cell pivot, Core Scientific's 1.5 GW Pecos campus with contracted utility power plus behind-the-meter generation, and Meta's 1 GW capacity reservation with Overview Energy for 2030 orbital solar all point one direction.

April 27, 2026

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Wisconsin Makes Hyperscalers Pay 100% of Their Own Generation Build

Separately, XGS Energy's closed-loop geothermal, $1.2 billion/150 MW with Meta in New Mexico and 115 MW with California Community Power, uses oil and gas drilling tech to deliver power without aquifer dependency, with geothermal financing hitting $2.2 billion last year (up 80%).

April 25, 2026

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PUCT Just Drew the Line on Which Grid Bypasses Count

Entergy is spending $3.2 billion on 2.3 GW of gas dedicated to Meta's Louisiana campus, a 30-year asset.

April 23, 2026

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Capital Front-Runs the Forecast: $2B Lands Before ERCOT Hits 367 GW

Eleven US campuses serving OpenAI, Meta, Microsoft, and xAI now hold air permits for gas generation capable of emitting 129+ million tons of CO2e annually.

April 22, 2026

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Moratoriums, Referendums, and Ultimatums: The New Permit Math

Meta's $1 billion Tulsa facility pairs 1,500 MW of matched clean energy with a closed-loop cooling system and a sensor-based agricultural water optimization program across 1,500 surrounding acres

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 20, 2026

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

Crusoe's 29-unit GE Vernova aeroderivative order (nearly 1 GW), Meta's 366 MW behind-the-meter build at El Paso, and xAI's 1.2 GW Mississippi turbine approval show hyperscalers are no longer waiting on interconnection queues.

April 17, 2026

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

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

April 16, 2026

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Engage Early or Inherit Someone Else's Moratorium

In Louisiana, the Public Service Commission voted 4-1 to fast-track Entergy's application for seven additional gas-fired plants totaling 7,400 MW to serve Meta's $27 billion Richland Parish facility alone, more than half Entergy's current statewide output.

April 15, 2026

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Build Your Own Power Plant or Lose Your Place in Line

The state's hyperscale market is fragmenting: Meta, Prometheus Hyperscale, Crusoe, and Related Digital (with a $1.2 billion CoreWeave-anchored campus) all operate in Wyoming.

April 13, 2026

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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

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400 Projects, Two Unanswered Questions, One Legislative Clock

Meta's $10 billion El Paso expansion specifies closed-loop cooling to minimize consumption in arid West Texas.

April 11, 2026

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Developers Who Testify First Write the Standards Everyone Else Follows

Meta is funding 10 natural gas plants totaling 7.5 GW for a single Louisiana AI campus.

April 9, 2026

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Nine Months to Shape the Rules Texas Is About to Write

Meta expanded its Hyperion campus in Louisiana to 7.46 GW of gas generation after Entergy agreed to build seven additional plants.

April 7, 2026

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

Meta spent $1.3 million on Texas primary elections in March, Elon Musk contributed $500,000 through a PAC supporting state Senate candidates, and industry-funded groups have poured millions behind House GOP candidates in the 2026 midterms.

April 6, 2026

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When Military Strikes Take Down Cloud Regions, Location Becomes Strategy

Meta spent $1.3 million on Texas primary elections in March, Elon Musk's trust fund gave $500,000 to a PAC backing state Senate candidates, and Gov. Greg Abbott holds a $105 million war chest fed partly by $1.6 million from tech executives last year.

April 4, 2026

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Developers Who Own Their Power Are Writing the New Site Selection Rules

Meta is taking the same approach at scale in Louisiana, privately funding $27 billion in grid expansion including seven new gas plants, 240 miles of transmission, and three battery storage facilities for its Hyperion campus.

April 2, 2026

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West Texas Becomes the AI Corridor While the Rest of America Waits

Microsoft signed with Crusoe Energy for a 900 MW AI factory campus in Abilene, joining a regional build-out that now includes Meta's $10 billion El Paso expansion, the Stargate venture's 1.2 GW second phase, and Stream Data Centers' gigawatt-scale partnership with New Era Energy in Ector County.

March 31, 2026

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

In Louisiana, Entergy locked in $2.65 billion in customer savings over 20 years to serve Meta's Richland Parish facility, which targets 5 GW of capacity with 2,500 MW of new solar and nuclear support.

March 30, 2026

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Texas Writes the Rules While Google Writes the Check

Meta's El Paso project expansion from $1.5 billion to $10 billion is triggering real political consequences.

March 29, 2026

The move, combined with Meta's $10 billion El Paso expansion and Google's $5 billion-plus Anthropic-linked campus already under construction elsewhere in the state, confirms Texas as the epicenter of hyperscale AI infrastructure buildout.

March 28, 2026

Meta scaled its El Paso commitment sixfold to $10 billion and 1 GW.

March 27, 2026

Meta's $10 billion El Paso data center expansion is the day's biggest story, sixfolding the original $1.5 billion commitment to build an 11-building, 1-gigawatt complex across 1,000 acres in Northeast El Paso.

March 23, 2026

This is the largest single generation announcement aimed squarely at data center load in Texas to date.

March 21, 2026

Alabama lawmakers are considering a full solar ban triggered by a Meta datacenter's power demand.

March 19, 2026

In Wisconsin, 400+ residents packed a Juneau town hall over Meta's Beaver Dam expansion, where two southeastern Wisconsin projects alone have requested nearly 4 GW, more power than all Wisconsin households currently consume.

March 16, 2026

Vistra's positioning reflects this: 1,200 MW to AWS from Comanche Peak, 2,600 MW to Meta from three nuclear plants, plus a $4 billion Cogentrix acquisition adding 5,500 MW of gas capacity.

March 14, 2026

Senate Democrats launched a formal probe Friday into Meta, OpenAI, xAI, and five other companies over their rush to gas-fired datacenter power.

March 9, 2026

Meta is reportedly in discussions to lease the expansion space from campus operator Crusoe, with NVIDIA having paid a $150 million deposit to broker continuity, but no formal commitment exists.

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

Nvidia has stepped in with a reported $150 million deposit to Crusoe Energy to secure remaining Abilene capacity and is negotiating with Meta to absorb the excess, a move designed to block rival chips from occupying the infrastructure.

March 6, 2026

The White House's Ratepayer Protection Pledge, signed by Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI, dominates today's news cycle, but the Federal Reserve Bank of Dallas quietly dropped the more consequential analysis: data center power demand will double from 40 GW to 80 GW by 2031, pushing annual PCE inflation up 0.04 to 0.13 percentage points by 2030, with the effect nearly doubling if renewable deployment lags.

March 5, 2026

AES carries 11.8 GW in signed hyperscaler agreements, including a 20-year, 850 MW Google PPA with colocated renewables in Wilbarger County, Texas, 650 MW of solar committed to Meta across Texas and Kansas, and 475 MW across three Microsoft PPAs.

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.

March 3, 2026

Meta's $10 billion, 1 GW datacenter campus in Lebanon, Indiana has broken ground, ranking among the company's largest infrastructure builds ever and signaling that gigawatt-scale AI campuses are no longer theoretical.

March 1, 2026

Meta's Project Hyperion in Richland Parish, Louisiana, is the largest single-campus datacenter under active construction in the US: 2,250 acres, $10 billion, 4,000 workers on site, 2 GW initial power scaling to 5 GW, with Entergy Louisiana building a dedicated 2,200 MW natural gas plant ($3.2 billion) to serve one customer.

February 28, 2026

CyrusOne President John Hatem confirmed the company operates roughly 20 Texas campuses already, leasing to Microsoft, Meta, and Google.

February 27, 2026

Meta's Eagle Mountain, Utah campus quietly drew over 35 million gallons in 2024 under a confidentiality agreement.

February 24, 2026

Meta's $437 million gas plant in El Paso illustrates the friction: El Paso City Council voted unanimously to intervene in the regulatory process over concerns the plant could eventually roll into the utility rate base.

February 23, 2026

Meta is deploying 813 modular natural gas generators totaling 366MW of behind-the-meter power to fuel a 1GW data center under construction in El Paso, Texas, at a $473 million capital cost, bypassing grid connection entirely and drawing unanimous opposition from El Paso City Council and local community groups.

February 21, 2026

Meta, OpenAI, Oracle, Chevron, and xAI are all pursuing variants of this model in at least nine states.

February 20, 2026

Meta's Newton County, Georgia facility consumes roughly 10% of county daily water; its Louisiana "Hyperion" campus caused a 600% spike in local car crashes during construction, closing an elementary school playground.

February 18, 2026

Meta's El Paso facility will run on 800-plus mobile mini-turbines.

February 17, 2026

Early reports indicate Meta has broken ground on a 1 GW campus in Lebanon, Indiana, with over $10 billion in combined investment and community commitments.

February 15, 2026

Meta has broken ground on a 1 GW, $10 billion data center campus in Lebanon, Indiana (Boone County), purpose-built for AI workloads.