May 28, 2026
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Helios Hits 1.6 GW on CREZ Lines Built for Wind a Decade Ago
Wood Mackenzie pegs the disclosed U.S. pipeline at 241 GW by year-end 2025, with only about a third under active development.
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Wood Mackenzie
Wood Mackenzie is a global energy research and consulting firm that provides analysis on power generation, grid infrastructure, and energy policy relevant to Texas's datacenter expansion planning.
Referenced in 3 briefingsLast referenced: May 28, 2026
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May 5, 2026
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Seven Hyperscalers Sign On: Self-Funded Power Is the New Permit Price
Wood Mackenzie projects the US datacenter electrical equipment market triples to $65 billion by 2030, with substation transformer lead times stretching past 160 weeks.
March 20, 2026
Developers Stopped Waiting for the Grid. Now They're Building Around It.New capacity additions dropped 50% quarter-over-quarter in Q4 2025, per Wood Mackenzie, even as the disclosed pipeline closed the year at 241 GW.
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