Amarillo, TX

May 10, 2026

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Sequencing Beats Vision: Why Fermi's $19B Pitch Couldn't Land a Single Tenant

Fermi went public at $19 billion with 5,000+ acres near Amarillo, 17 GW of promised generation, and zero customers.

April 21, 2026

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Fermi's Anchor Tenant Walked in December. Everything Else Followed.

CEO Toby Neugebauer and CFO Miles Everson both exited within days, the stock has shed 69% since its October IPO, and satellite analysis from Cleanview shows no construction has begun on Project Matador near Amarillo.

April 20, 2026

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

Risk: developers who haven't reserved turbine or reactor slots by mid-2026 are bidding against a sold-out supply chain, and Fermi America's Amarillo stall, with CEO Toby Neugebauer out April 17 despite a February air permit, shows permits alone don't move dirt.

April 19, 2026

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Anchored Offtake Wins the Queue. Speculation Gets Repriced.

The cautionary tale sits in Amarillo.

April 9, 2026

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Nine Months to Shape the Rules Texas Is About to Write

Community opposition is coalescing in coordinated fashion: a San Antonio convening called "Texas Data Center Rebellion" brought organizers from El Paso, Taylor, Amarillo, San Antonio, and DFW.

April 8, 2026

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Texas Built Its Tax Break for Yesterday's Data Center Market

San Marcos, Amarillo, College Station, Waco, and Harlingen all face organized pushback.

April 2, 2026

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

Fermi America's Project Matador near Amarillo envisions an 11 GW private grid combining gas, nuclear, solar, and battery.

March 26, 2026

Fermi America secured final TCEQ approval for Project Matador near Amarillo, the agency's second-largest clean air permit authorizing 23.5 million tons of annual greenhouse gas emissions for the proposed 11 GW, 6,000-acre campus.

March 19, 2026

Fermi America plans to file a second 5 GW clean air permit with TCEQ for Project Matador near Amarillo, scaling the campus to roughly 17 GW total: 11 GW natural gas, 4.4 GW nuclear, plus solar and battery.

March 17, 2026

Amarillo residents organized against five planned Panhandle datacenters citing Ogallala Aquifer depletion.

March 1, 2026

Texas Agriculture Commissioner Sid Miller launched a formal investigation into Fermi America's Project Matador, an 18 million square foot, 11 GW campus north of Amarillo, after cotton farmers flagged Ogallala Aquifer depletion risks.

February 26, 2026

TCEQ approved air quality permits for Fermi America's proposed datacenter power plant in Amarillo, denying contested case hearing requests from the Panhandle First Coalition on procedural standing grounds.

February 23, 2026

Fermi America's Project Matador near Amarillo is permitted for 6 GW; Chevron announced its first-ever power plant at up to 5 GW for AI workloads in West Texas.

February 14, 2026

GW Ranch joins Fermi America's 6 GW Project Matador near Amarillo and Chevron's planned 5 GW facility in West Texas in a concentration of behind-the-meter gas generation that has no parallel outside China.

February 10, 2026

Fermi America just took delivery of its first Siemens Energy gas turbines for an eye-popping 11GW campus in Amarillo.