May 7, 2026
Subscribe for full access
Trump Districts Hold 59% of Texas Datacenters. The 2027 Session Just Got Interesting.
Project Jupiter's $165 billion Santa Teresa build, which surfaced from a closed Doña Ana County commission meeting, just pivoted from gas plants to fuel cells, a 30% emissions cut Oracle announced reactively rather than proactively.
May 4, 2026
Subscribe for full access
NERC's Rare Grid Warning Hands Texas Developers an 18-Month Window
Oracle and Bloom Energy are deploying up to 2.45 GW of solid oxide fuel cells for Project Jupiter in Doña Ana County, replacing planned gas turbines and approaching Bloom's entire cumulative deployed capacity.
April 30, 2026
Subscribe for full access
Kiewit Books 5.4 GW for NRG as Gas Turbine Slots Vanish Through 2029
Oracle's Project Jupiter in Doña Ana County abandoned gas turbines and diesel entirely for a Bloom Energy fuel-cell microgrid sized up to 2.45 GW, with 1.2 GW already contracted.
April 29, 2026
Subscribe for full access
2,600 GW Stuck in Queue. The Winners Build Their Own Power.
Oracle and BorderPlex are replacing planned gas turbines and diesel at Project Jupiter in Doña Ana County, New Mexico with up to 2.45 GW of Bloom solid oxide fuel cells, paired with closed-loop non-evaporative cooling.
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 15, 2026
Developers Face a Choice: Disclose or Lose the Next $46 BillionThe Doña Ana County Board of Commissioners faces a vote on the deal.