Stream Data Centers signs LOI to build, lease, and operate TCDC
The Apollo-backed tier-one operator joins ahead of the 2026 full construction start, the credibility piece a NASDAQ small-cap needed to market a 1+ GW campus to hyperscalers.
Marker size scales with planned power. Switch the color mode to see development phase or grid strategy.
How tracked projects are securing power, and where they stand in ERCOT's interconnection queue.
AI-relevant capacity additions by quarter from per-project ramp stages. Solid bars = dated phases; faded = estimates.
AI-relevant capacity only · hover a quarter to see which projects land in it
Disclosed figures only. Click a bar to open the full record.
Projects carrying live risk flags — opposition, litigation, lost tenants, pauses, or unconfirmed records.
Weekly Intelligence in your inbox, subscribe to The Load Zone
The weekly Texas AI data center news wire.
Every edition of the weekly wire, newest first.
What's ahead for tracked projects: construction starts, completions and deal closes, dated and sourced.
Browse projects and reports by topic tag.
Every AI data center project in Texas, sourced, dated, and kept current.
Priced for one person with a corporate card.
Free
$0
Everything current, with an account.
Pro
$399 $399/year
Or $39/month. Everything in Free, plus the archive.
On the roadmap, included when they land
Your profile, security, and notification settings.
Changing your email address is not available yet — it needs a confirmation round-trip to the new address before the change can be trusted.
Signs out every session except this one. Use it if you have signed in somewhere you no longer control.
Nothing watched yet.
Send it as Authorization: Bearer <key> to the export API. It reads the same data your account can, and cannot change anything.
Nothing to bill.
Corrections, questions and data requests, including from the companies we cover.
TX AI Intel Hub tracks the companies, projects, power demand, investment, and development activity behind Texas' rapidly expanding AI data center market.
The platform brings together sourced project data, dated intelligence events, company relationships, development status, power requirements, investment figures, and risk indicators in one place.
Coverage focuses on projects that are meaningful to the AI infrastructure buildout: hyperscale campuses, major colocation expansions, powered-land developments, and bitcoin-to-AI conversions.
Every material development is logged as a dated intelligence event and tied back to the relevant project, company, and location.
Project records are updated as new information becomes available, and disclosed figures stay distinct from estimates. Confidence levels and risk flags mark the places where the underlying information is incomplete, conflicting, or still developing.
All records go through automated validation before publication, which keeps projects, companies, locations, and timelines consistent with one another.
Many data center intelligence platforms spread their coverage across projects nationwide. TX AI Intel Hub takes a different approach: stay focused on Texas and go deeper.
That means following projects over time, connecting new developments to existing records, tracking changes in power, investment, ownership, construction status, and risk, and building a historical intelligence trail around each project instead of treating every announcement as a standalone data point.
The result is a more complete view of the Texas AI infrastructure market: not just where projects are, but how they are developing, who is involved, and what is changing.
Pro is built for people who need more than a quick project lookup.
The value is in having the surrounding intelligence ready to hand: deeper project context, connected company and location data, development history, research, and the signals that explain where a project stands and where it may be headed.
Instead of piecing together dozens of articles, filings, announcements, and local reports, Pro gives you a structured intelligence layer for following the Texas AI data center market as it develops.
Sign in to your account.
No account? · ·
We'll email you a link to choose a new password.
Remembered it?
Choose a new password for your account.
Verification unlocks the network graph, the data table, the full report archive and the weekly newsletter.
Already have an account?
Checking your confirmation…
A couple of things, then you're in.
Already set a password?
Your free account is ready.
Free
$0
What your account already includes.
Pro
$399 $399/year
Everything in Free, plus the archive.
The Apollo-backed tier-one operator joins ahead of the 2026 full construction start, the credibility piece a NASDAQ small-cap needed to market a 1+ GW campus to hyperscalers.