The Load Zone

The weekly Texas AI data center news wire.

THE LOAD ZONE
No. 13 · September 4, 2026

The audit outruns the pause

ERCOT let its own August 31 Batch Zero date pass without setting another, the connection pause is reported to lapse on November 4 before the audit that justified it finishes, and Anthropic booked $35 billion of capacity at Hut 8's Beacon Point.

The lead

ERCOT let its own date pass. Market Notice M-A080326-03, issued August 31, says the grid operator needs more time to validate the data before issuing the conditional Batch Zero classifications it had intended to send transmission and distribution providers that day. No new date is given. It is the second date ERCOT has moved on Batch Zero since August 7.

The pause may run out before the work it was ordered for. Coverage published September 3 reports that Abbott's pause on connecting new data centers lapses on November 4, the day after the general election, a date attributed to the governor's Democratic opponent rather than to his office or the PUCT. ERCOT has told lawmakers its audit finishes in late November or early December. Inside Climate News reported the same day that no Texas regulator holds a central list of data center operators, and that the gap is slowing the audit.

The money did not wait for any of it. Anthropic will pay Lambda $35 billion over six years for capacity at Hut 8's Beacon Point in Nueces County, where Nvidia holds the lease, with first energization expected in the first quarter of 2027. Nscale closed $1.85 billion of term loans against the Barstow campus it leases from Ionic Digital. Bitdeer paid about $100 million in cash for 200 acres at Rockdale.

Locally the answer hardened. Prosper's zoning commission voted 7-0 on September 1 to recommend denying White Rose Partners' $580 million campus, which the Town Council takes up on September 8. North Richland Hills removed data centers from the uses permitted by right, and two Red Oak residents sued their city over an 800-acre approval.

29Items this week
28Promoted to Intel
474 GWBiggest number
The rundown

A date that does exist is October 6, and it is about curtailment.

Brownsville is the second Cameron County city working on a moratorium.

Colovore's Hutto building is registered at $280 million, and it sits outside Austin's reach.

A conference panel put the demand at 125 percent on top of the ERCOT peak.

The wire
Projects & Milestones5
Power & Grid7
Environment & Real Estate1
Finance & Corporate3
Government & Community13

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