Projects 7 Δ +1 Pipeline 3.6 GW Investment $32.6B Signals +400 this week
Thursday, September 24, 2026
DataPowerDemand
Power Infrastructure Intelligence
AI Infra Speculative

Texas AI Corridor

TX, USA

A proposed 800 MW AI compute campus in Fort Worth, Texas, with confidential discussions underway for a dedicated substation and 345kV transmission interconnection.

Signal Score
68 /100
800 MW Estimated Capacity
$6.4B Estimated Investment
55% Confidence
Evidence Sources

Overview

Timeline

2026-07-28, Substation discussions confirmed, signal

2026-06-15, ERCOT large load study initiated, signal

2026-04-01, Land option agreement, signal

2026-01-10, First signal detected, initialSignal

Infrastructure Requirements

  • substations
  • 345kV transmission
  • gas turbines
  • cooling towers
  • backup generators

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Commercial Opportunities

  • gas turbine supply
  • substation equipment
  • transmission line construction
  • cooling systems

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Known Partners

O Oncor
E ERCOT

Source Evidence

Location

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