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

Jul 28, 2026

Substation discussions confirmed

Jun 15, 2026

ERCOT large load study initiated

Apr 1, 2026

Land option agreement

Jan 10, 2026

First signal detected

Infrastructure Requirements