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
Commercial Opportunities
- gas turbine supply
- substation equipment
- transmission line construction
- cooling systems
Known Partners
O
Oncor
E
ERCOT
Source Evidence
Location
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