"The shift indicates how drastically the data center development boom has reshaped the US's digital infrastructure map and the landscape as a whole. Amazon, Microsoft, Google, and Meta plan to spend more than $600 billion on AI infrastructure expansion in 2026 - a number so dizzyingly high that Wall Street is on high alert for signs of an AI bubble."
"Texas alone has 6.5 gigawatts of data center capacity under construction. That amount of power is roughly equivalent to more than three Hoover Dams or over 17,000 Tesla Model 3swhen using the US Department of Energy's standard, and it accounts for about one-fifth of the 35 gigawatts of data center capacity the US added to its pipeline. That 35 gigawatts is roughly equivalent to the annual electricity consumption of the UK or Italy,"
Northern Virginia currently hosts the world's largest data center market, but Texas is projected to unseat Virginia as the largest by 2030. Big Tech companies, including Amazon, Microsoft, Google, and Meta, plan massive AI infrastructure spending exceeding $600 billion in 2026. More than half of US data center construction now occurs outside traditional hubs, with Tennessee, Ohio, Wisconsin, and Texas emerging as top markets. Texas has 6.5 gigawatts under construction, about one-fifth of a 35-gigawatt pipeline that would nearly double US capacity. Major projects include Oracle/OpenAI Stargate in Abilene, Google's $40 billion West Texas expansion, and Meta's El Paso site. Texas offers sprawl and abundant energy resources conducive to large-scale data center development.
Read at Business Insider
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