ERCOT aims to finish Governor Abbott’s data-center audit by December amid a pause on new interconnections, with hundreds of large-load proposals in Batch Zero and a massive interconnection queue that could delay long-term grid planning.
Texas delays data-center interconnections amid a 474 GW queue, launching an audit and delaying ERCOT's Batch Zero while regulators scrutinize on-site power, water use, and incentives, with data centers representing about 90% of new requests.
Cipher Digital posted a wider Q2 loss with revenue of $24.8m and ~16% stock drop; Bernstein keeps an Outperform with a $32 target amid a Texas data-center audit that could benefit Cipher’s data-center leasing pivot.
Texas PUC approves a net metering arrangement for a 260-MW AI data center co-located with a wind farm, imposing strict 30-minute curtailment with 60-minute advance notice and barring paid demand response participation, setting a potential template for future co-located loads under SB6.
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