Fearing an AI Chip Glut, Data Center Developers Are Choosin’ Texas (The Information)
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AI infrastructure development is accelerating in Texas as data center developers look for ways to secure power amid grid constraints, extended interconnection timelines, and increased scrutiny of large-load projects. These challenges are creating greater interest in onsite and behind-the-meter generation, which can allow projects to move forward without depending on immediate access to the public grid. Texas is emerging as a key market for this approach as developers seek to bring new computing capacity online while navigating requirements around grid reliability, water use, and community impact.
ERock is part of this shift through its recently announced agreement to provide Anthropic with 470 MW of natural gas generation. ERock Chief Commercial Officer Allan Schurr also discusses the importance of responsible development as Texas evaluates the impact of large data center loads. Schurr emphasizes that developing projects off-grid does not remove the need to meet community standards, reinforcing the importance of power solutions that can support faster project timelines while addressing the broader requirements associated with large-scale AI infrastructure development.