Chevron says Gov. Greg Abbott's moratorium on new data center permits could delay the investment decision on its nearly 3-gigawatt Kilby project until 2027. For one of the largest new US data center projects, the date now depends mainly on a state permit.
Reality
- Evidence55
- Adoption35
- Hype gap+5
- Incentives65
- Confidence55
The September 21 directive tells Texas environmental regulators to stop all data center permits until two state audits finish. A dedicated gas plant behind the meter still needs an air permit from the same agency.
Reality
- Evidence58
- Adoption45
- Hype gap+12
- Incentives68
- Confidence55
A Form D filed on September 18 shows one investor and $1.5 million sold out of $6 million. At the $0.04 per kilowatt-hour SovAI advertises, one 100-megawatt site would invoice about $35 million of electricity a year.
Reality
- Evidence58
- Adoption5
- Hype gap+55
- Incentives80
- Confidence62
OpenAI's letter of intent with Sur Energy heads a 1,450MW queue of announced Patagonian projects, and the developers behind it want prospective tenants walking the sites in February and agreements signed this year.
Reality
- Evidence52
- Adoption12
- Hype gap+28
- Incentives72
- Confidence55
US data centres drew about 25GW in 2024, and BloombergNEF has them at 106GW by 2035. On that arithmetic, the question for anyone planning a cluster is when the megawatts arrive, not when the GPUs ship.
Reality
- Evidence58
- Adoption
- Insufficient
- Hype gap+24
- Incentives45
- Confidence47
BloombergNEF tracks 99 on-site gas plants totalling 126 gigawatts. Run at normal rates they would add about a fifth to US power sector emissions, with no utility or grid operator vote.
Reality
- Evidence58
- Adoption38
- Hype gap+18
- Incentives55
- Confidence52