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Infrastructure Research

Yair Titelboim

Mapping power infrastructure, data centers, and the capital following both

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PricingOnly free issuesPublishesWeekly
Issues34Founded9 months agoLast Issue4 days ago
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Latest Issues

The data center outside Harlingen’s moratorium

Harlingen’s pause on new applications for high-intensity data-processing facilities inside city limits was first read May 20 and finally adopted June 17 as a 120-day pause, and commissioners moved in August to extend it to 180 days, the max...

4 days ago
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1

The Battery Behind the Line

Rabbit Hill and River Valley are both battery connection points in Williamson County. Over the same year, Rabbit Hill’s modeled day-ahead spread averaged $28.20 per megawatt-hour above its load zone. River Valley averaged $7.60.

I mapped 8...

11 days ago
3
2

Sixteen Megawatts

Ken Paxton named eighteen Texas counties in a data center water investigation on September 24. Across all eighteen, I can find one facility carrying a confirmed operating status in public records. Sixteen megawatts, on Hibbetts Road in Trav...

24 days ago
6

Texas Has 97 GW of Planned Data-Center Capacity. So Why Are the Four Biggest Counties Still at Zero?

Texas has 97 GW of data-center capacity on the map. That sounds like a market. The records tell a more complicated story once you look at what is actually stalling each county.

Four counties carry the headline

The current Cleanview sna...

a month ago
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4

The transmission split dividing Texas’s AI buildout

Texas is not building one new power corridor into the Permian.

It is building three paths, and on August 28, 2026, they stopped moving together.

Two Oncor segments advanced:

Dinosaur–Longshore.
Longshore–Drill Hole.

The Public Utility...

2 months ago
6

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  • Yair Titelboim

    Development, Cities, and Economics

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