Infrastructure Research
Yair TitelboimMapping power infrastructure, data centers, and the capital following both
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 8 months ago | Last Issue | 3 days ago |
| Active | |||||
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infrastructureresearch.substack.comLatest Issues
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...
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...
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...
How to Build Your Own Power Plant and Still Go Dark
I’ve been mapping data centers in Texas for a few months now, and here’s what stands out.
The biggest power consumers in the state are going up nowhere near the demand they used to sit near. These are huge loads, gigawatt-scale, and they’r...
One Fab, Twelve Towns
The new Texas Terafab in Grimes County will be the largest building on Earth. More than 100 million square feet, roughly five times the current record holder. The first phase carries a $16.8 billion commitment. And it looks like a box with...
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