When Compute Signed a Utility Contract
Today’s episode follows AI infrastructure into its physical contracts: gas-fired power in West Texas, water claims from Nvidia, local backlash against data centers, export controls, enterprise rollouts, and the strange new place where coding agents meet private equity diligence.
The Wall Street Journal on Chevron and Microsoft reported a 20-year gas-fired power agreement for a proposed West Texas AI data center, which turns compute capacity into a named energy project.
Axios on Nvidia’s water claim adds the cooling side of the constraint, with Nvidia arguing that next-generation systems can…
The skinny
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