Feb. 13 at 7:29 PM
$ET Revenue Commencement Timeline
Q1 2026: Fermi America
The pipeline interconnection project south of the Amarillo, Texas campus is expected to be in service in Q1 2026. This will provide firm natural gas supply for the first phase of the 2 GW HyperGrid AI campus.
Q3 2026: CloudBurst Data Centers
Phase 1 of the San Marcos, Texas flagship AI campus is projected to be operational by Q3 2026. This deal involves providing up to 450,000 MMBtu/day for behind-the-meter power generation.
Q4 2026: Hugh Brinson Pipeline (Phase I)
This critical infrastructure project, which will support increased data center demand by transporting 2.2 Bcf/d, is scheduled for Phase I completion in Q4 2026.