Jul. 23 at 10:49 PM
$ET yes
If you're looking at this from an Energy Transfer (ET) investment perspective, the opportunity extends well beyond Meta. ET has publicly said it is receiving requests from 40+ prospective data centers in 10 states and is well positioned because its pipeline network already serves about 185 gas-fired power plants in 15 states.
Here's how the major AI developers line up with ET's footprint:
Company Major AI campuses in ET territory ET opportunity
Meta Richland Parish (LA), El Paso (TX), Fort Worth (TX), Temple (TX), Tulsa (OK) Very High
Oracle Texas campuses, including Stargate-related developments Very High (ET has disclosed Oracle gas supply agreements.)
OpenAI / Stargate Texas, New Mexico High
Microsoft Texas, Wisconsin, Indiana expansions High
Amazon (AWS) Texas, Indiana High
xAI Memphis (TN), possible Texas expansion Medium–High
Google Texas plus Midwest growth Medium–High
