• Keel Infrastructure flagged Texas’ moratorium on new data-center approvals as a turning point for the AI infrastructure buildout.
• ERCOT’s interconnection queue rose above 474 GW, more than five times the state’s record peak demand.
• Data centers represent roughly 90% of new power requests, raising execution risk for projects relying on near-term grid access.
• Texas will audit proposed projects’ electricity and water needs, on-site generation plans, public incentives, ownership, community impacts.
• ERCOT paused its initial “Batch Zero” review pending the audit’s outcome, extending timelines for queued developments.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Keel Infrastructure Corp. published the original content used to generate this news brief on August 10, 2026, and is solely responsible for the information contained therein.