Keel Infrastructure flags Texas data-center moratorium as sign of tighter scrutiny on AI power demand
Reuters2026/08/11 16:04- 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.
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