POWERS
Avsnitt

The Texas Power Grid, AI, and the Race for Data Centers with Rep. John McQueeney (# 416)

Dela

In this episode, Chris sits down with John McQueeney, State Representative for House District 97 in Tarrant County, Texas and member of the State Affairs Committee covering power grid and electric policy.

In the last six weeks alone, John's committee has run three interim data center hearings. He is also drafting the Data Center Responsibility Act for the January 2027 session - the bill that will set the framework for how Texas handles the data center build-out for a generation. Texas has 440 gigawatts of applications in the queue against roughly 110 gigawatts of current peak capacity. Someone has to sort out what's real, what's speculative, and who pays for the grid when it all comes online. John is one of the people doing that work.

They discuss:

Why the data center industry is losing a PR battle it should be winning

The tax story hyperscalers haven't been telling

How the large load approval process works in Texas, end to end - from TSP submission to ERCOT study to Approved to Energize

What's real vs. speculative in the 440 GW pipeline

Behind-the-meter data centers as grid stabilizers

What the Data Center Responsibility Act will cover

The railroad analogy: why communities that miss this build-out will fall behind for decades

Timestamps:(00:00) Intro(02:27) Why Data Centers Are a "12 Out of 10" for Texas(08:17) A Day Without a Data Center(09:34) Inside Stargate: Lancium, Crusoe, Oracle & OpenAI(14:34) When One Data Center Funds 30% of a City's Budget(17:03) The Vicious Restudy Cycle & the Batch Zero Fix(28:55) 440 GW of Applications Chasing 105 GW of Capacity(35:53) The 75 MW Threshold & Going Behind the Meter(48:36) Drafting the Data Center Responsibility Act(54:19) North Texas's Hidden Risk in Batch Zero(01:08:35) Who Actually Pays for the Grid Buildout?(01:14:32) Data Centers Are a National Security Issue(01:18:12) Data Centers in Space & the Long Arc

-----

Presented by Airshare:

Trusted across the country for fractional ownership, jet cards, charter, and aircraft management, Airshare gives you a smarter way to fly private - over 25 years of experience, operating their own fleet, with the top safety ratings in the industry. Drive up to the FBO, walk on, and go. Go to flyairshare.com to learn more.

-----

Sponsored by Collateral Partners:

Collateral Partners builds institutional-grade investor materials for private credit, private equity, real estate, and family office firms - the kind of marketing collateral that helps you close capital. Learn more at collateral.com/fort.

-----

Chris on Social Media:

X: https://x.com/fortworthchris

Instagram: https://www.instagram.com/thepowerspodcast

LinkedIn: https://www.linkedin.com/in/chrispowersjr/

Visit our website: https://www.powerspod.com/Leave a review on Apple: https://bit.ly/45crFD0Leave a review on Spotify: https://bit.ly/3Krl9jO

Podden och tillhörande omslagsbild på den här sidan tillhör Chris Powers. Innehållet i podden är skapat av Chris Powers och inte av, eller tillsammans med, Poddtoppen.