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October 9, 2025

Peter Cook, Editor

Tons of power and data center news this week!  And people are still posting about the Permian Power Connection Conference, which we really appreciate it!

 

Mark your calendars and budgets for the 2nd Annual Permian Power Connection Conference, which will return to Midland on September 28-29, 2026!

 

And now, the news…

Permian Power Digest Issue #27

Liberty Power Innovations had a Strong Presence at the Permian Power Connection Conference

Thank you to our Title Sponsor for having a strong presence inside and outside at the conference!

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PROPWR Showcases Waukesha Gas Engines at the Permian Power Connection Conference

Dave Bosco talks to clients and partners about the engines at the conference.

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Photos are Posted from the Permian Power Connection Conference!

Check out our 400+ pictures and drone footage from the conference.

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West Texas is emerging as the energy backbone of AI and Data Center era

While most markets face 7–15 year grid delays, the Permian Basin quietly delivers 21 Bcf/day of natural gas — firm, dispatchable power moving at the speed hyperscalers need.

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Texas Data Center Power Supply Mix

Good graphic on the power supply mix in Texas.

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Duos Pairs Mobile Power and Modular Edge Data Centers for Rapid Texas Rollout

Duos Edge AI is pairing high-density modular compute with mobile, behind-the-meter power to deliver rapid edge capacity in underserved Texas markets, while eyeing expansion into healthcare, logistics, and public safety.

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Why the Lone Star State Leads in Bitcoin Mining

Low-cost power, flare gas innovation and clear policy put Texas at the forefront.

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Bitcoin Compute Cowboys in Texas

In this quick video, Brad from Cholla demonstrates how bitcoin production can flourish in Texas by being interconnected with the ERCOT grid and providing flexible load capabilities to the state's power system.

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Williams to Invest $3.1B in Power Projects for Data Centers

Williams recently diversified into “power innovation projects,” with projects like Socrates in hand and upcoming behind-the-meter facilities targeting data centers and AI-driven demand.

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Texas leads U.S. in energy use, doubling California in 2023

Texans consumed more energy than any other state in 2023, according to a report from the U.S. Energy Information Administration.

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Texas Could See a Decline in Fossil Fuel-Fired Power Generation in 2025

Electricity generation from natural gas power plants in Texas dipped by 1% over the first nine months of the year, and it could book an annual decline if wind generation lives up to expectations in the final quarter of the year.

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Energy Transfer to Deliver Firm Gas for Fermi’s HyperGrid AI Project in Texas

The interconnection project is set to begin service in early 2026, expanding Energy Transfer’s midstream role in fueling digital infrastructure.

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Wall Street really likes Rick Perry’s nuclear-powered data center company

Fermi America, which launched earlier this year and went public this week, wants to build a nuclear complex to power AI data centers.

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Fermi America Sparks Texas Energy Revolution

Toby Neugebauer joins Bloomberg Open Interest fresh off the IPO of his new company, Fermi America.

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C&G Energy Services Highlight Reel from the Permian Power Connection Conference

C&G brought some great gear and great grub to the conference. Check out their pictures.

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Digital geochemistry could democratize energy access

Speaking at the recent Permian Power Connection conference, Krysanov touted digital geochemistry as turning the Earth itself into an open database anyone can read.

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Shout Out to Warren Cat at the Permian Power Connection Conference

Some more cool equipment showcased the conference.

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Chris Davis Showcases the Strong Panel on Which He Served

Chris shared insights during the discussion: “Why the Permian Basin Should Be the #1 Choice for Data Centers, AI, Bitcoin, and Others.”

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Shyke Lowers and Satokie Mining on the Permian Power Connection Conference

Shyke Lowers and Satokie Mining on the Permian Power Connection Conference

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Strong Panel Closes Out the Permian Power Connection Conference

Thank you to executives from Midland, Odessa, Carlsbad, and Eddy County (NM) for closes out the conference on a high note!

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TMAC West Texas at the PPC

The team at the Texas Manufacturers Assistance Center – West Texas had a good time at the Permian Power Connection Conference. Thank you for joining us!

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Texas approves $13.8 B plan for Permian Basin grid

Texas regulators have approved a major reliability plan that could see the state’s first 765-kV transmission lines built in the Permian Basin.

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Matt Hill Does Man on the Street Interviews at the Permian Power Connection Conference

Matt interviews Crimson Group’s Matthew Bargohlz in the exhibit hall.

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Podcast: The Future of Distributed Power with Trey Lawson from Mesa Natural Gas Solutions

Trey shares insights on innovation in energy, industry trends, and how education and adaptability are shaping the sector’s future.

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BlackRock Nears $40 Billion Data Center Deal in Bet on AI

BlackRock Inc.'s Global Infrastructure Partners is in advanced talks to acquire Aligned Data Centers, which could be valued at about $40 billion in a transaction.

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Ector County AI data center enters Phase Two, eyes 1-gigawatt scale

Phase Two engineering has begun and involves detailed site planning, site clearing and infrastructure integration for the campus.

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Utilities Race to Meet Surging Data Center Demand With New Power Models

The rapid rise of AI data centers is testing the limits of the power grid, driving utilities to boost capital spending, overhaul tariffs, and build new flexibility into their systems to keep pace with demand - while maintaining reliability and sustainability.

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U.S. Data Center Boom Tests Power Grid as AI Demand Outpaces Supply

Fueled by a surge in artificial intelligence and cloud computing demand, North America's data center market continued its blistering pace of expansion in the first half of 2025 -- but growth is running headlong into the limits of available power and infrastructure, according to new data from CBRE.

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