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Issue #33December 14, 2025Data Centers

The Data Center Opportunity Nobody Expected

Texas just got a wake-up call. 220 gigawatts of projects have asked to connect to the Texas grid by 2030. Over 70% are data centers. Here's what that means for land.

From The Dirt Up Issue #33 cover

The Data Center Opportunity Nobody Expected

🧠 Market Insights

Texas just got a wake-up call. More than 220 gigawatts of projects have asked to connect to the Texas electric grid by 2030. Over 70% are data centers. That's more than double the state's record peak summer demand.

Energy experts are calling it impossible to meet. Former ERCOT watchdog Beth Garza said the numbers are "crazy big."

What Makes Land Data Center Ready? Power availability is the number one constraint right now. Not land availability. Power.

Modern data centers commonly require 100 megawatts. Some projects are requesting up to 1 gigawatt. Grid connection wait times are averaging four years.

The markets seeing real action right now have infrastructure that's proven, not promised: Power capacity that's available now, existing transmission infrastructure, land with clean zoning.

✨ The Alpha Effect

Infrastructure Over Hype Every Time

The best opportunities don't announce themselves with headlines. They show up quietly in utility maps, transmission corridors, and power capacity studies.

Stop asking "Is my land in a data center market?" Start asking "Does my land solve the constraints that data centers actually face?"

Here's to building your success, one step at a time - from the dirt up.

Kris "Dirt Dawg" McGee 🐾

Data CentersTexasPower Infrastructure
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