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The Download: Texas’s fragile AI boom and energy policy shifts

Confidence92·multiple reportsImportance94NP-EVT-20261105-26D15F9

This is today’s edition of The Download, our weekday newsletter that provides a daily dose of what’s going on in the world of technology. Texas was the new epicenter of the AI data center buildout. That might be kaput. Texas is the fastest-growing data center market in the US and ground zero for Big Tech’s…

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The Download: Texas’s fragile AI boom and energy policy shifts
Thomas Macaulay · 11/5/2026, 1:10:00 PM
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