Texas Campus Development Insights

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01 / RESEARCH TOPIC

Capacity & phasing

A campus can have enough ultimate capacity and still be unable to honor its next commitment.

SIZING SHARED CAMPUS WORKSMost campus budgets have two categories for shared works. The money is in the third.BATCH ZERO AND LEASESThe words tenant, lessee and occupant appear zero times in the rule that allocates your megawatts POWER & CAMPUS CAPITALA Texas data center campus can lose twice on the same megawatt.MULTI-TENANT CAMPUS STRATEGYOne campus. Several tenants. Who owns the spare capacity?MULTI-PHASE CAMPUS DEVELOPMENTThe next phase starts inside someone else’s operating environment.

02 / RESEARCH TOPIC

Power & energization

A power route is only useful if it supports the tenant and the phase that must open.

ADOPTED 16 TAC 25.194The fee everyone was budgeting for is gone. The money did not get cheaper.ERCOT BATCH ZEROTexas data center water surveys and the ERCOT Batch Zero audit BATCH ZERO VERIFICATION RFIThe filing that decides your project is one you are not allowed to submit SECURITY, TARIFFS AND COVENANTSFour instruments decide what a stalled phase 2 costs you, and you have signed all of them.POWER & CAMPUS CAPITALA Texas data center campus can lose twice on the same megawatt.ON-SITE POWERBridge power is a development project, not a generator order.POWERA grid position is not a campus delivery plan.

03 / RESEARCH TOPIC

Water & entitlements

The approved campus and the campus the tenants need must remain the same project.

ERCOT BATCH ZEROTexas data center water surveys and the ERCOT Batch Zero audit ENTITLEMENTSMake the campus design support the approval case.WATERSolve the water system, not just the water request.

04 / RESEARCH TOPIC

Land & connectivity

The land you can buy is not necessarily the campus you can deliver.

CONNECTIVITYTwo carriers do not automatically mean two independent routes.SITE SELECTIONBuy the development footprint, not the acreage headline.

05 / RESEARCH TOPIC

Districts & public infrastructure

The right structure can unlock the works. The wrong one only changes the paperwork.

DISTRICTS & INFRASTRUCTUREA MUD can change who funds the infrastructure. It cannot create the missing water.DISTRICTS & INFRASTRUCTUREA PUD should approve a workable campus, not freeze the wrong one.DISTRICTS & INFRASTRUCTUREThe SUD has the territory. Your campus needs a funded service solution.

06 / RESEARCH TOPIC

Utility structures & partnerships

The campus needs a service model that the utilities, tenants and regulators can all implement.

UTILITY STRUCTURESBehind the meter is a location. It is not a regulatory exemption.UTILITY STRUCTURESThe provider is on the map. The service is not in the ground.UTILITY STRUCTURESA campus landlord is not automatically its tenants’ electric utility.PRIVATE USE NETWORKSA Texas Private Use Network is an operating structure, not a private-wire shortcut.

07 / RESEARCH TOPIC

Capital & public infrastructure

A campus plan needs a funder, a provider and an enforceable route to service.

FORCE MAJEURE AND CAPITAL STACKThe cascade that breaks data center developers: Oracle, force majeure, and the Texas projects already in the same trap ADOPTED 16 TAC 25.194The fee everyone was budgeting for is gone. The money did not get cheaper.CAMPUS CAPITAL AND TENANT CREDITYou underwrote the tenant's credit and the tenant's power. You did not underwrite the tenant's lender.PUBLIC COMMITMENTS AND MUNICIPAL EXPOSUREYour electrical position gets examined. The water contract and the development agreement get signed.SECURITY, TARIFFS AND COVENANTSFour instruments decide what a stalled phase 2 costs you, and you have signed all of them.TEXAS JURISDICTION & SERVICEAnnexation, ETJs and CCNs: who controls each campus dependency?ANNEXATION & DEVELOPMENT RISKWhen annexation reduces risk for a Texas data center campus POWER TARIFFS AND RATEPAYER PROTECTIONHigher data center power tariffs: who pays for reserved capacity?INFRASTRUCTURE & COMMUNITYPay for the demand you create. Structure the capacity others can use.CAMPUS CAPITAL & DELIVERYFinance the campus in layers. Make the obligations work together.

08 / RESEARCH TOPIC

Tariffs & grid support

Make the electricity obligation supportable. Make the response deliverable.

POWER & CAMPUS CAPITALA Texas data center campus can lose twice on the same megawatt.POWER TARIFFS AND RATEPAYER PROTECTIONHigher data center power tariffs: who pays for reserved capacity?TARIFFS & FLEXIBILITYA campus can support the grid without promising to power the town.TARIFFS & FLEXIBILITYTexas data center electricity tariffs: service structures, flexibility and who pays.TARIFFS & FLEXIBILITYFlexibility belongs to the workload owner, not the campus brochure.

09 / RESEARCH TOPIC

Energy strategy

Different energy assets need different jobs, contracts and evidence.

ENERGY STRATEGYDiversify the supply, not the unpriced risks.ENERGY STRATEGYGeothermal is an option to earn, not capacity to assume.ENERGY STRATEGYThe cheapest source right now may be the wrong dispatch.ENERGY STRATEGYChoose storage for the deficit it must cover.

10 / RESEARCH TOPIC

Policy & regional services

Public confidence follows a service that is funded and delivered.

PUBLIC COMMITMENTS AND MUNICIPAL EXPOSUREYour electrical position gets examined. The water contract and the development agreement get signed.POLICY & COMMUNITYA policy headline is not a project decision. A missing condition can be.POLICY & COMMUNITYA fire station without an operating budget is not a community benefit.

11 / RESEARCH TOPIC

Campus systems & scale

The next phase can require a different operating and financing model, not just more equipment.

CAMPUS SYSTEMS & SCALEFrom the first phase toward a gigawatt: when the campus model must change.CAMPUS SYSTEMS & SCALEThe data center campus is becoming an industrial utility system.

Texas context.Campus decisions.