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Deep & Emerging Tech·October 7, 2026·1 min read

Massive 1.5 million sq ft data center campus planned for West Texas — bringing the state's total regional AI investment to $12 billion

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West Texas is turning into an AI energy-and-land arbitrage play — Crusoe’s two $4.8B Jayton sites add to a $12B regional build that locks in cheap power and permissive zoning. If your AI roadmap assumes generic cloud, start mapping where your workloads actually live and what local constraints — water, transmission, permitting — they inherit.

Deep & Emerging Tech

Sources: SpaceX is seeking to raise $40B, including ~$10B in bank loans and ~$30B in investment-grade debt, to purchase Nvidia chips, in a deal led by Apollo

A $40B, Apollo-led debt raise just to buy Nvidia chips turns AI compute into an asset class that looks more like power plants than SaaS contracts. If you’re a heavy AI user without equity in your own compute, start mapping your exposure to a world where capital markets, not cloud pricing pages, set your capacity ceiling.