Fearing an AI Chip Glut, Data Center Developers Are Choosin’ Texas

The Information | 17-08-2026 04:30pm |

Just like in the hit country crossover song of the year, “Choosin’ Texas,” digital cowboys are throwing themselves into the arms of the Lone Star State.One of the reasons AI giants are rushing to the business- and energy-friendly state is a looming concern about a future glut of specialized server chips that don’t have a place to plug in, according to some market analysts and data center developers that work with Google, Microsoft, Oracle and others. These people are taking stock of the unexpected power delays, political fights and technical challenges facing new facilities.

Stay Updated with the Latest News!

Don't miss out on breaking stories and in-depth articles.