- Sep 8, 2026: 2 GW Sweetwater Hub (Sweetwater 1 1,400 MW + Sweetwater 2 600 MW) conditionally included in ERCOT Batch Zero as Base Load.
- Sweetwater 1: HV substation energized earlier in 2026; 300 MW (gross) data-center capacity under construction with delivery targeted Q4 2027.
- Company frames Sweetwater inside a more-than-5 GW global data-center development portfolio.
Living compare
Miner → HPC conversion watchlist
Short, sourced markers of how covered miner-to-data-center campus owners are advancing HPC/AI buildouts. Entries are status stamps from recent IR — not a complete campus inventory.
As of 2026-09-19
Watchlist entries
- Sep 17, 2026: proposed $2.227B senior secured notes due 2031 via CSDC Finance I for Sandersville remaining build-out, reimbursements, and reserves (still proposed / not priced as of Sep 18 edition).
- Earlier Texas Batch Zero color (Sep 8 window): company flagged 585 MW baseload and 300 MW studied load in Texas (per HPC Daily Sep 8 card).
- Aug 27, 2026: $600M senior secured facilities ($100M revolver + $500M LC facility); expects to free ~$300M restricted cash; 8-K notes $150M min liquidity and $3.0B market-cap condition on revolver draws.
- Sep 10, 2026 window: Form 8-K mapped Texas Batch Zero status by site (Denton / Pecos / Hunt) — treat as company site classification, not an ERCOT award list.
- Sep 3, 2026 window: started lateral gas pipelines aimed at up to 2.5 GW of bring-your-own-generation (BYOG).
- Sep 14, 2026: Cipher / Fluidstack / Anthropic $10M Colorado City water-upgrade commitment (community infrastructure adjacent to campus plans).
- Aug ops (filed Sep window): AI Cloud ARR about $86M (from about $76M in July); 4,328 deployed GPUs; 92% utilization.
- 9.5 MW A102 Malaysia said 100% contracted ahead of energization; >$800M expected revenue; recognition expected to begin Q1 2027.
- Sep 1, 2026: ~200 acres near Rockdale, TX purchased for about $100M cash for AI/HPC buildout.
- Sep 14, 2026: 65.1 MW A202 Johor 10-year data-center services agreement on the same campus as A201.
- Sep 9, 2026: PowerSecure agreement to design/deliver PowerBlocks standby generation for Keel’s Moses Lake, WA campus (also described as supporting peak shaving). No MW size in the PowerSecure release covered.
- Sep 3, 2026: Opti9 acquired Hut 8’s Canadian managed-cloud business (~10 staff). Hut keeps Canadian data centers and continues GPU/HPC; multi-year colocation with Opti9.
Shared Texas grid clocks (industry-wide)
- ERCOT Batch Zero verification RFIs: ~231 due Sep 23, 2026.
- Community Impact RFI responses due Oct 12, 2026, 5:00 p.m. CPT.
- PUCT Project 58481 (§25.194 large-load interconnection): treat as pending until Interchange shows a filed Order Adopting.
https://www.ercot.com/services/comm/mkt_notices/M-B091426-01
Sources
- IREN Sweetwater Batch Zero Base Load
- CleanSpark Sandersville notes proposed
- Core Scientific $600M facilities
- Bitdeer Aug AI Cloud ARR / A102
- Keel Moses Lake PowerSecure
Watchlist stamps from HPC Daily coverage through Sep 18, 2026. Not exhaustive. Conditional Batch Zero language is not energization. Not investment advice.