Energy
A 17-Mile Pipeline Is Holding Up a 2.45-Gigawatt AI Campus in New Mexico
State permitting decisions, not capital, have become the binding constraint on the largest data center projects. An air quality ruling is due by Nov. 23.
PR
By Priya Raghavan
Sep 25, 2026 · 2 min read
The constraint on the biggest AI data centers is increasingly not money or chips but the electricity to run them, and in southern New Mexico that bottleneck has narrowed to a 17-mile stretch of natural gas pipeline.
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PR
Priya Raghavan
Corporate Insider Inc.
Priya Raghavan writes for Corporate Insider Inc.