Texas AI data centers.
Three questions.
Very different answers.

KD Capital — and the Abbott administration — have set a clear three-part standard for AI data center projects seeking state cooperation: prove it's real, prove community impact has been addressed, and prove you can execute. We scored every publicly announced Texas project in our live database against all three.

No site names are published here. The purpose is to show the distribution — what the batch looks like before capital commits, while there's still time to change the answer.

Key Findings

• 17 of 31 sites clear both screens (CRS < 30 and Viability below the elevated line) — ready for capital diligence
• 11 sites carry an elevated Site Viability Score (top band of the batch) — site risk to underwrite
• 9 sites exceed CRS 50 or pair elevated CRS with elevated Viability — most elevated risk in the batch
• Base-rate queue risk: ~48% of ERCOT-region positions are withdrawn before commercial operation (LBNL)
• After ERCOT attrition, ~9 sites expected to reach commercial operation

Tier Breakdown

• Ready (17) — CRS < 30, Viability below the elevated line — cleared both screens
• Monitor (3) — CRS < 30, elevated Viability — watch site-risk drivers
• Community Watch (2) — CRS 30–49 — elevated community readiness signal
• High Concern (9) — CRS ≥ 50, or elevated CRS plus elevated Viability — diligence required before commit