{"generated_at": "2026-11-11T09:02:35.316943+00:00", "key_stats": {"computed": "2026-11-11T08:46:57.572029+00:00", "constraint": null, "dcpi_score": 67.4, "excess": null, "facility_count": 24, "mw_reporting_count": 10, "name": "El Paso", "recent_deals": [{"buyer": "Meta", "date": null, "id": "ext_d078e221ea4e543b2856", "mw": null, "seller": null, "source_url": "https://news.google.com/rss/articles/CBMi0gFBVV95cUxPQ2U4blV1dzhXLTNYZG1fOE9TYmxCY2NaR0psRlpZejhiVlQxdGxMeHFMa0pUd1h2ZXdGSTRSdGZJWDNVb2ZjSm9vMUZja09mLXRibHdiTmxzRk9tbXhXeVphTmpWbG1KZlhjaWt3UXVnZDZkNUFMMjMwSlJhaEhiSWltYnV1MnBOQmVYbXVrUDlQVTVaNUVzdXVQNDd5QndtQ3FuZTkxS0RyV0l0aktPTXZYcVlyMDdHc043MGdUX01QdE4xckw0dngtZmxYSm9LWEE?oc=5", "type": "acquisition", "value": 12500.0, "value_unit": "usd_millions"}, {"buyer": "Meta", "date": null, "id": "ext_83884c92397b5485644a", "mw": null, "seller": null, "source_url": "https://news.google.com/rss/articles/CBMipgFBVV95cUxQYlM2eC1DXzZJTUhhaXBpckotQl9BVGFySEVBcVdmZXBCLWxxaWFpY2U0Z284SHRvUFFpeW5wbjNfUHB5bEVQSGdUTHJJWE9ZX0xzOGdVbHN5dF9pS0s5aEhHVkhEMlpKSTBFNGhVZGlkSFFMLTBkVEdkWjZldFdKOG9RbDQxR3JZVFVkV3BSU3ExQjk2NEpIaS1tRnl4M1pjS2JIUDJ3?oc=5", "type": "acquisition", "value": null, "value_unit": "usd_millions"}], "slug": "el-paso", "state": "TX", "top_operators": [{"count": 6, "name": "Meta"}, {"count": 5, "name": "Transtelco El Paso"}, {"count": 3, "name": "Meta Platforms"}, {"count": 2, "name": "Centurylink El Paso"}, {"count": 1, "name": "Centurylink Santa Teresa"}], "total_mw": 2670.0, "verdict": "BUILD"}, "model": "claude-haiku-4-5", "name": "El Paso", "narrative_md": "# El Paso Data Center Market Brief\n\nEl Paso's data center footprint spans 24 tracked facilities totaling 2,670 MW across operational, under-construction, and planned sites. Meta operates the largest presence with nine facilities combined across its corporate and platform divisions, followed by Transtelco El Paso with five sites. Centurylink maintains a three-site regional footprint split between El Paso and Santa Teresa. The market remains highly concentrated among these three operators.\n\nThis combination favors developers seeking to add infrastructure without facing immediate power scarcity or severe interconnection delays.\n\nDeal activity centers on Meta's strategic positioning in the region. Meta announced a $12.5 billion acquisition, anchoring a major capital commitment to El Paso infrastructure. These transactions reflect sustained operator confidence in the market's power availability and transmission access. No recent acquisitions or sales by competing operators appear in tracked deal flow, suggesting consolidation remains limited to Meta's expansion.\n\nForward momentum depends on whether new power supply commitments\u2014particularly utility-level generation or transmission upgrades\u2014materialize to support the announced $14\u201315 billion development pipeline.", "slug": "el-paso", "word_count": 228, "_gated": true, "_locked_fields": ["constraint", "constraint_score", "excess", "excess_power_score", "time_to_power_months", "top_opportunities_json", "top_risks_json"], "_upgrade_cta": "BUILD/CAUTION/AVOID verdicts, the composite score and the market list are free. The DCPI sub-scores (excess-power, grid-constraint, time-to-power) and risk/opportunity detail unlock with the DC Hub plan with every tool: https://dchub.cloud/pricing."}