Core Scientific Reports ERCOT Power Allocation Update for Texas Sites
$CORZ · Core Scientific, Inc./txResearch Summary
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Core Scientific Reports ERCOT Power Allocation Update for Texas Sites
What Happened Core Scientific (CORZ) filed an Item 7.01 Regulation FD disclosure (8-K) on September 10, 2026 providing an update on electrical power status for its Texas data centers in Denton, Pecos and Hunt. The filing reports which portions of the sites’ megawatt (MW) capacity have been conditionally approved by the Electric Reliability Council of Texas (ERCOT), which loads are excluded from or subject to ERCOT’s Batch Zero allocation process, and which approvals, studies, collateral and construction steps have been completed.
Key Details
- Denton, TX: 297 MW of existing power conditionally approved by ERCOT as “Base Load, Pathway (a)” (energized prior to March 25, 2022) and therefore not subject to Batch Zero; an additional 74 MW validated in ERCOT’s 2025 Regional Transmission Plan and also not subject to Batch Zero.
- Pecos, TX: 300 MW existing power conditionally approved in Batch Zero as “Base Load, Pathway (b)” (energized after March 25, 2022 and before July 10, 2026); an additional 300 MW conditionally approved in Batch Zero as “Studied Load.” Required documentation submitted and posted collateral paid; final allocation and load ramp await conclusion of Batch Zero.
- Hunt, TX: Planned 431 MW conditionally approved in Batch Zero as “Base Load, Advancing Large Load, Pathway (e).” Company and utility completed interconnection studies, ERCOT approved the 431 MW stability study, required financial collateral posted, long‑lead equipment ordered, construction commenced and Pathway (e) documentation satisfied.
Why It Matters Power allocations and ERCOT approvals are critical for Core Scientific’s ability to operate and expand its Texas data centers (which host compute-intensive workloads such as bitcoin mining). The Denton capacity is the most secure in this update (not subject to Batch Zero), while Pecos remains subject to final Batch Zero allocation steps. Hunt shows the most advanced development progress with studies approved and construction started. For investors, these details affect the company’s operational capacity, timing of ramp-up for new load, and the near-term certainty around planned megawatt utilization.