Major financial heavyweight Goldman Sachs just co-led a funding round for an ambitious Texas-based project: building dedicated private power campuses designed specifically for AI infrastructure. The move signals how institutional capital is increasingly betting on the convergence of energy and compute—a dynamic worth watching as the industry scales. It's interesting timing when you think about how data-intensive operations are reshaping energy demand across North America. These kinds of infrastructure plays tend to have downstream effects on how computational resources get allocated and priced.