EdgeConneX files $4.2 billion of Texas data center plans

EdgeConneX has filed applications for four more data center buildings in Bastrop County, Texas, adding $2.8 billion of disclosed construction cost to a rural stretch outside Austin that is shaping up as one of the state's larger AI-cloud campuses, according to filings with the Texas Department of Licensing and Regulation reported by Data Center Dynamics. The first pair, EDCAUS31 and EDCAUS32, would be 577,000 sq ft single-story buildings at 6543 FM 535 in Cedar Creek, each carrying a $700 million investment and a construction window from October 2026 to December 2028; the second pair, EDCAUS13 and EDCAUS14, are planned for 6682 FM 535 at 730,000 sq ft per building, also $700 million each, with work scheduled from September 2026 through March 2029.

Those four follow the two buildings EdgeConneX filed for in June, EDCAUS11 and EDCAUS12, also at 6682 FM 535, also 730,000 sq ft, also $700 million, with work set to run from June 2026 to December 2028; that earlier pair brings the six-application total to about $4.2 billion and 4.1 million sq ft. None of the filings names EdgeConneX, but Data Center Dynamics ties the EDCAUS naming convention to the company's other known area projects and local press has connected the land to it. The disclosed footprint understates the buildout: EdgeConneX sales material describes AUS01 on 130 acres at 6752 FM535 delivering 96MW across 920,000 sq ft by 2027 with potential to exceed 336MW in future phases, while AUS02-04 would be one 48MW building and two 96MW buildings and a separate TDLR filing puts AUS02 at 8001 Wolf Lane at 578,000 sq ft across two stories. Data Center Dynamics counts the company's full Bastrop County position at more than a dozen buildings across more than 1,500 acres at full build-out.

At least part of the Cedar Creek capacity is set to be leased to CoreWeave, Data Center Dynamics reports, which explains the filing cadence. CoreWeave's contract with Hudson River Trading is a multi-billion-dollar AI cloud deal with no dollar figure or capacity number made public, and DataVita's Scottish campus carries a state guarantee behind CoreWeave-contracted debt. The pattern is consistent: the asset is priced off the AI cloud tenant's promise to pay rather than a utility's forecast. The Cedar Creek applications suggest EdgeConneX is treating that promise as firm enough to start construction well before the tenant side of the campus is publicly documented.

This is land-and-permit banking as much as capacity planning. The buildings arrive in identical pairs — a template for moving as fast as demand materializes while keeping construction windows short enough to avoid overhang. The position in the interconnection queue and the sequence of approvals matter more than the number of applications; a building filed in 2026 is worth more than the same building filed in 2028. The construction sequence also mirrors the bet on permit timing at EcoDataCenter's Dalarna campus, where approvals are the scarce input, more than megawatts.

The risk sits on the other side of the tenant contract: if CoreWeave's demand slows, EdgeConneX would be left holding a very large land position and a stack of permit applications, which is a better problem than having tenant commitments and no approvals, but it is still a problem. Construction on the June batch begins in June 2026, and the October batch starts four months later; that schedule tells tenants, lenders, and rivals exactly when EdgeConneX expects to have capacity ready for CoreWeave's contracts.