A data center developer tells its shareholders what the Batch Zero list did to five of its Texas projects, and one came back in a different class than it was filed in
Galaxy Digital published an account on September 8th, 2026 of the conditional Batch Zero classifications ERCOT gave five of its Texas data center projects. Three of the five sit at the Helios campus in Dickens County, in the panhandle region of West Texas. Two projects already approved at that campus before the batch were classified as Batch Zero Base Load. Three more, Caspian, Selene and a further Helios load request, were classified as Batch Zero Studied Load. The account states that the company submitted Caspian as Base Load and that it was conditionally classified as Studied Load instead. It states what separates the two classes. A base load project is modeled in the study and is not subject to further capacity allocation. A studied load project is subject to capacity allocation as part of the study. The grid operator's own notice of the classifications named no load and gave no total. This account is where the public first learned what a classification did to a named project. The company's own risk section states that a classification may be modified, withdrawn or not confirmed, and that a project may be removed from Batch Zero.
How to take part
The company publishes the account on the newswire it uses for shareholder announcements. A reader who wants to act on a classification goes to the grid operator's dispute route rather than to the company. That route is open to the interconnecting entity rather than to the public.
Where
1 county. In Dickens, which is in no metropolitan or micropolitan area.
Timeline
- filed
Date the company's account of the classifications carries
- Today
How this decision moved
One dated line per check, oldest first. A line that says nothing changed means somebody looked and it had not.
- 2026-09-14
Admitted to the record. The developer's own account is where the public first learned what a Batch Zero classification did to a named project. One of the five was filed in one class and came back conditionally classified in the other.
- 2026-09-17
The developer's account of what the Batch Zero list did to its Texas projects is unchanged. Caspian is still described as submitted for base load and conditionally classified as studied load, and the Helios campus in Dickens County still carries the load requests the record lists.
- 2026-09-20
The developer's account of what the Batch Zero list did to its five Texas projects still reads as the record took it. The project that came back in a different class than it was filed in is still described that way.
- 2026-09-24
The developer's account to its shareholders of what Batch Zero did to its Texas projects reads as before. The project placed in a different class than it filed in is still described that way.
- 2026-09-27
The developer's account to its shareholders of what the Batch Zero list did to its Texas projects still reads as filed.
The evidence
Every fact above rests on one of these. The words are the source's own.
Galaxy Digital Inc. (Nasdaq: GLXY) ("Galaxy" or the "Company") today announced that five of its Texas data center projects received conditional classifications under the Electric Reliability Council of Texas ("ERCOT") Batch Zero large load interconnection process, covering approximately 4.2 gigawatts of gross power capacity.Galaxy Provides Update on ERCOT Batch Zero Large Load Classifications Primary source, the company · prnewswire.com
Base Load projects are modeled in the study and are not subject to further capacity allocation, while Studied Load projects are subject to capacity allocation as part of the study.Galaxy Provides Update on ERCOT Batch Zero Large Load Classifications Primary source, the company · prnewswire.com
Galaxy submitted Caspian as Base Load; the project has been conditionally classified as Studied Load.Galaxy Provides Update on ERCOT Batch Zero Large Load Classifications Primary source, the company · prnewswire.com
Helios I — 800 megawatts (MW) at the Helios data center campus, classified as Batch Zero Base Load.Galaxy Provides Update on ERCOT Batch Zero Large Load Classifications Primary source, the company · prnewswire.com
Helios III — a 1,000 MW load request at the Helios campus, classified as Batch Zero Studied Load.Galaxy Provides Update on ERCOT Batch Zero Large Load Classifications Primary source, the company · prnewswire.com
(1) the conditional nature of the Batch Zero classifications described above and the possibility that a classification is modified, withdrawn or not confirmed; (2) the outcome, scope and duration of the verification and audit being conducted by ERCOT and the Public Utility Commission of Texas, and the risk that a project is removed from Batch ZeroGalaxy Provides Update on ERCOT Batch Zero Large Load Classifications Primary source, the company · prnewswire.com
Questions about this decision
Answered from the record itself. Every answer is assembled from stored fields, so an answer the record has no basis for is left out rather than guessed.
What is this decision?
Galaxy Digital published an account on September 8th, 2026 of the conditional Batch Zero classifications ERCOT gave five of its Texas data center projects. Three of the five sit at the Helios campus in Dickens County, in the panhandle region of West Texas. Two projects already approved at that campus before the batch were classified as Batch Zero Base Load. Three more, Caspian, Selene and a further Helios load request, were classified as Batch Zero Studied Load. The account states that the company submitted Caspian as Base Load and that it was conditionally classified as Studied Load instead. It states what separates the two classes. A base load project is modeled in the study and is not subject to further capacity allocation. A studied load project is subject to capacity allocation as part of the study. The grid operator's own notice of the classifications named no load and gave no total. This account is where the public first learned what a classification did to a named project. The company's own risk section states that a classification may be modified, withdrawn or not confirmed, and that a project may be removed from Batch Zero.
Who decides it?
Galaxy Digital Inc. decides. The record names the deciding body for every entry it carries.
Can the public take part?
The company publishes the account on the newswire it uses for shareholder announcements. A reader who wants to act on a classification goes to the grid operator's dispute route rather than to the company. That route is open to the interconnecting entity rather than to the public. No dated public window is on the record. The deciding body is named and reachable.
Where in Texas does it apply?
It covers Dickens County.
Has it been decided?
It has been decided. The dates on the item page carry when.
What happens next?
No future date is on the record. The last dated step on it was filed on September 8th.
When did it start?
The earliest date on its record is September 8th, 2026.
What kind of decision is it?
It is filed under data centers.
What sources back it?
Two sources back it. Two of them are primary.
Is it on the ERCOT grid?
Yes. It sits inside the ERCOT interconnection.
When was it last checked?
Every fact on it was last verified against its source on September 27th, 2026.
Cite this
Texas AI Docket, A data center developer tells its shareholders what the Batch Zero list did to five of its Texas projects, and one came back in a different class than it was filed in. Tracked since September 8th, 2026. Last verified September 27th, 2026. https://texasaidocket.com/item/tx-2026-0157/. Reuse permitted under CC BY 4.0 with attribution. The same entry is in the docket JSON as item tx-2026-0157.
Beat
Filed under Data centers, with every other decision on that beat.