Just saw AES closed a pretty significant deal with Google - they're building energy infrastructure for a new data center in Texas. Basically 20-year power purchase agreements to supply the facility. What caught my attention is that AES will own and operate the generation assets themselves, not just be a contractor. They're handling everything from building the shared electricity infrastructure to managing energy costs long-term. The data center texas project seems like the kind of infrastructure play that's been getting more attention lately with AI compute demand ramping up. Both companies saw modest pre-market gains on the news. Interesting to see how these long-term energy partnerships play out for data center developers.