Fermi America Project Matador: Nuclear and Gas Private Grid

Overview

A Private Grid for Many Tenants

Gas first, nuclear later; hover a phase in the chart above.

Fermi America's Project Matador is a behind-the-meter energy and compute campus on 5,800 acres leased for 99 years from the Texas Tech University System, about 12 miles northeast of Amarillo in Carson County and next to the Department of Energy's Pantex nuclear weapons plant. Fermi, co-founded by former Energy Secretary Rick Perry and listed on Nasdaq as FRMI, plans about 20 GW in four phases: 11 GW of gas, four Westinghouse AP1000 reactors and small modular reactors by 2036, with 18 million sq ft of data centers.

Fermi calls it HyperGrid: a private utility that builds firm power and leases it, with data center shells, to many tenants, from AI clouds to chip fabs and government users. Other Texas behind-the-meter campuses build power for one operator; Matador sells it.

The four phases
Phase	Capacity	Target	Status
Matador gas	6 GW	2027	TCEQ air permit granted February 2026; Siemens SGT-800 then SGT6-5000F turbines
Matador East gas	5 GW	Not set	Incremental gas permit filed March 2026
Fermi Nuclear: four AP1000s	4.4 GW	2032	Combined license application in NRC review; Hyundai E&C and Doosan Enerbility as partners
Small modular reactors	4.6 GW	By 2036	Planned

Anchor tenant

TensorWave and AMD

On August 10, 2026 Fermi signed its first binding lease with TensorWave, a neocloud that deploys AMD Instinct GPUs only: 15 years, 222 MW in phase one and more than 650 MW across three phases, about $6.5B of contracted revenue, with first delivery in late 2027. Fermi says the lease will be guaranteed by "one of the global leaders in AI"; speculation centers on AMD, a TensorWave investor, but Fermi has not named it.

Matador's first workloads will be AMD-based training and inference sold as cloud capacity, the neocloud pattern also seen at Beacon Point and IREN, where the tenant resells compute rather than training its own models.

The supplier ring

The Matador Supplier Ring

Each supplier placed by distance from Matador and what it supplies.

United States
Europe
Japan
Korea
Taiwan, Canada and multiple

Serves

Origin Evidence

Select a supplier

Each dot is a supplier. Distance from the center is how close it sits to Matador; the wedge is what it supplies; color is the parent company's home country; a hollow dot is a generic supply path with no named company.

The ring maps 44 suppliers across compute, the data center build, gas generation, nuclear and the site. The nuclear wedge is the one no other Texas data center has: Westinghouse for the AP1000s and their fuel, Doosan Enerbility for pressure vessels and steam generators, and Siemens Energy for turbines, generators and controls.

The gas wedge is the near-term power: Siemens SGT-800 units for phase one and SGT6-5000F units for phase two, firm supply from Energy Transfer, and balance-of-plant work by Primoris. Xcel's Southwestern Public Service and the City of Amarillo supply grid service and water.

All 44 suppliers as a table


Supplier	Location	Serves	Proximity	Origin	Evidence	Also supplies
ABB Switchgear Production	Zurich, Switzerland	Data center build	Outside the US	Europe	Named	SpaceX Bastrop, Tesla Megapack Brookshire, Meta Temple, SpaceX Starbase, Stargate Abilene, Tesla Giga Texas
AMD Instinct MI300X/MI325X Production	Santa Clara, California	Compute	Elsewhere in the US	United States	Named	Meta Temple
Arista Networks Switch Production	Santa Clara, California	Compute	Elsewhere in the US	United States	Named	Meta Temple, Tesla Giga Texas
Caterpillar Generator Production	Peoria, Illinois	Data center build	Elsewhere in the US	United States	Named	Tesla Megapack Brookshire, Meta Temple, Samsung Taylor, Tesla Giga Texas, Tesla Lithium Refinery
City of Amarillo Water Supply Agreement	Amarillo, Texas	Site, water and renewables	Amarillo and the Panhandle	United States	Named	-
Coherent Optical Transceiver Production	Saxonburg, Pennsylvania	Compute	Elsewhere in the US	United States	Named	Meta Temple, Stargate Abilene, Tesla Giga Texas
CoolIT Systems Direct-to-Chip Cooling	Calgary, Canada	Data center build	Outside the US	Taiwan, Canada and multiple	Named	Meta Temple
Cummins Power Generation	Columbus, Indiana	Data center build	Elsewhere in the US	United States	Named	Meta Temple
Doosan Enerbility Reactor Pressure Vessels	Changwon, South Korea	Nuclear	Outside the US	Korea	Named	-
Doosan Enerbility Steam Generator Production	Changwon, South Korea	Nuclear	Outside the US	Korea	Named	-
Eaton Power Distribution	Dublin, Ireland	Data center build	Outside the US	United States	Named	Tesla Megapack Brookshire, Meta Temple, Stargate Abilene
Energy Transfer Firm Gas Supply + Pipeline Interconnect	Dallas, Texas	Gas generation	Amarillo and the Panhandle	United States	Named	-
Foxconn AI Server Production	Taipei, Taiwan	Compute	Outside the US	Taiwan, Canada and multiple	Named	Meta Temple
Hitachi Energy Transformer Operations	Zurich, Switzerland	Data center build	Outside the US	Japan	Named	Tesla Megapack Brookshire, Meta Temple, Samsung Taylor, Tesla Giga Texas, Tesla Lithium Refinery
Industrial Water Supply (Carson County / Ogallala)	Panhandle, Texas	Site, water and renewables	Amarillo and the Panhandle	United States	Generic	-
Keystone National Group HV Equipment Facility	Cleveland, Ohio	Data center build	Elsewhere in the US	United States	Named	-
Micron HBM Production	Boise, Idaho	Compute	Elsewhere in the US	United States	Named	Meta Temple, Stargate Abilene
NVIDIA H100/H200/B200 Production (TSMC)	Hsinchu, Taiwan	Compute	Outside the US	Taiwan, Canada and multiple	Named	Meta Temple, Stargate Abilene, Tesla Giga Texas
NVIDIA Spectrum-X / InfiniBand Production	Santa Clara, California	Compute	Elsewhere in the US	United States	Named	Meta Temple, Stargate Abilene
On-Site Battery Energy Storage	Carson County, Texas	Site, water and renewables	At Matador	United States	Generic	-
On-Site Solar PV Installation	Carson County, Texas	Site, water and renewables	At Matador	United States	Generic	-
On-Site Wind Generation	Carson County, Texas	Site, water and renewables	At Matador	United States	Generic	-
ONEOK Pipeline Operations	Tulsa, Oklahoma	Gas generation	Elsewhere in the US	United States	Named	-
Permian Basin Natural Gas Pipeline Network	Midland, Texas	Gas generation	Elsewhere in Texas	United States	Generic	-
Primoris Energy Services - Phase One Balance of Plant	Dallas, Texas	Gas generation	Elsewhere in Texas	United States	Named	-
Quanta Cloud Technology AI Server Production	Taoyuan, Taiwan	Compute	Outside the US	Taiwan, Canada and multiple	Named	Meta Temple
Samsung HBM Production	Hwaseong, South Korea	Compute	Outside the US	Korea	Named	Meta Temple, Stargate Abilene, Tesla Giga Texas
Schneider Electric Datacenter Solutions	Andover, Massachusetts	Data center build	Elsewhere in the US	Europe	Named	Tesla Megapack Brookshire, Meta Temple, Samsung Taylor, Stargate Abilene, Tesla Giga Texas, Tesla Lithium Refinery
Siemens Energy Control Systems	Erlangen, Germany	Nuclear	Outside the US	Europe	Named	Meta Temple, Stargate Abilene
Siemens Energy Generator Production	Mulheim an der Ruhr, Germany	Nuclear	Outside the US	Europe	Named	Meta Temple, Stargate Abilene
Siemens Energy SGT-800 Gas Turbines (Phase One)	Finspang, Sweden	Gas generation	Outside the US	Europe	Named	Meta Temple, Stargate Abilene
Siemens Energy SGT6-5000F Gas Turbines (Phase Two)	Charlotte, North Carolina	Gas generation	Elsewhere in the US	Europe	Named	Meta Temple, Stargate Abilene
Siemens Energy Steam Turbine Production	Mulheim an der Ruhr, Germany	Nuclear	Outside the US	Europe	Named	Meta Temple, Stargate Abilene
SK Hynix HBM Production	Icheon, South Korea	Compute	Outside the US	Korea	Named	Meta Temple, Stargate Abilene, Tesla Giga Texas
SPX Cooling Tower Production	Overland Park, Kansas	Data center build	Elsewhere in the US	United States	Named	-
Supermicro AI Server Manufacturing	San Jose, California	Compute	Elsewhere in the US	United States	Named	Meta Temple, Tesla Giga Texas
Targa Resources Gas Processing	Houston, Texas	Gas generation	Elsewhere in Texas	United States	Named	-
Titan Production Equipment Fuel Gas Letdown Stations	The Woodlands, Texas	Gas generation	Elsewhere in Texas	United States	Named	-
Trane Chiller Production	Davidson, North Carolina	Data center build	Elsewhere in the US	United States	Named	T1 Energy G2 Austin, Tesla Megapack Brookshire, Meta Temple, Tesla Giga Texas
Vertiv Liquid Cooling Production	Westerville, Ohio	Data center build	Elsewhere in the US	United States	Named	Tesla Megapack Brookshire, Meta Temple, Stargate Abilene, Tesla Giga Texas
Westinghouse AP1000 Reactor Production	Cranberry Township, Pennsylvania	Nuclear	Elsewhere in the US	United States	Named	-
Westinghouse Nuclear Fuel Production	Columbia, South Carolina	Nuclear	Elsewhere in the US	United States	Named	-
Wiwynn AI Server Manufacturing	New Taipei, Taiwan	Compute	Outside the US	Taiwan, Canada and multiple	Named	Meta Temple
Xcel Energy / Southwestern Public Service Grid Service	Amarillo, Texas	Site, water and renewables	Amarillo and the Panhandle	United States	Named	-

Shared across anchors

Suppliers Shared With Other Texas Anchors

Select an anchor to light up the suppliers it shares with Fermi in the ring above.

Meta Temple shares the most with Matador, 22 companies: the whole compute and cooling stack from NVIDIA, AMD, TSMC and the three HBM makers to Supermicro, Foxconn, Arista, Coherent and Vertiv, plus the backup generator makers. Stargate Abilene and Tesla Giga Texas share 11 each, and the switchgear and transformer makers (ABB, Eaton, Hitachi Energy, Schneider Electric) recur across nearly every anchor.

Constraints

The Nuclear Schedule

The gas is permitted and under way; the reactors are the long pole. Every recent US AP1000 project slipped, and first grid synchronization around 2032 assumes a pace no greenfield US site has shown. A slip leaves Matador running on gas, with nuclear arriving later.

Water is the other limit in the Panhandle. Fermi installed a pipeline of more than two miles and plans air-cooled condensers for the reactors to keep their water use under 50 acre-feet a year.

Record

Dataset Record

Dataset: Fermi supplier ring (fermi), 44 suppliers; phases from the Texas data centers dataset
Evidence: Named companies solid; generic supply paths hollow
Origin: Home country of the parent company
Also supplies: Operator matched against the other anchor rings in the Supplier Rings workbook
Last verified: Q4 2026

Fermi America Project Matador