The Data Center Knowledge article (source 1) reports that Galaxy Digital's Helios campus in West Texas received ERCOT...

The Data Center Knowledge article (source 1) reports that Galaxy Digital's Helios campus in West Texas received ERCOT approval for an additional 830 MW of capacity, bringing total approved load above 1.6 GW. The article specifically notes that Galaxy disclosed service agreements with AEP Texas for this expansion, indicating AEP is the utility serving this AI-driven load growth. The same article highlights that Texas' existing CREZ transmission corridors are attracting hyperscale AI infrastructure, positioning AEP as a key beneficiary. Separately, AEP's own investor relations page (source 2) outlines a $78 billion capital plan and 63 GW of new load by 2030, supported by signed agreements, underscoring the company's strategy to capture growing data center demand. Although the Helios project is still in phased deployment (initial 133 MW for CoreWeave rather than the full 1.6 GW), the service agreement for 830 MW represents a concrete, incremental revenue opportunity for AEP. The article is from May 27, 2026, and AEP's IR page is current as of May 28, 2026. The signal is low confidence because only one news source details the AEP agreement, and the IR page is a general summary rather than a confirmation of this specific project. However, the alignment of AEP's stated growth plans with the Texas AI infrastructure buildout makes this a positive directional indicator for AEP.