Energy Vault said a strategic commercial agreement announced on Aug. 7 will deliver 1.25 gigawatts of integrated, off-grid power infrastructure for a hyperscaler's AI data centers in Texas and is expected to generate about $500 million to $600 million of revenue in the second half of 2026 and 2027. The system pairs FEOC-compliant battery energy storage systems, grid-forming power conversion and site control software with Caterpillar natural gas generators through an undisclosed national EPC contractor, with the first deployment backed by a hyperscaler customer contract and targeted to come online within four to 12 months. Earlier company disclosures tied the broader Texas buildout to Snyder, where construction began on July 27, 2026, under a framework involving Crusoe Cloud; the initial phase was set to provide 8 MW of powered shell capacity, expandable to 25 MW, with the wider campus potentially reaching 500 MW and first modular data center operations targeted for Q1 2027. Energy Vault says the architecture is designed as a repeatable speed-to-power platform, allowing AI campuses to start off-grid, smooth the rapid power swings created by GPU clusters, and connect to the utility grid later if permanent interconnection becomes available.