AirJoule Technologies Names Nexus Data Centers as AI Hyperscale Partner, Moves Toward First Industrial-Scale Water Purchase Agreement in Hubbard, Texas

AirJoule Technologies Corporation (NASDAQ: AIRJ) has identified Nexus Data Centers as the AI hyperscale data center developer behind its June 2025 memorandum of understanding, marking a significant step toward the first deployment of AirJoule systems under an industrial-scale Water Purchase Agreement. The proposed agreement would see initial AirJoule systems installed at Nexus' mega campus in Hubbard, Texas, during the second half of 2026, subject to campus phasing.

The development highlights a growing convergence of circular economy principles and critical digital infrastructure. AirJoule's platform uses waste heat and metal-organic frameworks — the subject of the 2025 Nobel Prize in Chemistry — to produce high-purity distilled water from ambient air. Under the planned deployment, waste heat from Nexus' onsite power generation and data center operations will be captured to produce water, which will then be sold back to Nexus for use in power generation, cooling systems, and other operational requirements. This approach transforms thermal energy that would otherwise be dissipated into the atmosphere into a valuable water resource, addressing the urgent water security challenges facing AI hyperscale data center development.

Earlier this year, AirJoule, in collaboration with the City of Hubbard and Nexus, deployed a field demonstration system in Hubbard to validate waste-heat-to-water performance under real-world operational conditions. That deployment has been generating performance data and demonstrating system reliability across diverse environmental conditions, which the company said has been critical in preparing for the Nexus deployment and other future data center and commercial installations.

"Identifying Nexus as our AI hyperscale collaborator underscores the progress we've made under our June MOU and our path toward a first deployment of an industrial-scale water purchase agreement," said Matt Jore, Chief Executive Officer of AirJoule Technologies. "Nexus is constructing one of the largest AI data center campuses in the world, and our continued work together supports validation that AirJoule's waste-heat-to-water platform can address urgent water security and sustainability needs for data center operators and other industrial customers."

Ivan Van der Walt, Managing Partner of Nexus Data Centers, said, "We're excited to be working with AirJoule Technologies on a water purchase agreement where AirJoule will sustainably produce distilled water from our operational waste heat. Water sustainability is a critical consideration for data center operators. AirJoule's waste-heat-to-water approach provides a superior solution by utilizing thermal energy we are already generating to produce high purity water for electricity production and cooling systems, and the WPA framework aligns well with our financial objectives."

The progress on a WPA deployment with Nexus reinforces AirJoule's go-to-market strategy of targeting large-scale industrial water consumers. Data centers consume millions of gallons of water per day in their cooling systems, and the company's platform technology is designed to cost-effectively access the abundant water resources available in the atmosphere. Water harvested by AirJoule can be used for evaporative cooling, to replenish line losses in closed loop systems, for power generation, or for local water replenishment programs. The Nexus deployment is consistent with AirJoule's selection in September 2025 as a winner of the Net Zero Innovation Hub for Data Centers competition, which was backed by Google, Microsoft, Data4, Vertiv, Schneider Electric, and Danfoss.

Beyond data center operators, AirJoule's growing commercial pipeline now includes discussions with advanced manufacturing facilities, food and beverage companies, chemical manufacturers, residential developers in water-stressed regions, and defense installations. The Nexus collaboration is expected to accelerate additional commercial commitments as prospective customers observe successful deployment at one of the world's largest AI data center campuses.