Friday, February 20, 2026
Big Tech's Grid Bypass Meets a 14-State Backlash
SoftBank's $33 billion, 9.2-GW gas plant in Ohio doesn't have a permit, a configuration, or an in-service date, making it a political headline masquerading as an energy project. But the real story isn't one megadeal; it's the parallel power system emerging underneath it. Cleanview has identified 47 off-grid datacenter projects nationwide, with GW Ranch in West Texas alone consuming more electricity than Chicago via on-site generation. That grid bypass is now colliding with organized resistance on multiple fronts: Senator Bernie Sanders backed a nationwide moratorium Tuesday with 200-plus groups, San Marcos rejected a datacenter rezoning plan, and the American Farm Bureau Federation passed a national resolution pushing water withdrawal disclosure before permitting. With 6.5 GW under construction in Texas and ERCOT projecting a 71% demand surge by 2031, the gap between buildout ambition and political tolerance hasn't been wider.
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