Texas's Next Gigawatt Cluster Depends on Fights No Developer Controls

Stargate's retreat from 2.0 GW to 1.2 GW strands 800 MW of ERCOT demand and turns Abilene into a cautionary tale about what happens when grid timelines slip past a year. The real bottleneck isn't OpenAI's ambition; it's the landowner coalitions, water NDAs, and Army procurement opacity that'll decide whether Texas actually hits the 2030 finish line.