Thursday, March 12, 2026
Google's $12B Power Platform Hits the Queue It Was Built to Skip
Google's $12B IPX platform, carrying 4.4 GW of solar and 8.8 GWh of storage, was built to sidestep ERCOT's 230 GW interconnection backlog entirely. ERCOT won't define which projects qualify for "batch zero" bypass until June, so Google's co-location strategy and its $40 billion Texas campus commitment both hang on a deadline it doesn't control.
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