Sunday, March 22, 2026

SoftBank Just Priced the Self-Sufficient Datacenter. It's $33 Billion.

SoftBank's $33B, 10GW Ohio complex sets the new template: self-funded generation, self-funded transmission, and cost allocation locked in before communities organize. Pennsylvania's 860% PJM capacity spike and PPL's new datacenter-only customer class confirm it's not optional; regulators are making developers pay their own way whether they're ready or not.

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