Texas Invited the AI Boom. The $14B Transmission Bill Is the Invoice.

Texas invited the AI boom with open arms, and the $14 billion transmission invoice now landing on rural ratepayers is fracturing the coalition that made it possible. A second phase targeting Houston and eastern Texas pushes the combined burden to $33 billion, and developers who front-load infrastructure deals like Applied Digital's $75 million Minnkota investment are the ones keeping their permits.