Utilities Waited. SoftBank, Google, and the Army Didn't.

SoftBank's 10 GW Ohio campus, Google's behind-the-meter gas play for Anthropic in Texas, and the Army's self-contained Fort Bliss complex all dropped together: developers aren't waiting on utilities anymore, they're building the grid themselves. The operators who've already locked pipeline access and water infrastructure won't feel the permitting squeeze that's about to stall everyone else.