Developers Who Own Their Power Are Writing the New Site Selection Rules

Nscale's 1.35 GW Microsoft LOI and Meta's privately funded $27 billion Louisiana grid build confirm that vertical power integration is now a bid requirement, not a differentiator. Developers entering Texas under PUCT's SB 6 co-location rules, with Crusoe's 933 MW Panhandle campus as the live benchmark, will set the terms everyone else inherits.