Cancellations Quadrupled. Abilene's 2.1 GW Answer Is Off the Grid.

Project cancellations quadrupled to 25 this year as ERCOT concedes existing generation can't serve projected Texas growth, and the developers winning Abilene are building their own power. Microsoft's 900 MW Crusoe plant joins Oracle and OpenAI's Stargate complex on a 2.1 GW behind-the-meter campus, setting the template for every Texas site that can't wait on the queue.