2,600 GW Stuck in Queue. The Winners Build Their Own Power.

Nearly 2,600 GW sits in interconnection queues with 36-to-48-month waits, and the winners are routing around the grid, see Oracle's 2.45 GW Bloom deployment at Project Jupiter. Texas and the Midwest will capture more than half of new hyperscale capacity, and the developers anchoring power and water first will set the terms.