Saturday, May 2, 2026

Federal AI Build Picks Gas in Months While Ohio's 9.2 GW Stalls

Carlyle's Fort Bliss campus picked gas and broke ground while SoftBank's 9.2-GW Ohio build stalls at $3,586/kW that GridLab calls math that "doesn't add up." Speed-to-power is the moat, and Texas SB 6 already wrote the buffering rules other states will copy.

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