Behind-the-Meter Goes Mainstream as 30% of New Datacenters Skip the Queue

Behind-the-meter generation now accounts for roughly 30% of new Texas datacenter capacity, with BaRupOn's Liberty County pivot to 60 MW on-site gas after utilities quoted 2029 setting the template. The developers locking in fuel supply, water offsets, and county-level cover before announcement are clearing in months while Florida writes tariffs and New Mexico writes lawsuits.