418 GW Knock on Texas Doors. Behind-the-Meter Builders Skip the Line.

Texas counties are fielding 480-plus datacenter requests totaling 418 GW through 2032, and the PUCT's Batch Zero rules landing by December will sort the speculative from the buildable. The operators already routed behind-the-meter, CyrusOne, Oracle, Crusoe, are showing the rest of the market what the screen rewards.