Behind-the-Meter Buys a Speed Premium: Why Google Runs Its Own Power

Google's $10 billion Missouri campus committed to funding its own interconnection rather than wait years for grid power, the same power-first logic now driving its Texas off-grid build. With $690 billion in 2026 AI spend chasing five-to-ten-year plant timelines, the developers who secure megawatts before they file own the speed premium.