Saturday, June 27, 2026

Anchors Are Building Their Own Power to Skip the Texas Queue

The fastest tenants in Texas have stopped waiting for the queue, and Chevron's 2.67 GW Project Kilby with Microsoft shows what self-supplied power looks like at hyperscale. With ERCOT's backlog past 300 GW, speed to power now separates the anchors who lock generation early from the ones counting weeks in line.

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