Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue Fix

OpenAI's 3.2 GW Georgia campus, projected to top $30B, leads with self-supplied power for a reason: FERC tariff rules force interconnection upgrade costs onto all ratepayers, so a developer that wants to pay its own way can't. Texas developers route past that wall through ERCOT's queue, where 438 GW of pending large-load requests reward whoever front-loads power procurement.