July 23, 2026
Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue FixDell'Oro's Alex Cordovil frames it plainly: grid interconnection now decides when and whether a campus comes online, so on-site power is a strategic asset.
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Dell'Oro
Dell'Oro Group is a market research and analysis firm that publishes reports on networking equipment and infrastructure technologies used in data centers.
Referenced in 1 briefingLast referenced: July 23, 2026
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