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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Alex Cordovil is the Chief Executive Officer of Oncor Electric Delivery, the electric utility that operates Texas's largest regulated transmission and distribution network serving approximately 10 million customers across central, west, and north Texas.
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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