Today’s lead story looks at time-to-power in the AI race, which is driving a who’s-who of BYOP, with not only hyperscalers, but also power companies, data center developers, colocation providers, and industrial companies getting into the mix.

The massive 7.65 GW Ranch in Pecos County it the largest permitted data center campus in the U.S. The 8,000+ acre off-grid power generation site is designed for high-density AI data centers, signifying a bigger shift toward bring-your-own-power (BYOP).

We are approaching a time of reckoning in the realm of AI infrastructure, as the sacrifices and pains the public feels in terms of job losses, higher electricity bills, and resource depletion is clashing with the narratives sometimes espoused by hyperscalers and data center operators.