Helios Hits 1.6 GW on CREZ Lines Built for Wind a Decade Ago

CREZ transmission built for West Texas wind a decade ago is now the moat carrying 1.6 GW of AI load at Helios while Utah rejects Stratos and Pennsylvania conditions tax breaks on developer-funded grid upgrades. Texas developers who lock queue position, water offsets, and anchor tenants before Phase II of the 2027 State Water Plan lands will set the template others negotiate around.