For the past year we have been banging the same drum: if hyperscalers want to plug a city's worth of load into an already-strained grid, especially without being burned down to the ground by an angry mob after it has seen its electricity bill 10x in a year, they should bring their own power plant.
Back in November, as electric bills began their now-familiar vertical ascent, we said it plainly:
To prevent skyrocketing electric bills, every state has to follow the Texas example: each data center must have its own "behind the meter" onsite power generation.
— zerohedge (@zerohedge) November 23, 2025
“We believe data centers should pay for the full cost of their power,” Dominion Energy spokesperson Aaron Ruby… https://t.co/0u1owTeAs8 pic.twitter.com/8W421s3rzV
A month later we dropped any pretense of nuance:
Make "behind the meter" mandatory https://t.co/ZEcmX5Ge0e pic.twitter.com/bCBnwx2E5g
— zerohedge (@zerohedge) December 24, 2025
It took a while, but Goldman has now fully joined the "make behind-the-meter mandatory" camp... or at least the "behind-the-meter is inevitable" camp, which is close enough.
In a new, fascinating 50-page Carbonomics report (yes, the bank's climate desk
