200 QC stations in California
200 QC stations in California is actually a perfectly adequate number for the major metropolitan regions.
For a Nissan Leaf, this extends the daily driving range, starting with a full tank, from two hours of driving to three hours of driving, with a twenty minute break for a meal and a Quick Charge somewhere in that day. If you're going to be driving more than three hours a day, you need to have a car with a gas tank.
And who cares a whit about any standard that the SAE might develop? Nobody makes cars that use this standard, and nobody is going to build a second charging network to use this yet-to-come standard when the rest of the world has already moved past the sluggish Americans.
The real questions are about the devil in the details of the contract with NRG. Is this a settlement, or is NRG creating a nice, unregulated monopoly of EV charging for themselves in California, squeezing out Blink and Coulomb?