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The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hundreds of gigawatts. Solar is the one source already produced at that scale, and most of it is made in China. "Scaling firm power that isn't gas is much more complicated. Uprates and restarts can squeeze a little more from the existing nuclear fleet, but the real upside is new reactors." a16z's…
@9h ago
Why Texas Is Making Data Centers Wait At the end of 2024, Texas’ grid operator had 63 GW of large new customers in its queue. By this June, that figure reached 474 GW, more than five times record peak demand, about 90% of it data centers.
