government · Government & Grid
ERCOT
Texas's grid operator — the epicenter of AI load growth, fielding large-load interconnection requests measured in tens of gigawatts against a market design built for scarcity pricing.
Events
U.S. AI buildout passes 40 GW under construction
Independent trackers estimate U.S. AI data center capacity in active construction exceeds 40 GW, straining turbine, transformer, and interconnection supply.
CAPACITY · May 20, 2026 · role: grid_operator · developing
Coverage
- Gigawatts Are the New BenchmarkJun 10, 2026