ERCOT
Infrastructure & Cloud
US Power Use Set to Hit Record Highs in 2026 and 2027 as AI Data Centers Strain the Grid
EIA forecasts US electricity demand will reach 4,270 billion kWh in 2026 and 4,349 billion kWh in 2027, driven by AI data centers — what it means for cloud pricing and reliability.
Infrastructure & Cloud
Texas Data Center Pause: Why a 474-Gigawatt Queue Broke the Grid Deal
Texas Gov. Abbott paused new data center grid approvals on Aug 3, 2026 after ERCOT's queue hit 474 GW — 90% of it data centers. Here's what changes.
Infrastructure & Cloud
Phantom Power: Why Two-Thirds of AI Data Center Demand Will Never Get Built
Wood Mackenzie says only 28% of the 1,066 GW sought for US AI data centers will materialize. Here is why the interconnection queue is a mirage.
Infrastructure & Cloud
The Flexibility Bargain: How Data Centers Trade Curtailment for Faster Power
⚡ Key Takeaways FERC issued six show-cause orders on June 18, 2026, forcing CAISO, ISO-NE, MISO, NYISO, PJM, and SPP...
Infrastructure & Cloud
Texas vs. Virginia: The Data Center Capital of the World Is Shifting
Texas is set to overtake Northern Virginia as the world's largest data center market by 2030, with 6.5 GW under construction driven by AI demand.