TNW | Contributed
America isn’t short of electricity. It’s short of places to plug in fast enough.
Texas met a record 91GW peak in July. The real AI-era constraint is sites that can get firm power on a date lenders trust, says GoodPeak's CFO.
Via TNW | Contributed
·Excerpt
On 22 July 2026, the Texas grid set an all-time record. Demand reached about 91 gigawatts on a punishing summer evening and the system met it, roughly half from natural gas and a third from solar. Nothing broke.
Yet much of the discussion around artificial intelligence and electricity suggests a looming shortage. American data centers used about 176 terawatt-hours in 2023, or 4.4 percent of all US electricity. That share is growing quickly. It is not, by itself, a shortage.
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