This is either completely misinformed or disingenuous. Texas just had to freeze all data center development pending audits because their energy supplier (ERCOT) reported that it had received data center load requests totaling 474 gigawatts.
That figure represents ~40% of extant grid capacity for the entire country in just a single state.
edit: I'd also add that historically, power generation has accounted for 4% of all water consumption in Texas. The highest recorded load demand on the ERCOT grid, to date, is ~87.5 GW. Scaling generation capacity by 500% is not possible to achieve within a short-term time frame, but even if it were, the water demand of the additional generation sites would completely drain many critical aquifers and result in skyrocketing water rates for citizens of a state already suffering terrible droughts regularly.
5% of that might get built. Maybe. We are nearing the top of a giant DC build out bubble.
My guess is that there’s someone making money for getting DCs permitted. Like the paperwork done.
474 GW of capacity is silly woo woo land. I’m not sure you could get enough chips made to use that in the next 10 years. The cost of fuel or solar/batteries or reactors or gerbils or whatever they plan to use to make that would be bonkers.
Except it is coming out now that those audits are hollow. The fact that the AI companies are lining up to support them proves how useless those audits will be. Abbott just put out that order for political posturing leading up to the election. The entities responsible for implementing the audits (PUC & ERCOT) will drag their feet until after the mid-terms and if Abbott wins he'll conviently forget about them.
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This is either completely misinformed or disingenuous. Texas just had to freeze all data center development pending audits because their energy supplier (ERCOT) reported that it had received data center load requests totaling 474 gigawatts.
That figure represents ~40% of extant grid capacity for the entire country in just a single state.
edit: I'd also add that historically, power generation has accounted for 4% of all water consumption in Texas. The highest recorded load demand on the ERCOT grid, to date, is ~87.5 GW. Scaling generation capacity by 500% is not possible to achieve within a short-term time frame, but even if it were, the water demand of the additional generation sites would completely drain many critical aquifers and result in skyrocketing water rates for citizens of a state already suffering terrible droughts regularly.
5% of that might get built. Maybe. We are nearing the top of a giant DC build out bubble.
My guess is that there’s someone making money for getting DCs permitted. Like the paperwork done.
474 GW of capacity is silly woo woo land. I’m not sure you could get enough chips made to use that in the next 10 years. The cost of fuel or solar/batteries or reactors or gerbils or whatever they plan to use to make that would be bonkers.
Except it is coming out now that those audits are hollow. The fact that the AI companies are lining up to support them proves how useless those audits will be. Abbott just put out that order for political posturing leading up to the election. The entities responsible for implementing the audits (PUC & ERCOT) will drag their feet until after the mid-terms and if Abbott wins he'll conviently forget about them.