AI facilities surge demand for power


"ERCOT, the Electric Reliability Council of Texas, which operates the state’s independent power grid and oversees reliable electric service for about 90% of Texans, reported that its large-load interconnection queue has ballooned to 226 gigawatts of new requests, roughly 73% tied to AI facilities.

"Developers have already filed 225 large-load requests this year, and on the supply side, ERCOT is reviewing 1,999 generation proposals totaling 432 GW, according to The Miner Mag.

"However, the load is growing faster than the supply.

"While the generation queue is massive, it remains dominated by solar and battery projects, which are resources that don’t provide the around-the-clock power that AI data centers require. That mismatch is setting up future reliability and investment challenges.

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