Reading up on ERCOT
2 deep · digging since may 04
- Why American data centers can't plug in
The AI buildout is bottlenecked by the slow grid interconnection process, not a power generation shortage, requiring reforms to connect data centers faster.
- America's Electricity Gap - by Joseph Politano
Record US solar and battery investment is still insufficient to close a growing electricity gap driven by AI, manufacturing, and electrification, leading to rising prices and slower coal plant retirements.