Observed arrival · 2026-09-05
Ghost Megawatts: The 700-Gigawatt Electricity Queue
An investigation into whether proposed AI datacenter power demand reflects real construction—or speculative claims on scarce grid capacity.
Field notes
The article treats datacenter electricity queues as a measurement problem as well as an infrastructure problem. Its central evidence is a reported 700-gigawatt national request total, alongside Texas figures that grew from roughly 48 gigawatts in 2023 to more than 474 gigawatts by August 2026. The visible discussion distinguishes proposed facilities from projects with secured customers, generation, permits, financing, or construction schedules.
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