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Notes -
The most recent actual news on data centers is that Greg Abbott’s data center plan is polling at +70.
For those who aren’t familiar, his plan is basically ‘let them build data centers, but publish data on it’. People don’t trust Silicon Valley nerds to be honest, that’s why there’s all this backlash. It’s entirely possible to invert an 80-20 issue by just framing it at ‘someone accountable to the people is checking the deal’.
Texas is an interesting case there because ERCOT has long-term (2032) forecasts expecting peak grid demand to rise from 91GW (last month) to 370GW. More than 4x! I'm frankly not sure where they expect energy to come from, but solar (and battery storage), wind, and natural gas have been growing pretty fast for years now. But probably more important is that someone is at least thinking about the distribution infrastructure to do so.
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