Texas just froze new data center permits:
- Its queue went from 63 GW to 474 GW in 18 months, more than 5x record peak demand
- Only 9.5 GW is approved and about 4.3 GW is actually running
- The rest is duplicates, speculation, and developers who have never plugged in a GPU
a16z's
@rmcentush on why the grid can't build for that many maybes: