a16z(@a16z):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:

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a16z@a16z

2026.10.07 16:40

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: