U.S. Electrical Grid

“At 0.5% flexibility or curtailment of the new data center load, you could add up to 98 gigawatts of new data centers across the U.S. And at 0.25% curtailment of the new load, you could add 76 gigawatts.”

“I think they're going to be forced to pull it back too, just because it's 90% of everything that gets deployed in the grid, right? And so at some point, if none of that stuff gets deployed in the grid, we're going to have rolling blackouts.”

“There's over, like, two, I want to say there's, like, two terawatts in the queue right now, which means that there's, like, two terawatts of power generating capacity, a nameplate, at least, like, what it could max out at, waiting to be connected to the grid.”

“I believe our grid today is about 1.2 terawatts. So this is almost effectively double what our current national generating capacity is.”

“And will likely continue to be a major piece of our grid as long as our domestic production continues and there's no sort of radical change in, in energy source.”

“In North Dakota, Montana, and Texas, we have enough wind energy to produce five times the amount of our entire grid.”

“In fact, we recently did a data analysis to show sort of how the grids are interconnected and illustrate that compared to the amount of energy that the grids are using, these interconnects are just incredibly small, right? They really haven't grown over time.”