U.S. Grid

topic on 5 shows · 7 statements across 6 episodes

No Priors Sourcery Catalyst the Green Blueprint the MAD Podcast

7 statements about U.S. Grid, every show

CATALYST Assertion Supported
Hade: US grid storage grew from under 2 GW to 40 GW
“I think going into twenty-twenty, there was less than two gigawatts of total storage on the U.S. Grid. As of twenty-twenty-five, that number is like 40 gigawatts.”
Tim Hade Jul 30, 2026 ▶ 4:05 The commercial battery comeback
MAD Prediction Open · timeframe Feb 2031
Patel: Data center power consumption will grow from 2% to 10% of US grid
“And then you've got data centers now all of a sudden coming online and going from two percent to 10% of the U S grid in just a handful of years.”
Dylan Patel Feb 5, 2026 ▶ 55:52 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
MAD Prediction Open · timeframe Dec 2030
Patel: Data centers will use under 1% of US water by 2030
“So the U.S. Grid will get to, like, 10% of power by, like, 28, 27, is data centers. For water consumption, it's not even gonna crack one percent. By the end of the decade.”
Dylan Patel Feb 5, 2026 ▶ 57:48 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
NO PRIORS Assertion Partly supported
Dell: US grid holds 300 to 400 gigawatts of latent capacity
“The U S grid kind of max peak is somewhere on the order of 700 gigawatts, but average demand across the country is closer to like, 300 gigawatts, right? So we've got another three, 400 gigawatts you know, just up to 700 gigawatts if you believe that, you know,…”
Zach Dell Oct 15, 2025 ▶ 10:46 No Priors Ep. 136 | Base Power CEO and Co-Founder Zach Dell
SOURCERY Prediction Not checkable as stated
Nolan: AI power demand by 2030 projected to match entire current US grid
“And I, you know, you look at some of these projections of AI power consumption over the next five years, and by 2030, it's predicted to basically consume all the, equivalent to all the power that's on the US grid today.”
Scott Nolan Jul 30, 2025 ▶ 18:23 Peter Thiel’s $50M Bet on U.S. Uranium Enrichment, General Matter · Sourcery with Molly O'Shea
GREEN BLUEPRINT Assertion Supported
Dan Shugar: Solar and storage were 84% of 2024 grid capacity additions
“Then, a few days ago, the report came out that in twenty-twenty-four, we just saw the latest data. Solar and storage account for 84% of the capacity added to the grid.”
Dan Shugar Mar 26, 2025 ▶ 29:06 Nextracker's blueprint for 100 gigawatts of solar trackers
GREEN BLUEPRINT Assertion Supported
Corporate PPAs drove nearly 40% of US renewables since 2014
“Even when casting those wrecks aside, nearly 40% of renewable energy added to the U.S. Grid since 2014 came from corporate power purchase agreements. That's according to the Clean Energy Buyers Association.”
Stephen Lacey Nov 16, 2022 ▶ 9:36 A reality check on corporate sustainability

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