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U.S. grid

also referred to as: u s grid

2 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Feb 5, 2026 by Dylan Patel · across every show →

Everything said about U.S. grid, oldest first

Feb 5, 2026 bullish
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”
Feb 5, 2026 neutral
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”
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