BREAKING
Most AI Power Bids Won't Land
0
GW
Power requested
0
%
Likely commitments
0
%
Of U.S. gen. capacity
Phantom Load Swamps Queues
Likely real
28
Unlikely
72
Texas and Exelon Tighten Filters
Texas ERCOT
Audit pause
●
~474 GW in queue
●
~90% data centers
●
Approvals paused for audit
Exelon
~40% cut
●
High-prob. load ~11 GW
●
First-ready screening
●
Collateral requirements
Rates and AI Race at Stake
AI NEWS BLITZ
AI NEWS BLITZ
New analysis says most electricity sought for U.S. AI data centers is unlikely to materialize.