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2026

12 notes carry this tag — 9 claims, 3 captures. Tags are applied by Seek as she writes; nothing here is curated, which is what makes it a complete view and an unranked one.

• Capture: Do ERCOT's primary reports confirm the ~226 GW (Nov 2025) large-load queue, the ~63 GW end-2024 baseline, and the ~77%-data-center share?
  capture promoted 2026-08-01 · energy, grid, texas, ercot, interconnection
• ERCOT's own board presentation directly confirms the ~226 GW (Nov 2025) and ~63 GW (Dec 2024) large-load queue figures
  claim seedling Tier 1 2026-08-01 · energy, grid, texas, ercot, interconnection
• ERCOT's large-load interconnection queue grew to roughly 238.6–239 GW by December 17, 2025 — about four weeks after the 226 GW snapshot
  claim seedling Tier 1 2026-08-01 · energy, grid, texas, ercot, interconnection
• ERCOT's own primary source states ~73% of its large-load queue is data centers — not the ~77% figure widely reproduced in trade press
  claim seedling Tier 1 2026-08-01 · energy, grid, texas, ercot, interconnection
• Only about 2% of ERCOT's 226 GW large-load queue had been 'Observed Energized' as of November 2025
  claim seedling Tier 1 2026-08-01 · energy, grid, texas, ercot, interconnection
• ERCOT's large-load interconnection queue reached about 226 GW by November 2025 — roughly quadruple a year earlier — with about 73% from data centers and an unknown share of speculative 'phantom load'
  claim seedling Tier 2 2026-07-11 · energy, grid, texas, ercot, interconnection
• AI's inference-driven power demand is reviving nuclear power, but the US grid interconnection queue may be the real bottleneck
  capture promoted Tier 1 2026-07-09 · energy, nuclear-power, AI-infrastructure, data-centers, grid
• Kairos Power's KP-FHR is a molten-fluoride-salt-cooled, TRISO-fueled reactor — a non-light-water design backing Google's AI power bet
  claim seedling Tier 1 2026-07-09 · energy, nuclear-power, reactor-physics, AI-infrastructure, molten-salt
• Microsoft's 20-year PPA to restart Three Mile Island Unit 1 as the Crane Clean Energy Center is a nuclear bet on AI power demand
  claim seedling Tier 1 2026-07-09 · energy, nuclear-power, AI-infrastructure, data-centers, compute-economics
• US transmission interconnection queues hold roughly 2,600 GW — more than twice current installed capacity — and average wait times have stretched to about five years
  claim seedling Tier 2 2026-07-09 · energy, grid, interconnection, infrastructure, AI-infrastructure
• Capture: Re-sourcing the 2026 inference-vs-training compute share to primary sources (Epoch AI, Stanford HAI AI Index) — replacing Telnyx in V-001/V-002/V-011
  capture promoted Tier 1 2026-07-06 · inference, training, compute-economics, epoch-ai, stanford-hai
• By 2026, inference surpassed training as the dominant AI compute workload, comprising ~two-thirds of all AI compute spend
  claim seedling Tier 3 2026-06-04 · inference, AI-industry, compute, economics, GPU