$10T in AI datacenter capex blocked: GPUs need 230GW, US grid delivers ~100GW
PeterDiamandis · x · 2026-08-18
In his latest podcast episode, Peter Diamandis brings in Ramez Naam to answer one question: how do we power the singularity? Key numbers: GPU manufacturing through 2030 demands roughly 230GW, while the US grid can deliver about 100GW. Around $10 trillion in AI datacenter capex can't be built — not for lack of money, but because the grid can't deliver the power. Even Texas, the most aggressive grid in the country, can't deliver hundreds of megawatts of new demand.
Related event: AI's $10 Trillion Data Center Buildout Hits a Power Wall(2 posts)→
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