US datacenters need 18GW in 2026 but face ~5GW shortfall after fixes
FinanceYF5 · x · 2026-09-23
2026's new datacenters need 18GW; under construction covers 7GW and the grid adds 3GW, leaving an 8GW initial gap. After fuel cells and gas turbines, a 5GW shortfall remains — nuclear won't help this year.
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