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.
More from Infra
- NVIDIA reportedly cancels RTX 5080 24GB over GDDR7 supply and cost — ceciletamura · 2026-11-11
- Rivet launches SQLite Forking: 20ms agent-thread forks with zero data copying — samgoodwin89 · 2026-11-11
- French netizen proposes datacenters pay local residents compensation — clemnt · 2026-11-11
- GPU Rental Prices Hit Record Highs: B200 at $6.97/hr, H100 at $3.06 — inductionheads · 2026-11-11
- A Datacenter in Every Office: Building Work-Safe Local AI Racks — dee_hw · 2026-11-11
- "Compute is about power": the AI race's real bottleneck is energy, not chips — _sholtodouglas · 2026-11-11