2,500+ GW of power projects stuck in grid queues as $200B flows into energy tech
ingliguori · x · 2026-11-03
More than 2,500 GW of generation projects are stuck in grid-connection queues worldwide, while nearly $200B flowed into energy and sustainability tech in 2025. Capital can fund options, but grid access still determines what actually connects — a key constraint for powering AI datacenters.
More from Infra
- KVCache Meetup Korea dives into LLM serving: CXL pooling, roofline analysis, batch scheduling — PyTorch · 2026-11-03
- FuriosaAI's new round values it at 662x last year's sales, no chipmaker joined — YvesMulkers · 2026-11-03
- Just upgrading onnxruntime-gpu 1.23→1.31 with CUDA 13 made SAM 3 inference 3.8x faster — MaziyarPanahi · 2026-11-03
- Dev argues buying GPUs for local AI is just an expensive hobby — API and rented GPUs are always cheaper — Angaisb_ · 2026-11-03
- Local inference devs grapple with models breaking their own CoT on streamed tokens — SilentMobius · 2026-11-03
- FLAMIA: MXFP8 microscaling attention kernel for fast, causally-safe training on Blackwell — yresearch · 2026-11-03