5GW is nothing for ERCOT. Last year, the peak power used was just under 90GW. This year, all of the existing currently filed datacenter projects add another 400GW to that. And that’s just for the state of Texas.

There’s no way that anyone on this planet can add over 400GW of production in a single year. Not even if you put the entire combined capacity of the planet together, could you add another 400GW to that in a single year.

This is going to take decades to add 400GW to the ERCOT or US grid, regardless of how they are interconnected. Over 90% of these datacenter plans will just never happen. But they will do untold amounts of destruction to the planet, all the while as they are trying to push through the ones that do finally get built.

That’s why the AI bubble will collapse.