We know what’s coming and we are prepared.
THE GRID WILL BREAK FIRST
By Shanaka Anslem Perera
Texas just received requests for 226 gigawatts of data center power.
The entire state runs on 85 gigawatts.
Here is what nobody is telling you.
ERCOT's interconnection queue nearly quadrupled in twelve months. From 63 gigawatts in December 2024 to 226 gigawatts by November 2025. Seventy-three percent is data centers. The AI infrastructure buildout is now the largest in American history.
But here is the number that changes everything: 3%.
Of the 226 gigawatts requested, only 7.5 gigawatts are actually connected and operating. Fifty-seven percent of the queue has not even submitted planning studies. Joshua Rhodes at UT Austin called it "laughable." His estimate for what actually gets built by 2030? Twenty to thirty gigawatts. Ten percent of the queue.
The rest is vapor.
Meanwhile, Oracle just delayed OpenAI data centers from 2027 to 2028. The company carries $108 billion in debt. Negative $10 billion free cash flow. Credit default swaps at 126 to 141 basis points, the highest since 2020. And it owes OpenAI 4.5 gigawatts of capacity under a $300 billion contract.
OpenAI loses $9 billion per year. It must grow revenue fivefold in two years just to pay Oracle.
The circular financing everyone fears? We verified it. The $610 billion figure circulating through financial media is inflated tenfold. Actual executed investments: $63 to $70 billion. Still unprecedented. Still concentrated risk. But not the imminent collapse some predict.
The real constraint is not financial. It is physical.
Electrons cannot be printed. Transmission lines take a decade. Generation capacity takes five to seven years. The hyperscalers have the capital. They do not have the kilowatts.
This is not a bubble that pops. It is a ceiling that binds.
Data center vacancy: 1.9%. Pre-leasing: 84%. The demand is real.
The timeline to meet it is not.
Position accordingly.
Read the full article - https://open.substack.com/pub/shanakaanslemperera/p/226-gigawatts-of-nothing-the-physics?r=6p7b5o&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
In 1983, America's biggest daytime talk show did something that's never happened since.
It spent an hour on a live debate on the DPT shot and vaccine mandates. Injured kids were in the studio, and the host asked what no host would dare ask today:
"Why does it have to be a law? Should we have the freedom to decide?"
🇺🇸 A Red Baron delivery worker went viral after snapping at a social media prankster who pretended to steal $10 from his phone via Apple Pay while he was working.
The father of four broke down over his exhausting schedule and financial struggles, prompting the internet to rally behind him. A GoFundMe has since raised more than $500,000, while Red Baron publicly backed the employee and confirmed his job is safe.
Follow main channel -> LiveLeak
Follow private channel -> LiveLeak Private
New York fined private Amish schools $118,000 for refusing vaccine mandates.
Their lawyer says only the Supreme Court can save them now.
BREAKING: Scientists discover 413 security vulnerabilities in connected vehicles that could allow hackers to interfere with critical systems, including steering and braking.
@GeneralMCNews
