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
🇺🇸 Black Lives Matter founder located in Illinois, Clyde McLemore has been exposed for brutally beating on his female employee who accused him of embezzling grants.
Follow us -> LiveLeak
American in Livonia, Michigan shows if you just put the gas pump down and don’t pump gas, it still slowly charges you for gas
I’ve seen similar videos to this all over America
Americans really are being robbed in every way possible
https://x.com/WallStreetApes/status/2028502600631664885?s=20
Trump's war on Iran is causing Gulf states to reassess their relationship with the U.S. and look to diversify their foreign partnerships:
"Many believe he dragged the Gulf into a war shaped heavily by Israel, without sharing a plan and acting hastily and without fully weighing the political and economic fallout for allies."
The U.S. is simply torching its diplomatic leverage for Israeli interests.
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AI as it is currently understood is not mere technology, but a system of total technological domination over the public. Just as institutions and people have already ceded too much of cyberspace to the cloud, we are in danger of offering even more of our lives and society on the altar of centralized computing. The ‘singularity’ was never to be an economic or technological boon, but rather the mere collapse of society under the weight of digital totalitarianism. Naked human dominance and tyranny was the face behind the techno-utopian mask. A generation was evicted from the ideal of home ownership by the combination of a variety of economic and social forces, it would seem that the same is taking place in cyberspace. ‘Hardware is the new homes’, as the public becomes priced out of securing a modest home server.
AI as it is currently understood is not mere technology, but a system of total technological domination over the public. Just as institutions and people have already ceded...
Iran War Hits Cyber, Food, Energy: Stryker Cyberattack, India Fertilizer Stoppage
Iran's escalating war is now striking on multiple fronts: massive cyber wiper attacks + real-world food and energy disruptions:
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Handala (Iran-linked)'s cyberattack on Stryker wiped data from 200,000 devices, halting operations. India's fertilizer production stopped due to LNG shortages, right before planting season.
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Fuel rationing hits West Australia (emergency-only sales) and Bangladesh, while Vietnam, South Korea, and Pakistan impose work-from-home, price caps, and austerity measures like 4-day work weeks.
This isn't hypothetical anymore—cyber pandemic warnings from IBM/WEF-linked reports are playing out alongside engineered shortages impacting global rice, wheat, cotton, and sugar supplies. The technocrats are engineering crises, managing perceptions as they cast blow after blow on supply chains. Start gardening now!
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