AI Data Centers Run Into the Grid Reality Check
Tuesday, June 2, 2026 · 8 min

ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights.
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ERCOT is moving to separate real Texas data center load from speculative interconnection requests, as OpenAI, SoftBank and Gulf Coast projects show AI infrastructure scaling into gigawatts—and into ratepayer, water and transmission fights.
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