I do agree, it's an absurd number. But that's the number.
https://www.ercot.com/files/docs/2026/07/29/ERCOT-Senate-Jul...
And yeah, supposedly it's over $1T in computer capacity allegedly planned to be built.
> just on our exported Natural Gas alone before we really need to start expanding LNG supply.
That's natural gas which already has a buyer though. We're now adding a buyer who isn't batting an eye at spending over a trillion dollars. What price of natural gas do they stop buying at? What price will the people of Texas, surrounding states, and our international customers pay for gas until we can't afford it and freeze?
So yeah, if we do build out anything close to this I hope we manage to increase energy capacity similarly. Because I doubt I can spend as much to heat my home as these hyperscalers can spend to power their chips.
That's kind of the whole point of my "sucks the natural gas pipes dry". I'm not saying the gas pressure of the line going to my house is literally going to zero, but if it's so expensive I can't afford for it to flow it might as well be.
Also, your number of 72 GPUs per rack is a dated figure. They're targeting >500 per rack these days. That's also assuming GPUs. What's the same math on TPUs?
https://www.ercot.com/files/docs/2026/07/29/ERCOT-Senate-Jul...
And yeah, supposedly it's over $1T in computer capacity allegedly planned to be built.
> just on our exported Natural Gas alone before we really need to start expanding LNG supply.
That's natural gas which already has a buyer though. We're now adding a buyer who isn't batting an eye at spending over a trillion dollars. What price of natural gas do they stop buying at? What price will the people of Texas, surrounding states, and our international customers pay for gas until we can't afford it and freeze?
So yeah, if we do build out anything close to this I hope we manage to increase energy capacity similarly. Because I doubt I can spend as much to heat my home as these hyperscalers can spend to power their chips.
That's kind of the whole point of my "sucks the natural gas pipes dry". I'm not saying the gas pressure of the line going to my house is literally going to zero, but if it's so expensive I can't afford for it to flow it might as well be.
Also, your number of 72 GPUs per rack is a dated figure. They're targeting >500 per rack these days. That's also assuming GPUs. What's the same math on TPUs?