Nearly two years ago, we were the first to predict a looming power crunch. In our report AI Datacenter Energy Dilemma - Race for AI Datacenter Space, we forecasted AI Power Demand in the US to grow from ~3GW in 2023 to over 28GW by 2026 – a pressure that would overwhelm America’s supply chains. Our prediction proved very accurate. The chart below tells the story: in Texas alone, tens of gigawatts of datacenter load requests pour in each month. Yet in the past 12 months, barely more than a gigawa...