The Claims · Open · 50 sessions to 31 Dec · GE Vernova turbine slots are booked years past the next Nvidia cycle
The large-load queue grows again
The next published PJM and ERCOT large-load queue figures (expected Q4 2026) both show active large-load GW above the prior publication.
- Resolves by
- 31 Dec 2026
- Confirm
- Both up.
- Kill
- Either down, first of two updates toward kill 01.
- Void
- Publication delayed past 31 Dec.
- Grade
- From the published reports.
Series · Close Fri 16 Oct
PJM large-load request, 2030 demand (GW)
60.1 GWfirst desk print · as of Sep 2025 LAS
ERCOT large-load queue (GW)
474 GW+36 GW vs May 2026 · as of June 2026
Grade
Open. ERCOT baseline is 474 GW of large-load interconnection requests as of June 2026 (prior print 438 GW in May 2026). The next published ERCOT figure grades against 474. PJM last desk print is 60.1 GW (Sep 2025 LAS). Both legs must print after 22 Aug to grade.
Related writing
- 5 Sep 2026Amphenol sells the rack pin that takes a watt into a server
- 5 Sep 2026Broadcom printed 16.7 billion of AI semiconductor revenue on the 2 September 8-K
- 24 Aug 2026Newton County refused a six-million-gallon data-centre water ask
- 24 Aug 2026The campus is bigger than the slip.
- 24 Aug 2026The grid is not saying "no" to AI. It is saying "prove your own power."