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3 September
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Hypotheses · Open · Decides 31 Dec 2026 · Power is the AI bottleneck

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.

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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
Desk, from the published reports.
Series · Close Thu 3 Sep
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. Resolves by 31 Dec 2026. 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.

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