Utilities, energy system analysts and ERCOT expect exponential growth of data centers and other large loads in Texas over the next several years. ERCOT forecasts 138 GW of large loads on its grid by 2030, up from 87 GW this year.
Even if only a fraction of proposed data centers get built, the boom could threaten grid reliability during the spring and fall months, when many thermal generators go down for planned maintenance, Aurora Energy Research said earlier this month.