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Question: Aren’t a disproportionate number of the new AI data centers being built in Texas? Where they are subject to ERCOT’s wholesale spot pricing, if on the Texas grid? (2) For example, here’s the language from the $IREN 10-K on electricity costs. https://t.co/FnhZYAQCU2
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Eric Schmidt says data centers need about 92 gigawatt more capacity, with almost no new nuclear projects. https://t.co/01Z5z18Fx5

The_AI_Investor ↗
Library as of 2026-10-26