Texas Captures 30% of AI Power Demand Before the Rules Are Written

Bloom Energy's 2026 report projects Texas capturing nearly 30% of national datacenter demand by 2028, with ERCOT's own datacenter forecast jumping from 29 GW to 77 GW in a single planning cycle. The developers who lock in power, permits, and sites before Senate gas probes, community opposition in Fort Worth and Brazoria County, and state moratoriums elsewhere harden into precedent will define the next decade of AI infrastructure.