February 8, 2026
Renewables or Gas: A $178B Decision Stalks a Grid That Can't Connect Either One Fast EnoughMeanwhile, the Trump administration's proposed emergency backstop capacity auction targeting datacenter load, requiring hyperscalers to sign 15-year contracts with new plants, remains undefined in design and could entrench gas over clean energy with Advanced Energy United's Jon Gordon calling the core bottleneck: "If you can't connect, then you can't even bid into the capacity market."