September 22, 2026
Gov. Abbott Ties Noncompliance to Denial of Grid ConnectionBloombergNEF has pegged the broader Texas freeze against roughly 50 GW of the 253 GW U.S. development pipeline.
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BloombergNEF
BloombergNEF is a research organization that provides analysis on energy markets, renewable energy trends, and grid infrastructure relevant to Texas datacenter energy sourcing decisions.
Referenced in 4 briefingsLast referenced: September 22, 2026
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July 23, 2026
Georgia Lands OpenAI's $30B Bet While Texas Owns the Queue FixBloombergNEF nearly doubled its U.S. datacenter power demand forecast to 194 GW by 2035, an 83% jump from December, putting datacenters near 20% of U.S. electricity within a decade.
May 16, 2026
Beacon Point Sets the 1-GW Template While 300 GW Wait in QueueBattery storage is displacing diesel as the backup-of-choice, with BloombergNEF logging 112 GW of 2025 additions, up 48%, and Oracle, Aligned, and AIP all deploying BESS-hybrid designs to handle AI's sub-second load swings.
May 3, 2026
MARA's $1.5B Long Ridge Buy Sets the New AI Infrastructure PlaybookBloombergNEF puts combined-cycle gas and coal at the center of the generation stack through 2035 because renewables and nuclear can't scale into the queue fast enough.
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