Gas-to-GPU: 90 GW Announced, 2 GW Running

Podcast: Silicon & Shale Podcast · Silicon & Shale

Opublikowano: 2026-10-07

Derrick and Packer put the behind-the-meter gas boom for data centers on one scale: Cleanview's tracker counts 59 projects and roughly 90 GW of announced on-site generation, but only about 2 GW (2.2%) is actually operating. Then they walk through why the gap matters in Texas right now. In this episode: * Paper next to steel: Cleanview's numbers — about 2 GW operating, 1.2% under construction, 36% permitted, 60% still announcements or early plans — and its 2.8–3.2 GW expectation for end-2026. * The Texas permit freeze: on Sep 21 the governor directed TCEQ to halt permits sought by data centers until ERCOT's audit is complete, with a TCEQ...