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Stories

Solar overtakes coal in Texas power grid

Largest remaining coal operator in Texas

Coal has powered Texas for most of the past century. In 2026, for the first time on record, utility-scale solar is forecast to outproduce it for the full year in the Electric Reliability Council of Texas.

Updated May 14

AI data centers are rebuilding – and stress-testing – the U.S. power grid

Built World

Secured 2.1 GW nuclear supply agreement with Meta, largest single deal in January 2026

Since late 2022, U.S. regulators and utilities have warned that AI-optimized data centers could reshape national power demand, ending an era of flat electricity consumption and forcing rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges. PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history. Data centers accounted for $6.5 billion—or 40%—of the auction's $16.4 billion in costs.

Updated May 10