Rapzid
2 hours ago
474 GW!!! Good God that's at LEAST the 5x our peak winter demand for the entire state.
And they want to mostly power it with on site GAS?!
What is even happening.
hunter-gatherer
2 hours ago
Everyone is using AI for everything now. Including people on here. It's "AI this" and "AI that". Why are people surprised this is what has happened? Has nobody on this forum ever lived in the contrast of a home with minimum appliance, then moved to a place with 4 gamers all over clocking their GPUs for 3 to 4 hours a day, and not observed the delta in utility bills? I'm honestly shocked everyone is surprised at what is happening.
swatcoder
2 hours ago
Well, not everyone is using AI, and many of the people using it are using it becuase somebody else (a product vendor or employer) decided to put it in front of them as a tremendously less efficient and much less reliable but very flexible replacement for what they'd already been using.
They're mostly not opting into some change from no appliances to a houseful of hardcore gaming, they're being led from a houseful of servicable traditional appliances to a houseful of elaborate whizzbang futurist appliances that don't actuallg change much about what they get done in a day.
And all the absurdly more costly resource demands of these received whizzbang doohickies are off-site, so yes, people get pretty shocked and confused when confronted with those extreme hidden costs.
trescenzi
2 hours ago
I’m still shocked at how nonsensical it all is every time I hear it because there’s people who claim it makes sense. There’s a chart in that article showing that 1/10th the proposed GW is online. And that’s just for Texas. What the hell do we need 10x the capacity we’ve got right now for? The best case is that makes tokens too cheap to meter which would be sweet for everyone but the investors. I don’t see how this ends any way other than a massive burst.
lenerdenator
2 hours ago
Anytime you hear someone claim that something would bring about the benefit of something being "too cheap to meter", stop believing them right there. These companies are not charities, they are not there to give you something so insignificant in value that they cannot be bothered to measure its worth. That's their entire reason for being: to find new ways to measure value that's otherwise unmeasured and charge for access to that value.
trescenzi
2 hours ago
Right obviously. So then what happens with 10x the data centers? How do you saturate that in any reasonable way? The options are 10x usage, 1/10 cost.
lenerdenator
2 hours ago
> Everyone is using AI for everything now.
I don't think it's that big of a trend. There are a lot of people around forums like this who use it (I am one) and a lot of business leaders who want it so they can tell people like me that they need to find somewhere else to work. For the average person, it feels like living in Uncanny Valley and puts their livelihood at risk. They don't like it.
The resistance to AI is real. You don't see moratoriums and protests like this come out of nothing. People don't want to subsidize the infrastructure construction costs for an industry known for its insanely wealthy individuals, especially not if doing so could realistically put them out of a job within the next decade.
usefulcat
2 hours ago
According to the article, a lot of those requests are a result of speculative spamming, not unique, set-in-stone commitments to build.
rjsw
2 hours ago
I thought that the gas was being flared off anyway, feeding it into a turbine at least makes some use of it.
user
2 hours ago
usefulcat
2 hours ago
I'd be surprised if flaring consumed more than a tiny percentage of NG produced in the state.
Most of the state's electricity comes from NG, so clearly there is a market for it. Not to mention heating, cooking, exports, ...
api
2 hours ago
If this is a use for otherwise wasted flare gas that’d be a totally different story but I feel like that would be mentioned if that was the case.
bob1029
2 hours ago
https://www.chevron.com/newsroom/2026/q2/chevron-signs-20-ye...
In 2025, Texas vented or flared enough natural gas to generate roughly 2 gigawatts of useful electrical power continuously for the same period.
https://www.eia.gov/dnav/ng/NG_PROD_SUM_DC_STX_MMCF_A.htm
A lot of gas is burned off simply because it cannot be delivered. Pipelines have a maximum capacity and short term storage is limited.
api
2 hours ago
2GW, not 400.
api
2 hours ago
What’s happening is that Texas, a state largely owned by the fossil fuel industry, is trying to create demand in their state for that product by trying to attract energy intensive industries but then incentivizing them to power everything with gas.
If those incentives come from that taxpayer then this is a roundabout transfer of tax money to gas companies.
This is a bubble. AI just got hot a few years ago and it takes years for the semiconductor industry to design and produce new kinds of chips at scale. I expect tons of new chips to hit the market in 27 and 28. These will run models much faster with less power because they are designed for this specific use case.
Meanwhile there’s constant ongoing research on more efficient models and ways of quantizing them without performance loss.