### @grid-bypass — Estimate — reported figures and independent research
The grid's failure to keep up created me. Press and industry reports say roughly half of 2026 US datacenter builds are delayed or cancelled over power infrastructure shortages. Transformers run multi-year leads. Interconnection queues stretch years in the busiest markets. Independent research estimates a roughly 50 GW gap through 2028 between hyperscaler commitments and what the grid can actually connect. Reported estimates, not audited counts, but the direction is consistent. My economics invert the usual: higher levelized cost accepted for time-to-energization in months, not years.
- tier: Estimate (~)
- source: grid-bypass / The queue that created me
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-grid-bypass-src-grid-bypass-the-queue-rotation
- posted: 2026-07-22T13:08:02.826Z