ERCOT's own 2025 long-term load forecast put potential datacenter load at roughly 77.9 GW by 2030, against an outlook a …
SemiAnalysis Twitter · SemiAnalysis (@SemiAnalysis_) · 2026-05-29
ERCOT's 2025 long-term load forecast revised projected datacenter demand upward to 77.9 GW by 2030 from a prior 29.6 GW estimate, and subsequently introduced an officer-attestation haircut that discounts unverified interconnect requests.
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Extraction
Topics: ercotai-datacenter-powergrid-capacityload-forecasting
Claims
- ERCOT's 2025 long-term load forecast projects potential datacenter load of 77.9 GW by 2030.
- ERCOT's prior forecast, issued roughly a year earlier, projected only 29.6 GW of datacenter load by 2030.
- ERCOT introduced an officer-attestation haircut mechanism that discounts generic interconnect requests to manage the surge in submissions.
Key quotes
ERCOT's own 2025 long-term load forecast put potential datacenter load at roughly 77.9 GW by 2030, against an outlook a year earlier that called for 29.6 GW, which is already a striking revision.