Source
Open →Anthropic News, Oct 2025 – Anthropic expands Google TPU usage (tens of billions, large-scale TPU capacity)
blog.anthropic.com
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Open →Nuclear Business Platform, 2025 – Global nuclear capacity and new reactors (approx. 85 plants, ~80 GW planned)
www.nuclearbusiness-platform.com
Evidence registrySource
Open →ERCOT: Long-Term Load Forecast update (data-center growth and methodology adjustments)
www.ercot.com
Evidence registrySource
Open →Texas Tribune: Texas data-center demand framing and grid planning stress
www.texastribune.org
Evidence registrySource
Open →WIRED: Global Energy Monitor findings on data-center-driven gas project growth
www.wired.com
Evidence registrySource
Open →McKinsey: “The cost of compute” — ~$6.7T global data-center capex by 2030; ~$5.2T AI-focused
www.mckinsey.com
Evidence registrySource
Open →Industry briefings on “hundreds of billions” in nuclear lending capacity
www.oedigital.com
Evidence registrySource
Open →Reuters (Jan 16, 2025): Nvidia on CoWoS packaging transitions and capacity constraints
www.reuters.com
Evidence registrySource
Open →Reuters (Apr 1, 2026): Orbital data-center ambitions and skepticism
www.reuters.com
Evidence registrySource
Open →Reuters: Maryland Governor Wes Moore pushed PJM reforms as household power bills rose, with capacity payments reportedly spiking around 1,000% over two years amid data center demand and limited generation growth.
www.reuters.com
Evidence registry