a16z on X: “The US grid plans to add 86 gigawatts this year. Here's where it's com…”

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The US grid plans to add 86 gigawatts this year. Here's where it's coming from:

- Solar: 43.4 GW
- Batteries: 24.3 GW
- Wind: 11.8 GW
- Gas: 6.3 GW
- New nuclear: 0 GW

The AI labs are planning for hundreds of gigawatts. Solar is the one source already produced at that scale,

Ryan McEntush@rmcentush · Oct 7 Open quoted post →

Oct 7, 2026, 8:50 PM UTC

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