Original post
Noah Smith 🐇🇺🇸🇺🇦🇹🇼#105
Noah Smith 🐇🇺🇸🇺🇦🇹🇼#105
Quincy Lee@QuincyEdmundLee
AI is a major load contributor over the next decade, but its not the only one
The "Data centers are breaking the grid" narrative ignores all the other sectors of the American economy electrify at the same time
We see massive load growth from industrials, oil and gas, vehicle electrification and the re-shoring of manufacturing
Power access is the defining constraint of the next decade for the whole economy
2:49 PM · Jun 8, 2026 · 6.3K Views
