True, though I think it's a little more nuanced. There's still capacity, but the AI boom is unearthing all the "cheap" power places in the grid and buying them up.

In order to keep growing, the US power grid is going to need big, coordinated projects. Solar, wind, transmission lines, and batteries.

I think with political interest from Dems who like renewables, and big business who need energy, there's will in the US to do it, but of course it's the US, so we'll do the right thing after every possible alternative has been exhausted.

America basically did not add any net generating capacity in the first two decades of this century, instead treading water with repowering and efficiency. This was a mistake and now that we could use the energy everyone is acting like it's impossible to expand the grid at the same rate we expanded it in the 1980s.

In many ways this mirrors the way America walked into the housing crisis with its eyes closed.