alt Hacker NewsTrue, 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.
Even as it stands things are kinda grim. There's around 30% spare capacity, but you also need that for spikes like increased usage during events like heatwaves. You never want to saturate energy capacity completely.
I agree that eventually there's going to be no choice but to start investing in renewables. That's going to be the only way to meet the demand, and renewables are already becoming cheaper than fossil fuels. But it is going to take time. Building stuff in the physical world takes years, and that requires sustained commitment at the political level.