The thing driving Texas to 92 GW isn't your air conditioner

Trump's approval is at 36%. Midterms are seven months away. He needs a move that changes everything overnight.

He has one. It doesn't require Congress. It could add over $1 trillion to the government's balance sheet and potentially make a large number of everyday Americans very wealthy.

A president used this same move once before in 1934. It created generational fortunes. A free report explains what it is and how to get positioned before he plays it.

Download Your Free Report Here

92,211 megawatts. That's the number that stopped me cold this week.

It's ERCOT's forecast for peak load on the Texas grid this summer. The old record was 85.5 GW, set in August 2023.

That gap — nearly 7 GW — is not small. One gigawatt powers about 200,000 Texas homes on a hot day. So this jump is like wiring up 1.4 million new homes in three years.

Most of it isn't air conditioning. It's data centers. Crypto mines. Factories.

All of them racing to plug in at once.

Dan Woodfin, ERCOT's VP of system ops, called it out. Hotter weather plus fast-growing demand from data centers and crypto mining are the main drivers. The old record grid planners used for stress tests? Already stale.

Texas saw its power demand jump 5% in just the first nine months of 2025. That was the fastest growth of any U.S. grid. And 2026 looks steeper.

Zoom out and the national picture looks better. NERC says the grid added 58 GW of new capacity since last summer. That's three times the growth from the year before.

Solar led with 16.4 GW. Batteries added 14.7 GW. Gas brought 6.7 GW.

But NERC also raised a red flag. Forecasting demand has gotten much harder. Data center loads show up fast. And sometimes they vanish just as fast.

This spring, NERC issued a Level 3 alert — one of its strongest warnings. Sudden load drops from large data center sites caught grid operators off guard. NERC said most operators lacked the tools to handle these swings.

So the grid is growing. But the loads are growing faster. And they're less stable than anything grid planners have faced before.

I've spent weeks focused on Virginia. On Data Center Alley. On the East Coast power story. But the real stress test this summer may be in Texas.

ERCOT runs its own island grid. No real ties to the rest of the country. If supply gets tight, there's no neighbor to borrow from.

MISO and PJM face their own pressures too. PJM expects its peak to grow by 66 GW over the next decade. MISO sees demand rising from 124 GW this summer to 163 GW by 2035. Data centers are the biggest driver in both.

Every major grid is stretched. But only one is an island.

Texas is where the energy-AI collision hits the wire. Not on a slide deck. On a 100-degree day. This summer.

In 2016, Louis Navellier recommended Nvidia at $2.51 — split-adjusted. It went up 44,000%. He also called Apple before a 36,000% rise and Microsoft before a 60,800% climb. Now he says a new AI device coming online in Tennessee is the setup for the biggest call of his career. He's agreed to reveal the stock at the center of it — down to the ticker — for free.

A company called Blue Energy just announced plans for a 2.5-GW power plant in Texas. It won't run on one fuel. It'll run on two.

Natural gas first. Nuclear later.

The partner is GE Vernova. The nuclear piece: the BWRX-300, a small modular reactor. It's the only SMR under construction in the Western world.

Gas turbines come first, by 2030. The nuclear side follows by 2032.

The logic is sharp. Gas pays the bills while nuclear clears its permits.

One site. Two fuels. Two timelines. Revenue from day one.

And Texas isn't stopping there. Google is part of a data center campus in the Panhandle called Goodnight. Crusoe Energy filed a permit for a 933-MW gas plant on the site. Fully off the grid.

That gas plant alone would emit 4.5 million tons of CO₂ per year. For context — that's more than the entire city of San Francisco.

Google says it has no contract for the gas plant. But it's signed on to the campus. And it has a deal for 265 MW of wind at the same site.

See the pattern? Tech firms want clean power on the label. But they need megawatts now. So they're buying gas today — and stacking clean on top later.

GE Vernova trades near $948 a share. The stock has run hard. But the hybrid model could be the playbook that scales — gas first, nuclear next, all on one site.

Gas isn't a bridge fuel anymore. It's the foundation. Nuclear and renewables are the floors they'll build on top — if they get the permits.