BNEF estimated Abbott's moratorium on new ERCOT grid connections puts 49.8 GW of Texas data center capacity at risk, nearly 20% of the US pipeline, with revenue exposure up to $15 billion, while ERCOT acknowledged missing the August 7 deadline to classify large loads and said it will seek a good cause exception at the PUCT's August 20 open meeting.
Gallup polling put opposition to local data center construction at roughly 70% of Americans, and Spotlight PA and Grist documented at least 75 projects worth about $130 billion stalled in Q1 2026.