The data center story is one of just 7 states: VA, TX, OH, IL, PA, AZ and GA account for virtually all planned data centers. All eyes on PJM and ERCOT
zerohedge: It gets worse: the grid connection requests active at the end of 2023 were more than double the total installed capacity of the US power plant fleet (2,600 GW vs. 1,280 GW). It's well more than 3,000 GW.
There will be $trillions in semiconductor paperweights over the next
Post warns of massive grid infrastructure bottleneck: over 3,000 GW of data center connection requests versus 1,280 GW total US power capacity, concentrated in 7 states (VA, TX, OH, IL, PA, AZ, GA) with focus on PJM and ERCOT grids. Author predicts trillions in stranded semiconductor assets ('paperweights') due to power supply constraints.
TRILLI mentioned only as ticker symbol in candidateTickers; post discusses trillion-dollar scale of potential stranded assets in semiconductor/data center sector broadly, not this specific company. External data shows Triller Group (social media platform) with corporate financing events, unrelated to data center infrastructure thesis. No connection between post content and this ticker.
关键要点
Grid connection requests (3,000+ GW) exceed total US power capacity (1,280 GW) by more than 2x
Data center buildout concentrated in 7 states, creating regional grid stress in PJM and ERCOT
Implies physical infrastructure constraint will render semiconductor investments unusable
Structural mismatch between planned compute capacity and available power supply
