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The BrightVolt Take: Gas Didn’t Win the AI Power Race

The BrightVolt Take: Gas Didn’t Win the AI Power Race

Aug 7, 2026 | Renewable Energy, Smartgrids

Gas did not win the AI power race. In 2026 the US grid will add a record 86 GW of capacity, and 6.3 GW of it is natural gas — 7% of the total, behind solar, batteries and wind. The turbine order books everyone points to are real, but the first slots GE Vernova is...