analysis9/3/2026
Datacloud USA Thursday: ERCOT and Texas Power
Thursday, September 3, 2026 at Austin Marriott Downtown. Capacity’s Saf Malik now has floor quotes from the Texas panel: Griffiths on ~205GW batch-zero vs ~91GW peak, Tirupati on AI inside ERCOT, Bettencourt on politics and the sales-tax exemption. The session-page 145GW line remains organizer briefing.
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