ERCOT has 226 GW of large-load interconnection requests

Total installed capacity stands at 183 GW

That means the 226 GW load queue is roughly 1.23× ERCOT’s entire installed generation

$CIFR has already started diversifying away from ERCOT, with its new Ohio site acquisition

$GLXY 2.7 GW expansion potential now seems unlikely in the near term

Those that have already secured approvals hold a clear advantage:

•$IREN already has 2 GW approved in Sweetwater

•$RIOT has 1 GW approved at its Corsicana site