Texas just crossed a line that matters for the AI era.
Solar generated more electricity than coal on the Texas grid for the first time last year.
Why should anyone outside energy care?
Because AI is turning electricity into strategy. Data centres, compute and cooling do not run on hype. They run on reliable megawatts.
The constraint on the AI revolution isn’t chips anymore; it’s power.
Texas is showing that you can scale renewables fast enough to meet industrial demand. It is becoming the distinct advantage for states and nations that can figure this out.
If you have cheap, abundant, clean power, you can host the intelligence. If you don’t, you are just renting it from someone who does.
