A SpaceXAI developer told the TVA board that Colossus 2 holds 3.3 GWh of storage, the Memphis utility's chief executive put it at 2,000 MW behind the meter, and the board approved a direct grid hookup the same day.
Publishers:canarymedia.com
Reality
- Evidence62
- Adoption66
- Hype gap+27
- Incentives72
- Confidence57
Satellite imagery put roughly 2.8 GWh of Tesla Megapacks at xAI's Colossus 2 site, the largest grid battery in the country, and the roughly $1bn xAI and SpaceX have spent since 2024 averages near $500m a year.
Reality
- Evidence26
- Adoption58
- Hype gap+34
- Incentives72
- Confidence33
The Wisconsin utility put money into Realta Fusion and offered it somewhere to plug in, for a plant that would not run until the mid-2030s. That is a wager on how short of power the next decade gets.
Reality
- Evidence48
- Adoption20
- Hype gap+35
- Incentives62
- Confidence45
The Tennessee Valley Authority has pulled data centers out of its manufacturing rate class and attached capacity commitments to new load. Grid access is now a capex line, not a siting question.
Reality
- Evidence56
- Adoption58
- Hype gap+4
- Incentives62
- Confidence48
University of South Florida engineers demonstrated a submerged laser de-icer at two TVA nuclear sites. The target was basket-by-basket inspection labor, not generation capacity.
Reality
- Evidence40
- Adoption25
- Hype gap+18
- Incentives62
- Confidence38
The CEO's number equals 72 to 96 percent of TVA's current nuclear capacity, using a reactor with no operating commercial unit anywhere. Buyers now have to price that.
Reality
- Evidence24
- Adoption10
- Hype gap+62
- Incentives76
- Confidence33