26 Aug 2026
Signal Headquarters
Vol. I
No. 253

The US faces a growing electricity deficit, with only 1% annual capacity growth over a decade versus 5% globally, and new data centers blocked for years.

The case

By 2050, the United States will face an electricity deficit equal to 2.5 Californias' worth of energy consumption.

“By 2050, the United States of America will be 2 and 12 California's worth of energy in deficit.”
David Sacks · 18 Jul 2026

Global energy capacity is expanding at 5% per year while the US had a decade of only 1% growth.

“Energy capacity in the world is expanding for 5%. You know, in the US, we had a decade at 1%.”
Pat Gelsinger · 15 Jul 2026
Signal Headquarters · compiled from attributed public discussion. Last updated 2026-07-18.