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Weekly    Byron Bay, Australia

AI Grid Capacity: 23 GW Is Not Data Centre Power
AI Heath Donald

AI grid capacity is the number behind a new US transmission push. DOE sees over 23 GW from selected upgrades, but a data centre still needs a local connection.

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Illustrative 24 hour load profile Forty eight half hourly bars. Load climbs through the morning, plateaus at midday, then drops sharply through the evening grid peak, marked in persimmon, before recovering.

Illustrative. Twenty four hours of load, half hourly. The persimmon bars are the evening grid peak, when a flexible site gives capacity back.

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Contents

29.092026 AI Grid Capacity: 23 GW Is Not Data Centre Power /post/ai-grid-capacity-23-gw-not-data-centre-power 23.092026 Tokenised Gold: The Collateral Case the FCA Is Testing /post/tokenised-gold-collateral-fca 22.092026 AI Data Centre Standards: The 3.38 GW Blind Spot /post/ai-data-centre-standards-exemption-blind-spot 17.092026 Data Centre Financing: Australia's Bank Guarantee Test /post/australia-data-centre-financing-bank-guarantee 16.092026 Tokenised Collateral: The Bottleneck After Settlement /post/tokenised-collateral-next-bottleneck 15.092026 AI Data Centre Grid Connection: The Wire Is the Constraint /post/ai-data-centre-grid-connection-bottleneck 09.092026 Anthropic’s IPO Delay Is the Capital Raising Signal /post/anthropic-ipo-delay-capital-raising-signal 09.092026 DTCC Tokenisation Turns the CSD Into the Rail /post/dtcc-tokenisation-csd-rail 08.092026 AI Data Centre Approvals Are the New Bottleneck /post/ai-data-centre-approvals-new-bottleneck 08.092026 AI's Real Cost Is in the Balance Sheet /post/ais-real-cost-is-in-the-balance-sheet 01.092026 The 401(k) Flood Is Coming for Capital Raising /post/401k-flood-capital-raising-private-markets 30.082026 Tokenisation’s Real Bottleneck Is Settlement /post/tokenisation-real-bottleneck-settlement.html 26.082026 AI Infrastructure’s Real Bottleneck Is Power Procurement /post/ai-infrastructure-power-procurement-bottleneck 15.062026 Dynamic Energy Control: How AI Can Orchestrate Energy-Elastic Infrastructure /post/dynamic-energy-control-ai-energy-elastic-infrastructure 03.062026 Why AI Infrastructure Needs to Think Beyond Megawatts /post/beyond-megawatts-ai-infrastructure 18.052026 AI Hyperscale Data Centres: Water Usage & Closed-Loop Cooling Systems /post/ai-hyperscale-data-centres-water-usage-closed-loop-cooling-systems 23.022026 Power Bending: Decentralised Infrastructure & Energy Elasticity /post/power-bending-decentralised-infrastructure-energy-elasticity

AI

Infrastructure, energy, and what it actually takes to run the thing.

Tokenisation

Real assets, real rails, and the distance between them.

Capital raising

Narrative, traction, and numbers a room will sit through.

Editor’s note

Heath Donald helps Web3 founders and tool builders turn noise into traction. Conversion-focused strategy, lean funnels, and sustainable scale.

This publication runs weekly across three beats: AI, tokenisation and capital raising. Written from Byron Bay, Australia, and posted at @heathdonald.

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