The post argues the U.S. power gap for AI accelerators is smaller than consensus estimates, citing upgrades and shipments outside the U.S. It says ERCOT capacity could reach about 10 GW in 2027 and 17 GW in 2028—27 GW total, versus a roughly 40 GW consensus need. The second image reports NVIDIA Vera Rubin NVL72 delivering 800,000 TPS/MW versus 80,000 for the GB200 NVL72 baseline, a stated 10× improvement.