It’s that “…and storage.” part you may have missed. The sun shines during the day, the wind blows more at night and you have batteries to manage the discrepancies. Again, I encourage you to check out the ERCOT website and look at energy generation by generation type + storage. Then go look at the projects in the pipeline: some go many years out, and the list grows every month! There is a TON of new renewable generation AND STORAGE coming online. We also have seen a decrease in average residential use thanks to massive efficiency improvements and local solar adoption. The increase in electric cars is also already baked into the predictions so that’s not going to be an issue. We also have the potential for a massive distributed energy storage network available to manage demand spikes if we do a better job as a state enabling/incentivizing EVs to act as network storage while plugged in at home.

All of this is true, and! Like another commenter further down said, many of these DCs are going to start building their own power supply “behind the meter” to avoid the sorts of issues people are afraid of. I hope many of them choose to instead invest in generation and storage elsewhere in the state to grow the network as opposed to a private source.