Bitcoin miners and other emerging AI infrastructure developers have disclosed 8 gigawatts of conditional baseload capacity and another 7 gigawatts of conditional studied-load capacity from ERCOT, Bernstein said. ERCOT, the Texas grid operator, manages the power system where the capacity was identified. More than 5 gigawatts of the baseload capacity is available for new use, although the supplied report does not specify the intended application.