How to Add 300 Gigawatts to the Grid Without Building a Single Power Plant

The hyperscalers are racing to secure power, pouring billions into new plants, nuclear, even fusion. But interconnection queues still run for years. This week's guest can cut that wait to six to twelve months without building a single transmission line or power plant.

Amit Narayan is the founder and CEO of GridCARE. His thesis: America doesn't have a power shortage, it has a visibility problem. The grid runs at only about a third of its capacity, and GridCARE uses AI to scan it the way an MRI scans a body, finding power utilities simply cannot see with planning tools built decades ago. The company has unlocked more than a gigawatt in the last six months and is actively analyzing over ten. Narayan's bet: 300 gigawatts are reachable on existing infrastructure within three to five years.

Jigar Shah and Jamie Nolan dig into why the grid sits so underused, and the detail that captures the whole problem: hyperscalers are so power-starved they're eyeing data centers in space, when the power they need is already on the grid at home.

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