The US grid plans to add 86 gigawatts this year. Here's where it's coming from: - Solar: 43.4 GW - Batteries: 24.3 GW - Wind: 11.8 GW - Gas: 6.3 GW - New nuclear: 0 GW The AI labs are planning for hundreds of gigawatts. Solar is the one source already produced at that scale, and most of it is made in China. "Scaling firm power that isn't gas is much more complicated. Uprates and restarts can squeeze a little more from the existing nuclear fleet, but the real upside is new reactors." a16z's…