THE THESIS

Two clocks stop on the same year.

 

2045 is the 100th birthday of the money system built after World War II. The dollar on top. And 2045 is the year Ray Kurzweil says the machines pass us. One year, two endings. We're the people standing in the gap between them.

 

So imagine it's 2045. Your thermostat gives you a range, not a number. Your power bill has two prices… one if you let the grid steer your house, one if you don't. The largest building in your county has no windows and forty-one people in it. And a nuclear plant runs flat out ten miles away, every watt of it sold to someone else.

 

It sounds like science fiction. But every piece of it is already being built.

 

Data centers now eat about 6% of all US power. One turbine maker is sitting on a 116-gigawatt backlog and booking new orders into 2031. In the last big grid auction east of the Mississippi, data centers drove $6.3 billion of the bill. And towns in at least 14 states have hit pause on new ones.

 

Here's the thing. We are living in the last twenty years of the old world.

 

Each issue works the same way. First a letter from someone living in 2045. Then we snap back to now and show you the sourced numbers that make the letter possible. Fiction, then evidence. Read both.

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Nobody Calls It Rationing
The machines never sleep, so somebody has to ask the neighbors to.
 
TRANSMISSION
From: Ruth-Anne "Rudy" Salas, Louisa County, Virginia
Date: August 14, 2045
Subject: What I do all summer now

It hit 104 today.

 

I spent the whole morning on the phone, and not one of those calls was to sell anything.

 

That's the job now. I'm a curtailment coordinator for the Green Springs Load Co-op.

 

It's a big title for a simple thing: I call people and ask them to turn things off.

 

My block covers 4,100 homes, and when the grid runs tight a message lands on my tablet.

 

Then I start dialing.

 

Today it came at 11:40. Tier 3. Ninety minutes to shed 18 megawatts.

 

I called Ellen Praeger first. I've known her since fourth grade, and she's 71 now, and her brick house holds heat like a kiln.

 

"Ellen, it's Rudy. We're in a window."

 

She didn't argue, because she never does.

 

She said okay, filled a bowl with ice, and went out to sit on the porch.

 

Same as her mother did in 1970.

 

Nobody calls it rationing. The words on my screen are voluntary flexibility.

 

You can say no. Say no three times in one season and your rate class changes… and then you pay the open price. Nobody says no three times.

 

Here's what people from your time don't picture.

 

The lights stay on and nothing dramatic happens. Your thermostat just quietly hands you a range instead of a number.

 

Twelve miles from my kitchen there's a building called Cardinal Ridge.

 

It has no windows, forty-one people work inside it, and it pulls 2.1 gigawatts without ever dipping.

 

Cardinal Ridge does not flex. Its power contract was signed in 2031 and it runs flat, day and night, hot and cold.

 

There's a line in that contract about firm, non-interruptible load, and I could say it in my sleep.

 

So when the county runs tight, it isn't Cardinal Ridge that sits on a porch with a bowl of ice.

 

It's Ellen.

 

They woke the old reactor up over in Fluvanna the year my son finished school.

 

The whole county threw a party. Bands, funnel cake, a man in a foam atom suit.

 

Then we read the fine print, and every watt of it had been sold for twenty years before the first rod went in.

 

We waited eleven years for a gas turbine.

 

Ordered in 2029, delivered in 2040. By then the load it was meant to cover had doubled twice.

 

You want to know what surprises me? Most days… I'm not angry.

 

My bill is 96 dollars, and it's been 96 dollars for four years, because flex homes get a locked rate.

 

Ellen's is 96 too. Our neighbor Dale wouldn't sign, and he pays four hundred and change in August.

 

And the money came. Lord, did it come.

 

New middle school. Two clinics. Roads out here better than the roads in Richmond.

 

My son is a coolant tech at Cardinal Ridge and he makes more than his father and I ever made together.

 

So it's not a horror story. It's a trade… and we made it with our eyes open.

 

What I miss isn't the cheap power, because power is fine if you play along.

 

I miss not thinking about it.

 

I miss leaving the air on for the dog, and walking into a cold house in July, and running the dryer at two in the afternoon because the clothes were wet and it was two in the afternoon.

 

In other words… I miss being a customer instead of a participant.

 

The window shut at 1:10 and we shed 19.4 megawatts.

 

I logged it and made a sandwich.

 

Ellen went back inside around four, and she called to tell me her tomatoes do better on the porch than they ever did in the yard.

 

Then she asked if there'd be another window tomorrow.

 

There will be. There's one most days now.

 
— Ruth-Anne "Rudy" Salas
Louisa County, Virginia
Former night manager, Piedmont Foods #12
Curtailment coordinator, Green Springs Load Co-op
 
◉ Snap back to the present
Rudy's letter is fiction. The forces that build her world are not. Every signal in this transmission is already live… in July 2026.
ENERGY
6% of US power
Cardinal Ridge starts here. Data centers now draw close to 6% of all the power the US makes. Their pull is set to climb from 31 gigawatts last year to 41 this year, and one forecast puts them at 12% of the whole country by 2030. That's the load that doesn't flex. Add enough of it and the grid runs out of slack for everyone else… which is when somebody has to start making phone calls.
Singularity Hub, Gartner, Goldman Sachs, Data Center Dynamics — 2026
MONEY
$6.3 Billion
Dale's four-hundred-dollar bill has a start date. PJM is the grid for 67 million people across 13 states, including Rudy's part of Virginia. In its last capacity auction, data centers drove $6.3 billion of a $16.4 billion charge — 38% of the total — per PJM's own market monitor. Across the last four auctions that figure is $29.4 billion. Retail power prices rose 7% last year and utilities asked for $9.4 billion in fresh rate hikes in the first three months of 2026 alone. It's nuts.
PJM Independent Market Monitor, Utility Dive, Fortune, Citizens Utility Board — 2026
ENERGY
116 GW backlog
Rudy waited eleven years for a turbine. Here's the wait time today. GE Vernova closed the second quarter of 2026 with a 116-gigawatt gas turbine backlog, up from 100 GW three months earlier. It is now booking deliveries into 2031. Siemens Energy is carrying a record backlog of its own, and Mitsubishi Power is sold out through 2028. You can want a power plant. You just can't have one this decade.
Utility Dive, Turbomachinery Magazine, Power Engineering — 2026
AI
9.8 GW, pre-sold
The reactor in Fluvanna already has a twin. Two mothballed US plants are coming back from the dead — Palisades in Michigan and Three Mile Island Unit 1 in Pennsylvania. Microsoft signed a 20-year deal for the Three Mile Island output before the reactor was even running. Amazon is putting more than $20 billion into an AI campus at Susquehanna, and Google booked 500 megawatts of small reactors from Kairos. Thirteen announced projects have now committed over 9.8 gigawatts of nuclear power to compute. In other words… the cleanest power on the grid is being bought before it exists, and not by you.
Bloomberg, IEEE Spectrum, Pennsylvania Capital-Star, SMR Intel — 2026
BACKLASH
14 States
Rudy's county took the deal. Plenty won't. Towns in at least 14 states have passed temporary pauses on new data centers, and the fight has moved from town boards up to state houses. Denver approved a one-year pause. In Indiana, 17 counties have moratoriums and two have banned new builds outright. Roughly 75 projects worth $130 billion were held up in early 2026 over power and water. So the new school and the new clinic are one ending. The moratorium is the other. We'll see which one your county picks.
Stateline, Rockefeller Institute of Government, WFYI, Data Center Dynamics — 2026
 
That's the transmission for today. Rudy is made up. Her power bill isn't. Nineteen years sounds like a long time… but the meter is already spinning. See you tomorrow.
2045
Letters from the transition · Est. 2026