Latitude Media · April 27, 2026

Nat Bullard, Halcyon's Chief Strategy Officer, is featured in Latitude Media's story on why the 780-gigawatt U.S. data center pipeline — more than the country's entire current peak load — is running headlong into the physical limits of the grid. Drawing on his presentation at Transition-AI 2026, Bullard sharpens the central tension of the piece: announced gigawatts and deliverable gigawatts are very different numbers, and generation, transmission, labor, and supply chain constraints will decide which projects actually get built.