Texas
College Football’s Defending Champions Were Due for a Fall. But This Is Steeper Than Anyone Thought.
Michigan was due for a significant step back. Everybody in college football knew it, including the Wolverines’ millions of fans. The team won all 15 games last year en route to a national championship, then lost 13 draft picks and head coach Jim Harbaugh to the NFL. Some regression was inevitable.
Saturday was still a hell of a jolt, though. The Texas Longhorns walked into Ann Arbor and drew and quartered the Wolverines. Texas, merely a one-touchdown favorite coming in, won by a 31–12 score that didn’t even fully capture the lopsidedness of the performance. This was a match between the nominal defending national champions and a current national championship contender. The score was 24–3 at halftime, and at that point, Texas had controlled the ball for two-thirds of the afternoon. Texas quarterback Quinn Ewers took whatever he wanted as the air gradually seeped out of the Big House, filled with 111,000 humans.
It’s not unprecedented for someone to destroy a defending champ this early in the year. (In 2020, LSU took an arguably uglier home loss in its first game post-title.) Michigan is dealing with many of the same problems that plague dozens of teams every year, including the best ones. Namely, it’s hard to resupply quickly after losing tons of good players and most of a program’s key coaches. But Michigan was also a victim of timing, as Harbaugh’s move to the Los Angeles Chargers clashed inconveniently with college football’s new calendar. Add in a dash of post-championship complacency, and you have a recipe for a rapid (if temporary) downfall that no program has ever quite brewed up before.
Michigan’s most noticeable problem is that its quarterbacks suck. The team had JJ McCarthy, a first-round NFL draftee, slinging and running the ball the past three years. It did not develop a capable backup, however, and an offseason alternating between buzz and worry has now materialized into a season of horrible QB play. The presumed starter over the summer, as far as the public knew, was last year’s top backup, Alex Orji. But most people have never seen Orji throw more than a handful of passes. The job went instead to Davis Warren, a former walk-on who likely would’ve had more scholarship opportunities if he did not have to spend time and energy beating cancer late in high school. Now, it is clear after two games that neither Warren nor Orji has any juice. Michigan’s quarterbacks offer very little—not just compared to the dynamic McCarthy or a star like Ewers at Texas, but compared to any Division I program. There are teams in the lower-level Football Championship Subdivision that can trot out better passers.
There are other problems. Over the previous three years, no team had a more consistent, physical offensive line than Michigan. The Wolverines’ big lads up front were ferocious maulers who enabled an excellent running game. It isn’t a coincidence that Sherrone Moore—the man elevated to head coach during Harbaugh’s 2023 suspensions and after his departure—started out coaching this group. But the line turned over all five starters from the championship team, and it has yet to congeal into a dominant unit. Michigan also lost starting running back and program legend Blake Corum, and while it returned a couple of tailbacks with experience, neither is Corum. The whole operation is a lot less special in 2024. Meanwhile, the team has a mediocre group of wideouts going after passes from a lesser quarterback. It’ll be enough to beat most of the flotsam in the middle of the Big Ten, but not the best teams in the country.
Defensively, the Wolverines should still be quite good. Most of their stars from a dominant 2023 unit are back. But they lost three top-100 NFL picks on that side of the ball, and they lost their coordinator, who rolled out to Southern California with Harbaugh. Texas picked on some of the unit’s fill-ins on Saturday and beat up the Michigan defense worse than anyone had in a few years. There is no area of the game in which Michigan seems better now than it was last year, except perhaps kicker, where they got a stud transfer from Arkansas State. It’s possible that no team in college football history has lost more playing and coaching talent from one year to the next. Things may yet get worse before they get better.
All of these issues flowed downhill from Harbaugh. He had wanted for years to get back to the NFL, where he came within a whisker of winning a Super Bowl with the San Francisco 49ers. The Chargers finally bit in January, finalizing the deal right after Michigan beat Washington to win the college title. Harbaugh is a great pickup for the Chargers for the same reasons he was a great coach for Michigan.
A college team losing its coach to the pros is a sign of a healthy program, but in modern college football, it’s also a massive inconvenience that sets the team back relative to its peers. The NFL’s hiring-and-firing carousel doesn’t get going until January, after most college teams are done playing and after the transfer portal “window,” where teams can go shopping for other schools’ players, is closed. Michigan is not heavily reliant on transfers, preferring to develop and retain its own players. But the 2023 championship team was a good example of how an elite team uses the portal to supplement its roster: Star edge rusher Josaiah Stewart arrived from Coastal Carolina, offensive tackle LaDarius Henderson from Arizona State.
Michigan, then, was always due to have huge roster holes. The program added a couple of players shortly before Harbaugh left. But Michigan, busy with both the College Football Playoff and coach uncertainty, could not be a major transfer portal player after the season. Another transfer window opened in April, but there aren’t many great players available that late in the year. Teams have already gone through spring practice, compensation deals with schools’ outside collectives are already inked, and the coaching turnover that prompts a lot of transfers is in the rear view. Could Michigan’s outside boosters have waved a million bucks in front of a better QB last December, before Harbaugh left? Almost certainly. Could the program have landed someone better in April, though? The answer is still probably yes, but there just weren’t many great QBs available by that point. The pool of talent had gotten shallower, and Michigan may have thought (wrongly) that its existing quarterbacks were a better bet.
It was Harbaugh’s extensive dalliance with the NFL—not karmic payback for stealing signs—that put Michigan in an extra bad spot this season. Wolverines fans would take that trade 1,000 times out of 1,000. Flags, after all, fly forever. But Michigan was due for a decline even if Harbaugh had stayed. And then the lateness of his move made it more difficult for Moore to patch up his team in his first year in charge.
The program’s long-term outlook remains rosy. Michigan will never be dislodged as one of the sport’s blue-bloods, and Moore has every chance to be a solid head coach. He’s already shown hints of that, filling in for a suspended Harbaugh for nearly half of last season. He was Harbaugh’s obvious replacement, and it must have been nice for Michigan to not have to mount a sprawling search.
But things may not be fun for quite a while. The eventual punishment the NCAA metes out for the sign-stealing affair won’t be as bad as the indignity of getting annihilated by Ohio State this November for the first time since 2019. The best course of action will be to keep staring very intently at 2023’s championship trophies. In the best case, they are bright enough to cause temporary blindness.
Texas is planning its grid around an unprecedented wave of AI-driven power demand that the state’s energy regulator says may not fully materialize on projected timelines.
In a recent filing to the Public Utility Commission of Texas, the Electric Reliability Council of Texas (ERCOT) projected statewide power demand could surge to nearly 368 GW by 2032 – more than four times the state’s current peak demand record of 85.5 GW. But the filing also contains an unusual warning from the grid operator itself.
“ERCOT has concerns with using the preliminary load forecast values for the Reliability Assessment and any other transmission and resource adequacy analysis,” the organization wrote in its April 2026 long-term load forecast filing.
The organization added that it may seek adjustments to the forecast based on “actual historical realization rates or other objective, credible, independent information.”
ERCOT has already begun adjusting for realization risk internally. In its 2025 long-term load forecast report, the grid operator said the “average peak consumption per site was 49.8% of the requested MW” and applied that factor to projected non-crypto data center load additions in some planning models.
ERCOT President and CEO Pablo Vegas said the forecast reflects “higher-than-expected future load growth” tied to changing large-load planning dynamics.
Texas has emerged as a hotspot for data center growth, with numerous new projects reshaping the energy market and challenging grid capacity. (Image: Alamy)
Texas Developers Race Ahead of Grid Capacity
Texas has emerged as a key data center market, driven by its abundant land, competitive energy prices, and favorable regulatory environment. This combination has positioned the state as a magnet for hyperscale operators and AI infrastructure investments. The state is estimated to account for around 15% of all data center connectivity in the US.
Recent and proposed AI data center campuses tied to OpenAI, Oracle, Meta, Crusoe, CoreWeave, Soluna, and other hyperscale operators are reshaping Texas grid planning. Developers have proposed large campuses across North Texas, Abilene, West Texas, and the Houston corridor, many requiring hundreds of megawatts of capacity and, in some cases, dedicated onsite generation to bypass interconnection delays. That buildout pushed ERCOT’s non-crypto data center forecast above 228 GW by 2032.
Developers are continuing to pursue Texas aggressively because ERCOT still offers faster timelines and more flexible market structures than many competing regions. Several proposed campuses pair AI infrastructure with onsite gas generation, colocated power assets, or flexible-load arrangements to navigate mounting transmission constraints.
Utilities across the US are grappling with AI-driven electricity growth, but ERCOT’s projections stand apart for both scale and uncertainty. PJM Interconnection, the nation’s largest grid operator, expects summer peak demand to climb above 241 GW over the next 15 years as data centers and electrification expand. ERCOT, by contrast, projects demand potentially reaching nearly 368 GW by 2032, driven largely by proposed non-crypto data center loads. At the same time, the grid operator openly questions how much of that demand will materialize on schedule.
Bigger Than Texas
Similar pressures are emerging elsewhere. In California, CAISO’s latest transmission plan cited “data center load growth” as a driver of major grid upgrades and described interconnection volumes as “unmanageable” before recent queue reforms.
A recent Grid Strategies report reached a similar conclusion nationally, warning that the “data center portion of utility load forecasts is likely overstated by roughly 25 GW” compared with market-based deployment estimates.
Ihab Osman, an independent strategist specializing in data center and other mission-critical infrastructure, said the distinction is less about “real” versus “fake” AI demand and more about “announced versus deliverable demand.”
“A large share of the current AI/data center planned load should be treated as paper megawatts until it is validated through physical gates,” Osman said, citing factors including site control, transmission deliverability, generation availability, turbine and transformer supply, permitting, financing, and credible energization schedules.
Osman said ERCOT’s forecast is best understood as “a stress-test map, not as a fait accompli build map.”
Separating ’Paper Megawatts’ From Real Demand
The filing shows Texas regulators and grid planners struggling to distinguish operating AI infrastructure from a rapidly expanding pipeline of proposed projects.
“The vast majority” of ERCOT’s projected load growth comes from submissions provided by transmission and distribution utilities, according to the filing. Those requests include hyperscale AI campuses, GPU clusters, and other large industrial loads seeking future grid capacity reservations.
Alison Silverstein, a former senior adviser to the chairman of the Federal Energy Regulatory Commission, said “a large proportion” of projects in ERCOT’s large-load interconnection queue have already been canceled, particularly among smaller developers facing long interconnection delays and high turbine and transformer costs.
Forecasts Collide With Physical Infrastructure Limits
ERCOT has also signaled that many projects may not materialize on the timelines shaping transmission planning.
The grid operator said summer 2026 peak demand is likely to land between roughly 90.5 GW and 98 GW – far below the preliminary 112 GW figure embedded in the long-term forecast. ERCOT said it appears “unlikely” that new large-load projects and existing site expansions will ramp quickly enough to push demand that high this year.
The filing suggests uncertainty around AI-related load growth is beginning to influence broader infrastructure planning assumptions. By 2032, ERCOT projects non-crypto data centers reaching 228 GW of demand, compared with just 9 GW from cryptocurrency mining and roughly 3 GW each from hydrogen/e-fuels and oil-and-gas-related industrial growth.
The move also suggests the regulator is no longer simply forecasting AI-driven growth, but also working to determine how much of the proposed boom can actually be financed, supplied, interconnected, and energized before utilities commit billions to long-lived infrastructure.
AUSTIN, Texas — Bravo is developing a new reality series set in the Texas Hill Country, the network announced on Instagram Monday.
“Secrets, Lies, Texas Wives” would follow a group of women in Boerne.
According to the network’s description, the series centers on “a tight-knit circle of glamorous women” navigating family life, ranching, and social obligations in a community rooted in rodeo and tradition. They promise drama with “forbidden romances” and relationship angst.
No premiere date or cast have been announced.
If picked up, the series would join Bravo’s long-running portfolio of region-specific reality franchises, which includes the “Real Housewives” lineup.
AUSTIN, Texas — With the average price of a gallon of gas in Texas topping $4, some leaders from Austin to Washington, D.C., are backing a temporary pause on gas taxes as a way to deliver relief.
Veronica Valdez Rodriguez was pumping gas at a southeast Austin station on Tuesday. She said the rising costs are becoming unmanageable.
“They’re sky high,” Rodriguez said. “I can barely get by, you know? It’s too expensive.”
She said she is spending $40 more every week on gas.
According to AAA Texas, the average cost of a regular gallon of fuel stood at over $4.01 in the Austin area on Tuesday, $1.24 higher than the average one year ago.
President Donald Trump said he is working to pause the federal gas tax, which is 18 cents per gallon.
A reporter asked the president on Monday how long the tax would be suspended.
“Until it’s appropriate. It’s a small percentage, but it’s, you know, it’s still money,” Trump said.
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KEYE
In Texas, an 18-cent-per-gallon pause could add up to savings of about $2 to $3 on an average tank of gas.
Support for a federal pause is coming from both parties. State Rep. and U.S. Senate nominee James Talarico (D-Austin) backed the idea last month.
“Lowering prices at the pump should be a bipartisan commitment,” Talarico said in a statement Monday.
Republican U.S. Sen. John Cornyn said he didn’t know the details of the president’s plan.
“There’s a difference between a temporary suspension and a permanent suspension,” Cornyn said Monday. “I don’t know exactly what the President has in mind. I think a temporary suspension getting through this sort of bumpy time because of uncertainty about energy prices, I can live with that.”
Democratic gubernatorial candidate Gina Hinojosa is calling for a state gas tax pause as well. The state tax currently sits at 20 cents per gallon, according to the Texas Department of Transportation.
The state pause is also being urged by Texas Agriculture Commissioner Sid Miller, who has called on Governor Greg Abbott to act.
“Governors in Indiana, Georgia, and Utah have already stepped up to provide relief for their citizens, and I once again renew my call for Governor Abbott to follow the lead of President Trump and act decisively for Texas families,” Miller wrote on Monday.
The governor’s office, however, said a state gas tax pause is not an option under his executive authority.
In a statement, the governor’s press secretary, Andrew Mahaleris, wrote in response to Miller:
There’s a reason Sid Miller lost his election, it’s because he doesn’t shoot straight with Texans. Any suggestion that the Texas governor is authorized by law to suspend a gas tax is entirely uninformed or purposefully misleading. If the Texas governor could suspend taxes, he would have suspended the property tax years ago.
At the federal level, the Bipartisan Policy Center said a gas tax holiday would require an act of Congress. The group also estimated that a five-month pause could cost as much as $17 billion.
Some drivers, like Rodriguez, said any break would help.
“Pause the taxes!” she said.
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