Jun 17, 2026
•
3 min read
Gartner's June 10 report says power availability — not compute — is now what limits how fast AI can scale.
Jun 15, 2026
4 min read
Near Cheyenne, an even bigger site is in the works. Its first phase alone wants 1.8 GW.
Jun 14, 2026
Sixty-seven billion dollars buys a $138 billion rate base — and NextEra plans to grow it 11% a year through 2032.
Jun 12, 2026
2 min read
Conventional servers barely moved. That gap is the whole investment story right now.
Jun 11, 2026
Texas power demand grew 5% in just nine months. That was the fastest pace of any U.S. grid.
Jun 10, 2026
By 2030 that number more than doubles — and AI alone drives 40% of the new load.
Jun 21, 2026
Capex was $173 billion last year. It jumps to $259 billion in 2026 alone.
Jun 19, 2026
The grid's own watchdog says the price impacts are 'not reversible.'
Jun 18, 2026
5 min read
Maine is up 22.6%. Idaho 15.3%. And the big AI loads haven't even arrived yet.
