Jul 21, 2026
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4 min read
Hyperscalers put 33 cents of every earned dollar into AI in 2023. J.P. Morgan says that number is 93 cents today.
Jul 20, 2026
The fuel is still $3 per MMBtu. The machine that burns it now costs $2,157 per kilowatt to build.
Jul 17, 2026
Inside the $67B all-stock deal that just filed to become the world's largest utility — and the $2.25B headed back to customers.
Jul 16, 2026
3 min read
Together they'd release as much greenhouse gas as all of Australia does in a year.
Jul 15, 2026
The EIA's July forecast made it official. Data centers pushed commercial past residential in 2026.
Jul 14, 2026
One company. A 37% jump in a single year. Grid planners didn't build for this. Runner-up: Option 5 ($725B).
Jul 24, 2026
One project: a 1,950-acre West Texas campus with its own gas generators and no utility hookup.
Jul 23, 2026
By 2035, data centers alone would use as much electricity as India does today.
Jul 22, 2026
5 min read
When the two biggest pools of private capital converge on the same bet, it stops being niche — it's consensus.
