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Google Just Signed a 20-Year Nuclear Deal for 890 MW — All From Old Reactors

Oct 14, 2026

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4 min read

Google Just Signed a 20-Year Nuclear Deal for 890 MW — All From Old Reactors

The deal: upgrade 11 existing reactors across three states. First new megawatts arrive by 2028.

The Capital Current
The Capital Current
Google Signed a Deal to Let Utilities Cut Its Power. 1 GW of It.

Oct 13, 2026

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4 min read

Google Signed a Deal to Let Utilities Cut Its Power. 1 GW of It.

A Duke study says that kind of flexibility could save the grid $40 to $150 billion over the next decade.

The Capital Current
The Capital Current
268 Gigawatts Are Missing. Four Senators Wrote a 417-Page Fix.

Oct 12, 2026

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3 min read

268 Gigawatts Are Missing. Four Senators Wrote a 417-Page Fix.

New transmission lines take up to twelve years to permit and build. The chokepoint is paper, not power plants.

The Capital Current
The Capital Current
California Hit 105°F in October. No Blackouts. The Reason Is 21 GW of Batteries.

Oct 9, 2026

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5 min read

California Hit 105°F in October. No Blackouts. The Reason Is 21 GW of Batteries.

One side stays calm when October feels like August. The other scrambles. The gap between them is 21 gigawatts of lithium-ion.

The Capital Current
The Capital Current
SF and Oakland Both Froze Data Centers Yesterday — Hours Apart.

Oct 8, 2026

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4 min read

SF and Oakland Both Froze Data Centers Yesterday — Hours Apart.

Both votes were unanimous. Governor Newsom has already signed seven data center bills into state law.

The Capital Current
The Capital Current
Goldman Just Trimmed 5 Gigawatts off 2027.

Oct 7, 2026

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4 min read

Goldman Just Trimmed 5 Gigawatts off 2027.

Every prior update in this sector went higher. This is the first time it didn't.

The Capital Current
The Capital Current
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The Latest

Meta’s Hyperion Campus Carries $27 Billion in Debt. None of It Is on Meta’s Books.

Oct 19, 2026

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4 min read

Meta’s Hyperion Campus Carries $27 Billion in Debt. None of It Is on Meta’s Books.

Across the whole industry, $1.4 trillion in data center debt sits off-balance-sheet right now.

The Capital Current
The Capital Current
One Grid up 41%. The Next One Down 23%. Same Country, Same Report.

Oct 16, 2026

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4 min read

One Grid up 41%. The Next One Down 23%. Same Country, Same Report.

The national average blends the spike with the drop and calls it 11%. Investors watching only the average will miss the trade.

The Capital Current
The Capital Current
DOE Declared a Grid Emergency on Monday. The Month Was October.

Oct 15, 2026

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5 min read

DOE Declared a Grid Emergency on Monday. The Month Was October.

That’s not a winter storm or a heat wave. It’s a routine fall maintenance week — with 61,591 MW of generators already offline for repairs.

The Capital Current
The Capital Current
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