Jun 12, 2026
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2 min read
Conventional servers barely moved. That gap is the whole investment story right now.
Jun 11, 2026
3 min read
Texas power demand grew 5% in just nine months. That was the fastest pace of any U.S. grid.
Jun 10, 2026
4 min read
By 2030 that number more than doubles — and AI alone drives 40% of the new load.
Jun 8, 2026
Old racks need 15 kilowatts. New AI racks need 500. The grid isn't built for that jump.
Jun 7, 2026
AI's hunger for power is rewriting the rules of energy, infrastructure, and American electricity bills — all at once.
Jun 6, 2026
1 min read
CNBC calls it the big market event of 2026. See the math.
Jun 17, 2026
Gartner's June 10 report says power availability — not compute — is now what limits how fast AI can scale.
Jun 15, 2026
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.
