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The thing driving Texas to 92 GW isn't your air conditioner

Jun 11, 2026

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3 min read

The thing driving Texas to 92 GW isn't your air conditioner

Texas power demand grew 5% in just nine months. That was the fastest pace of any U.S. grid.

Data centers now use more power than Saudi Arabia

Jun 10, 2026

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4 min read

Data centers now use more power than Saudi Arabia

By 2030 that number more than doubles — and AI alone drives 40% of the new load.

Goldman sees $7.6 trillion for AI. Power gets 4.7% of it.

Jun 8, 2026

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3 min read

Goldman sees $7.6 trillion for AI. Power gets 4.7% of it.

Old racks need 15 kilowatts. New AI racks need 500. The grid isn't built for that jump.

The Capital Current
The Capital Current
The $100 Billion Bottleneck

Jun 7, 2026

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3 min read

The $100 Billion Bottleneck

AI's hunger for power is rewriting the rules of energy, infrastructure, and American electricity bills — all at once.

The Capital Current
The Capital Current
Elon Is Predicting 1,000x. Here's What That Actually Means.

Jun 6, 2026

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1 min read

Elon Is Predicting 1,000x. Here's What That Actually Means.

CNBC calls it the big market event of 2026. See the math.

The Capital Current
The Capital Current
The $100 Billion Blind Spot

Jun 5, 2026

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3 min read

The $100 Billion Blind Spot

AI is building the most expensive factories on Earth - and the people who pay the power bills just turned against them.

The Capital Current
The Capital Current
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The Latest

Utilities are losing their biggest new customers before they even connect

Jun 15, 2026

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4 min read

Utilities are losing their biggest new customers before they even connect

Near Cheyenne, an even bigger site is in the works. Its first phase alone wants 1.8 GW.

NextEra just made the biggest utility deal in U.S. history

Jun 14, 2026

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4 min read

NextEra just made the biggest utility deal in U.S. history

Sixty-seven billion dollars buys a $138 billion rate base — and NextEra plans to grow it 11% a year through 2032.

More Americans oppose data centers than oppose nuclear plants

Jun 12, 2026

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2 min read

More Americans oppose data centers than oppose nuclear plants

Conventional servers barely moved. That gap is the whole investment story right now.

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