Aug 28, 2026
•
4 min read
ERCOT added 60 gigawatts since 2022. PJM added 22 — and saw prices spike 90%.
Aug 27, 2026
3 min read
Data centers are now 93 cents of every dollar NVIDIA earns — and next quarter's guide assumes zero China.
Aug 26, 2026
KKR, NVIDIA, and a 50-gigawatt utility are behind it — power baked into the site, not bolted on.
Aug 25, 2026
$697 billion spent this year against just $200 billion earned — and the cushion is gone.
Aug 24, 2026
Dell'Oro moved from $1.7 trillion to $3 trillion. Every revision this year has gone the same direction.
Aug 21, 2026
A 304,000-ton global shortage sent it to a record — and AI data centers need 47 tonnes per megawatt.
Sep 2, 2026
Goldman says U.S. data center demand jumps from 41 GW to 66 GW. The grid can't build that fast.
Sep 1, 2026
Data centers now drive 55% of all U.S. demand growth. After two flat decades, the line snapped.
Aug 31, 2026
Half of it — 189 GW — exists only because data centers can't wait for the grid.
