Jun 8, 2026
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3 min read
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 5, 2026
AI is building the most expensive factories on Earth - and the people who pay the power bills just turned against them.
Jun 4, 2026
4 min read
Nvidia rewrites the rules of power infrastructure, a nuclear stock soars on zero revenue, and the biggest utility merger in the AI era takes shape.
Jun 3, 2026
Data center costs triple, states push back on ratepayers footing the bill, and New York's power margin hits a record low just as summer arrives.
Jun 12, 2026
2 min read
Conventional servers barely moved. That gap is the whole investment story right now.
Jun 11, 2026
Texas power demand grew 5% in just nine months. That was the fastest pace of any U.S. grid.
Jun 10, 2026
By 2030 that number more than doubles — and AI alone drives 40% of the new load.
