Jul 17, 2026
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4 min read
Inside the $67B all-stock deal that just filed to become the world's largest utility — and the $2.25B headed back to customers.
Jul 16, 2026
3 min read
Together they'd release as much greenhouse gas as all of Australia does in a year.
Jul 15, 2026
The EIA's July forecast made it official. Data centers pushed commercial past residential in 2026.
Jul 14, 2026
One company. A 37% jump in a single year. Grid planners didn't build for this. Runner-up: Option 5 ($725B).
Jul 13, 2026
Regular servers grew 1%. Same building. Two very different machines.
Jul 10, 2026
Battery storage is doubling — 15 GW last year, 24 GW this year — but AI campuses keep landing in the same few zip codes.
Jul 22, 2026
5 min read
When the two biggest pools of private capital converge on the same bet, it stops being niche — it's consensus.
Jul 21, 2026
Hyperscalers put 33 cents of every earned dollar into AI in 2023. J.P. Morgan says that number is 93 cents today.
Jul 20, 2026
The fuel is still $3 per MMBtu. The machine that burns it now costs $2,157 per kilowatt to build.
