Nov 10, 2026
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4 min read
Jefferies called the AI capex peak the same week it happened.
Nov 9, 2026
One bill decides whether the permits come loose — or the queue stays frozen.
Nov 6, 2026
3 min read
GE Vernova’s new gas turbines are sold out through 2030. So the industry drove to the desert.
Nov 5, 2026
Eaton’s data center orders are already up more than 100%. Someone is cashing in fast.
Nov 4, 2026
That’s 700,000 homes worth of load — and the utility gets to flip the switch during any heat wave or storm.
Nov 3, 2026
The capex that triggered it: $51.4 billion last quarter, pouring into data centers and the power to run them.
Nov 13, 2026
Grid hookups take years. Permits stack up. So developers put private plants on private land next door.
Nov 12, 2026
Goldman Sachs says states likely to restrict data centers already hold 45% of planned U.S. capacity.
Nov 11, 2026
Permit fights and rate battles opened the door. PPL is walking through it with a $25 billion capital plan.
