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The Senate Missed by 3 Votes. Your Power Bill Stays Unsettled.

Oct 2, 2026

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4 min read

The Senate Missed by 3 Votes. Your Power Bill Stays Unsettled.

417 House members agreed. One word killed it in the upper chamber: "consider."

The Capital Current
The Capital Current
A $20 Billion Data Center. Backed by a $1 Promise.

Oct 1, 2026

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4 min read

A $20 Billion Data Center. Backed by a $1 Promise.

A regulator called it an embarrassing legal fiction. The contract stands anyway.

The Capital Current
The Capital Current
$2 Trillion Went Into Power This Year. The Gap Still Widened.

Sep 30, 2026

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5 min read

$2 Trillion Went Into Power This Year. The Gap Still Widened.

Gas is cheap and solar is at record lows. The shortage is in wires, not fuel.

The Capital Current
The Capital Current
AI Got 10x More Efficient. Its Data Centers Used 50% More Power.

Sep 29, 2026

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4 min read

AI Got 10x More Efficient. Its Data Centers Used 50% More Power.

Cheaper compute means people run it constantly. Economists have a name for this trap.

The Capital Current
The Capital Current
$1.9 Billion to Squeeze 23 Gigawatts From Wires We Already Own.

Sep 28, 2026

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5 min read

$1.9 Billion to Squeeze 23 Gigawatts From Wires We Already Own.

Swapping the cable takes months. A new line takes a decade to permit.

The Capital Current
The Capital Current
Data Centers Will Pour $30 Billion Into Fuel Cells by 2030.

Sep 25, 2026

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5 min read

Data Centers Will Pour $30 Billion Into Fuel Cells by 2030.

Grid hookups are too slow. So the biggest power users are building their own.

The Capital Current
The Capital Current
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The Latest

Goldman Just Trimmed 5 Gigawatts off 2027.

Oct 7, 2026

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4 min read

Goldman Just Trimmed 5 Gigawatts off 2027.

Every prior update in this sector went higher. This is the first time it didn't.

The Capital Current
The Capital Current
$439 Billion in Backlog. $138.7 Million in Revenue.

Oct 6, 2026

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4 min read

$439 Billion in Backlog. $138.7 Million in Revenue.

Three IPOs stalled in a month. The state with the most bans just proved it means them.

The Capital Current
The Capital Current
Amazon Pledged $1 Billion to Make You Like Data Centers.

Oct 5, 2026

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4 min read

Amazon Pledged $1 Billion to Make You Like Data Centers.

The bigger shift was quieter: it dropped the gag orders local officials had to sign.

The Capital Current
The Capital Current
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