May 28, 2026
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4 min read
How Big Tech's spending spree is rewriting the power grid
May 27, 2026
3 min read
PJM's capacity auction cleared at $329 — up from $28 a year ago. Plus: Virginia turned against data centers, and two risks NERC flagged for this summer.
May 26, 2026
Data centers did it. And the companies spending $700B on AI are barely paying for the pipes.
May 22, 2026
May 21, 2026
5 min read
May 20, 2026
How four tech giants are rewiring the global energy grid and what it means for investors.
Jun 2, 2026
1 min read
Act now before it’s too late
Jun 1, 2026
America's two biggest utilities are merging, Big Tech is burning $725 billion to feed the AI machine, and the grid can barely keep up.
May 29, 2026
America's power grid added a record wall of supply. Demand — and anger — are growing faster.