Oct 27, 2026
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4 min read
BofA thinks Alphabet’s 2027 capex lands near $300 billion. With upside risk.
Oct 26, 2026
Morgan Stanley counted every backup gas plant and every spare grid watt. Still came up short.
Oct 23, 2026
3 min read
That's from a 47-page report on $7.6 trillion in AI spending — and the grid is where the math falls apart.
Oct 22, 2026
Utilities have filed $23.1 billion in rate hike requests so far this year. The Q3 filing alone was the highest third quarter on record.
Oct 21, 2026
A $4B Bloom fuel cell plant for Google in Wyoming. A 960 MW nuclear deal with Amazon in Indiana. Same utility, one week.
Oct 20, 2026
Each power island is 720 MW. They run on Venture Global’s own gas, on its own land, with no utility contract.
Oct 30, 2026
Global data center power demand hits 161 gigawatts this year — a 31% jump from 2025.
Oct 29, 2026
The threshold is 50 MW at 100 kilovolts. The big campuses already straining the grid are in scope.
Oct 28, 2026
That number doesn’t include the extra $125 billion they stacked on for capacity starting in 2028.
