Jul 24, 2026
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4 min read
One project: a 1,950-acre West Texas campus with its own gas generators and no utility hookup.
Jul 23, 2026
By 2035, data centers alone would use as much electricity as India does today.
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.
Jul 17, 2026
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 29, 2026
The number I'm watching is watts. Azure is sold out — not for lack of customers, but for lack of power.
Jul 28, 2026
Wholesale power prices near Virginia's data center hubs are up 267% in five years. The red carpet has a bill.
Jul 27, 2026
Every time data center capacity doubled, retail power prices fell 3.5%. That era just ended.
