Aug 6, 2026
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4 min read
474 gigawatts are frozen in the queue — 90% of it AI — with no restart date.
Aug 5, 2026
3 min read
Just 3% of installed capacity is holding the system up — after four federal emergency orders this year.
Aug 4, 2026
Right now, ratepayers cover the cost of the AI-power scramble. Regulators just moved to change it.
Aug 3, 2026
That's why a Midwest utility nobody watches just filed a $70 billion plan.
Jul 31, 2026
Only 2 gigawatts are actually running. The gap is where the money is hiding.
Jul 30, 2026
Microsoft spent $41 billion on capex last quarter — about $450 million a day — and still can't build fast enough.
Aug 11, 2026
Morgan Stanley and Pembina split the $3.24 billion tab — not a chip in sight.
Aug 10, 2026
Brookfield and NextEra are wiring 4.6 GW into one old site — enough for 3.5 million homes.
Aug 7, 2026
5 min read
They ship a full power plant to a site in 90 days — a utility hookup takes five years.