Jul 31, 2026
•
3 min read
Only 2 gigawatts are actually running. The gap is where the money is hiding.
Jul 30, 2026
4 min read
Microsoft spent $41 billion on capex last quarter — about $450 million a day — and still can't build fast enough.
Jul 29, 2026
5 min read
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.
Jul 24, 2026
One project: a 1,950-acre West Texas campus with its own gas generators and no utility hookup.
Aug 5, 2026
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.
