Jul 30, 2026
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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.
Jul 23, 2026
By 2035, data centers alone would use as much electricity as India does today.
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
3 min read
Only 2 gigawatts are actually running. The gap is where the money is hiding.
