Jul 20, 2026
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4 min read
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 16, 2026
3 min read
Together they'd release as much greenhouse gas as all of Australia does in a year.
Jul 15, 2026
The EIA's July forecast made it official. Data centers pushed commercial past residential in 2026.
Jul 14, 2026
One company. A 37% jump in a single year. Grid planners didn't build for this. Runner-up: Option 5 ($725B).
Jul 13, 2026
Regular servers grew 1%. Same building. Two very different machines.
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.