Jun 1, 2026
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3 min read
America's two biggest utilities are merging, Big Tech is burning $725 billion to feed the AI machine, and the grid can barely keep up.
May 29, 2026
America's power grid added a record wall of supply. Demand — and anger — are growing faster.
May 28, 2026
4 min read
How Big Tech's spending spree is rewriting the power grid
May 27, 2026
PJM's capacity auction cleared at $329 — up from $28 a year ago. Plus: Virginia turned against data centers, and two risks NERC flagged for this summer.
May 26, 2026
Data centers did it. And the companies spending $700B on AI are barely paying for the pipes.
May 22, 2026
Jun 4, 2026
Nvidia rewrites the rules of power infrastructure, a nuclear stock soars on zero revenue, and the biggest utility merger in the AI era takes shape.
Jun 3, 2026
Data center costs triple, states push back on ratepayers footing the bill, and New York's power margin hits a record low just as summer arrives.
Jun 2, 2026
1 min read
Act now before it’s too late