Jul 8, 2026
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4 min read
Each partner has to put up $1 billion in equity before the government opens the vault.
Jul 7, 2026
3 min read
The Western Hub benchmark settled at $1,222.75 — nearly triple last summer's peak.
Jul 6, 2026
5 min read
New grid hookups take five years or more. So Microsoft, Meta, and Amazon went around the grid entirely.
Jul 4, 2026
2 min read
Jul 3, 2026
That record stood before a single AI data center existed. Servers may topple it this week.
Jul 2, 2026
Data center demand didn't disappear. It got pushed to the right — and the grid has to meet it when it lands.
Jul 13, 2026
Regular servers grew 1%. Same building. Two very different machines.
Jul 10, 2026
Battery storage is doubling — 15 GW last year, 24 GW this year — but AI campuses keep landing in the same few zip codes.
Jul 9, 2026
The EIA's July report puts it in plain numbers: commercial at 1,550 billion kWh, homes at 1,508 billion kWh in 2026.