Oct 23, 2026
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3 min read
That's from a 47-page report on $7.6 trillion in AI spending — and the grid is where the math falls apart.
Oct 22, 2026
4 min read
Utilities have filed $23.1 billion in rate hike requests so far this year. The Q3 filing alone was the highest third quarter on record.
Oct 21, 2026
A $4B Bloom fuel cell plant for Google in Wyoming. A 960 MW nuclear deal with Amazon in Indiana. Same utility, one week.
Oct 20, 2026
Each power island is 720 MW. They run on Venture Global’s own gas, on its own land, with no utility contract.
Oct 19, 2026
Across the whole industry, $1.4 trillion in data center debt sits off-balance-sheet right now.
Oct 16, 2026
The national average blends the spike with the drop and calls it 11%. Investors watching only the average will miss the trade.
Oct 28, 2026
That number doesn’t include the extra $125 billion they stacked on for capacity starting in 2028.
Oct 27, 2026
BofA thinks Alphabet’s 2027 capex lands near $300 billion. With upside risk.
Oct 26, 2026
Morgan Stanley counted every backup gas plant and every spare grid watt. Still came up short.
