THE GRID
Nvidia Doesn't Want to Sell You Chips Anymore. It Wants to Sell You a Power Plant.
Jensen Huang stood on a stage in Taipei on Sunday and said something I can't stop thinking about. A single gigawatt of AI factory infrastructure will cost $100 billion.
One gigawatt. One city's worth of power. One hundred billion dollars.
He wasn't guessing. He was selling. Nvidia just put its new Vera Rubin platform into full production. It's the third generation of rack-scale AI systems. Dell, HPE, Lenovo, and Supermicro are all building with it. The chips are shipping.
But the real reveal wasn't a chip. It was software.
Nvidia launched DSX, a full platform for designing, simulating, and running AI data centers. One piece, called MaxLPS, uses liquid cooling and smart power tuning to fit 40% more GPUs into the same power budget. Same watts. More compute.
Another piece, called DSX Flex, talks directly to the power grid. It dials back a data center's draw when the grid is strained. Nvidia is running a pilot with Emerald AI and Silicon Valley Power right now.
Read that again. A chip company is writing software to manage electricity loads for utilities.
Data centers now eat about 6% of all U.S. power. The International Data Center Authority says global data center draw hit 67.7 gigawatts — up 36% in two years. The U.S. alone accounts for 29.2 gigawatts of that.
Nvidia sees the bottleneck. Power, not silicon, is the constraint. So it's building the tools to stretch every megawatt further.
The company that made GPUs essential now wants to make the data center itself a product. If you own energy infrastructure, you just got a very large new customer — and a very sophisticated one.
Apple’s Starlink Support Sets Stage for Mode's Global Takeover
Breaking news,
Apple just enabled Starlink satellite support to T-Mobile iPhones.
One of the biggest potential winners from global satellite coverage?
Just about everything Elon touches turns to gold:
SpaceX projected IPO at $1.75T
Tesla up by over 30,000% since IPO
And now - iPhone’s get satellite access
But while Wall Street focuses on Apple, Mode Mobile is quietly positioned to capitalize on this global satellite revolution.
Their EarnPhone technology already:
Reaches 490M+ users worldwide
Helped those users save and earn over $1 billion
And that was before global satellite coverage.
With SpaceX eliminating "dead zones," Mode's earning technology can reach 3B+ unbanked people globally in rural populations worldwide.
We’re talking about emerging markets with no infrastructure.
Over 59,000 shareholders have already claimed their shares and they’ve just secured the $MODE ticker from Nasdaq. The time to invest is now, before any potential IPO.
FERC Has Days Left to Rewrite the Rules for Data Center Power
Back in April, FERC's chair told the public to "stay tuned." She said the commission would act by the end of June on new rules for how large electrical loads — mostly data centers — connect to the grid.
June is here. The clock is ticking.
The stakes are huge. Right now, there's no standard process for a 500-megawatt data center to plug into the grid. Each request gets handled case by case. PJM filed new rules. SPP got its own framework approved in January. But across the country, it's a patchwork.
Meanwhile, the bills are landing. ComEd customers in Illinois saw a 12% supply rate hike on June 1. FirstEnergy's four Pennsylvania utilities went up the same day — some by nearly 12%. A Center for American Progress tracker shows 254 utilities have raised rates or plan to by 2027, hitting 112 million electricity customers.
Ratepayers are noticing. And they're asking a fair question: who pays for the grid upgrades these data centers need?
FERC's June ruling won't settle that question. But it will set the framework. Every utility investor, every data center developer, and every ratepayer advocate should be watching this docket.
WIRED IN
Three Risks the Market Isn't Pricing This Summer
New York's grid is running on fumes. NYISO's summer reliability margin is just 417 MW — the lowest in its history. That sounds like a cushion until you learn what happens in a heat wave. Three days at 95°F and the margin flips to negative 1,679 MW. At 98°F, it's negative 3,370 MW. The grid operator's VP of operations called it a "grid in transition" with aging plants and no new dispatchable power coming online. New York's margin has dropped almost 80% since 2022, when it was 1,918 MW. One bad week in July changes everything.
The data center backlash is killing real projects. In the first four months of 2026, communities rejected or blocked 79 data center projects. That's more than all of 2025. Compass Datacenters just walked away from a $24.7 billion, 2,100-acre corridor in Prince William County, Virginia — after spending $40 million on it. CEO Chris Crosby said bluntly that he's done fighting communities that don't want data centers. A Gallup poll from March found 70% of Americans oppose a data center in their neighborhood. This isn't a fringe movement. It's a supply constraint.
NERC's summer report looks good. Read it closer. The headline says every region has enough power for a normal summer. Three areas carry elevated risk, down from six last year. But 30.5 GW of new solar added only 16.4 GW of reliable peak capacity — because the grid's danger hours now come at dusk, when solar fades. And NERC flagged a new worry: large loads suddenly dropping off the grid. That already happened this year in the Eastern Interconnection and ERCOT. When a data center disconnects without warning, it sends a shockwave through the system.
