THE GRID
Data Centers Don't Want Your Grid Anymore
A data center is going up in Richland Parish, Louisiana. It will use 2.2 gigawatts of power. That's twice what New Orleans draws on the hottest day of the year.
And it won't plug in to the grid at all.
The power comes from on-site gas turbines. No wires to the local utility. No queue. No wait.
The industry calls this "behind the meter." I call it the great bypass.
Near Cheyenne, Wyoming, an even bigger site is in the works. Its first phase alone needs 1.8 GW.
These aren't edge cases. This is the new playbook.
RBC Capital Markets just put a number on it. As of 2026, data center firms have planned approximately 101 gigawatts of behind-the-meter gas power in the U.S. Of that, over 57 GW already have turbines on order.

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Why build your own plant? Because the grid can't keep up. Wait times for new hookups run five years or more in busy markets. Only about 19% of projects in the queue ever get built.
Goldman Sachs sees U.S. data center load jumping from 31 GW today to 66 GW by 2027. That would eat 8.5% of peak summer power — up from just 4.1% in 2025.
The math is simple. Utilities can't build fast enough. So data centers build for themselves.
They hire their own engineers. They buy their own turbines. They make their own power.
Cleanview tracked 46 sites with their own power plants. The combined plan: 56 GW. That's 30% of all planned data center power in the country. And 90% of those projects were announced in 2025 alone.
This is a new kind of power market. Big tech owns the plant. Burns the gas. Skips the grid.
Utilities lose the load — and the revenue that comes with it. Ratepayers lose scale. Gas markets gain a huge new buyer that no one priced in two years ago.
RBC flagged a risk: turbine supply is tight. And pushback is real. Community opposition has blocked or delayed roughly $98 billion in data center projects in 2025.
The bypass won't be smooth. But it's already huge. And it's growing fast.
If you want to know where gas demand goes next, stop watching heating degree days. Watch data center site plans. The biggest new gas buyers in America don't sell power. They sell cloud.
The Sleep Window That Closes After Midnight
There's a specific 90 minute window each night when your body does 70% of its physical recovery.
Miss that window and no amount of sleep makes up for it.
You wake up tired. You feel foggy. You crash by mid afternoon. Sound familiar?
A sleep doctor from Johns Hopkins found that one simple 30 second routine before bed helps the body hit this recovery window consistently. He tested it on 2,400 men and the results were clear:
Faster time to deep sleep. Fewer middle of the night wake ups. More energy on waking.
Over 36,000 men have already tried it. It costs nothing and takes less than a minute.
P.S. The researcher says missing this window is the single biggest reason men feel exhausted no matter how long they sleep.
VOLTAGE
A Mile Down, a New Kind of Reactor Takes Shape
Deep Fission started drilling in early 2026. Not for oil. For a nuclear reactor.
The California startup wants to bury small reactors a mile below ground. Each one stands nine meters tall. Each one fits in a bore hole less than a meter wide. Output: 15 megawatts per unit.
That sounds tiny. But stack 100 on one site and you get 1.5 GW. Enough for a large data center campus — on a fraction of the land a solar farm would need.
Underground means no cooling towers. No visible footprint. And the earth itself acts as a shield. For data center operators tired of permit fights, that matters a lot.
In 2026, the company signed a fuel deal with Urenco USA for low-enriched uranium. In June 2026, Day & Zimmermann came on board as the construction partner. Deep Fission has moved from slides to shovels.

The bigger SMR story is NuScale. Its ENTRA1 partnership with TVA targets up to 6 GW — 72 reactor modules across six plants. That's the largest planned U.S. nuclear build in decades.
NuScale ended Q1 with about $491 million in cash. In February 2026, Romania's Nuclearelectrica gave final approval for a 462-MW NuScale plant at a former coal site. Europe's most advanced SMR project just moved from study to action.
Two paths. Deep Fission goes underground. NuScale goes global. Both chase the same prize: dense, steady power right next to the load.
Gas turbines are the fast fix. Nuclear is the long game. The smart money is funding both.
WIRED IN
Signals From the Grid Edge
Eaton (ETN) posted a record Q1 — $6.4 billion in revenue. Orders in Electrical Americas rose 4% excluding a large prior-year order, driven by data center demand, and backlog rose 6% organically. The company raised its full-year organic growth target to 7.5%–9.5%, up from 7%–9%.
Google and Voltus struck a new deal in PJM. Google will fund a 100-MW virtual power plant for three years. Voltus will pull the power from batteries, smart thermostats, and other flexible assets from homes and businesses across the Midwest and Mid-Atlantic. They call it "Bring Your Own Capacity." It's a clever way to add grid supply without new steel in the ground.
MasTec (MTZ) keeps building. Q1 revenue rose 6% to $2.8 billion, and adjusted EPS came in at $0.51, swinging from a prior-year loss. Backlog hit a record $15.9 billion — up $1.6 billion in one quarter — with full-year guidance now at $13.65 billion.
VOLT ETF (Tema Electrification) is up 26% year to date and 26% over the past year. It holds about 29 names — mostly switchgear makers and grid builders. It trades more like a focused stock pick than a broad fund. If you believe in the grid buildout, this is the purest play in ETF form.

