Aug 28, 2026
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4 min read
ERCOT added 60 gigawatts since 2022. PJM added 22 — and saw prices spike 90%.
Aug 27, 2026
3 min read
Data centers are now 93 cents of every dollar NVIDIA earns — and next quarter's guide assumes zero China.
Aug 26, 2026
KKR, NVIDIA, and a 50-gigawatt utility are behind it — power baked into the site, not bolted on.
