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23 July 2026

Learning to Flex on Command

Regulators are sending two opposite-sounding instructions. But they might be describing a single requirement.
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16 July 2026

Elon Was Right: $750 Billion Is Looking For a Socket

AI’s power bottleneck arrived on schedule. But the immediate constraint is copper, steel, and grid access, not just generation.
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14 July 2026

What Would an Enterprise AI Revolt Mean for the Grid?

If enterprise AI moves towards sovereignty, the grid will stop serving a handful of gigawatt campuses and start serving thousands of megawatt-scale sites.
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