Archive

Oct 13, 2026

CoreWeave Has 3.7 Gigawatts Under Contract and 1.5 Switched On

The 41% gap between contracted and energized power is where AI compute pricing gets made, and the filings show who carries it.

Oct 6, 2026

The speed-to-power money landed. California isn't on the list.

DOE picked 31 transmission projects for $1.9 billion.

Sep 29, 2026

Who pays for new data center grid equipment? Virginia just set a deadline.

Virginia told Dominion to make data centers pay upfront for their own substations. The filing that says how is due in about a month, and Microsoft has already reserved the right to fight it.

Sep 22, 2026

An Arizona river lost 760,000 acre-feet. Almost nobody is measuring Data Center water usage.

Arizona's water rules for data centers were written before the cut. The attorney general argument started ten days later.

Sep 15, 2026

Two contracts, 3 gigawatts, and a floor nobody has read

Two contracts now govern roughly 3 gigawatts of American nuclear output through the 2040s. Neither discloses its floor — and the one federal floor underneath both of them expires in 2032.

Sep 14, 2026

The deadline was August 17. Most of the grid moved it to December.

The window to reply to what the grid operators filed closes September 16 — and in most of the country, there is not yet anything substantive to reply to.

Sep 1, 2026

Everyone's arguing over who pays. The transformer line is three years long.

Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.

Aug 25, 2026

Crane cleared its last hurdle at Three Mile Island. Nobody else inherits the shortcut.

The nuclear PPA playbook — and why the next deal looks nothing like the first.

Aug 18, 2026

A $2.8 billion line, an $80 million deposit, and one 250 MW customer

A billion-dollar transmission line, a refundable advance under $80 million, and a pledge that says none of this reaches your bill.