Jun 2, 2026
One Commission order decides who carries the cost of the grid the AI build-out needs — and the rest of the ecosystem is already positioning around the answer.
May 26, 2026
Three deployments, one template, and a finance structure quietly leaving rate base behind.
May 19, 2026
Seven hyperscalers promised ratepayers wouldn't pay for AI. Thirty states are writing the rules in case the promise doesn't hold.
May 12, 2026
When a Bitcoin miner signs a 4 GW nuclear MOU and Constellation refuses to price its next tranche, the supply squeeze isn't a forecast anymore — it's the procurement market.
May 5, 2026
Project Jupiter just rewrote the regulatory baseline. Here's what that means for the private capital sitting in BTM gas platforms.
Apr 28, 2026
Nearly a third of new on-site data center battery capacity is now paired with a gas turbine. Storage isn't displacing fossil generation — it's optimizing it.
Apr 21, 2026
A year ago, behind-the-meter generation was a workaround. Now it's the strategy — and the utilities holding the interconnection queue are starting to do the math.
