Data Centers

PSD Permit

+14

90 Gigawatts Announced. 2 Gigawatts Running.

Jul 14, 2026

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4 min read

90 Gigawatts Announced. 2 Gigawatts Running.

Behind-the-meter gas escaped the interconnection queue and walked straight into the Clean Air Act.

Julian Green

Microsoft

+12

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

Jul 7, 2026

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4 min read

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.

Julian Green

Post-Queue Problems

The interconnection queue isn't the bottleneck anymore

Jun 16, 2026

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4 min read

The interconnection queue isn't the bottleneck anymore

An interconnection agreement used to be the finish line. In 2026 it's barely the halfway mark — and the second half runs on a factory floor, not a queue.

Julian Green

Energy Policy

FERC says it'll act by June. Watch for the number.

Jun 2, 2026

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4 min read

FERC says it'll act by June. Watch for the number.

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.

Julian Green

PJM Interconnection

The nuclear have-nots are buying 2032 in cash

May 12, 2026

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5 min read

The nuclear have-nots are buying 2032 in cash

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.

Julian Green

Bloom Energy

Project Jupiter just changed the math on BTM gas

May 5, 2026

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4 min read

Project Jupiter just changed the math on BTM gas

Project Jupiter just rewrote the regulatory baseline. Here's what that means for the private capital sitting in BTM gas platforms.

Julian Green

BloombergNEF

+10

Apr 28, 2026

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4 min read

Batteries are propping up the gas fleet

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.

Julian Green

Energy Policy

Apr 21, 2026

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4 min read

The shadow grid nobody voted for

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.

Julian Green

Data Centers

90 Gigawatts Announced. 2 Gigawatts Running.

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The interconnection queue isn't the bottleneck anymore

FERC says it'll act by June. Watch for the number.

The nuclear have-nots are buying 2032 in cash

Project Jupiter just changed the math on BTM gas

Batteries are propping up the gas fleet

The shadow grid nobody voted for

Authors

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Data Centers

90 Gigawatts Announced. 2 Gigawatts Running.

9.8 GW of hyperscaler nuclear — and how much actually arrives this decade

The interconnection queue isn't the bottleneck anymore

FERC says it'll act by June. Watch for the number.

The nuclear have-nots are buying 2032 in cash

Project Jupiter just changed the math on BTM gas

Batteries are propping up the gas fleet

The shadow grid nobody voted for

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