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Energy Utilities

Ratepayers

+7

CoreWeave Has 3.7 Gigawatts Under Contract and 1.5 Switched On

Oct 13, 2026

•

5 min read

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.

Julian Green
Julian Green

Energy Policy

+7

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

Jun 2, 2026

•

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
Julian Green

Weekly energy intelligence for the AI era

The weekly energy intelligence briefing for investors, developers, and operators navigating the AI power buildout — grid trends, deal flow, and policy. Let's plug in together! 🔌

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