Hyperscalers

PJM Interconnection

Aug 4, 2026

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4 min read

The gas bridge is becoming the house

Enverus says 40% of new data center capacity is going off-grid — but the gas demand attached to that same forecast describes a bridge carrying far less weight than the headline implies.

Julian Green

PJM Interconnection

The pledge doesn't set your rate. Here's what does.

Jul 28, 2026

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5 min read

The pledge doesn't set your rate. Here's what does.

Twenty-three governors signed a promise in Washington. The documents that actually allocate cost were signed in Richmond, Atlanta, and Albany — most of them before the pledge existed.

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

Pacifico Energy

+12

The off-grid stack just got an underwriter

May 26, 2026

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4 min read

The off-grid stack just got an underwriter

Three deployments, one template, and a finance structure quietly leaving rate base behind.

Julian Green

PJM Interconnection

May 19, 2026

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4 min read

The pledge is now the problem

Seven hyperscalers promised ratepayers wouldn't pay for AI. Thirty states are writing the rules in case the promise doesn't hold.

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

Hyperscalers

The gas bridge is becoming the house

The pledge doesn't set your rate. Here's what does.

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

The off-grid stack just got an underwriter

The pledge is now the problem

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

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