Microsoft
+12
Jul 7, 2026
•
4 min read
The headline capacity is genuine. It's also two very different stories wearing one number — and only one of them shows up this decade.
PJM Interconnection
+8
May 12, 2026
5 min read
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.
