Transformer Lead Times
+9
Sep 1, 2026
•
6 min read
Six grid operators just filed their answers on large-load cost allocation. Not one of those filings shortens a factory queue.
+6
Jul 21, 2026
4 min read
ACS and BlackRock's GIP signed a hyperscaler before the brand had a logo. What they're actually selling isn't real estate — it's a place in the equipment line.
