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xAI / Colossus

Pacifico Energy

+12

The off-grid stack just got an underwriter

May 26, 2026

•

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
Julian Green

Bloom Energy

+7

Project Jupiter just changed the math on BTM gas

May 5, 2026

•

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
Julian Green

BloombergNEF

+10

Batteries are propping up the gas fleet

Apr 28, 2026

•

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
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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