May 26, 2026
While hyperscalers flee the rate base, NextEra's $66.8B Dominion deal drags the regulated utility back into the AI buildout
May 14, 2026
Hyperscalers are creating a new corporate form, assuming generation ownership without operational responsibility
Apr 29, 2026
The U.S. AI buildout is fracturing along state lines, reshaping capital allocation for compute, power, and natural gas
Apr 14, 2026
How the collapse of global trade is rewriting the AI infrastructure map
Mar 31, 2026
How intelligence and flexible power will stretch a constrained grid into the agentic era
Mar 17, 2026
While hyperscalers abandon the public grid for captive gas, Hormuz puts climate tech back in the spotlight in the U.S.
Mar 4, 2026
Pricing the Collision of Qatari LNG, Taiwan's Grid, and the U.S. AI Buildout
