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Aug 5, 2026
Three forces are fighting over the world's memory supply and why relief is geopolitical
Jul 21, 2026
How Washington, not the market, decides who gets the scarce inputs the AI buildout and everyone else are bidding for, and why it won't give that power back
Jul 8, 2026
How sovereign states, not markets, are coming to set the price and terms of intelligence, and reshaping who controls the AI buildout
Jun 24, 2026
The fight over where AI gets built has moved from securing power to paying for the grid that delivers it, and Washington just passed up its chance to decide who pays.
Jun 9, 2026
While hyperscalers race to lock up generation, the equipment that energizes it remains on backlog for the next four years
May 26, 2026
While hyperscalers flee the rate base, NextEra's $66.8B Dominion deal drags the regulated utility back into the AI buildout
