Issue archive

Hyperscalers Commit $50B, Moody's Fears Overbuild

March 13, 2026

Meta's Next-Gen MTIA Chips & Custom Silicon Wars

March 12, 2026

Google, Tesla Battle DC Power Crunch

March 11, 2026

AI Funding: Leasing Outweighs Debt; HPE Price Shock

March 10, 2026

Oracle/OpenAI Abilene Pause Hits Meta/Nvidia Talks

March 9, 2026

Oracle Cuts Jobs to Fund AI DC Sprawl

March 6, 2026

AI Cuts Power 40%; Heat Recycled for City Warmth

March 5, 2026

CoreWeave Doubles Capex Goal; Blackstone Forms New DC Fu…

March 4, 2026

Drone Strike Hits AWS; Big Tech Bets $600B on Compute

March 3, 2026

OpenAI $100B AWS Deal; UK Grid Power Queues Hit 50GW

March 2, 2026

Construction Slows; AI Demands New DC Retrofit Paths

February 27, 2026

Nvidia $62B AI Surge; Vertiv Hits $100B Cap

February 26, 2026

AMD Mirrors OpenAI Deal; CEOs Eye 2026 Power Needs

February 25, 2026

Water Risk Missed in AI Planning; VA Tax Breaks Now Gree…

February 24, 2026

92% Pre-Leased; AI Sells Out Hard Drives

February 23, 2026

Nvidia Tease; Yotta $2B India Blackwell Deployment

February 20, 2026

Meta/Nvidia Pact Deepens; TX Challenges NoVA DC Lead

February 19, 2026

MSFT $37.5B Surge vs. Amazon's $200B Capex

February 18, 2026

FTC Probes MSFT Cloud; CO Seeks 100% Renewables

February 17, 2026

Samsung, Micron Ship HBM4; OpenAI Taps Cerebras

February 13, 2026

AI Power Demand, Green PPA Trends

February 12, 2026

Trump Weighs Tariffs vs. DC Power Bills

February 11, 2026

Space DC Race: Musk vs. China Plans

February 10, 2026

PJM Faces 60GW Power Gap From Data Centers

February 9, 2026

TVA Load to Double; BC Sets Power Rules for AI

February 6, 2026