ai-infrastructure The Cheapest Connection You Never Build FERC just ordered the grid to fast-track AI data centers and make them pay for their own hookups. But you can itemize the wire. You can't itemize the scarcity, and that one clears at the margin, for everybody.
ai The Grid Said No Eleven gigawatts of announced data center capacity sits frozen in 2026 without construction underway. Not because of chip shortages. Not because of capital constraints. Because the electrical grid cannot deliver the power. That number deserves a moment. Eleven gigawatts is roughly the output of eleven nuclear power plants. It'
ai The Great Refusal In six weeks, 300+ data center bills have been filed across 30+ states. Six states have moratorium proposals. Local governments in 14 states have already hit pause. The industry frames this as a PR problem. It is an architecture problem.
