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energy

A collection of 5 posts

Forty-Nine Megawatts

ai-infrastructure

Forty-Nine Megawatts

New York just became the first state to pause new hyperscale data centers, at exactly 50 megawatts and up. France drew a line at 50 employees and got a nation of firms with 49. Every threshold becomes a spec sheet, and this one accidentally specifies the architecture we should have been building any

The Grid Said No

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'

The Great Refusal

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.