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A collection of 2 posts
Welcome Back to Pullman
ai-infrastructure

Welcome Back to Pullman

The hyperscalers arebuilding their own power plants: restarted reactors, contracted small modular nuclear, gigawatt-scale behind-the-meter gas. The last time American industrialists tried to own the utility stack, it led to monopolies. Are we repeating history?
11 May 2026 8 min read
The Permission Problem
ai-infrastructure

The Permission Problem

Loudoun County, Virginia, was the most permissive jurisdiction in the United States for hyperscale data center construction. As of this quarter, it has more active moratorium proposals on its docket than any comparable jurisdiction. The reversal happened in eighteen months, and it is happening for r
04 May 2026 7 min read
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