AI isn’t weightless. It runs on concrete, cooling, and community consent.
The Federal Bill That Taxes the Exact Behavior States Are Rewarding
Published on: 08/25/2026
A federal bill would tax data center power whether it comes from the grid or is self-generated. Every other policy move this year rewards developers for the opposite choice. Physical risk and policy risk turned out not to be the same protection.
Capital & Investment
Is This an Asset Class or Is This the Same Circle With More People In It
Published on: 08/20/2026
Nvidia recruited six of the world's largest asset managers into a $500 billion push, calling it a new investable asset class. One finance term explains why that framing deserves real scrutiny.
Capital & Investment
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