Pennsylvania just turned an informal industry norm into binding law. Bring your own power, and your permit moves on a rolling schedule. Don't, and your application waits behind everyone who did.
A CEO said his own industry's numbers are overstated by 20 times. Two other grid operators reached the same conclusion independently. Four data center assumptions got tested this week, and none of them held up cleanly.
Suhail Y Tayeb launches Dirt to Data, a newsletter tracking the real estate, power, and infrastructure decisions behind the AI buildout, covering permitting, power delivery, and where compute meets concrete.
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