AI isn’t weightless. It runs on concrete, cooling, and community consent.
The Federal Bill That Taxes the Exact Behavior States Are Rewarding
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.
A Governor Just Wrote Your Framework Into Law
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.
What Five Days of Enforcement Actually Add Up To
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.
Is This an Asset Class or Is This the Same Circle With More People In It
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.
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