Jul 15, 2026
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4 min read
AI’s power bottleneck arrived on schedule. But the immediate constraint is copper, steel, and grid access, not just generation.
Jul 8, 2026
3 min read
If enterprise AI moves towards sovereignty, the grid will stop serving a handful of gigawatt campuses and start serving thousands of megawatt-scale sites
Jul 1, 2026
How solar just surpassed coal in the U.S. and why flexible load is the missing piece of the energy puzzle
Jun 24, 2026
2 min read
The constraint on the AI buildout is moving from silicon to steel, and there's one unglamorous device holding everything up
Jun 17, 2026
The race to move data centers into space is really just a disagreement about whether the binding constraint on computing is physics or economics
Jun 10, 2026
The world keeps burning gas for nothing. Flexible compute can put a slice of it to work
