joe lawler·Sep 2The End of the GPU Crunch and the Dawn of the Megawatt War1. Introduction: The Grid-Lock of 2026
InInvestor’s HandbookbyNishant Chandravanshi·Aug 27US Sector Analysis: The Transformer Bottleneck Behind America’s AI Power BoomAI is driving a historic buildout of electricity demand. But the equipment needed to connect that power is becoming the constraint.
Yujia Zhang·Apr 9Tech companies are building a shadow grid — and 30% of data centre power may soon be off-grid📌 Chevron is building a dedicated gas plant for a Microsoft data centre in Texas. Amazon secured 1.5 GW of dedicated solar. Roughly 30% of…
