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Power Procurement & Grid Strategy

Power and Fiber Now Lead Data Center Siting Decisions
A primer on utility interconnection, power procurement, fiber engineering, and the infrastructure constraints reshaping AI data center development.
Turkey Engineers a $13B Catalytic Bet on Sovereign Compute
Catalytic capital design, data localization as demand driver, the 1 GW target, grid sequencing, EU adequacy optionality, hyperscaler positioning
Behind the Meter Is the New Frontier in AI Power Procurement
Grid bypass is the structural advantage, stranded-gas monetization, ERCOT queue avoidance, the deliverable megawatt as the priced unit
Chevron and Microsoft Sign $9B West Texas Power-and-Compute Deal
Power, natural gas, and AI infrastructure converge as Project Kilby establishes a new model for dedicated, behind-the-meter hyperscale compute…
Land Is No Longer the First Question in Data Center Development
Site control structures, power deliverability, entitlement value, zoning moratoria, and the diligence sequence that decides which sites are real
Indonesia's Data Center Market Hits Its Power Ceiling
Announced capacity versus deliverable capacity, BDx's 1.2 GW PLN lock-up, the transmission bottleneck, the 2030 shortfall, secured grid as the only moat
France Won the Capital Race. The Grid Decides the Rest.
RTE connection queue, deliverable versus announced capacity, nuclear cost advantage, Hauts-de-France corridor, SoftBank and Brookfield exposure
Google Commits $15 Billion to Build Beside Amazon in Rural Missouri
Montgomery County campus, 1 GW Ameren contract, Project Green adjacency, SB 4 power framework, air-cooled architecture
Does Digital Edge’s $4.5B Indonesia Campus Change the Global Hyperscale Map?
Power delivery, rather than demand growth, now determines where hyperscale capital can be deployed.
How Top Investors Arbitrage Renewable Energy Disparity (Instead of Being Crushed by It)
As AI Demand Surges, Grid Constraints Threaten Both Costs and Capacity.
The Interconnection Bottleneck: How Renewable Delays Are Rewriting the AI Power Map
The real risk in AI infrastructure isn’t power cost it’s time. Mounting renewable backlogs are stranding capital and rewriting investment playbooks. The…
The Energy Crisis AI Is Creating (And What It Means for Data Centers)
AI is outpacing the grid that powers it. The next frontier won’t be compute or chips. It’ll be who controls the electrons that keep them running.
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