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Kenya's Fastest Growing Power Source Is Not On The Grid
Digital Realty opened the 6.4 megawatt NBO2 data center in Nairobi on September 7. Inside the grid freeze, the captive power build-out, and what both…
Sep 16
30
3
The Texas Pause Is Not The Constraint. Docket 59220 Is.
Governor Greg Abbott froze 474 gigawatts of ERCOT data center interconnection requests on August 3. Inside the 525.5 MW curtailment order, the 30-minute…
Aug 26
3
4
3
Eskom's Number Is Not 6 Gigawatts. It Is 40 Percent.
Eskom has run 455 days without load shedding and cannot sell the surplus. Inside the transmission split, the R35 billion leaving Eskom, and why Amazon…
Aug 19
5
1
New York Did Not Pause Data Centers (It Repriced Them)
Executive Order 62 freezes 9,682 MW of queued data center load behind a 50 MW threshold and shifts grid upgrade costs onto developers — a…
Jul 23
26
2
1
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.
Jul 18
28
4
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
Jul 2
25
1
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
Jun 30
18
2
1
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…
Jun 29
29
2
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
Jun 20
30
1
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
Jun 18
26
1
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
Jun 11
12
1
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
Jun 1
28
2
2
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