Topic
data-centers
5 articles
The Siting Crisis: When the Grid and the Neighbors Both Say No
Data centers now draw 6% of US power, and the binding constraint on the AI buildout is shifting from chips to the politics of where the boxes can physically go.
Signal Briefing: May 24, 2026
Owned-capacity buildout is reshaping hyperscaler cost structures as the industry crosses from lease-heavy to campus-heavy infrastructure posture.
Power Hungry: AI's Insatiable Energy Demand Is Reshaping the Global Power Grid
The collision between exponential AI compute demand and finite energy infrastructure is forcing the technology industry into the power generation business — with nuclear, natural gas, and grid politics at the center.
The Long View: The Infrastructure Supercycle
AI is driving the largest infrastructure buildout since the internet era — a multi-trillion-dollar supercycle in data centers, power generation, networking, and semiconductors with parallels to the railroad and telecom booms.
Signal Briefing: January 9, 2026
Week in review: AI policy moves accelerate, data center construction hits capacity limits, and new model benchmarks challenge conventional rankings.