The DC Pipeline

Intelligence for the people who build the cloud. Weekly intel on where the $800B data center buildout money is going.

Jun 7, 2026

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11 min read

State of the Buildout

Twenty issues in, the picture is clearer than I expected. The five patterns defining the industry, what's coming next, and the new project under The DC Pipeline.

Edem Agbley

May 30, 2026

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12 min read

Brown Water

A New York congresswoman held up two jars of contaminated water from rural Georgia at a House hearing last week. The image went viral across political lines. Here are the five opportunity layers it just created.

Edem Agbley

May 22, 2026

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13 min read

The Cedar Rapids Playbook

While communities across the country fight over moratoriums and shell companies, a 137,000-person city in eastern Iowa quietly signed two of the most detailed data center development agreements in America. Every term, broken down.

Edem Agbley

May 16, 2026

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12 min read

Two Americas, One Buildout

Opposition to data centers is now a professional industry. Information secrecy is a documented business practice. And the third path that's resolving both is quietly being built in cities like Cedar Rapids, DeKalb, and San Jose.

Edem Agbley

May 9, 2026

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11 min read

The Land Game

While America fights at town hall meetings, the smartest money in the country is quietly running power-first acquisitions. The substation just became the most important real estate marker in America.

Edem Agbley

Apr 29, 2026

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9 min read

The Waste Heat Gold Rush

Europe has 60 heat recovery projects. North America has 6. The world is throwing away 77 terawatt-hours of energy every year, and somebody is about to capture it.

Edem Agbley