The DC Pipeline

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

Aug 14, 2026

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10 min read

The Midterm Watchlist

The AI industry is spending $100 million on this election, and its own ads won't say the words "data center." Every race, referendum, and ballot measure where the industry's future is on the line, eleven weeks out.

Edem Agbley

Aug 6, 2026

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10 min read

The Black Box

At every town hall in America, someone asks: "What's actually going to be in there?" Nobody answers. This issue does, the verified inventory of what runs inside America's 5,100 data centers, including the parts that sound like conspiracy theories and are simply true.

Edem Agbley

Jul 30, 2026

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11 min read

The DC Pipeline State Risk Ratings - Inaugural Edition

The first published rating system for data center development risk across American states. 18 states. 5 tiers. Updated quarterly. Virginia loses its crown, New Hampshire outranks the giants, and Louisiana gets the flag.

Edem Agbley

Jul 24, 2026

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10 min read

The Keystone Test

Pennsylvania passed a disclosure rule against a $90 billion wave. Microsoft can't fill $80 billion in orders. And America's largest grid just hit its price cap for the third straight auction. The grid is the real regulator.

Edem Agbley

Jul 17, 2026

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10 min read

The Executive Order

Hochul signed the first statewide data center moratorium in American history, but not the one her legislature passed. The fine print both sides missed, and the nine states that moved while you watched one.

Edem Agbley

Jul 11, 2026

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13 min read

Three Verdicts

Virginia invented a data center tax. Ohio's ban died before the ballot. New York passed the first statewide moratorium in America, and a $19.4 billion project hangs on Hochul's decision.

Edem Agbley