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Oliver Buchannon
Edem Agbley

Tracking the $800B data center buildout. Connecting truckers, contractors, equipment suppliers, and lenders to the biggest infrastructure opportunity of the decade.

Bring Your Own Power

Feb 21, 2026

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12 min read

Bring Your Own Power

Data centers are building their own power. Communities are blocking the builders. And Texas just picked a side.

Edem Agbley
Edem Agbley
Washington Steps In

Feb 2, 2026

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10 min read

Washington Steps In

Trump forces emergency auction. Microsoft pays up. 230+ groups demand national moratorium.

Edem Agbley
Edem Agbley
The Great Migration Has Begun

Jan 22, 2026

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11 min read

The Great Migration Has Begun

Texas explodes to 40 GW. One-third of data centers go off-grid. And Eric Schmidt just bet $150M the utilities lost.

Edem Agbley
Edem Agbley
Microsoft Just Blinked

Jan 16, 2026

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12 min read

Microsoft Just Blinked

Microsoft backs down. Meta doubles down. And the Pentagon just opened a back door.

Edem Agbley
Edem Agbley
When Bernie Sanders and Ron DeSantis Agree... You're Watching the Rules Change

Jan 6, 2026

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9 min read

When Bernie Sanders and Ron DeSantis Agree... You're Watching the Rules Change

The $800B data center buildout isn't slowing down. But the political landscape just shifted hard. Here's what it means for where projects get built (and where your services are needed).

Edem Agbley
Edem Agbley
Google Just Spent $4.75 Billion on Something That Has Nothing to Do With Search

Dec 24, 2025

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9 min read

Google Just Spent $4.75 Billion on Something That Has Nothing to Do With Search

Plus: $98B in projects blocked, transformer crisis worsens, and where the $800B buildout is going.

Edem Agbley
Edem Agbley

The DC Pipeline

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

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