Tracking the $800B data center buildout. Connecting truckers, contractors, equipment suppliers, and lenders to the biggest infrastructure opportunity of the decade.
Feb 21, 2026
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12 min read
Data centers are building their own power. Communities are blocking the builders. And Texas just picked a side.
Feb 2, 2026
10 min read
Trump forces emergency auction. Microsoft pays up. 230+ groups demand national moratorium.
Jan 22, 2026
11 min read
Texas explodes to 40 GW. One-third of data centers go off-grid. And Eric Schmidt just bet $150M the utilities lost.
Jan 16, 2026
Microsoft backs down. Meta doubles down. And the Pentagon just opened a back door.
Jan 6, 2026
9 min read
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).
Dec 24, 2025
Plus: $98B in projects blocked, transformer crisis worsens, and where the $800B buildout is going.