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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.

Tipping Point

Apr 21, 2026

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8 min read

Tipping Point

NPR just called data centers a "kitchen table issue" that could decide the midterms. Here's what happened this week.

Edem Agbley
Edem Agbley
Seven Days

Apr 14, 2026

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12 min read

Seven Days

A councilman's home gets shot up. A state passes the first data center ban in America. Half a town council gets fired. The buildout isn't stopping, it's splitting in two.

Edem Agbley
Edem Agbley
First Blood...

Apr 8, 2026

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9 min read

First Blood...

A councilman's home shot up. A referendum that rewrites the rules. And the opposition just proved it can win at the ballot box.

Edem Agbley
Edem Agbley
The Buildout Is Splitting in Two

Mar 28, 2026

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13 min read

The Buildout Is Splitting in Two

Same week. Two opposite outcomes. The map is being redrawn in real time.

Edem Agbley
Edem Agbley
Stargate Just Blinked

Mar 20, 2026

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9 min read

Stargate Just Blinked

The $500 billion project hit a wall this month. Not from protesters. From physics.

Edem Agbley
Edem Agbley
The Week the Citizens Won

Mar 12, 2026

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11 min read

The Week the Citizens Won

Three projects killed. $1 billion frozen. The opposition is learning faster than the developers.

Edem Agbley
Edem Agbley
The Pledge

Mar 5, 2026

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12 min read

The Pledge

The White House made hyperscalers promise not to raise your power bill. Here's why it won't work, and where the $650B is flowing instead.

Edem Agbley
Edem Agbley
The States Are Done Waiting

Feb 27, 2026

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12 min read

The States Are Done Waiting

New York, Minnesota, and Wisconsin are shutting down the buildout. Texas, Arizona, and Nevada are doubling down. Know which side you're on.

Edem Agbley
Edem Agbley
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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