Tracking the $800B data center buildout. Connecting truckers, contractors, equipment suppliers, and lenders to the biggest infrastructure opportunity of the decade.
Jun 7, 2026
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11 min read
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.
May 30, 2026
12 min read
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.
May 22, 2026
13 min read
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.
May 16, 2026
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.
May 9, 2026
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.
Apr 29, 2026
9 min read
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.
Apr 21, 2026
8 min read
NPR just called data centers a "kitchen table issue" that could decide the midterms. Here's what happened this week.
Apr 14, 2026
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.
Apr 8, 2026
A councilman's home shot up. A referendum that rewrites the rules. And the opposition just proved it can win at the ballot box.
Mar 28, 2026
Same week. Two opposite outcomes. The map is being redrawn in real time.
Mar 20, 2026
The $500 billion project hit a wall this month. Not from protesters. From physics.
Mar 12, 2026
Three projects killed. $1 billion frozen. The opposition is learning faster than the developers.
Mar 5, 2026
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.
Feb 27, 2026
New York, Minnesota, and Wisconsin are shutting down the buildout. Texas, Arizona, and Nevada are doubling down. Know which side you're on.
Feb 21, 2026
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
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
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.
