AI data centres are forcing U.S. electricity to be planned like scarce capacity
The grid is no longer just delivering power. It has to pre-commit firm supply years ahead while AI load keeps compounding.
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Articles on data-centre demand, electrification, and the load additions that reshape power markets and grid planning.
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Stablecoins & Payments
A reading hub on stablecoin rails, payment networks, treasury workflows, and the compliance layer that now decides who captures the margin.
Agents & Governance
A reading hub on MCP, enterprise deployment, autonomous coding, evals, and the safety layer that keeps agent systems usable in production.
Power Markets & Data Centres
A reading hub on PJM capacity pricing, data-centre load growth, dedicated generation, and the macro effects of energy shocks.
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