Archive
Everything here, newest first, by month.
October 2026
September 2026
- Microsoft waited seven years for a grid connectionResearch
- When supply is capped, extra demand can't turn into extra volume, not in the near term.Notes
- Siemens Energy, June quarter.Notes
- Things to watch: GE Vernova's third quarter in late October, then Siemens Energy's full...Notes
- Is anyone actually talking about the contractors doing the building for this AI buildou...Notes
- The binding constraint on AI buildout is power delivery, not chipsNotes
- Britain's fast-tracked gridReports
- CoreWeave borrows through separate SPVs, each holding chips plus one customer contract.Notes
- Lol fed rate hikesNotes
- Future research: 1.Notes
- Hardware doesn't make moneyNotes
- Compute: chip fab → HBM and packaging → GPU owners (hyperscalers, neoclouds) → rental p...Notes
- A GPU loses roughly half its resale value within three years, and rental rates for olde...Notes
- US data centre electricity demand is expected to go from about 31 GW in 2025 to 41 GW i...Notes
- UK Grid Web, September 2026Reports