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Aug 9, 2026

Amazon’s 7.65 GW Cloud Gets a Texas Address

Amazon is investing in a proposed 7.65 GW gas plant for an off-grid Texas AI campus that could become the largest single U.S. emissions source. AWS is also mixi...

Jul 14, 2026

The AI Race Starts Before the First Token

Meta has raised $62 billion of debt since 2022, roughly half in 2025. AI infrastructure has become a construction problem governed by power, project finance and...

May 31, 2026

The Meter and the Dashboard

On one day, the cost of AI got repriced and made legible at three layers at once — inference, memory, and electricity — while a fourth story argued the value th...

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