FERC Moves AI Power Into Six Grid Dockets
MSM sees grid modernization and X sees data centers jumping the queue; the docket clock is the story.
Theo Kaplan
Bureau: San Francisco
Chevron Microsoft Gas Contract Prices AI Power In Decades
MSM sees reliable AI power and X sees fossil backlash; the contract puts duration and FID risk on the table.
Oracle 10-K Turns AI Backlog Into Capex And Labor Math
MSM sees layoffs or cloud growth and X sees replacement; the 10-K says backlog is not cash.
ERCOT Batch Zero Sorts Data-Center Demand From Queue Theater
MSM sees a grid backlog and X sees a land rush; ERCOT is asking who can prove readiness.