Heat Wave Tests The Grid While AI Load Queues Behind It
X blames data centers for holiday-week blacklists while ERCOT's own numbers show the emergency risk under one percent, and the gap hides who pays for the reserve margin when the record falls.
Theo Kaplan
Bureau: San Francisco
FERC Clock Forces Large Loads To Show Their Work
X treats the interconnection docket as either AI red tape or ratepayer rescue while the thirty-day clock converts a filing fight into auditable deadlines with named losers.
Meta Rents Its Spare Compute As CoreWeave Wobbles
X reads Meta's cloud pivot as scale triumph while CoreWeave's slide prices the same strategy as distress, and the gap hides who absorbs the bill for overbuilt GPU capacity.