The news. The narrative. The timeline.
The DOE order that kept data centers off the grid expired July 3; the only surviving instrument is FERC's August 17 show-cause deadline, and data centers still carry no permanent obligation.
Yoshua Bengio warned AI safety is 'not guaranteed' on the same day 193 nations closed a Geneva forum with no power to touch the hardware that runs AI.
X debates whether EU enforcement is real; MSM covers company exposure — but no lab has confirmed filing compliance documents, and August 2 fines are mandatory, not performative.
OpenAI targets a $1 trillion market cap but leaks show it loses 58 cents for every dollar earned while the S-1 that would prove or disprove those numbers stays sealed from public view.
Illinois stopped new data-center tax subsidies July 1 — the same facilities whose load drove $13 billion in extra PJM energy costs — after the POWER Act failed to pass.
ITIF says state disclosure laws can fix the data-center water problem; its own math shows direct disclosure would leave 92 percent of water use unreported.
Anthropic and OpenAI are racing to IPO at a combined $1.8 trillion valuation before either shows public investors a single audited number.