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Grid & Silicon #3: The money is moving faster than the power
October 31, 2026
What fuel cells, Meta's $35B raise and an 800-volt lab test say about where AI infrastructure is stuck, plus new lessons and games in Learn
Grid & Silicon #2: Who pays for Microsoft's Indiana power?
October 23, 2026
A 1,100 MW power deal, a court ruling on xAI's gas plant and NVIDIA's 14-day AI factory claim, plus a much bigger map.
Grid & Silicon #1: Who pays for the grid AI needs
October 16, 2026
A transmission-cost bill, a 240 MW India plan and a curtailment proposal from Oct 5–11, plus four map changes.