PJM Named the Zones Where It Was Tightest. Two of Them Are Maryland’s.
The Energy Department's emergency order for PJM runs 13–16 October. PJM's filing puts the system within 900 MW of its reserve margin, with 61,591 MW offline and the worst of it in the BGE, Pepco and Dominion zones.
Malaysia’s Data Centres Run at 40% of the Power They Reserved. That Is the Real Bottleneck.
Malaysia took two-thirds of Southeast Asia's data centre construction, then quietly stopped approving projects. The numbers behind the pause: 603MW used against 1,276MW reserved, and a water regulator that approved fewer than one application in five.
Amazon Retired Blue Jay in February. The Launch Announcement Is Still Up.
Amazon's flagship warehouse robot was announced in October to heavy coverage. Its own announcement page now carries a one-line update, dated 25 February 2026, saying the system is no longer in use. Nothing else was published.
The Data Center Cut Itself 80% and Still Lost. The Missing 500 Megawatts Is Why.
Pinal County supervisors voted 4-1 on 26 August to deny the rezoning behind La Osa. By then the project had shrunk from 59 data center buildings to 11 and published a 500 MW gas plant, a 1 GW demand cap and a 600 acre-foot water limit. It lost anyway,…
Situational Awareness Didn’t Lose to Its Algorithms. It Lost to a Margin Call.
Leopold Aschenbrenner's AI infrastructure fund returned 439% through June, then fell 67% in July and sold most of its public book to Citadel. The SEC's subpoenas went to Goldman, JPMorgan, Citigroup and Bank of America — not to the fund, which has not…
Small Modular Reactors Finally Have Concrete in the Ground. The Economics Are Still Unproven.
Two SMR projects broke ground in 2026 and the first Western unit is due in 2030. But Ontario's four-reactor build is costed at C$20.9 billion, and the last project that tried to prove the economics died on price.