DOE Turned Cleanup Land Into AI Power Real Estate Jul 29, 2026 field note #department-of-energy#paducah#data-centres
Ofgem Made Data Centres Put Cash Behind Their Grid Claims Jul 29, 2026 field note #ofgem#data-centres#grid-connections
Kimi K3 Turns Open Weights Into a Datacenter Privilege Jul 19, 2026 field note #kimi-k3#moonshot-ai#open-weights
New York Turned the AI Buildout Into a Permit Queue Jul 15, 2026 field note #ai-infrastructure#datacenters#new-york
AI Memory Demand Is Pricing the Cheap Smartphone Out of the Market Jul 14, 2026 field note #ai-infrastructure#smartphones#memory
AI Hype Is Now a Financial-Stability Problem Jul 7, 2026 field note #ai#financial-stability#bank-of-england
AI Datacenters Made the Utility Bill a Control Surface Jul 6, 2026 field note #ai-infrastructure#datacenters#energy