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New Way Capital Advisory4d ago • 5 min read
I measured 38,201 US grid connection requests. Only 4,789 were built
Last time I wrote about a $45bn number that vanished from NVIDIA's SEC filings. At the end...
#api#datascience#opendata#energy
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David Aronchick6d ago • 5 min read
Forty-Nine Megawatts
On July 14, Governor Kathy Hochul signed an executive order making New York the first state in the.....
#aiinfrastructure#energy#regulation#history
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Max Quimby6d ago • 12 min read
When the Grid Says No
AI capex hits $765B, passing oil and gas. But from Texas to New York, the grid is pushing back — and...
#ai#geopolitics#infrastructure#energy
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Robin | Mechanical EngineerAug 24, 2026 • 4 min read
The Electrolyser Is 20% of a Hydrogen Plant. Here's the Other 80%.
The Stack Makes the Gas. The Plant Makes It Hydrogen. Buy an electrolyser stack and what...
#engineering#sustainability#hardware#energy
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Pneumetron5d ago • 4 min read
India Secures Long-Term Fuel Supply Agreement with Mauritius
India has solidified its energy partnership with Mauritius through a five-year agreement for the...
#pneumetron#energy#india#mauritius
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Robin | Mechanical Engineer6d ago • 3 min read
How Do You Actually Test an Electrolyser Stack Before Trusting It?
Prove the Electrolyser, Cell by Cell. An electrolyser's efficiency, purity, durability and...
#engineering#hardware#testing#energy
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Breach ProtocolAug 23, 2026 • 4 min read
The US tracks 521 gigawatts of AI-adjacent grid demand, slightly more than its average power output
A live tracker of the US AI data-center buildout now maps 1,547 facilities across 46 states and 521....
#infrastructure#datacenters#energy#policy
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