A free newsletter

Big news, checked against real life

The biggest story right now, and the angle you missed, in a quick read.

Every announcement has a second page

The people stuck dealing with it, what's still unresolved, and whether the fuss is bigger than the news itself. That's what each issue gives you.

Example issue: The AI boom on your utility bill

Who ends up paying for the grid

  1. One AI data center can draw as much power as a small city.
  2. Serving it takes new lines and substations, and in most states that cost is spread across every customer of the utility.
  3. The tech companies pay for the power they use, not the full cost of the wires that deliver it.
  4. Their power deals add new generation, but they don't build the missing transmission lines.

The households getting the new bills didn't sign the contracts.

News release

Billions more for new data centers across the mid-Atlantic

The backbone of the next generation of AI.