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Open →Reuters (Jan 16, 2025): Nvidia on CoWoS packaging transitions and capacity constraints
www.reuters.com
Evidence registrySource
Open →Reuters (Apr 1, 2026): Orbital data-center ambitions and skepticism
www.reuters.com
Evidence registrySource
Open →Reuters: Maryland Governor Wes Moore pushed PJM reforms as household power bills rose, with capacity payments reportedly spiking around 1,000% over two years amid data center demand and limited generation growth.
www.reuters.com
Evidence registrySource
Open →Lockheed Martin — Framework agreement to quadruple THAAD interceptor production capacity
news.lockheedmartin.com
Evidence registrySource
Open →Military Readiness—Ukraine drawdowns, replacement investment and production capacity, March 4, 2026
files.gao.gov
Evidence registrySource
Open →Industrial Production and Capacity Utilization, July 2026
www.federalreserve.gov
Evidence registryArticle
Open →Google Turns PJM Nuclear Uprates Into a 3.6-Gigawatt AI-Grid Power Rail
Google and Constellation announced a long-term PJM power package on October 6, 2026, centered on 890 MW of new nuclear capacity from uprates at existing reactors and 2,700 MW of additional supply. The structure matters because it links AI data-center growth t…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Goolsbee Turns AI Data Centers Into a Fed Reaction-Function Test
Chicago Fed President Austan Goolsbee said on September 21, 2026 that policymakers should watch whether AI data-center construction is spilling beyond its sector and pushing aggregate output above capacity. The significance is not that the Fed is targeting AI…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Google and Nvidia Turn Flexible Load Into an AI-Data-Center Fast Lane
Google, Nvidia and Emerald AI have launched the AI Energy Management Alliance to promote flexible AI data centers that can adjust electricity demand in response to grid conditions. The coalition is pushing utilities, grid operators and regulators to treat ver…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →SLB Turns Data-Center Cooling Into a $4.1 Billion AI-Industrial Beachhead
SLB said on August 31, 2026 that it agreed to acquire Kelvion, a German thermal-management and heat-exchange company, for about $3.4 billion in cash plus roughly $0.7 billion of assumed debt. The deal expands SLB’s Data Center Solutions business and positions…
AI Industrial Flywheel (⚙️🤖🔥)