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Federal Reserve Board, Summary of Economic Projections, September 15–16, 2026
www.federalreserve.gov
Evidence registryDomestic Theater vs. Global Projection: Why Americans Misread Geopolitics
Americans see politics through a left–right lens, but the world engages the United States as a single strategic actor. Ilhan Omar’s abroad defense of Trump—and bipartisan efforts like repealing the Patriot Act—reveal how national interest overrides partisan t…
U.S. Strategic Posture (🦅🇺🇸)Microsoft Turns Nscale’s Essex AI Campus Into a Grid-Delay Stress Test
Microsoft has pulled out of its planned role at Nscale’s Loughton, Essex AI data-center project, according to Reuters, the Guardian and BBC-backed reporting. The project had been announced in 2025 as a major UK AI supercomputer site for Azure services, with 5…
AI Industrial Flywheel (⚙️🤖🔥)Anthropic Turns Nova Scotia Wind Into a 420-Megawatt Claude Compute Rail
EverWind announced more than C$10 billion in planned private investment for a Point Tupper data-centre campus and Nova Scotia wind projects on October 16, 2026. Reuters identified the frontier AI tenant as Anthropic, while Canadian Press and Global News repor…
AI Industrial Flywheel (⚙️🤖🔥)Senate Turns Permitting Reform Into an AI-Grid Cost Allocation Deal
Senate energy and environment leaders introduced the Bipartisan American Affordability and Jobs Act on September 30, 2026, a permitting package aimed at faster federal reviews for energy, transmission, and infrastructure projects. The bill would strengthen FE…
Tech, Energy & AI Economy (⚡ or 🧬)Seoul Turns Texas Gas Power Into an AI-Compute Alliance Rail
South Korea has identified a Texas gas-fired power project as the first investment under its $350 billion U.S. package, according to Yonhap, KBS, Kyunghyang and Reuters reporting. The project is tied to rising Texas electricity demand from AI data centers and…
AI Industrial Flywheel (⚙️🤖🔥)Polar Vortex Watch 2026–27: Early Arctic Organization Is Now Pressing Historical Extremes
What started as an unusual late-August structural signal is becoming something much harder to dismiss. The 10-hPa Arctic winds have moved above the historical 90th percentile, the September 12 projection reaches 10.22 m/s against a date-matched historical max…
Cosmology & Space (🚀🌠)OpenAI Turns Effingham County Into a 3.2-Gigawatt Ratepayer-Firewall Test
Residents protested outside an August 29 Effingham County work session as officials fielded questions about OpenAI’s Project Camellia. The dispute now centers on whether Georgia’s large-load framework can truly keep AI megacampus costs off ordinary ratepayers…
AI Industrial Flywheel (⚙️🤖🔥)Amazon Turns AI Compute Into a Private Gas-Grid Emissions Test
Amazon has confirmed that its planned Pecos County, Texas data center will use new on-site generation, while reporting and project documents point to a 7.65 GW gas-fired power platform with major permitted emissions. The larger signal is that hyperscalers are…
AI Industrial Flywheel (⚙️🤖🔥)AI Data Centers Hit the Consent Bottleneck
AI data-center buildout is moving from a power-and-capex story into a political-consent story. Local opposition has delayed or blocked projects, New York has imposed a statewide pause on large facilities, and developers now face a fourth bottleneck: permissio…
AI Industrial Flywheel (⚙️🤖🔥)Texas Turns AI Data Centers Into a Grid-Admission Audit
Texas Gov. Greg Abbott directed PUCT and ERCOT on August 3, 2026 to conduct a comprehensive verification and audit of data centers advancing through ERCOT’s interconnection process before those projects move forward. The order lands amid roughly 474 gigawatts…
AI Industrial Flywheel (⚙️🤖🔥)