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.
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Evidence registryEPA Administrator Lee Zeldin signed a final partial repeal of the 2024 Carbon Pollution Standards for fossil-fuel power plants and paired it with a proposal to rescind remaining greenhouse-gas standards for the sector under Clean Air Act Section 111. EPA fram…
Tech, Energy & AI Economy (⚡ or 🧬)The AI revolution isn’t just changing software — it’s rewriting the energy equation of civilization. As machine intelligence accelerates, Big Tech’s investment in nuclear fusion reveals an unspoken truth: the race for artificial intelligence is ultimately a r…
Energy & Thermodynamics (🔥⚙️)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 (⚙️🤖🔥)CoreWeave shares and bonds came under pressure this week as investors repriced the leveraged neocloud model behind the AI data-center buildout. Axios reported CoreWeave bond yields above 15%, while Bloomberg reported credit-default pricing implying more than …
System Stress Signals (🚨🩸)Housing cycles, price cycles, macro demand forces, and property valuations across different economic regimes.
Research avenueAI infrastructure, data-center power demand, nuclear economics, compute cycles, and the energy engine of the 2030s.
Research avenue