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Open →Lockheed Martin — Framework agreement to quadruple THAAD interceptor production capacity
news.lockheedmartin.com
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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 (⚙️🤖🔥)Article
Open →Virginia Turns AI Data-Center Power Lines Into a User-Pays Tariff
Virginia’s State Corporation Commission ordered Dominion Energy to develop a tariff framework that assigns more transmission costs directly to data centers and other large-load customers when upgrades are built for them. The move follows Gov. Abigail Spanberg…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →AI Load Starts Breaking the Grid Operator, Not Just the Grid
Surging data-center demand is pushing PJM from a reliability problem into a governance problem. Bloomberg reporting carried by the Los Angeles Times says American Electric Power has threatened to leave PJM and federal officials are discussing structural chang…
Tech, Energy & AI Economy (⚡ or 🧬)Article
Open →Google Rents the AI Factory: SpaceX Turns GPU Capacity Into IPO-Ready Infrastructure Revenue
SpaceX disclosed a Google cloud service agreement covering approximately 110,000 Nvidia GPUs, CPUs, memory, and related components. Google is set to pay $920 million per month from October 2026 through June 2029, after a reduced-fee ramp period. The deal show…
AI Industrial Flywheel (⚙️🤖🔥)Topic
Open →Tech, Energy & AI Economy (⚡ or 🧬)
AI infrastructure, data-center power demand, nuclear economics, compute cycles, and the energy engine of the 2030s.
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