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Article

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 (⚙️🤖🔥)
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Article

Congress Moves to Preempt the AI Patchwork

Reps. Jay Obernolte and Lori Trahan released a discussion draft of the Great American Artificial Intelligence Act of 2026 on June 4, 2026. The draft creates a federal framework for frontier AI governance, audits, whistleblower protections, cybersecurity, work…

Technology & Mind (🤖🧠)
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Article

AI Loads Fail the Texas Grid’s Ride-Through Test

Reuters reported on June 5, 2026 that several large data centers and crypto facilities seeking to connect to the Texas grid failed key voltage reliability tests. ERCOT’s May 21 assessment found eight planned large loads totaling about 3.9 GW, modeled within r…

AI Industrial Flywheel (⚙️🤖🔥)
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Article

The Plumbing Update (2003–2025) Q4 2025 + Jan 26

A full rebuild of the Pattern Nexus liquidity framework using end-of-month data, z-scores, and a PCA composite (WALCL, TGA, RRP, M2). If you want to understand housing, gold, and tech, stop arguing CPI and start watching the pipes.

Long-Form Thesis Reports (📘🔥)
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