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Open →Warsh Turns Jackson Hole Into a Rate-Hike Liquidity Shock
Kevin Warsh’s Jackson Hole speech gave markets a hawkish Fed signal, with AP reporting a jump in the two-year Treasury yield after the remarks. Warsh tied the policy debate to persistent inflation, strong AI-related investment, and a less guidance-heavy centr…
Monetary Operating Systems (💵🧩)Article
Open →AI Data Centers Turn Into a Midterm Control Surface
AI data centers are moving from economic-development trophy to midterm liability. AP reported that President Donald Trump continues to champion data centers as strategic infrastructure while candidates in competitive races back away from the issue. Axios and …
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →AI Data Centers Move the Power Plant Behind the Fence
Reuters reported that at least 57 off-grid U.S. power plants are proposed or under construction to serve individual data centers, totaling about 73,000 MW. Cleanview, The Washington Post and industry reporting show the same direction of travel: AI data-center…
AI Industrial Flywheel (⚙️🤖🔥)Article
Open →Small Modular and Micro‑Reactors (SMRs) for AI and Data‑Centre Power: global technologies, companies and deployment outlook
Small modular and micro-reactors are being wired directly into the AI power stack. A full Pattern Nexus deep dive on SMR technologies, timelines, and who will actually power the next wave of data centres.
Power Systems & Leverage (🕸️🏛️)