Power
Grids, PPAs, nuclear restarts, turbines, and interconnection queues.
FrontierPowerCapital
The Orbital Bid
SpaceX just took the orbital data center public at a $2 trillion valuation — while its S-1 quietly admits the idea may never make money. Both facts are the story.
Aaron · Jun 24, 2026 · 3 min
Data CentersPower
The Data Center Wants Its Own Power Plant
Behind-the-meter generation, restarted reactors, and gas turbines in the parking lot: the campus is becoming a utility.
Aaron · Jun 24, 2026 · 2 min
PowerData Centers
Gigawatts Are the New Benchmark
MLPerf told you whose chips were fastest. The interconnection queue tells you who ships.
Aaron · Jun 10, 2026 · 2 min
GPUsPowerCapital
The GPU Economy Is Becoming a Power Economy
The binding constraint on AI is no longer how many chips you can buy. It's how many electrons you can secure.
Aaron · Jun 10, 2026 · 3 min