Data Centers

The hyperscaler buildout - siting, community impact, power demand, and the economics behind a trillion-dollar global spend.

Data Centers

The tax credit gap nobody's underwriting

Aug 5, 2026

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6 min read

The tax credit gap nobody's underwriting

California farmland, Australian mandates, and $2.7B in lease buybacks tell one story about who prices risk now.

Jamie Skaar

Data Centers

TVA dropped wind. The ratepayer math didn't flinch.

Jul 24, 2026

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5 min read

TVA dropped wind. The ratepayer math didn't flinch.

Gas turbine scarcity, heatwave price spreads, and who carries the risk when utilities pick speed over diversification.

Jamie Skaar

Data Centers

The revenue model long-duration storage still can't find

Jul 8, 2026

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5 min read

The revenue model long-duration storage still can't find

Storage is proven. The capacity market isn't buying. And the addition-not-transition thesis drew its sharpest practitioner split yet.

Jamie Skaar

Data Centers

The AI buildout is rerouting onto land nobody wanted two years ago

Jul 1, 2026

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8 min read

The AI buildout is rerouting onto land nobody wanted two years ago

Federal sites, oil fields, Superfund parcels, and the gas turbine scramble behind all of it.

Jamie Skaar

Data Centers

The grid problem nobody modeled: demand that vanishes

Jun 10, 2026

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8 min read

The grid problem nobody modeled: demand that vanishes

1,500 MW disappeared in 82 seconds. The audience composition tells you who's exposed.

Jamie Skaar

Data Centers

The grid confession Carlyle, KKR, and BlackRock just made with money

Jun 3, 2026

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6 min read

The grid confession Carlyle, KKR, and BlackRock just made with money

Federal land is the permitting bypass. The practitioner debate says it's more complicated.

Jamie Skaar

Data Centers

Batteries chose gas first. The capital followed.

May 20, 2026

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9 min read

Batteries chose gas first. The capital followed.

The grid bottleneck is repricing how data centers get built and what gets paired with what.

Jamie Skaar

Data Centers

13.4 million disconnections. The audience that noticed.

May 13, 2026

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6 min read

13.4 million disconnections. The audience that noticed.

Data centers, utility shutoffs, and solar costs drew operators, not advocates. The engagement tells the story.

Jamie Skaar

Data Centers

Apr 22, 2026

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6 min read

Phantom data centers and the equipment contracts that matter

Half the 2026 pipeline won't get built. The audience that showed up tells you why...

Jamie Skaar

Data Centers

The tax credit gap nobody's underwriting

TVA dropped wind. The ratepayer math didn't flinch.

The revenue model long-duration storage still can't find

The AI buildout is rerouting onto land nobody wanted two years ago

The grid problem nobody modeled: demand that vanishes

The grid confession Carlyle, KKR, and BlackRock just made with money

Batteries chose gas first. The capital followed.

13.4 million disconnections. The audience that noticed.

Phantom data centers and the equipment contracts that matter

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