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Cleanview Newsletter

Michael Thomas

Data-driven insights about clean energy and data center development

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues37Founded2 years agoLast Issue6 days ago
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Latest Issues

Meta's Data Center Strategy and the Mad Max Phase of the AI Boom

Satellite image of Meta’s Socrates South power plant in New Albany, OH. Captured April 7, 2026. © Airbus DS (2026)

The AI race has officially entered its Mad Max phase.

Over the last month, I reviewed hundreds of documents and satellite i...

6 days ago
36
1

Data Center Developers Want to Build Their Own Power Plants. How Many Actually Will?

Earlier this year, I published a report about data center developers who were building their own power plants. For all the hype about the trend, there was little documentation of how these massive facilities would get built. So I reviewed h...

7 days ago
27
2

The World's Largest Planned Data Center Is Running Into Trouble

Update, April 19, 2026: On April 17, after this story was finalized, Fermi announced that co-founder and CEO Toby Neugebauer was departing the company effective immediately.


Last October, Fermi America raised $746 million in an IPO...

2 months ago
22

Google Is Considering Natural Gas Without Carbon Capture in Its AI Data Center Strategy

Few companies in the world are hungrier for electricity than Google. In 2024, Google’s data centers used 30.8 million megawatt-hours of electricity—more than entire countries, and roughly double what they consumed just four years earlier. I...

2 months ago
21
2

Google Is Proving You Don't Need On-Site Gas to Build Large Data Centers Quickly

Amazon and Meta have said they are building gas plants to power their data centers because it’s the fastest path to power. But this week, Google proved you can do it even faster with co-located renewables. And I found documents showing thei...

3 months ago
42
1

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    Founder of Distilled and Cleanview

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