
Daily infrastructure intelligence for the AI economy. Power generation, grid bottlenecks, cooling, nuclear, and the capital cycles that connect them. Real positions. Real analysis. Every morning before the bell. By Ed Dombrowski.
| Platform | Pricing | Only free issues | Publishes | Daily | |
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| Issues | 88 | Founded | 3 months ago | Last Issue | 5 days ago |
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The 10-year Treasury closed at 4.556 percent Thursday, the 30-year at 5.096 percent, both for a second consecutive session of relief. WTI crude closed at $96.35, a second sub-$100 session. Brent closed at $102.58. Iran’s Supr...
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NVIDIA reported Q1 fiscal 2027 after the close: total revenue $81.6 billion up 85 percent year over year, data center revenue a record $75.2 billion up 92 percent, Q2 guidance $91 billion, an additional $80 billion buyback au...
Citi published research Tuesday flagging 5.5% as the next focus level on the 30-year Treasury, its highest closing print since 2007. The S&P 500 closed at 7,353.61, down 0.67%, posting its third consecutive losing session. President...
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Denver City Council voted 13 to 0 on Monday to close the last large-metro clean routing zone for AI data center development. The 30-year Treasury held above 5.1% for the second consecutive session, its highest level sinc...
The federal energy regulator gave PJM 30 days to re-file the legal definition of what a co-located data center load actually is. That 30-day window closes today. Denver City Council votes tonight on a one-year moratorium that would close th...
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The writers behind this newsletter.
AI needs power. Power needs a grid. The grid needs a miracle. I cover the miracle. Or the train wreck. Whichever comes first.Independent research and analysis by EJ Dombrowski.
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