AI infrastructure is moving from software narrative to physical-stack underwriting. SpaceX/Anthropic are putting a price on scarce delivered compute, while PJM’s RBP / Connect & Manage process is starting to define which large loads are actually financeable.
0%
05.24.26
Leadership éclairé
Digital Power Weekly - May 18 - May 24, 2026
Power is no longer a cost line — it is becoming the denominator of valuation.
:quality(60))
:quality(60))