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06.16.26
Digital Power Weekly

Digital Power Weekly - Volume 6: June 8 - June 14, 2026

The Moat Is Not the Model, It's the Megawatt: IDPs Are the New IPPs.

Source
Portrait of Christ Ruppel
Source Christopher Ruppel
Power grid on sunset

This week's AI infrastructure news looked, at first glance, like four separate stories: SpaceX's record IPO; KKR's launch of Helix Digital Infrastructure with Nvidia and Vistra; Crusoe's reported problems in Abilene/Wyoming and last week’s SoftBank-DigitalBridge acquisition of ArcLight. In reality, they were all one story — and the story is about execution.

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