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.
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05.24.26
Thought Leadership
Digital Power Weekly - May 18 - May 24, 2026
Power is no longer a cost line — it is becoming the denominator of valuation.
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