Original analysis from Spezia's own data and from filings, papers and official records: the data center build-out and the power behind it, who is paying, the rules, jobs, models and security. Every figure names its source and the day it was read.
Power is the main thing holding back 56% of the 87 U.S. data center projects that plan 1 GW or more, against 21% of projects under 500 MW. That makes gigawatt campuses 2.7 times as likely to be stuck on power. Across all 285 GW in development, power is the main limit on 53% of the capacity. Equipment is the main limit on 1 of the 87 gigawatt projects.
Ten questions that separate a real data center project from an announcement: stage, tenant, power date, permits, financing, builder and local opposition.
The largest AI deals reported in the last two weeks, with amounts, parties and sources. Rounds, loans, contracts and spending plans, never added together.
What Anthropic's IPO filing says: $33.2 billion of revenue in nine months, $900.9 billion of compute commitments, and why news reports quote different totals.
Amazon, Alphabet, Microsoft and Meta spent about $202 billion on equipment and buildings in one quarter. See each number, the guidance and the funding.
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AI money and dealsAnalysis
Both sidesof the AI bubble question, each with its source
Is AI a bubble? Spending, financing, revenue and valuations, plus what the IMF, BIS and Bank of England said, each with its source. No verdict, only evidence.
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AI and workAnalysis
121,401job cuts announced in 2026 with AI as the stated reason
Where U.S. rules on Nvidia H200 chips for China stand in November 2026: the rule, the 25% duty, what Nvidia says, what Beijing does and what is only reported.
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AI rules and politicsAnalysis
Jan 1, 2027when most duties in Colorado's replacement AI law start
A sourced table of AI laws in force in 2026: Colorado, California, Texas, New York, federal orders and the EU AI Act, and what was delayed or replaced.
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AI rules and politicsAnalysis
40 of 41local ballot contests where voters favored limiting data centers
The 2026 midterm results for AI rules and data centers: who won, what winners said, local ballot measures, a traced pause claim, and what has not changed.
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AI research and securityAnalysis
1.9xMETR's estimate of how much faster Anthropic's benchmark scores rose
METR's November 2026 review of Anthropic: benchmark scores growing 1.9 times faster, what that does and does not measure, its limits, and METR's time horizon.
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AI research and securityAnalysis
89%Chinese share of open-source model spend, in Menlo's estimate
Which open-weight AI models lead in November 2026, what Menlo's 89% Chinese share of open-source spend measures, and which releases are shipped or pending.
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AI research and securityGuide
22.9%tool poisoning success in a 9,720-combination study
What 2026 research shows about AI agent security: tool poisoning, sabotage, exploit writing and the OWASP checklist, with the numbers, limits and steps to take.
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Power and the gridAnalysis
192 TWhelectricity used by U.S. data centers in 2024
How much electricity AI uses: about 0.3 watt-hours for a short prompt, 192 TWh for U.S. data centers in 2024, and what a gigawatt means. Every figure sourced.
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Power and the gridAnalysis
$29.4Bof capacity charges a market monitor ties to data center load
Do data centers raise electricity bills? PJM auction data, national price studies, state prices and large-load tariffs, with what each shows and what it cannot.
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Counted once
A story that fourteen stations run is one event, not fourteen. Records of one project are merged before anything is counted.
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Every post shows the day its data was read. Posts are updated when the numbers move, and the date says so.
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Facts, reported claims and Spezia's own estimates are kept apart. Estimates are shown only for groups large enough to mean something.
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