Persistent Delusion Among the American and NATO Defense Establishment

The US Grid Wasn't Built For This Authored by Tejasri Gururaj via Interesting Engineering, Global data center power demand is projected to hit 84 GW by 2027—a 50 percent jump from 2023 levels—with AI workloads accounting for 27 percent of that total, according to Goldman Sachs Research. The grid is strained by increasing demand from electricity-hungry data centers and electric vehicles.Getty Images The grid cannot keep up with AI. For decades, electricity demand grew slowly and predictably, giving utilities comfortable margins to plan capacity years in advance. That model broke almost overnight. Between 2023...

Services ISM Smashes Estimates, Prints At 56.1 Highest Since 2022, As Prices Paid Tumble After the Manufacturing ISM print earlier this week came modestly stronger than expected (albeit with the Prices Paid component spiking and sending 10Y yields higher), some were expecting a similar improvement in today's Services ISM print. What they got instead, was a blowout number, and one suggesting that whatever weakness the US economy was in for much of the latter part of 2025, is now over. At 10:00am ET, the ISM Services print came out at 56.1,...

"Hubris Generally Precedes Clusterf**k": Does It Smell Like Victory? Authored by James Howard Kunstler, The message seems to be something like the USA isn’t messing around with all those strike forces in the waters around Iran. The Islamic Republic suddenly looks like Rock-and-Hard-Place-Land. Everybody and his uncle are trying to figure out the calculus in play, World War Three or a happy ending? You’re seeing the most significant US military build-up over there in memory. Smells a little bit like first Gulf War, 1991 — minus all those allies we roped in then. Mr. Trump (via...