Iran War Hype, Gold, and the Fed’s Debt Bubble

Bring Your Own Power Plant: Goldman Now Sees Behind-The-Meter Powering 25% Of All Data Centers By 2030 For the past year we have been banging the same drum: if hyperscalers want to plug a city's worth of load into an already-strained grid, especially without being burned down to the ground by an angry mob after it has seen its electricity bill 10x in a year, they should bring their own power plant. And 'AI Power' has been tracking lower as the odds of a Democratic Party sweep in the MidTerms rises... Back...