Distilled

OpenAI's Stargate Data Centers Are Taking Longer and Costing More Than Its Competitors'

The creator of ChatGPT is building its own power plants in hopes that it can build giga-scale data centers faster than anyone else. But it's running…

Jun 17 • Michael Thomas

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Meta's Data Center Strategy and the Mad Max Phase of the AI Boom

In the race to build AI, Meta is sticking billions of dollars of chips inside tents and powering them with off-grid power plants

Jun 4 • Michael Thomas

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Data Center Developers Want to Build Their Own Power Plants. How Many Actually Will?

Trying to separate hype from reality when it comes to behind-the-meter data centers

Jun 3 • Michael Thomas

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April 2026

The World's Largest Planned Data Center Is Running Into Trouble

Last summer, Fermi America raised $746 million to build the world's largest data center. Satellite images show the project is at least a year behind the…

Apr 19 • Michael Thomas

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Google Is Considering Natural Gas Without Carbon Capture in Its AI Data Center Strategy

In our latest report, we analyzed 100+ documents, satellite imagery, and 63 data center projects to produce the most comprehensive look at Google's…

Apr 2 • Michael Thomas

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March 2026

Microsoft's Latest Data Center Project Could Boost It's Emissions by 40%

The company will run 1.35 GW of Nvidia's latest chips on 100% natural gas

Mar 17 • Michael Thomas

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February 2026

Google Is Proving You Don't Need On-Site Gas to Build Large Data Centers Quickly

We found documents showing how Google is achieving "speed-to-power" without sacrificing its clean energy goals

Feb 26 • Michael Thomas

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Bypassing the Grid: How Data Centers Are Building Their Own Power Plants

An analysis of 46 behind-the-meter data centers and the equipment powering them

Feb 3 • Michael Thomas

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January 2026

We're Closing Our Doors Tomorrow

Here's why

Jan 29 • Michael Thomas

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Data Centers Ditching the Power Grid, Mark Carney's Viral Speech, and Some Joy

Here are some trends I'm following

Jan 27 • Michael Thomas

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We Should All Be Talking About What's Happening in Minneapolis

This isn't about immigration policy. It's about something else entirely.

Jan 25 • Michael Thomas

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Solar and Batteries Are Squeezing Out Natural Gas in California

The state's power emissions fell 8% last year, even as they rose almost everywhere else.

Jan 23 • Michael Thomas

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