Hardware·
GM is spending $900 million on a battery bet that could cut $6,000 off an EV truck
GM is pouring $900M into a new LMR battery plan, betting a cheaper chemistry gets its EVs to price parity with gas trucks by 2028. Here's the play.
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Policy·
NV Energy is cutting off 49,000 Lake Tahoe homes by May 2027. The power is going to AI data centers.
Liberty Utilities serves 49,000 Tahoe customers. NV Energy supplies 75% of that power and is reclaiming it for Northern Nevada data center expansion.
Policy·
Residents can't sleep. 29 million gallons vanished. Oregon sent the bill. Data centers are losing the neighborhood.
Three data center stories trended in one week: infrasound, 29M gallons of missing water, and Oregon forcing grid cost pass-through.
Policy·
A Michigan town voted against a $16B data center. The lawsuit was filed two days later.
Saline Township rejected rezoning for a 1.4 GW OpenAI-Oracle data center. Related Digital sued in 48 hours, and construction is underway.
Policy·
Virginia turned on data centers. Here's the chart the AI industry should be watching
Virginia voter support for new data centers crashed from 69% to 35% in three years. The Post/Schar School poll and the Digital Gateway cancellation show why it matters.
Policy·
The US government is about to make data centers show their power bills for the first time
The EIA confirmed it will develop a mandatory energy disclosure survey for data centers, two years behind Europe. Here's what it covers and why it matters.