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The Biggest AI Companies Stopped Talking About Spending. Now They Talk About Speed to Power.

The Biggest AI Companies Stopped Talking About Spending. Now They Talk About Speed to Power.

Microsoft, Alphabet, and Meta shifted from spending to time-to-energy, how fast they can power buildings. Why access to power is now the binding constraint, and how owners can borrow the playbook.

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The True Cost of Power: Oil Fell Again on Hopes of a Deal. Why Didn't the Cost of Power Move With It?

The True Cost of Power: Oil Fell Again on Hopes of a Deal. Why Didn't the Cost of Power Move With It?

Oil fell below $85 on deal hopes, but the cost of powering a building held. Why the five-year grid connection queue, not oil, is the real cost, and how onsite generation beats the wait.

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$6.1 Million an Acre: The Interconnection Becomes the Most Valuable Improvement on the Parcel

$6.1 Million an Acre: The Interconnection Becomes the Most Valuable Improvement on the Parcel

A Sterling, Virginia data center site sold for $6.1 million an acre. With interconnection queues running seven years, the grid connection has become the most valuable improvement on a parcel.

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