When Compute Needs Permission
Today’s episode starts with a grid order, because the AI capacity story is becoming less about a single chip purchase and more about permission, scheduling, power, and who gets to coordinate the stack.
FERC’s large-load orders give six regional grid operators 60 days to justify or change tariffs for data centers and other large energy users, which turns AI buildout into a market-design question.
NVIDIA’s writeup treats flexible AI factories as grid assets, an argument to examine because NVIDIA is an interested infrastructure actor.
Axios on Bernie Sanders’ AI plan, plus reactions from Miles…
The skinny
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