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Nov 6, 2026

40 of 41 data-centre ballots favoured limits

Chips fell 12% in a day. Capacity that's already permitted and powered just got scarcer.

By R. Daniels

Nov 6, 2026

Who Owns the Megawatts

A permit pause doesn't switch off a single server. It decides whose pipeline waits, and who gets paid meanwhile.

By R. Daniels

Nov 4, 2026

The 94% stat that started with 15 women

Only 40% of AI-cited stats traced matched a study. Plus: Agility’s Nasdaq debut.

By R. Daniels

Nov 4, 2026

How to trace an AI statistic

By the end you’ll have a way to sort every AI-supplied number in a document into four verdicts, fix or cut each one, and keep a record of what you checked and what you couldn’t.

By R. Daniels

Oct 30, 2026

Same AI build, very different funding terms

Meta sold stock. Alphabet sold stock and bonds. Microsoft borrowed, most cheaply.

By R. Daniels

Oct 30, 2026

The Other Side of the Backlog

A cloud's backlog is a customer's bill. Anthropic's prospectus lets us read one from both sides, with a test for how much of any backlog to bank.

By R. Daniels