On 3 August Texas ordered an audit of every data centre in the ERCOT queue before approvals proceed. That is 1,800 projects and 474 gigawatts. The audit asks about tax breaks, water and ownership, not just megawatts.
Sequoia led a 1 billion dollar round for Valar Atomics at a 6 billion valuation. The reactor behind it reached 10 kilowatts thermal in June, and the first commercial site planned with Nvidia is 30 megawatts.
Sequoia led a 1 billion dollar round valuing Valar Atomics at 6 billion. Its reactor first made 10 kilowatts. The European Commission still targets the early 2030s for the first SMRs here.
Commonwealth Fusion raised $1bn on 30 July from pension and sovereign funds, while SPARC is still in assembly. The investor mix is the signal, not the size.
The unpermitted turbine fleet powering xAI's Colossus 2 grew while a Clean Air Act case was pending, and removal now runs to July 2027. Europe cannot copy this.
Antora closed a 550 million dollar Series C on 30 July. Its flagship customer is an ethanol plant, and that says more than the data centre headlines do.
PJM's board directed a FERC filing on 27 July. Loads of 50 MW or more within a one-mile radius are aggregated, and new ones without their own capacity get cut first.
Ofgem wants up to 712,500 pounds per megawatt to accept a grid connection offer. The money is refunded at energisation and forfeited on early exit.
The US Department of Energy awarded Brookfield and NextEra a $100bn AI data centre campus at the former Paducah enrichment site. It names every utility and no tenant.
On 28 July the FCC added foreign-produced power inverters and advanced robots to its Covered List. The text says foreign, not Chinese, and that reaches European factories.
Antares raised $470m after its Mark-0 reactor went critical in Idaho. The 2028 deployment date is set by an executive order and a customer no European operator can be.
A BAE Systems spin-out raised 15 million pounds to put a reactor behind an industrial meter. Its own stated use of funds stops short of licensing, and that is the honest timeline.
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One considered note on infrastructure, governance, and measurement, most mornings. No theory.