Texas Halts Data-Center Power on 474 GW ‘Ghost Demand’
Texas paused new data-center hookups after interconnection requests hit 474 GW — nearly 10x the state’s 2023 total — forcing a reckoning with ‘ghost demand.’
hyperscaler capex
Big Tech’s AI Debt Surge Is Reshaping Corporate Bond Markets
Meta, Alphabet, Amazon and Microsoft will spend ~$700B on AI in 2026 — debt-funding is flooding the investment-grade bond market with record supply.