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US Power Demand Hits All-Time High: Why Data Centers Done Right Are the Solution
Reuters just confirmed what infrastructure insiders have seen coming for years: US power demand is hitting all-time highs in 2026–2027. The drivers are AI workloads, cryptocurrency mining, and high-performance computing (HPC) at a scale the public grid was never designed to handle. Communities aren't wrong to push back. They're worried about two things: the grid and the water. Both are valid. And both are already solved — most people just don't know it yet. The Problem: Deman

Jimmy Hayes
10 hours ago2 min read
Good Friday: Grateful to Serve the Companies Building America's Future
Good Friday. On a day like today, I find myself pausing. Grateful doesn’t cover it. We get to wake up every day and solve the hardest infrastructure problems in the world — for some of the most ambitious companies on the planet. AI pioneers. Data center developers. Grid-independent operators building the backbone of the next economy. And we get to do it cost-effectively, fast, and without the waiting. No utility queue. No 3-year permitting cycle. Real solutions, deployed in w

Jimmy Hayes
Apr 32 min read


Second Time to the Moon. America's Still Building the Biggest Things.
They said we couldn't do it the first time. Whether you believe we did or not... the Artemis program is proof that when America decides to build something — really build it — nobody on Earth can stop us. The Space Race Never Ended — It Just Changed Addresses NASA's Artemis program represents something bigger than a moon landing. It's the United States making a statement to every competitor on the planet: we still build the biggest things. We still take the hardest problems an

Jimmy Hayes
Apr 12 min read
NVIDIA's Data Centers Are Built. Now Someone Has to Power Them.
Two massive data centers sit dark in Santa Clara, California — right in NVIDIA's backyard. Digital Realty's 430,000 square foot facility. Another major project next door. Combined: nearly 100 megawatts of compute capacity. Both ready to go. Both empty. The reason? The local utility can't supply the power. This isn't a chip problem. It's a power problem. And it's not just Santa Clara. The Real Bottleneck in the AI Arms Race The US grid interconnection queue has become a multi-

Jimmy Hayes
Apr 12 min read


Miami Is The New Manhattan — And It Runs on Power
Jeff Bezos. Larry Page. Mark Zuckerberg. Sergey Brin. Ken Griffin. Peter Thiel. Alex Karp. Carl Icahn. Tom Brady. Orlando Bravo. Just to name a few. This isn't a coincidence. This is a capital migration — and it's been happening in slow motion for 5 years. No state income tax. Business-friendly regulations. And a city that actually wants you here. Citadel moved its HQ in 2022. Microsoft planted its Latin America headquarters here. Palantir. Amazon took over Wynwood. Uber expa

Jimmy Hayes
Mar 312 min read
Data Centers Are Leaving the Planet. We Already Have a Spaceport.
Congratulations to Philip Johnston and the entire Starcloud team. 🚀 $170 million. $1.1 billion valuation. 17 months post-YC demo day. The fastest Y Combinator startup to ever reach unicorn status just put an NVIDIA H100 GPU into orbit — and trained the first AI model in space in history. Led by Benchmark and EQT Ventures. Backed by NVIDIA. Let me say that again: there is now a functioning AI data center. In. Space. I've spent 24 years in finance and 5 years in infrastructure

Jimmy Hayes
Mar 302 min read


China vs. the US: The Electricity Gap Deciding the AI Race — And How to Close It
China grew electricity generation 74% in 10 years. The US grew 6%. That is not an energy story — it is the AI race scoreboard. Here is what it means for data center operators and how Data Power Supply is closing the gap.

Jimmy Hayes
Mar 303 min read


The Real Reason GE and Siemens Can't Clear Their Backlogs
GE Vernova and Siemens Energy are sitting on 4-5 year order backlogs. The bottleneck isn't manufacturing capacity — it's simulation accuracy at the physics integrator level.

DPS
Mar 281 min read
The Simulation Problem That's Keeping Energy in Orbit
Space-based solar power has been technically feasible for 40 years. The reason it hasn't shipped isn't politics or cost — it's simulation fidelity at the physics integrator level.

DPS
Mar 282 min read
The Simulation Accuracy Problem Elon Musk and Palmer Luckey Haven't Solved Yet
SpaceX, Tesla Optimus, Anduril, and Lattice OS all share the same invisible engineering bottleneck — numerical drift in physics simulation. Here's what it costs them and why it matters.

DPS
Mar 282 min read
50 Billion Robots Are Coming. They All Need Power.
50 billion AI robots. 10 million data centers. 30,000+ gigawatts of power required by 2040. Everyone's talking about the robots. Nobody's talking about what keeps them running. Every robot on a factory floor, every drone in the sky, every autonomous vehicle on the road — they all need one thing that nobody can fake, hack, or virtualize. Power. The Real Race Isn't Compute. It's Power. Not someday. Right now. Today's AI buildout is already driving a 165% surge in data center po

Rich Washburn
Mar 272 min read
I Fired My Old Marketing Strategy. Here's What Happened in 14 Days.
I've spent 20+ years in marketing. I've run campaigns for some of the biggest names in energy, infrastructure, and media. I know what good looks like. And I'll be honest — nothing prepared me for what happened when I stopped doing it the old way. 14 days ago, I deployed an AI-powered marketing system across every aspect of my content strategy for Data Power Supply. Not a tool. Not a plugin. A full system — research, writing, SEO, publishing, scheduling, analytics, and iterati

Rich Washburn
Mar 272 min read


The Infrastructure Land Grab: Meta's $10B Texas Bet and BlackRock's Army Base Data Center
Meta just quietly raised the stakes on its Texas AI data center — from $1.5 billion to $10 billion. One gigawatt of capacity on a single site. On the same day, BlackRock — through its ownership of CyrusOne — announced conditional agreements to build and operate a large-scale data center on a US Army base. For military AI workloads. Let that sink in. The US Army is now a data center customer. This isn't a tech story anymore. It's a full-scale infrastructure land grab — and the

Rich Washburn
Mar 272 min read


3.2 Gigawatts: What One Data Center Campus Tells Us About the Future of Power
WBS Power just advanced 3.2 gigawatts for a single data center campus. That is more power than some countries consume. Here is what it means for infrastructure operators.

DPS
Mar 262 min read


NVIDIA and Emerald AI Just Changed the Rules on Grid-Flexible AI Infrastructure
NVIDIA partnered with Emerald AI to build grid-flexible AI factories. Here is what that means for every infrastructure operator right now.

DPS
Mar 262 min read


AI Broke the Grid: What Every Infrastructure Operator Needs to Know in 2026
NERC just warned AI data centers create high likelihood, high impact grid risks. Meta committed 1 gigawatt. Here is what every infrastructure operator needs to do right now.

DPS
Mar 262 min read
Neurodivergent Is the Rare Commodity AI Cannot Replicate
Alex Karp says unless you are neurodivergent, the only path left is skilled trades. 40% of self-made millionaires have dyslexia. LLMs retrieve — neurodivergent minds create. That gap is the rarest commodity in the AI era.

DPS
Mar 252 min read


This Is What AI-Powered Content Looks Like: 35,305 Impressions in 14 Days
This is what fishing with dynamite looks like. 🎣💥 35,305 impressions. 16,505 members reached. +1,195% in 14 days. No ad spend. No agency. No wasted budget. Just AI — properly deployed. This is the receipt. Most businesses are still casting a line and hoping. One post a week. Generic content. No system. Wondering why the feed ignores them. We did something different at Data Power Supply. Our CIO Rich Washburn built a fully automated AI content engine that runs our entire mar

DPS
Mar 252 min read


Claude Just Got Scary Smart. So Did the Rest of Them. Here's What Nobody Is Saying.
Keeping up with AI right now feels exactly like the image above. Seven platforms. All moving. All blasting at once. And the one thing every single one of them has in common isn't what you think. The big one this week: Claude. Anthropic just handed Claude the keys to your computer — literally. Claude Code can now remotely control your Mac while you're away. Computer use capabilities hit public preview. Auto mode executes tasks with fewer human approvals. Anthropic is moving fa

DPS
Mar 252 min read


Trying to Keep Up With AI Right Now Feels Like Drinking From a Fire Hydrant
New AI tools are launching every few hours. New applications hit the market before you finish reading about the last one. Enterprise software that was cutting-edge in January is already obsolete. It genuinely feels like trying to drink water from a fire hydrant. Here's what's actually moving the needle right now — and what it means for the companies building the infrastructure underneath all of it. OpenAI Is Getting Ready to Go Public — and Calling Out Microsoft In a document

DPS
Mar 252 min read
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