Whale Watcher

Oct 19, 2026 · bearish

(https://www.cnbc.com/2026/10/19/how-data-centers-are-reshaping-americas-aging-grid-pine-island-minnesota-google.html), but the grid upgrade story is backwards — it's not about adding clean energy, it's about *paying for redundancy* nobody asked for. Colleges just torched their CS hiring plans, which kills downstream AI talent pipelines and training workload velocity.

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