The Grid Becomes The Bottleneck

The Signal · 2026-09-18

AI's limit isn't chips anymore. It's electricity. Google, Nvidia and Anthropic are backing a new coalition around Emerald AI, aiming to unlock 100 gigawatts of grid capacity for future data centers. The plan: find where new power can be added, and coordinate it.

Also today: Crusoe raised 3.9 billion dollars at a 30.9 billion valuation, funding both giant campuses and smaller modular AI factories.

Unredacted court filings show a Microsoft executive calling AI scraping the largest theft of labor in human history. Microsoft and OpenAI allegedly used paywalled Times material.

That's today's Signal. Thanks for watching.