AI Data Centers

The Nuclear Tollbooth Illusion: Inside Constellation Energy’s $105 Billion AI Multiple and $6.6 Billion Cash Burn

Constellation Energy valuation invalidation: Crane Clean Energy Center economics, regulatory grid pushback, and extreme 30x EBITDA multiple.

The 20-Megawatt Out-of-Office Reply — Editorial watercolor cartoon deconstructing corporate hyperscaler power commitments and executive priorities.