THE DAILY MINE ⛏️

AMAZON DROPS $200 BILLION BOMB: Capex mostly for AWS data centers
CNBC — Stock plunges 11%; Jassy says "not a quixotic top-line grab"

BLOOM ENERGY UP 400%: The AI boom's unlikely poster child outpaces Nvidia
Axios — Data centers can't wait for the grid; 44% plan to go fully on-site by 2035

$35 BILLION GONE: US clean energy projects gutted in 2025
Grist — For every $1 announced, $3 was cancelled; rest of world doubling down

FUSION BREAKTHROUGH: Pacific Fusion cuts reactor costs by 60%
WebProNews — No superconducting magnets needed; could compete with gas peakers

WIND WARNING: EEI chief says stalling offshore projects will raise rates
Washington Examiner — "Ultimately, it's a cost that's going to be borne by the customer"

MAINE'S BILL SHOCK: Natural gas — not renewables — driving high prices
Canary Media — State energy report debunks clean energy scapegoating

DATA CENTERS DRAFTED: DOE ordered backup generators on during storm
The Conversation — Energy Secretary tapped 35 GW of industrial diesel capacity

12 STATES REVOLT: Higher electric rates for data centers as bills soar
Stateline — Oregon led the way; Delaware, Florida, Oklahoma following suit

NEW YORK FREEZE: Democrats propose moratorium on data center construction
Politico — Bill would halt new builds until environmental, energy cost rules crafted

MUSK'S MOONSHOT: Data centers in space, powered by solar
AP — SpaceX-xAI merger aims for a million satellites; experts skeptical

NC'S HIDDEN COSTS: AI boom collides with climate goals
WRAL — Hyperscale facilities rivaling entire cities in power consumption

→ 49ers blame injuries on electrical substation — Super Bowl conspiracy? (NBC News)

→ Michigan's Consumers Energy nears 1 GW data center deal (MLive)

→ Brookings: Data center boom not delivering local prosperity (Brookings)

→ Oklahoma proposes ratepayer protections from data centers (Journal Record)