Once again, links to sources for upcoming pieces, before the pieces themselves:
- Revisiting “Intelligence Drift” – Charlie Guo — explores AI intelligence drift, model crash, and the limits of system self-improvement.
- New York City Faces Increased Blackout Risk Next Summer – Crain’s NY Business — warns of grid reliability risks, peak-load strain, and aging infrastructure in NYC’s summer 2026 outlook, and the role of data centers therein
- TeraWulf Floats $3.2 Billion of Junk Bonds for NY Data Center – Bloomberg — details high-yield financing, AI-linked data-center expansion, and credit-market stress.
- JPMorgan: $1.2 Trillion Debt Tied to AI Tops Bank High-Grade Exposure – Bloomberg — quantifies AI-related corporate debt, highlighting structured-credit concentration and systemic exposure.
- Powered Land Demand Reshapes Real Estate in the AI Era – CRE Daily — examines how power-dense land and data-center siting are transforming real-estate valuation.