Signal & Scale

더보기 Pennsylvania did not ban data centers. Executive Order 2026-05 ends fast-track permitting, mandates developer-funded grid upgrades, and requires local consent. Here is what it means for hyperscaler CAPEX and Amazon's $20B footprint.Pennsylvania has not enacted a ban on AI data centers. Under Executive Order 2026-05 signed on August 18, 2026, Governor Josh Shapiro officially excluded commerc..

더보기Nvidia is providing up to $105 billion in contingent residual-value guarantees for OpenAI’s 8 GW data center buildout. Here is how the Land, Power, Shell (LPS) structure works and what it means for AI infrastructure risk.Nvidia’s $105 billion commitment to OpenAI’s data center is not a direct cash investment, but a cumulative cap on contingent residual-value guarantees tied to 20-year facilit..