Bits bits and bits
Oct 17, 2026
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14 min read
Factories have capacity. The harder problem is everything required to make that capacity useful.
Oct 16, 2026
18 min read
America has received its first strategic copper shipment, a chipmaker has secured $21 billion in proposed Japanese financing, and an aluminum producer has found a way to get paid when somebody else builds a data center.
Oct 15, 2026
16 min read
Missile production is moving into old office space, a utility is building a $4 billion power plant for one customer, and Philadelphia is preparing to construct its first new cargo berth in half a century.
Oct 14, 2026
The grid wants your backup generator, the defense industry wants your machinist, and the copper mine would very much like its truck drivers back.
Oct 13, 2026
15 min read
Two billion dollars of lithium that does not exist yet, a semiconductor laboratory that costs more than most factories, and an electricity market learning that knowing where the demand is does not mean you can control it.
Oct 12, 2026
12 min read
Russia is losing data centers, Britain is waiting for electricity, South Africa has port land to lease, and somebody still has to plug in the robot.
Oct 9, 2026
13 min read
Washington is buying interceptors, a Texas startup is building an iron furnace, chipmakers are outsourcing the plumbing underneath AI, and the shipping industry is discovering that keeping things running is its own business.
Oct 8, 2026
10 min read
The Pentagon is financing semiconductor capacity for 30 years, a data-center operator is finally collecting rent, and governments are getting serious about who controls the machinery underneath the economy.
Oct 7, 2026
11 min read
Washington is underwriting production capacity, industrial sites are being rebuilt around bottlenecks, and the cost of doing nothing is finally showing up in operating data.
Oct 6, 2026
20 min read
Schneider drops $23.7B, Google signs for 1GW, Wärtsilä clears 3GW, and America’s physical economy keeps discovering the spreadsheet was not the bottleneck after all, somehow.
Oct 2, 2026
Boeing wins the Navy's sixth-gen fighter, data centers collide with the interconnection queue, diesel sets a record, and the Pentagon buys into Texas steel.
Sep 30, 2026
The Pentagon is buying missiles at record scale, the grid strains under AI load, thieves stole 40,000 pounds of sand, and Wendy's is falling apart.
Sep 28, 2026
Jam-makers, shipbuilders, truckers and restaurateurs all put capital to work this week, from $876M Navy mods to $8.5B burger upgrades across the backbone economy today
Sep 24, 2026
Amazon and Generac sign up to $8B deal, Anduril warns on procurement, EnerVenue moves to China, Greenbrier books $600M, Cameco signs CA$2.6B uranium supply deal.
Sep 16, 2026
Defense capacity, humanoid factories, $15,000 copper, tight freight, nuclear restarts, prefab housing, and waste by rail.
Sep 4, 2026
Long John Silver's, Dirac, and Pacific Fusion power big moves across fast food, enterprise AI, nuclear tech, and shifting global markets.
