Tax the Robots, Not the Workers: Hellermann’s Fix for the Demographic Cliff
The West’s workforce is shrinking and its tax system still leans almost...
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Data Centers Are Carrying the US Economy. The Fed Is Stuck
The S&P 500 crossed $70 trillion in market cap for the first time last Tuesday,...
Nscale Has £2bn and No Power – The Grid Connection Now Runs UK Data Centers
Nscale has £2bn, planning permission, Microsoft as a tenant, and Nvidia’s...
Orbit Puts £1.6bn of Housing Work Out to Tender, and It Wants Long-Term Regional Partners
Orbit Group has put around £1.6bn of housing work out to tender across two linked...
The UK Needs 1 Million More Construction Workers by 2035 – Here’s the Real Math
Skills England has put a hard number on the hole in Britain’s construction...
Executive Briefing: Your Data Centre Client is Changing (and we don’t understand who) + What We Saw in a Place Called Proto-Town
I spent last week at a 1,200-acre testing ground in Lockhart, Texas, watching an...
Data Centers Are Now the UK’s Second-Hungriest Build Sector, and It’s in Your Bids
Data center construction is now the UK’s second-hungriest building sector,...
The Cross-Sell Math That Explains Procore’s $845M DroneDeploy Bet
Procore is paying $845 million in cash for DroneDeploy, all at once, no earnout. On...
BlackRock Now Owns 80% of Meta’s $14 Billion AI Data Center. Here’s Why It Matters
Meta and BlackRock struck a roughly $14bn deal to build and own a 1-gigawatt...
Torsion Construction Had 12 Live Sites and No Cash – What Killed a Growing Contractor
Torsion Construction went into administration on 29 July with twelve live sites...
