Not long ago the line to plug into the Texas grid held 63 gigawatts. Within a
year it hit 226. By April it reached 410. Texas has never used more than 85
gigawatts on the hottest day in its history. The queue is nearly five times the
record. About 87% of it is data centers.




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Not long ago the line to plug into the Texas grid held 63 gigawatts.

Within a year it hit 226.

By April it reached 410.

Texas has never used more than 85 gigawatts on the hottest day in its history.

The queue is nearly five times the record. About 87% of it is data centers.

The four largest technology companies came into this year planning to spend
$650 billion on AI infrastructure. Three months later they raised it to $725
billion.

The money is real. The concrete is not.

Of the 12 to 16 gigawatts of new capacity planned in America this year,
roughly 5 are actually under construction.

Every stock you own in this boom sits on one side of a single question.

Does it pay the toll, or own the toll booth?

Dylan Jovine found the company holding the gate. He is giving away the name,
free.

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Behind the Markets



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STRATEGY DESK




China's Response to the Tibet Flood Has Been Unusually Transparent — by
Chinese Standards




The Chinese government's response to the Tibet dimension of the Nepal-Tibet
flood disaster has been notably more transparent than its typical management of
natural disasters affecting sensitive territories — conducting press
conferences broadcast on state media CCTV, updating missing-person counts
publicly, and confirming the presence of foreign nationals including Americans
among those missing in its territory. That relative transparency reflects both
the international dimensions of the disaster and the diplomatic calculus of a
government that has American tourists missing in territory that normally would
generate minimal official disclosure.


Chinese authorities held a press conference on Sunday, sharing updates and
details about rescue operations after catastrophic flooding hit Gyirong Port in
Tibet, according to CNN's live disaster coverage. The death toll on the Chinese
side stood at 16 with 546 people missing, including at least 261 foreigners — a
figure that includes 18 Americans. A barrier lake formed near the flood zone at
the Nepal-China border from an initial landslide has overflowed, but Chinese
officials described the situation as stable.




KEY TAKEAWAYS

* China has been unusually transparent in its Tibet flood response,
conducting CCTV-broadcast press conferences, publicly updating missing-person
counts (546 missing including 261 foreigners and 18 Americans), and confirming
that a border barrier lake has overflowed but is stable.
* Gyirong Port — the primary overland border crossing between Nepal and
Tibet — was the transit point for the majority of foreign pilgrims caught in
the flooding, as tour groups that had completed their Kailash circuit and were
heading home were concentrated at this bottleneck when the disaster struck.
* China's public disclosure of 18 missing Americans creates bilateral
accountability pressure: the families of those Americans will hold the U.S.
government responsible for their recovery, requiring diplomatic cooperation
with Beijing that the Nepal-Tibet disaster context makes urgent regardless of
ongoing U.S.-China trade war tensions.



The Gyirong Port — the primary overland border crossing between Nepal and
Tibet — is the entry and exit point for virtually all overland Kailash
pilgrimage traffic, meaning that a disproportionate share of the foreign
nationals caught in the flooding were transiting this specific chokepoint when
the disaster struck. Tour groups that had completed their Mount Kailash circuit
and were returning through Gyirong Port toward Kathmandu were in precisely the
wrong place at the wrong time — finished with the pilgrimage and heading home,
stopped by a wall of mud that no warning system had predicted.



China's willingness to publicly disclose American missing-person numbers
creates a specific diplomatic dynamic: it establishes accountability that the
U.S. government will be held to by the families of those Americans, and it
creates pressure for the bilateral cooperation that locating and repatriating
18 Americans missing in Chinese-controlled territory will require. Whether
Chinese rescue operations in Tibet are actually prioritizing the recovery of
foreign nationals — or whether the foreign nationals among the missing are
receiving the same attention as Chinese nationals — is a question that affected
families are asking but that the official press conference format cannot fully
answer.




SOURCE:




* "Rescuers search for missing workers as death toll rises from devastating
China-Nepal floods" — CNN
* "Nepal flood death toll rises to 734 as nearly 2,500 remain missing" — NBC
News

 


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