US power companies scramble to secure equipment

reuters.com

This ties directly into

Financing of historic AI buildout raises systemic risks in US, researcher says - https://www.reuters.com/business/finance/financing-historic-...

stemming from the Brookings report: Financing the AI buildout - https://www.brookings.edu/wp-content/uploads/2026/09/4c_Van-...

( and ignored here on HN over the past days: https://news.ycombinator.com/from?site=brookings.edu )

Any idea why the Brookings report was ignored? I found it a good read.

Boring financial stuff about supply chain fragility not as sexy as Google being weird and re-litigating whether the Musk salute was a Nazi salute I guess?

More seriously there's a HN tendency to skip over dull physical logistical stuff, hand wave climate tonnages, space data centre physics, etc.

I imagine the investor class that look to fine details read these things closely and keep their thoughts to themselves to preserve any perceived edge.

Thank you.

Amateurs study strategy, professionals study logistics. - Omar Bradley

Reply on news.ycombinator.com