Infrastructure

FORENSIC AUDIT: The Nuclear Cannibalization of the American Grid (June 2026)

Jun 5, 2026

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5 min read

FORENSIC AUDIT: The Nuclear Cannibalization of the American Grid (June 2026)

How hyperscaler CapEx mutated into sovereign-level nuclear privatization, triggering FERC pushback and exposing the $56 billion debt illusion of AI infrastructure.

Sergio Fuentes

Semiconductors

FORENSIC AUDIT: The Thermal Crisis and Water Strangulation of AI (May 2026)

May 29, 2026

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5 min read

FORENSIC AUDIT: The Thermal Crisis and Water Strangulation of AI (May 2026)

How thermodynamic limits and municipal water blockades trapped $98 billion in AI infrastructure capital.

Sergio Fuentes

Infrastructure

FORENSIC AUDIT: The Nuclear Cannibalization of the American Grid (June 2026)

FORENSIC AUDIT: The Thermal Crisis and Water Strangulation of AI (May 2026)

Sesgo Capital

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