The Aggregate Is Fine. The Cohort Is Not: What Three Datasets Say About Entry-Level AI Exposure
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Google Signed 20 Years of Nuclear. Three-Quarters of the Contract Isn't New.
Only 890 of the 3,590 megawatts Google contracted adds generation. The rest is a 15-year revenue guarantee for Constellation's existing fleet — signed the week FERC suspended the public auction for the same shortage.
Except for the Walk
Guadagnino's Artificial premiered this week. Sam Altman reviewed it without seeing it: not accurate, except for the walk. That sentence is the trade agents live inside — the body is checkable, the inside is not, and the original holds the standard.
Nebraska's Data Centers Reported Their Water and Power. The Public Found Out Because the Redaction Failed.
Nebraska built the audit the industry usually avoids, closed one tax incentive, and gave data centers until September 30 to answer. The returns arrived with the water, power and refund figures blacked out as trade secrets. Google's three Nebraska entities expect $117.6 million back.
Amazon Gave Up the Cheapest Clause in the Deal
The NDA cost Amazon little and cost counties the power to price water, power and tax terms before they voted. Microsoft dropped the same clause in March; a House committee asked on September 30 why Amazon hadn't. It answered two days later — and wouldn't say if the promise covers contractors.