Independent. Finite. Worth your time.One earnings report became the evidentiary backbone of the 'on-device AI eats cloud inference' story. The numbers underneath it say something more interesting, and almost the opposite.
One state's insurer of last resort is ballooning while the other's is emptying out. The difference is not the weather. It is which lever each legislature pulled, and both states still socialize the tail risk.
In the same European Heart Journal cohort that produced this summer's headlines, every patient who both smoked and lived with high air pollution had plastic particles in their blood - against 12.5 percent of those with neither. That gradient, printed in the press release, went almost entirely unreported.
PJM's market monitor blames data centers for $29.4 billion in capacity charges. Meanwhile the utility with America's strictest data-center tariff just asked to lower residential rates. The decisive variable isn't demand. It's the contract.
