yessssssssssss! Go Fucking Ducks

Financing the AI buildout will total $10.3 trillion from 2025-2032, or an average of 3.63% of US GDP each year: study. That "would be larger relative to the economy than the major US canal, railroad, electrification, highway, & telecom investment booms" brookings.edu/articles/finan…

BREAKING: a vote on permitting reform is officially being kicked to the lame duck, a senior Dem aide familiar with negotiations tells me. No vote before election. “The goal here has always been to pass permitting reform, not just to introduce it.”

We're starting to see some things *ORACLE SENDS FORCE MAJEURE NOTICE OVER NEW MEXICO DATA CENTER

Chiefs get all the calls

HUGE from @BenBartenstein @k3blu3: Inside the US ‘Kill Chain’ That Destroyed an Iranian School Pentagon investigators discovered that flawed intel, outdated imagery & overreliance on AI contributed to a missile strike that killed 123 children in Minab 🎁 bloomberg.com/graphics/2026-…

Today, @Google @NVIDIA @EmeraldAI_ are launching the AI Energy Management Alliance (AEMA), joined by @AnthropicAI, @TheAESCorp, @ConstellationEG, @GenerateCapital, @NationalGrid, @NRGenergy, and a dozen other industry partners. Our shared mission: modernize power system planning and operations for the 21st century to unlock the full potential of flexible data centers, enabling digital infrastructure to actively enhance system utilization, affordability, and reliability. Instead of waiting 5-7+ years for traditional system upgrades, multiple studies have found that reducing net grid withdrawal for less than 100 hours per year can unlock dozens of gigawatts of capacity, via compute flexibility, storage, or generation. At Google, we’ve proven this model by integrating 1 gigawatt of demand response capacity nationwide. To advance this mission, two new Google-commissioned reports are being released today that map actionable pathways forward: 1) @TheBrattleGroup: "Solutions for Timely Interconnection of Large Loads: Enabling Non-Firm Transmission Service," providing a technical blueprint to turn recent bipartisan direction from @FERC into operational reality. 2) @AuroraER_Oxford: "Curtailment Mitigation for Provisional Controllable Load Resources: Modeling the Effects of Front-of-Meter Netting," modeling flexible data centers in @ERCOT_ISO paired with front-of-meter resources. With thanks to AEMA's additional launch partners, @ADI_News, @CalibrantEnergy, @CamusEnergy, @ClearPathFound, @fluenceenergy, @GridUnity, PassKey, RWE, Splight, @verrusdata, and @voltusinc.

Mortgage rates are also spiking. Not just diesel, the 10-year, the 30-year, the federal debt, the deficit, fertilizer, etc.

👀

BREAKING: Saudi Arabia has now confirmed it shut down its East-West oil pipeline following “multiple attacks” on Thursday. Riyadh has not provided a timeline for when the conduit would be operational again. The attacks resulted in a “number” of injuries.

10-year real rates just hit their highest level since 2008

This "policy" doesn't have the votes in Congress and Trump doesn't have the authority to spend a trillion dollars on his own under the Constitution.

Our story from earlier tonight: U.S. government investigators have taken the extraordinary step of subjecting roughly 50 members of the U.S. military’s Joint Staff to polygraph tests over leaks to journalists, including about how the Iran war has created a shortage of crucial munitions. Gift link: nytimes.com/2026/09/04/us/po…

Data center developers launch new group today to turn around the backlash over the AI facilities - They will highlight local leaders, unions who say data centers bring in jobs, big revenue news.bgov.com/bloomberg-gove…

Trump says Strait of Hormuz is open. LNG traffic shows that it isn't 🚢⚠️ Barely any LNG has gone through the chokepoint since a Qatari tanker was attacked in early July. That's pushed LNG prices in Europe and Asia to a war-time high bloomberg.com/news/newslette…

1/ Just in: An anonymous federal worker has filed a whistleblower disclosure warning that the U.S. Postal Service's attempt to create a system to regulate mail voting for the midterms has been "rushed, chaotic, and fundamentally flawed." @ProPublica has the details 👇

Bloomberg News Now is a comprehensive audio report of today's top stories. Hear the latest news, updated throughout the day, covering global business stories in just a few minutes. bloomberg.com/news/audio/202…

Musk says that SpaceX could help accelerate the production of natural gas turbines by up to 18 months (If true, this would be huge for companies/countries struggling to get their hands on turbines. The largest and most advanced turbines are basically sold out through 2030)

(Bloomberg) -- The US Treasury Department excluded journalists from several media outlets, including Bloomberg News and the Wall Street Journal, from coverage of this week’s Group of 20 finance ministers summit in Asheville, North Carolina.

When LeBron James signed up to lead the Los Angeles Lakers to NBA glory with a $154 million contract in 2018, it wasn’t the biggest deal he did that year. Just months before he joined, an LLC he controls borrowed almost $300 million from a pair of Midwestern life insurers. Read more: bloom.bg/46kJhPr 📷️: Sean M. Haffey/Getty Images