EOW Phase 0a check: rotation-map confirms AI Power still de-rating; KGS surfaces as a new gas-power coverage candidate; hyperscaler capex shows no crack
Event
EOW Phase 0a check: rotation-map confirms AI Power still de-rating; KGS surfaces as a new gas-power coverage candidate; hyperscaler capex shows no crack
Summary
- Type: monitoring-check (subtype: qualitative continuity, no fresh tape) - event_id: 2026-07-11-ai-power-bottleneck-phase-0a-eow-check - Source: (rotation-map read, dataDate 2026-07-08); ; social captures 2026-07-08-aleabitoreddit-meta-to-build-a-new-10b-dc-in-canada (1,142 likes), `2026-
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