Crusoe executive Cully Cavness says medium-voltage switchgear is one of the longest lead items in AI infrastructure, so Crusoe Industries now builds ABB gas-insulated switchgear in-house as one of three approved US manufacturers. He says that cuts lead time about 40%. The critical path for an AI campus now runs through who can fabricate electrical gear.
HD Hyundai Electric SVP Ok Kyung-seok says top makers' large transformer lead times are now over five years. He cites Morgan Stanley that only 25 of 72 GW of US data center power need for 2025 to 2028 is secured. A maker putting a date on the transformer wait.
RoboSkills is a free, MIT-licensed skill set that lets coding agents like Claude Code or Codex run robotics tasks, such as learning from a human video into a MuJoCo sim and running auto research. The launch post says cheap models solve some tasks for cents. The repo has 91 GitHub stars as of this morning.
For robotics and automation engineers who want to try agent-driven sim work on a small budget.
Alliant Energy says it has 3.4 GW of contracted data center demand in Iowa and Wisconsin. Its $15.9B plan for 2027 to 2030 adds 1.2 GW of gas generation and 200 MW of storage. A Midwest utility's concrete build list for data center load.