Tracked forecast · watch-07-8
Antitrust posture on cloud-power adjacency.
Open
- Chokepoint
- Financing — Not a physical constraint — who's exposed if one of the physical chokepoints bites harder than expected. (Moves financial risk downstream)
- Kill condition
- DOJ or FTC statements referencing concentrated regulated generation serving hyperscaler counterparties would be the first signal antitrust extends into the cloud-AI-load layer.
- Horizon
- Quarterly
- Source
- Issue 7 — The Rebundle · full issue
Why it is on the watchlist
DOJ or FTC language about concentrated regulated generation serving hyperscalers would be the first sign antitrust extends into the cloud-power layer.
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Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.
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