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The federal AI land rush is an execution test
Morgan Bazilian, director of the Payne Institute for Public Policy, co-authored this article that concludes land control is only the beginning of the development chain for data centers.
July 20, 2026
The oil futures curve is a balance sheet
Morgan Bazilian, director of the Payne Institute for Public Policy, co-authored this article that notes the oil futures curve provides insight into inventory tightness, storage incentives, physical stress and the direction of inventory movements.
July 20, 2026
Big Tech is now targeting Native American land for massive data centers
Article notes the Payne Institute for Public Policy has concluded that tribal lands are becoming homes to new data centers in part because there are less regulatory hurdles to be scaled on reservations.
July 20, 2026