Week Ending 26 July 2026 The Binding Risk Layer Has Shifted to Physical Execution Two hard signals defined the market landscape for the week ending 26 July 2026: AI Power Shift: AI data-center power demand moved beyond basic grid interconnection requests into visible, physical requirements: co-located generation, gas turbines, cooling systems, substations, and field labor execution. Space Procurement Hardening: Government procurement for missile-warning satellite architecture
