Where New Load Is Being Announced
Announced data center capacity by region, weighted for projects with signed power agreements.
[ Market Insights ]
The Data Behind The Thesis
Charts, briefings and interviews tracking how capital, power and compute are actually moving.
Pending
US data center load share
Share of total electricity demand
Pending
Avg. interconnection wait
Queue entry to energisation
Pending
Gas turbine lead time
Order to delivery
Pending
Announced campus capacity
Gigawatts under development
Indicators read “Pending” by design. Each needs a named, dated source before it can be published - an unsourced market statistic is the fastest way to lose credibility with this audience.
Charts, Briefings & Interviews
The Cost Of Firm Power
How power purchase pricing has moved for round-the-clock, high-reliability industrial load.
An Allocator's View Of Grid Assets
A conversation on underwriting transmission and substation assets against a 25-year horizon.
Capital Stack Composition
How debt, private credit and equity are splitting across large digital infrastructure projects.