In scope: generation (nuclear, gas, renewables), PPAs and offtake, grid interconnect queues, power arbitrage, energy ownership as a moat, transformer and switchgear lead times, energy cost pass-through. Out: the buildings themselves (datacenters), the cost of a token (inference-economics).
Analysis only1Show all →
| Type | Source | Published |
|---|---|---|
| ANALYSIS | U.S. AI Data Center Delays: 7 GW Capacity Crisis (2026) Tech Insider · Tech Insider 12 GW announced 2026 vs 5 GW under construction = 7 GW shortfall; AI DC load ~10 GW by end-2026; AEP queue 190 GW raw / 24 GW committed. | 2026-Q1 |