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The Markets Desk — Week 45 · Thu 5 Nov 2026
Compute / Build-out · week to 7 Aug 2026

The build-out, floor by floor, one week at a time.

From models at the top to permits at the bottom: what switched on, what was announced and what got stuck in the week from 1 Aug 2026 to 7 Aug 2026. Every mark is a dated row with its source.

← Week to 31 Jul 2026Week to 14 Aug 2026 →
A model of an AI campus hall, its copper gantry crane over rows of machines.
The build-out mapRows, never forecasts
Switched on
Accelerators and fab 200 · Data centres 3
Announced
Data centres 1
Stuck
Power and grid (context) 3 · gone quiet: State commercial power sales
Biggest constraint move
Grid equipment prices: gas-steam-turbines 173.801 index, December 2003 = 100
Next due
Barber Lake · "by September 2026"
This week
203 · 1 · 3
switched on · announced · stuck, counted per floor and never added across families · 6 series not read
Hover or tap
Each floor is a layer of the build-out; each mark one dated row of the week
Solid: switched on, as filed or measured. Hollow: announced. Hanging: stuck. A faint stub: a series we list but cannot read.
Every mark is a stored, dated row with its source · nothing forecast is drawn as data · a floor with no rows says so

Models and demand

    Money

    • Data-centre debt filed: not collected

    Compute market

      Accelerators and fab

      • Taiwan monthly revenue: 1101 13,515,534 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1102 5,590,320 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1103 230,872 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1104 517,521 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1108 290,125 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1109 268,621 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1110 169,661 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1201 2,000,571 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1203 460,482 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1210 9,704,420 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1213 40,028 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1215 2,363,683 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1216 63,101,242 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1217 680,053 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1218 531,098 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1219 984,933 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1220 361,183 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1225 715,560 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1227 2,624,457 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1229 883,894 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1231 1,248,708 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1232 2,395,366 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1233 193,635 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1234 893,504 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1235 3,666 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1236 166,049 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1256 648,858 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1301 13,992,385 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1303 30,601,161 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1304 3,671,323 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1305 682,270 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1307 1,053,304 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1308 518,710 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1309 1,147,797 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1310 827,062 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1312 2,381,254 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1313 5,244,696 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1314 927,609 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1315 219,175 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1316 690,239 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1319 1,946,454 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1321 271,109 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1323 213,908 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1324 40,030 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1325 15,611 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1326 30,558,197 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1337 47,354 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1338 503,046 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1339 140,264 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1340 7,115 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1341 181,811 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1342 307,180 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1402 22,832,378 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1409 3,425,819 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1410 18,766 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1413 184,216 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1414 31,640 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1416 44,896 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1417 23,777 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1418 38 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1419 510,290 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1423 10,823 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1432 82,129 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1434 2,026,703 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1435 499 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1436 54,343 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1437 80,186 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1438 406,071 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1439 35,925 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1440 1,050,401 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1441 108,006 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1442 265,545 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1443 82,121 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1444 444,102 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1445 54,031 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1446 88,539 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1447 2,041,747 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1449 317,172 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1451 654,058 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1452 69,905 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1453 107 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1454 70,385 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1455 464,570 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1456 2,232,459 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1457 231,778 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1459 77,340 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1460 718,711 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1463 15,629 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1464 1,001,905 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1465 18,919 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1466 183,930 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1467 509,038 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1468 22,570 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1470 41,969 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1471 5,736 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1472 357,593 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1473 559,294 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1474 236,259 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1475 129,628 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1476 3,311,034 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1477 3,554,003 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1503 2,846,465 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1504 5,408,315 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1506 116,168 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1512 90,473 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1513 2,502,498 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1514 773,622 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1515 460,497 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1516 9,784 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1517 157,625 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1519 1,916,427 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1521 248,902 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1522 2,162,878 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1524 221,762 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1525 94,944 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1526 41,955 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1527 241,850 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1528 383,294 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1529 49,353 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1530 87,383 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1531 125,964 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1532 1,689,080 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1533 459,785 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1535 701,433 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1536 460,071 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1537 606,136 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1538 4,096 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1539 105,264 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1540 25,446 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1541 185,322 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1558 890,004 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1560 899,115 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1563 549,815 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1568 88,426 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1582 724,367 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1583 336,552 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1587 211,156 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1589 638,363 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1590 3,707,549 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1597 133,094 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1598 491,583 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1603 439,498 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1604 706,947 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1605 14,428,827 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1608 1,180,412 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1609 3,388,884 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1611 81,207 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1612 684,422 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1614 405,059 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1615 465,639 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1616 447,433 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1617 374,179 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1618 527,665 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1623 482,275 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1626 376,173 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1702 1,971,512 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1707 706,058 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1708 680,872 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1709 1,208,393 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1710 2,389,820 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1711 747,049 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1712 1,449,498 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1713 38,761 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1714 3,046,841 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1717 4,069,789 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1718 4,179,861 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1720 623,714 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1721 169,943 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1722 911,920 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1723 619,597 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1725 853,217 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1726 745,945 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1727 256,624 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1730 196,517 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1731 133,240 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1732 55,605 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1733 146,355 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1734 311,002 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1735 216,074 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1736 4,840,096 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1737 275,018 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1752 169,159 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1760 181,232 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1762 59,095 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1773 1,384,770 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1776 76,443 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1783 68,526 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1786 66,363 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1789 199,285 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1795 2,107,202 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1802 4,592,157 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1805 114 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1806 204,823 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1808 622,899 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1809 212,015 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1810 343,347 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1817 247,067 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1903 13,784 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1904 4,342,939 TWD thousands (2026-08-01)
      • Taiwan monthly revenue: 1905 1,518,838 TWD thousands (2026-08-01)

      Memory

      • HBM statements: kept by hand
      • Korean memory exports: key parked

      Optics

        Data centres

        • Data-centre construction spend: data-center-saar 88,815 USD millions SAAR (2026-08-01)
        • Delivered: Helios · 133 MW critical IT (2026-08-05)
        • Delivered: Helios · 200 MW gross (2026-08-05)
        • Bitdeer leases 121 IT MW at its Tydal, Norway campus to a Volta subsidiary for 16 years, about $4.7B in contracted revenue (2026-08-04)

        Power and grid (context)

        • Grid equipment prices: gas-steam-turbines 173.801 index, December 2003 = 100 (2026-08-01)
        • Grid equipment prices: transformers 475.065 index, June 1981 = 100 (2026-08-01)
        • Grid equipment prices: turbines 289.639 index, June 1982 = 100 (2026-08-01)
        • State commercial power sales: stale
        • Transformer and turbine imports: key parked

        Permits and land

        • Local votes against: kept by hand

        Floor by floor

        Models and demand

        Nothing filed this week.

        Money

        Nothing filed this week.

        Not read this week: Data-centre debt filed (not collected)

        Compute market

        Nothing filed this week.

        Accelerators and fab

        Switched on · 200

        Memory

        Nothing filed this week.

        Not read this week: HBM statements (kept by hand) · Korean memory exports (key parked)

        Optics

        Nothing filed this week.

        Data centres

        Switched on · 3

        Announced · 1

        Power and grid (context)

        Stuck · 3

        Not read this week: State commercial power sales (stale) · Transformer and turbine imports (key parked)

        Permits and land

        Nothing filed this week.

        Not read this week: Local votes against (kept by hand)

        The pipeline, Texas · three ladders, never added

        What the campuses filed, what ERCOT counts in its own queue, and what Epoch estimates. Each is its own family, kept apart.

        Filed as energized
        0 MW
        across the 7 Texas campuses on the register
        Promised by now, not yet filed
        none
        Campus · stage
        Hover or tap a bar
        Solid is filed as happened; hollow is promised. Height is the largest stated figure; each basis is listed apart, never added.
        • Abernathy: Contracted: 240 MW gross, 168 MW critical IT, filed 28 Oct 2025; Delivered: 168 MW critical IT, promised in the second half of 2026
        • Barber Lake: Contracted: 244 MW up to (a ceiling), 168 MW critical IT, filed 25 Sept 2025; Delivered: 168 MW critical IT, promised by September 2026
        • Beacon Point: Contracted: 352 MW IT load, filed 6 May 2026
        • CoreWeave Denton: Contracted: 260 MW critical IT, filed 27 Feb 2025
        • Helios: Contracted: 526 MW critical IT, filed 5 Aug 2025; Delivered: 200 MW gross, 133 MW critical IT, filed 5 Aug 2026; Delivered: 260 MW critical IT, promised 2027
        • IREN Childress: Contracted: 200 MW IT load, 60 MW up to (a ceiling), filed 7 May 2026; Delivered: no megawatts stated, promised by year-end
        • Stargate Abilene: Under construction: 1,200 MW basis unstated, filed 21 May 2025; Energized: 1,200 MW basis unstated, promised in mid-2026
        Drawn against asked
        5,900 MW / 321,000 MW
        Observed energized (13 May 2026) against no studies submitted (13 May 2026). ERCOT's own buckets, each at its own date.
        Bucket
        Hover or tap a ring
        Each ring's area is its megawatts. Buckets are ERCOT's own, separate counts, not a running total.
        • No studies submitted: 321,000 MW, ERCOT, 13 May 2026
        • Under ERCOT review: 93,700 MW, ERCOT, 13 May 2026
        • §9.5 requirements met: 22,000 MW, ERCOT, 13 May 2026
        • Approval to energize: 9,042 MW, ERCOT, 12 Mar 2026
        • Observed energized: 5,900 MW, ERCOT, 13 May 2026
        Epoch’s estimate
        —
        Not read yet: the first Epoch AI snapshot

        Demand meter · each grid against itself a year earlier

        Electricity each grid operator served in the week to 7 Aug 2026, from EIA’s hourly grid data, against the same seven days a year earlier. Weather moves these from week to week, so a change on the year is not all data centres. Each grid is its own figure; none is added to another.

        • PJM (Mid-Atlantic and northern Virginia)19,065 GWh+12.5%
        • ERCOT (Texas)12,044 GWh+8.0%
        • Southern Company (Georgia and Alabama)5,458 GWh+15.1%
        • MISO (Midwest)14,697 GWh+2.3%
        • Tennessee Valley Authority3,690 GWh+5.3%
        • Duke Energy Carolinas2,410 GWh+24.4%
        • Southwest Power Pool7,013 GWh+5.1%
        • Arizona Public Service1,173 GWh+10.1%

        Power sold to commercial customers, August 2026

        The closest public read of data-centre load, from EIA’s monthly survey of utilities. It lands about two months after the month it counts.

        • Virginia8,503 GWh+0.5%
        • Texas18,258 GWh+7.8%
        • Georgia6,132 GWh+13.2%
        • Ohio6,010 GWh+8.4%
        • Arizona4,548 GWh+12.3%
        Henry Hub gas
        $2.78 per MMBtu
        August 2026 average, from EIA’s Short-Term Energy Outlook · −4.5% on the year. The fuel behind most new generation: context only.

        Bottlenecks

        Grid basics, explained →
        Gas generation due in 2026-06 that arrived on time (EIA-860M)
        Turbine backlogLast reading 28 Oct 2026
        Grid equipment pricesLast reading 1 Sept 2026
        Weekly grid demandLast reading 30 Oct 2026
        State commercial power salesLast reading 1 Aug 2026
        Henry Hub gas priceLast reading 1 Sept 2026
        Transformer and turbine importskey parked
        Local votes againstkept by hand

        What the map reads, and how fresh it is

        • Model releases4 Nov 2026fresh
        • Provider incidents5 Nov 2026fresh
        • Model retirements14 May 2028fresh
        • Data-centre debt filed—not collected
        • Taiwan monthly revenue1 Sept 2026fresh
        • MLPerf rounds16 Sept 2026fresh
        • Export controls20 Nov 2026fresh
        • HBM statements—kept by hand
        • Korean memory exports—key parked
        • Optics backlog3 Sept 2026fresh
        • Data-centre construction spend1 Sept 2026fresh
        • Turbine backlog28 Oct 2026fresh
        • Grid equipment prices1 Sept 2026fresh
        • Weekly grid demand30 Oct 2026fresh
        • State commercial power sales1 Aug 2026stale
        • Henry Hub gas price1 Sept 2026fresh
        • Transformer and turbine imports—key parked
        • Local votes against—kept by hand

        How the map is kept

        • The week runs Saturday to Friday, the same week as the compute board.
        • Switched on means filed or measured: a filing that says energized or delivered, a price the Tape wrote, a figure a statistics office published.
        • Announced means a promise, an order or a deal: hollow until something switches on.
        • Stuck means a date moved, a promise came due unmet, a price feed went quiet, or a rule or vote added a constraint.
        • Filed figures, ERCOT’s meter, Epoch’s estimate and EIA’s generator data are separate families and are never added together.
        • A floor with no rows says so. A series we list but cannot read shows as not read, with the reason.
        • Power and the grid are here as context for the build-out. Nothing on this page is a trade idea.