White papers, research reports, and analysis on power infrastructure investment
346 operational and announced AI compute sites across 37 countries, with the US footprint bucketed by state tier and ISO/RTO against published 2030 generation deficits. Includes an aggregate read of China’s buildout from MIIT figures and the East Data West Compute program.
Read paperA structural analysis of US power generation capacity requirements through 2035. Our bottoms-up supply pipeline model projects a significant deficit between AI-driven demand growth and firm deliverable capacity, even under favorable supply assumptions.
Read paperThe critical path to new power has shifted from equipment procurement to permitting and interconnection. With ~1,000 GW of large-load requests in queues nationwide, this analysis evaluates 90+ utility territories on blended energy cost and interconnection speed to identify where scarce new generation can come online quickly and at competitive cost.
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