Research reports
A national report and a report for every U.S. state — sourced and free to read, plus in-depth premium analyst research for members.
Weekly Brief — State of the Buildout
Free · PreviewA data-grounded read across power, facilities, policy, capital & compute — drafted from our live data each week and published here after review. Distinct from the hand-authored analyst research below.
Premium analyst research Pro
Included with a paid planAnalyst-written research that goes well beyond the data snapshots — forward demand outlooks, regional grid-risk deep-dives, hyperscaler capex models, and interconnection-queue analysis. Interpretation and forecasts, not auto-generated tables. Each builds on our live data; the analysis is the part you can’t auto-generate.
The Power Wall: U.S. Power Demand Outlook
A forward view of where AI data-center electricity demand is heading across the major ISOs, and what clears the interconnection and generation bottlenecks first.
Read the report →Northern Virginia: The Bill Comes Due
The world’s densest data-center market is hitting physical and political limits. A deep-dive on transmission constraints, ratepayer politics, and where the next builds go.
Read the report →Off the Books: Hyperscaler Capex & Financing
How the largest builders are funding the buildout — capex trajectories, off-balance-sheet structures, PPAs, and the financing strategies behind the headline numbers.
Read the report →The Two Queues: Interconnection Pressure by ISO
The grid has two interconnection bottlenecks, not one — a supply queue of power plants and a fast-growing demand queue of data centers. A scorecard of where each is most likely to stall, and where capacity clears fastest.
Read the report →The Memory Wall: HBM and AI’s Second Bottleneck
Power is the buildout’s most-discussed constraint; memory is its least-appreciated one. HBM is sold out, its makers are diverting capacity from ordinary DRAM, and the packaging that assembles it is itself a bottleneck.
Read the report →Nuclear & Gas: Powering the Next 50 GW
Behind-the-meter gas, SMRs, and nuclear restarts are reshaping how data centers get firm power. Ranked by time-to-power: what is real, what is hype, and what comes online this decade.
Read the report →State of the U.S. AI Data-Center Buildout
The national snapshot — mapped facilities and geography, live power demand by ISO and the generation mix, the state-by-state policy landscape, capital & SEC filings, and frontier compute. Built from the same data behind the dashboards and refreshed as sources update. Download / print to PDF.
Read the report →State reports Free
51 states · facilities, policy & powerA sourced report for every U.S. state — tracked facilities and where they are, recent data-center legislation, and the local power picture. Plus 17 company profiles and 82 facility briefs.
About our AI data-center research
Our research turns the same sourced, regularly-refreshed data behind the dashboards into readable reports: a national State of the Buildout report and a report for each of the 51 U.S. states, all free to read. Premium analyst research — demand outlooks, regional grid-risk deep-dives, hyperscaler capex models, and interconnection-queue analysis — is included for paid members.
Reports build on our live power, policy, markets, and facility data, with sourcing documented in the methodology. Research is informational only and not investment advice — see our disclaimer.