Research reports
Deep, sourced analysis on the buildout — written for investors and operators. Reports are part of the paid membership.
Institutional research library
Downloadable PDF research and a weekly institutional briefing, each built on the same sourced data behind the dashboards. Included with a paid plan.
- Q3 U.S. Data-Center Power Demand Outlook
- Northern Virginia: Grid Constraints & Moratorium Risk
- Hyperscaler Capex & Financing Tracker
- Interconnection Queue Pressure by ISO
Included with a paid plan — built for analyst, investor & institutional users.
About our AI data-center research
Our research turns the same sourced, regularly-refreshed data behind the dashboards into deeper analysis for investors and operators — power-demand outlooks, regional grid-constraint deep-dives, hyperscaler capex and financing tracking, and interconnection-queue pressure by ISO.
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.