Where the power actually is. Who is contracting inference capacity. What a site costs to build and who is getting paid to build it. Written for people who have to make a decision, not for people who want a headline.
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Four things, every issue. No vendor roundups, no reprinted press releases.
Interconnection queues, utility capacity, and the buildings that already have service nobody is using. The constraint that decides everything else.
How inference capacity is actually contracted, what terms look like, and which buyers are signing before a site exists.
Real cost stacks. Panel, cooling, electrical, structure, install. Where the money goes and which line items are moving.
Open supplier scopes, the roles being hired for across the industry, and what a first conversation with an operator needs to contain.
A longer quarterly report, written to be genuinely useful to someone catching up on this industry from a standing start. Subscribers get it first and get every back issue.
What an interconnection queue is, why it moved from months to years, and the difference between a nameplate service rating and the capacity a building can actually give you.
Air, dry and liquid, what each one costs, and why the water question is turning into the permitting question in more jurisdictions every quarter.
Which roles this buildout is actually hiring, what they pay, what credential gets you in the door, and which adjacent trades transfer cleanly.
How a property owner, a supplier, an installer or an investor each get into this, in order, with the specific first step for each.
The questions people send back most often.
A new campus can buy land in a quarter and then wait years for electrical service. A standing building has already cleared land, service, structure and a network path. That is a different clock, and it is the whole reason distributed siting works.
No. Rooftops, parking decks and canopies, blank facades, vacant floors, basements, yards, substation parcels. If it has structure and it has power, it is in scope.
Usable area and spare electrical service decide it, and power is almost always the one that binds. The estimator on the home page sizes it from those two numbers and shows the working. Size my surface
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