Gigawatt BoardUS AI infrastructure build-out

Energized Under construction Planned ceiling
Campus Telemetry

National readouts hover any figure

Constraint annunciator board assessment

Frontier campuses ring = ceiling, fill = energized

Build vs ceiling power · chips · buildings · capex · schedule

Tracked fleet ramp GW, energized vs announced ceiling

Hyperscaler capex $B per quarter

Data center electricity TWh / yr, LBNL range

Power sources

Gas turbine order books GW
Nuclear for data centers MW by online year

Chips & networking

NVIDIA data center revenue $B / qtr
AI back-end fabric share
Rack power density kW / rack

Grid

Large-load requests GW vs ERCOT all-time peak
PJM capacity price $/MW-day

Physical build

Census data center construction $B SAAR
Equipment lead times weeks

States tracked ceiling MW

Opex & carrying cost

Annual cost of 1 GW of AI capacity $B / yr
Tracked campus power bills at full load $M / yr

Event log market headlines above, campus power milestones below