⚡InterconnectMonitor
Monitoring 8 US regions · 4 from your research vault

The AI data-center buildout is a power-delivery race.

Interconnection access — not chips — is the binding constraint. This monitor tracks the utility & ISO/RTO queues feeding the regions building AI compute, and is careful to separate the two numbers everyone conflates: data-center load requested (gross queue inflow — padded) from load actually energized, and benchmarks both against deliverable generation per quarter.

Read the numbers right. Across these regions ~48 GW/qtr of data-center load is requested, but only ~1.8 GW/qtr actually energizes — a 4% realization rate. Queues are heavily padded (projects duplicate across ISOs; most never get built). The “requested” figures are a leading indicator of intent; the “energized” figures are physical reality. We show both — never the request number as if it were a power deficit.
Gen delivered / qtr
9.1 GW
deliverable supply
DC energized / qtr
1.8 GW
actually online
DC requested / qtr
48 GW
queue inflow (padded)
Realization rate
4%
energized ÷ requested
Load in queue
653 GW
standing DC requests
Active projects
3,538
across queues

National pipeline — requested vs energized vs delivered

Sum across all tracked regions, by quarter. The faint rose towers are requests; the solid bars are what’s physically happening.

Delivered generation (supply)Energized DC load (real)Requested DC load (queue inflow — padded)faded = forecast
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4

Regions — ranked by data-center load requested

★ = in your vault

Texas — ERCOT (Dallas · Houston · Permian)

ERCOTERCOT / Oncor / CenterPoint (Vistra generation)★ vault
5.4 GW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
638 MW
energized / qtr
29 GW
requested / qtr
2%
realization
queue: 438 GW load · 210 GW genstatic drain 20.4 yr

Northern Virginia — “Data Center Alley”

PJMDominion Energy Virginia★ vault
885 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
190 MW
energized / qtr
4.3 GW
requested / qtr
4%
realization
queue: 70 GW load · 46 GW genstatic drain 19.8 yr

Central Ohio — Columbus / New Albany (PJM)

PJMAEP Ohio
385 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
245 MW
energized / qtr
3.7 GW
requested / qtr
7%
realization
queue: 30 GW load · 20 GW genstatic drain 19.5 yr

Louisiana — Meta Richland Parish (MISO)

MISOEntergy Louisiana
550 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
18 MW
energized / qtr
3.0 GW
requested / qtr
1%
realization
queue: 14 GW load · 25 GW genstatic drain 6.4 yr

Georgia — Metro Atlanta (Southern Co.)

Southeast (non-ISO)Georgia Power
480 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
275 MW
energized / qtr
2.9 GW
requested / qtr
9%
realization
queue: 69 GW load · 18 GW genstatic drain 35.9 yr

Arizona — Greater Phoenix (WECC)

WECC (AZ)Arizona Public Service / Salt River Project★ vault
575 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
96 MW
energized / qtr
2.7 GW
requested / qtr
4%
realization
queue: 25 GW load · 35 GW genstatic drain 10.9 yr

Iowa — Council Bluffs / Des Moines (MISO)

MISOMidAmerican Energy
580 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
118 MW
energized / qtr
2.1 GW
requested / qtr
6%
realization
queue: 6.0 GW load · 15 GW genstatic drain 2.6 yr

Memphis — xAI Colossus (TVA)

TVATennessee Valley Authority / Memphis Light Gas & Water★ vault
228 MW
gen delivered / qtr
’24-Q3’24-Q4’25-Q1’25-Q2’25-Q3’25-Q4’26-Q1’26-Q2’26-Q3’26-Q4
200 MW
energized / qtr
283 MW
requested / qtr
71%
realization
queue: 800 MW load · 8.0 GW genstatic drain 0.9 yr