The Grid Interconnection Queue Is the Real AI Compute Constraint
2,060 GW queued, a five-year median wait, and a 13 percent historical completion rate. Why the map of where large-scale compute exists in 2030 is being drawn by grid geography.
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AI compute.
AI Rack Cost: How to Price Accelerated Compute End to End
Capital, energy times PUE, and overhead, divided by capacity times utilisation. The framework, the multipliers that matter, and the five places the arithmetic reliably breaks.