About Inframation
The map of the energy buildout.
How it works
One record per project, every fact sourced.
Rows from several registers that describe one project are fused; each fact keeps its source, read date and license.
Registers that bar republishing are linked, never copied.
Where it reaches
- 65 registers, United States asset registers, permits, RFPs and tenders, interconnection queues
- 3 registers, Great Britain RFPs and tenders, interconnection queues, prices
- 1 register, Europe RFPs and tenders
- 7 registers, International asset registers, statistics, RFPs and tenders
The AI buildout, from power to models
AI runs on a chain of physical assets; each handoff is a deal. Inframation maps the first steps, where the power is.
What Inframation maps: power, land and data centers
1. Power
Generation and gridInframation focus- What it is
- Plants, lines, substations and the utility connection to a site.
- Who builds and sells it
- Utilities, independent power producers, electric co-ops, plant owners. For example AEP, Vistra, Sunflower Electric.
- Measured in
- MW of utility power
- Development stages
- Planned
- Power applied
- Utility studies
- Power secured
- Under construction
- Operating
- Idle or retired
- On Inframation now (US)
- Where Inframation helps
- Queues, plants (retiring and underused too), lines and pipelines.
2. Powered land
Site, permits, fiberInframation focus- What it is
- A controlled site with zoning, water, fiber and a secured route to power.
- Who builds and sells it
- Land developers, landowners and site originators.
- Measured in
- Acres and MW
- Development stages
- Site control
- Entitlements
- Shovel-ready
- Where Inframation helps
- The site finder scores sites on power, flood risk, fiber and land.
3. Data center
Shell and critical systemsInframation focus- What it is
- The building, transformers, switchgear, backup power and cooling, liquid for AI.
- Who builds and sells it
- Data center developers and REITs. For example QTS, Vantage, Aligned, CyrusOne.
- Measured in
- MW of IT load
- Development stages
- Announced
- Permits filed
- Under construction
- Energized
- Operating
- On Inframation now (US)
-
- Planned 409 MW mostly not stated
- Under construction 127 MW mostly not stated
- Operating Not yet tracked
- Where Inframation helps
- Announced and filed campuses, linked to the power behind them.
4. Racks
White space and network- What it is
- Racks, power distribution, liquid-cooling pipework and the network fabric that ties GPUs together.
- Who builds and sells it
- Colocation operators and integrators. For example Equinix, Digital Realty.
- Measured in
- kW per rack
- Development stages
- Fit-out
- In service
5. Compute
GPU servers- What it is
- GPU servers and storage; an AI rack draws 120–140 kW.
- Who builds and sells it
- Chip makers and server builders. For example NVIDIA, AMD, Dell, Supermicro; plus GPU lenders.
- Measured in
- GPUs and dollars per MW
- Development stages
- Order
- Delivery
- Install
6. Bare metal and cloud
GPUs for rent- What it is
- Dedicated GPU servers rented whole (bare metal), or shared through a managed cloud.
- Who builds and sells it
- Neoclouds and hyperscalers. For example CoreWeave, Lambda, Crusoe, AWS, Azure.
- Measured in
- GPU-hours
- Development stages
- Reserved
- On demand
7. Models and apps
Training and inference- What it is
- The models trained and served on that compute, and the products built on them.
- Who builds and sells it
- AI labs and software companies. For example OpenAI, Anthropic, Google, Meta.
- Measured in
- Tokens and users
- Development stages
- Training
- Inference
Deal: Power → Powered land
How value changes hands- The deal
- Electric service or interconnection agreement
- Seller
- Utilities, independent power producers, electric co-ops, plant owners. For example AEP, Vistra, Sunflower Electric.
- Buyer
- Land developers, landowners and site originators.
Deal: Powered land → Data center
How value changes hands- The deal
- Land sale, option or ground lease
- Seller
- Land developers, landowners and site originators.
- Buyer
- Data center developers and REITs. For example QTS, Vantage, Aligned, CyrusOne.
Deal: Data center → Racks
How value changes hands- The deal
- Wholesale lease, priced per MW of IT load
- Seller
- Data center developers and REITs. For example QTS, Vantage, Aligned, CyrusOne.
- Buyer
- Colocation operators and integrators. For example Equinix, Digital Realty.
Deal: Racks → Compute
How value changes hands- The deal
- Colocation contract, per kW or per rack
- Seller
- Colocation operators and integrators. For example Equinix, Digital Realty.
- Buyer
- Chip makers and server builders. For example NVIDIA, AMD, Dell, Supermicro; plus GPU lenders.
Deal: Compute → Bare metal and cloud
How value changes hands- The deal
- Hardware purchase, lease or GPU-backed loan
- Seller
- Chip makers and server builders. For example NVIDIA, AMD, Dell, Supermicro; plus GPU lenders.
- Buyer
- Neoclouds and hyperscalers. For example CoreWeave, Lambda, Crusoe, AWS, Azure.
Deal: Bare metal and cloud → Models and apps
How value changes hands- The deal
- Reserved-capacity contract or GPU-hours
- Seller
- Neoclouds and hyperscalers. For example CoreWeave, Lambda, Crusoe, AWS, Azure.
- Buyer
- AI labs and software companies. For example OpenAI, Anthropic, Google, Meta.
Counts are projects tracked here; much planned capacity will never be built. Companies are examples, not endorsements or a full list. Utility MW exceed IT load: cooling and losses take 20–30%.
What you can do here
- Deal room
- Your own sites and projects, private to you and who you share with. My projects
- Follow
- Alerts and feeds on any search. Alerts
- Cite
- Every fact names its register and license. How to cite · Attribution
- Learn
- Every term in plain words. Glossary
Who it's for
- Data center developers
- Find power for your next campus
- Power developers
- Find buyers for new generation
- Investors and lenders
- Track the pipeline to operation
- Utilities
- See the load coming to your grid
- Site originators
- Find sites with a grid connection
Free to read
Every record is free to view as soon as we find it. Email alerts are free: up to 10 saved searches, daily or weekly. Set up an alert. We are in beta.Which sources we publishSome sources here allow noncommercial use only. Each is credited on its records, and it comes off the site if we stop publishing it.
Suggest a missing project
Missing a project? An editor reviews each suggestion first. Suggest a project
Who runs it
Inframation is run by Andrew Gibson. A person reads every message. Contact
Inframation is built by Compass International. Need help with a site? Talk to Compass →