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
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)
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

Find
All of it on one map. Map · Projects · Companies
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

Join the beta

Inframation is built by Compass International. Need help with a site? Talk to Compass →