// NODE 06 · ENERGY · 9 indexed
Powering
the frontier.
AI's real bottleneck isn't chips — it's watts. This is the power index: the gigawatt data-center deals, nuclear restarts and grid strain behind the build-out. Real figures, primary sources.
$660B+
hyperscaler AI capex · 2026
415 TWh
data-center power · 2024 (IEA)
2,061 GW
US interconnect queue
4,269 B
US kWh demand · 2026 (record)
// Spec comparison
Who's ahead,
by the numbers.
Compared on deal / project capacity (gw) — the leader is lit in green. Higher is better.
// Deal / project capacity (GW) · higher is better · sources: iea.org · lbl.gov · eia.gov · constellationenergy.com · datacenterdynamics.com
// The index
Energy index
The full roster — search, filter, or sort any column. This table is the database on display.
| Project / deal | Party | Capacity | Source | Status | Year | What it's for |
|---|
// — shown · full sourced index is free & open
// Timeline
What just happened
The milestones that moved this node, most recent last.
2024
Nuclear pivot begins
Microsoft–Constellation sign 20-yr PPA to restart Three Mile Island; Oklo–Switch 12 GW; Google–Kairos SMR.
20-yr PPAs · 12 GW
2025
Gigawatt deals scale
Stargate announced ($500B, 10 GW target); Amazon–Talen 1.92 GW; Meta Hyperion to 5 GW.
$500B · 10 GW
2026
Capex doubles, grids strain
Hyperscaler AI capex $660B (≈2× 2025); US demand hits record 4,269 B kWh; queue 2,061 GW.
$660B+ capex
2027
First restart online
Crane Clean Energy Center (former TMI-1) targeted to restart — first US reactor revived for AI load.
835 MW revived
● 2030
Demand doubles
IEA base case: global data-center power 945 TWh (3% of world), roughly double 2024.
945 TWh
◊ Sourced from primary docs
Every figure on this page is drawn from primary and authoritative sources: iea.org · lbl.gov · eia.gov · constellationenergy.com · datacenterdynamics.com. Volatile counts (launches, active satellites, capex) move fast — the Newsroom tracks the changes as they happen.