Back to the six layers
Power & site

Power & Interconnection.

The constraint on new AI capacity is power: a live, high-capacity connection to the grid. We establish what your interconnect can deliver, at what cost, and turn it into a power story a tenant and a lender will sign against.

LIVE INTERCONNECT · MEGAWATTS ON SITE
What this layer is

A neocloud runs on megawatts.

A working neocloud draws tens to hundreds of megawatts, without interruption. Building the interconnect to carry that from scratch takes years of study and approval. That queue is what keeps most planned AI capacity offline.

A powered site already has the connection: an idle industrial plant, a shut smelter, a former mining or power site. What remains is our work: establishing how much of the power is firm, at what cost, and documenting it to the standard a creditworthy tenant expects.

The scale already in place

What powered sites already carry.

1,884 MW
already in place at a single retired coal site now being rebuilt as an AI campus, with no new line built.
480 MW
of idle, energized interconnect at a dead aluminum smelter, acquired to be reborn as a data center.
5–7 yrs
the typical wait to create a large new interconnect from scratch, the queue a powered site lets you skip.
Between power and tenant-ready

What a powered site still needs.

Four kinds of work usually remain before a tenant can rely on the site.

01

Built for a different machine

Your connection was sized for its old job. A former power plant is the harder case: it has to flip from exporting power to drawing it, which can mean a utility re-study and new equipment.

02

Firm capacity, confirmed

Nameplate ratings overstate what you can count on. We establish how many megawatts are deliverable firm, around the clock, before a tenant asks.

03

An AI load profile

AI clusters draw dense, spiky load, unlike the steady industrial or generation profile the site was built around. That can mean reconfiguring distribution inside the fence.

04

Tenant-grade redundancy

A creditworthy tenant expects uptime the original use never required. Where the grid alone will not carry it, behind-the-meter generation and storage close the gap.

Why it is hard to assemble alone

Holding power is the start. Proving it is the work.

Nameplate versus firm

A connection rated for hundreds of megawatts rarely delivers all of it, firm, around the clock. Sorting nameplate from what the grid will actually guarantee takes engineering the seller usually cannot show you.

Sized to a tenant you do not have yet

Power has to be sized to a cluster that has not been designed yet, so the power plan, the tenant conversation and the cluster design have to move together.

The grid may not be enough

Where the grid is not firm or cheap enough, behind-the-meter gas, fuel cells and storage change the economics, and the emissions profile that lenders and tenants will scrutinize. Each is its own procurement and build.

What we bring

A power story that holds up to diligence.

  • An honest read on your interconnect: how much is firm, deliverable today, and at what real cost per megawatt.
  • A plan a lender will accept: grid, behind-the-meter generation, storage and redundancy, costed and sequenced.
  • The relationships to add firmness where the grid falls short, and to speak the language of the interconnection authority.
  • Timing that has power readiness proven before tenant diligence begins.
FIRM · COSTED · FINANCEABLE
Who we bring to this layer

The names that move electrons.

Generation, grid supply and firm capacity are delivered by partners. Our role is to select them, sequence them and hold the plan together.

The chip shortage will pass. A live connection to the grid at scale will not stop being scarce.

Why this is the thesis we run on

What does your interconnect actually deliver?

Tell us the site and the megawatts you hold. We'll come back with a first read on what they can deliver.

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