We’ve been unpacking the realities of AI infrastructure planning on LinkedIn — from overpromised megawatts to misleading “shovel-ready” claims. One theme keeps surfacing: power is now the gating factor, not land.

Here’s the deeper dive behind that conversation: Why 100MW Isn’t the Goal: Rethinking Readiness in AI Infrastructure

We’re seeing a wave of project announcements claiming 100MW+ capacity — but when you look closer, many are missing key pieces: energized substations, interconnection queue positioning, even fiber access.

Power is now the gating factor, not the land. Utility cooperation, grid congestion, and permitting timelines shape what’s real and what’s aspirational. AI infrastructure doesn't just need scale — it needs sequencing, credibility, and speed-to-power alignment.

We believe the next generation of competitive infrastructure won’t just be measured in megawatts — it'll be measured in delivered capacity, grid fit, and market timing.

If your site isn’t mapped to power reality, it’s not ready.

We help teams pressure-test power assumptions, model realistic timelines, and align infrastructure to market demand.



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