Industry Analysis
What an AI data center costs per megawatt and per gigawatt
Published estimates for building an AI data center run about 11 to 18 million dollars per megawatt before chips. Here is what each figure counts.
Oct 19, 202615 min read
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Data center transformers and switchgear: lead times, prices, suppliers
Why transformers and switchgear are the slowest part of an AI data center build: reported lead times, price moves, the steel inside, and who makes them.
Oct 19, 202615 min read
Industry Analysis
AI data center cooling: chillers, CDUs and liquid cooling supply
How AI data centers are cooled, what chillers and coolant distribution units do, and what filings say about orders, backlogs and supply for cooling gear.
Oct 19, 202614 min read
Industry Analysis
Data center backup power: generators, UPS and batteries explained
How data center backup power works, what generators, UPS and batteries cost, how long they take to get, and which supply figures are solid or unsourced.
Oct 19, 202614 min read
Industry Analysis
AI data center networking and optics: transceivers, lasers, suppliers
Why 800G and 1.6T optical transceivers are tight, how indium phosphide lasers set the pace, and what filings say about switch and optics demand and supply.
Oct 19, 202616 min read
Industry Analysis
What a data center needs to connect to the grid: steps and costs
The steps, equipment, deposits and contract terms behind a data center grid connection, with 2026 figures on transformer waits, tariffs and who pays.
Oct 19, 202613 min read
Industry Analysis
Interconnection queues explained: why new power waits years
What a US interconnection queue is, how big it is (2,061 GW at end 2025), why most projects never get built, and what the waits mean for data centers.
Oct 19, 202615 min read
Industry Analysis
FERC large load rules explained: how data centers may connect
How federal rules for connecting data centers to the US grid are taking shape: the DOE proposal, FERC's June 2026 orders, thresholds, costs and timelines.
Oct 19, 202615 min read
Industry Analysis
Data center curtailment and flexible load: faster grid access
How agreeing to cut power for a few hours a year could speed a data center's grid connection, with the Duke study, DOE, FERC, Texas and PJM proposals.
Oct 19, 202615 min read
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