U.S. Infrastructure · Data Centers & Power

The bottleneck isn't land.
It's power.

AI data centers are scaling faster than the grid can deliver electricity. Here's where the constraint actually bites.

4,767

facility sites mapped

2,290GW

stuck in interconnection queues

55mo

median wait to connect new power

Data centers get built in ~2 years. New power generation now waits 4.5+ years to connect. That gap is the story.

Sources: LBNL Queued Up 2025 · EIA · CBRE H2 2025 · ISO/RTO operators

Layers

Operator

Operator competition heatmap

Heat = distinct operators within 5 km

Results

Grid Stress — Queue vs DCs vs Price

Queue GW from LBNL / public ISO reports. ¢/kWh is EIA industrial price, campus-weighted per state. GW/NEW = queue depth per new campus (higher = tighter).

What Hyperscalers Actually Pay (PPAs)

The EIA "industrial average" is a state-blended public benchmark — not what any specific DC pays. Hyperscaler PPAs vary widely around it.

Growth by State

Co-located buildings clustered into campuses (≤800m). New = no 2022 campus within 1km.

Advanced Filters

Power & Grid

Capacity & queue figures: EIA, ISO/RTO operators, LBNL Queued Up 2025. Headroom is an estimate, not a reserve-margin calc.

Tools

Sources

2022 baseline: user-curated KML from datacenters.com

2026 current: OpenStreetMap Overpass API (ODbL)

Capacity: CBRE H2 2025 / JLL Year-End 2025

Reactors: NRC operating list

Grid capacity & peak: EIA-860 / ISO-RTO operators

Interconnection queues: LBNL Queued Up 2025

ISO boundaries: HIFLD (FERC/ORNL)

Tiles: CARTO Dark Matter / OpenStreetMap

The bottleneck isn't land.It's power.

The bottleneck isn't land.
It's power.