Layers 6
Datacenters—
Nuclear / SMR—
Fusion Labs—
Grid Stress2
Live Deals8
Stage
All
Operating
Building
Planned
Live Metrics
Hyperscaler capex 2026$690B
DC construction starts$88B+
Under construction23GW global
US nuclear restarts4+ planned
ERCOT summer margin5.2%
VA interconnect queue6yr+
Transformer lead time20 months
Fusion funding (total)$48B+
Gas turbine wait time7 years
Recent Deals
US AI POWER INFRASTRUCTURE MAP
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MAP KEY
Datacenter / AI campus
● size = project scale
Nuclear / SMR project
▲ pulsing = active/live
Fusion lab
● glowing = active device
Live deal (pulsing)
● blinking = recent close
Grid stress zone
⚠ constrained capacity
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-
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⚡
AI Infrastructure Command
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