An announcement creates a pipeline. A contract creates an obligation. Neither proves that the megawatts are energized.
The power plant becomes part of the plan.
Google’s Wyoming announcement describes a contracted 702 MW fuel-cell development with carbon capture. The release does not disclose the campus IT load. Generation MW should not be relabeled as server capacity.
Google, November 5 — primary announcement ↗
Existing infrastructure is a head start, not a finish line.
Drax and its partners target an initial phase of up to 100 MW from Q1 2028. The release explicitly keeps planning, regulatory and network approvals, and a suitable tenant as conditions. Its estate-level grid-access figure is a different measure.
Drax, November 3 — project phases and conditions ↗
Finance the right risk.
Crusoe’s equipment facility and EdgeCore’s asset-backed financing show different capital structures: power equipment versus stabilized, leased capacity. Compare what backs the funding, not just how large the headline is.
Crusoe, October 22 ↗ · EdgeCore, October 28 ↗
A faster connection can come with conditions.
CAISO’s board-approved proposal describes flexible interim load interconnection while associated network upgrades are completed. It goes to FERC for review; it is not a promise of unconditional firm service at every site.
Market pulse: keep the bases separate.
| Market / source | What is actually stated | What it does not establish |
|---|---|---|
| Wyoming / Google, Nov 5 ↗ | Contracted 702 MW fuel-cell development with CCS. | A disclosed campus IT-load figure or completed plant. |
| Alliant / DCD, Nov 2 ↗ | Reported 3.4 GW of contracted data center demand; further contracts expected. | That all contracted load is already energized or available to a new buyer. |
| North Yorkshire / Drax, Nov 3 ↗ | Initial phase targets up to 100 MW from Q1 2028. | Final planning/network approval, a secured tenant or completed operation. |
| California / CAISO, Oct 28 ↗ | Board-approved flexible interim interconnection proposal, headed to FERC. | Unconditional firm service, blanket approval or a market wait-time guarantee. |
| Silicon Valley / EdgeCore, Oct 28 ↗ | Asset-backed financing supported by a stabilized 36 MW IT-capacity building. | That the financed capacity is available inventory on this website. |
What we are not scoring yet.
Day2GW is our planned time-to-power framework. We are withholding a number until comparable, sourced commitment and energization dates support one. That is a deliberate data-quality decision, not missing zero capacity.
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Desk analysis, not investment, legal or engineering advice. Source claims and delivery plans can change. Corrections: [email protected].
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