KREN

Signal & Flow

AI Power and Data-Center Bottlenecks

AI Power and Data-Center Bottlenecks

Grid connections are progressing toward delivered and operating data centers.

2026-10-04 · 12 selected projects

Sweetwater 1 · Grid-connected site1.4 GW
Two IT projects · Delivered/operating share50%
Two IT projects · Remaining target capacity+0.300 GW

Childress delivered 0.050 + Polaris operating 0.250 = 0.300 / target 0.600 GW IT

From power infrastructure to operating AI

  1. 1Power and permits
  2. 2Power construction
  3. 3Connection and energization
  4. 4Data center and servers
  5. 5Commissioning and delivery
  6. 6Operation

Will the planned buildout provide enough power?

Hyperion · Capacity comparison after planned plant completion

Planned generation floor7.46 GW
Required power · assumed6.50 GW
Headroom · assumed+0.96 GW

2.26 + 5.20 = at least 7.46 GW planned generation → 5.00 GW compute assumed as IT load × PUE 1.30 = 6.50 GW required

The full planned capacity provides nominal headroom under these assumptions.

Assumes the 5 GW compute target is IT load after planned completion; before transmission constraints, net output and reserves.

Change the assumptions

Resolution gates: plants complete → transmission connected → site demand and reserves covered

Project stages and sources →

Project stages and capacity progress

12 / 12

Texas, US · 2026-08-27

IREN Childress · Horizon

5 · Stage · Commissioning and deliveryHorizon 1 delivered

0.200 GWIT delivery target
25%Delivered capacity · 50 / 200 MW IT
25.0%

Next gate Horizon 2 commissioning and Horizon 3–4 delivery

Q4 2026 · subsequent delivery target

Details and sources →
North Dakota, US · 2026-10-02

Polaris Forge 1

6 · Stage · Operation250 MW operational

0.400 GWCritical IT target
62.5%Operating capacity · 250 / 400 MW IT
62.5%

Next gate Delivery and operation of the remaining 150 MW

Remaining buildout

Details and sources →
Texas, US · 2026-04-29

Abilene Stargate

6 · Stage · OperationInitial buildings operating

1.2 GWPlanned campus capacity

Next gate Energization and operation of remaining buildings

End 2026 · remaining buildings target

Details and sources →
Wisconsin, US · 2026-06-23

Microsoft Fairwater

6 · Stage · OperationFirst facility operating

2028Adjacent facility completion target

Next gate Construction and completion of the adjacent facility

2028 · adjacent facility target

Details and sources →
Louisiana, US · 2026-07-13

Meta Hyperion

1 · Stage · Power and permitsAdditional generation permits and data-center construction

>5.2 GWSeven additional planned gas plants

Next gate Generation and transmission approvals and completion → load supply

Previously approved plants · 2028–2029 targets

Details and sources →
New Mexico, US · 2026-06-03

Project Jupiter

1 · Stage · Power and permitsRevised power permit review

Fuel cellsRevised power source

Next gate Revised permit → power installation and energization

Revised permit decision is the next gate

Details and sources →
Norway · 2026-07-06

Nscale Narvik

4 · Stage · Data center and serversData-center construction and equipment preparation

0.230 GWPlanned campus capacity

Next gate GPU delivery → commissioning → service launch

2027 · planned Rubin deployment

Details and sources →
Pennsylvania, US · 2025-06-11

AWS Salem · Susquehanna

1 · Stage · Power and permitsSupply agreement and grid transition

1.920 GWContract ceiling across multiple sites

Next gate Grid-supply transition and phased power delivery

Phased contractual supply

Details and sources →
Mississippi, US · 2026-07-30

xAI Southaven · Power

2 · Stage · Power constructionPermanent power plant construction

1.2 GWPermanent generation design capacity

Next gate Permanent plant commissioning → temporary turbine removal

July 2027 · temporary turbine removal deadline

Details and sources →
UAE · 2025-10-16

Stargate UAE

4 · Stage · Data center and serversFirst cluster construction

0.200 GWInitial-phase target

Next gate Initial cluster energization and operation

2026 · initial operation target

Details and sources →
Texas, US · 2026-05-01

IREN Sweetwater 1

3 · Stage · Connection and energizationHV substation energized

1.4 GWGrid-connected site power envelope

Next gate Data-center completion → server and cooling commissioning → customer delivery

Phased delivery by data center

Details and sources →