Data Center / Power / Infrastructure
Tracks physical bottlenecks in power, cooling, construction, and grid connection.
Layer Health Score
70
Current strength from layer metric scores weighted by data confidence.
Layer Stress Buffer
36
How much cushion this layer has against overheating and deterioration signals. Higher means more room.
Layer Data Confidence
31
Freshness, estimate labeling, and source coverage for this layer.
Data Center / Power / Infrastructure Trend
Positive Drivers
PUE Efficiency Change+8.0
Grid Equipment SuppliersChange 2Utility filings seed fixture
Construction Cost Growth Minus Cloud Growth+8.0
Grid Equipment SuppliersChange -4Construction-cost index seed fixture
Data Center Vacancy Tightness+7.2
Construction and Engineering FirmsChange -3Market data seed fixture
Negative Drivers
Grid Interconnection Delay Change-6.7
Power UtilitiesChange 4Utility filings seed fixture
Construction Cost Growth Minus Cloud Growth-5.9
Construction and Engineering FirmsChange 7Construction-cost index seed fixture
PUE Efficiency Change-3.2
Cooling SuppliersChange -1Manual analyst input
Layer Metrics
| Metric | Layer | Direction | Weight | Latest | Data Confidence |
|---|---|---|---|---|---|
| Power Cost and Lease Rate Pressure | Data Center / Power / Infrastructure | Lower is better | 0.22 | 24 | 0 |
| Grid Interconnection Delay Change | Data Center / Power / Infrastructure | Lower is better | 0.2 | 7 | 40 |
| Construction Cost Growth Minus Cloud Growth | Data Center / Power / Infrastructure | Lower is better | 0.2 | -6 | 40 |
| Data Center Vacancy Tightness | Data Center / Power / Infrastructure | Middle range is better | 0.18 | 82 | 40 |
| PUE Efficiency Change | Data Center / Power / Infrastructure | Higher is better | 0.2 | 1 | 40Estimated |
Layer Alerts
| Severity | Date | Title | Layer | Entity | Evidence |
|---|---|---|---|---|---|
| Watch | Power and data-center lease pressure rose Power cost and lease-rate pressure increased, which can make AI infrastructure harder to monetize. | Data Center / Power / Infrastructure | Data Center REITs | ||
| Warning | Grid interconnection delays increased materially Grid delays increased while AI infrastructure demand remains high, raising schedule and cost risk. | Data Center / Power / Infrastructure | Power Utilities |