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AI infrastructure
When Compute Commitments Become Claims
Electricity demand, customer credits and creditor timing.
Read the paper →The evidence behind the research
The Observatory
Explore by programme, follow a case, or go straight to the evidence.
The Observatory / AI infrastructure
Follow the commitment.
Three places. Different instruments. Open a case to see what the documents establish.
Evidence snapshot8 September 2026
Research coverage03 cases
Markers identify research geographies, not individual facilities. Colour indicates the selected case.
Map: Natural Earth ↗Read the analysis
When Compute Commitments Become Claims
Electricity Demand, Customer Credits and Creditor Timing.
Open the working paperOhio / Power contracts
From requested power to a signed commitment
43.3%
Signed tariff capacity / capacity in study requests
5,642 MW signed13,022.7 MW requested
Commitments as of 12 February 2026
AEP Ohio reported that part of its studied data-centre demand had progressed to signed tariff commitments. That is a different milestone from requesting a connection.
Where the evidence stops
This measures a change in commitment status. It does not measure delivered electricity, operating servers or utilisation. The studied cohort is not all demand in Ohio.
These are different ratios answering different questions. They are not a ranking, a common loss measure, or a live market feed.
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