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Infrastructure

Compute, GPU economics, datacenters, power, chips, clouds, and physical constraints across the AI supply chain.

Categories
4
Live tables
6
Tracked rows
127
Observations
628
PUBLICATION CATALOG

Live infrastructure tables

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CategoryTablePrimary measureEntitiesConfidenceFreshnessCadence
CComputeAzure GPU VM retail pricesExact Linux on-demand Azure West US 3 VM and normalized physical GPU-hour retail prices for a fixed reviewed SKU cohort.Normalized retail price per GPU6100%currentdaily
DDatacentersOfficial AI infrastructure investment disclosuresReviewed first-party project announcements ranked by disclosed reference amount, with qualifiers preserved and actual spend explicitly separated.Disclosed infrastructure investment reference amount8100%currentdaily
DDatacentersState AI infrastructure pipelineA reviewed first-party project cohort with announced, under-construction, and energized stages plus separately scoped disclosed datacenter and compute MW. Permits and grid queues are never inferred.Reviewed announced AI infrastructure projects6100%currentdaily_after_source_verification
PPowerState power economicsCurrent statewide commercial and industrial retail electricity prices from EIA, explicitly not data-center tariffs.Industrial retail electricity price51100%currentdaily
PPowerState grid carbon intensityEPA eGRID generation-based annual state CO2e output rates with nameplate capacity, net generation, and coal, gas, nuclear, and renewable mix. Not consumption-based, marginal, or data-center-specific.State annual CO2e output rate51100%currentdaily
HChips & memoryAI accelerator memory specificationsFirst-party reported accelerator memory capacity and bandwidth for a fixed reviewed NVIDIA and AMD cohort.Accelerator memory capacity5100%currentevent_driven_with_daily_review_check
01 / C

Compute

GPU rental prices, availability, installed base, and accelerator economics.

1 live table →02 / D

Datacenters

Operating, under-construction, and planned AI capacity by place and operator.

2 live tables →03 / P

Power

Utility load, generation queues, power agreements, and grid constraints.

2 live tables →04 / H

Chips & memory

Accelerator shipments, HBM, advanced packaging, networking, and supply.

1 live table →