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Cleanview

Energy data company that tracks US power plants, data center projects and grid interconnection, publishing datasets and analysis.

Current stories

investOne report1 publisher

US grid buyers outnumber Korea's equipment sellers four to one at this year's KOTRA event

Twelve Korean power equipment firms will meet about 50 American buyers on a KOTRA-organised trip that drew 10 firms and 12 buyers last year, with a Silicon Valley leg added to the Dallas itinerary.

Publishers:en.sedaily.com

Reality

Evidence42
Adoption32
Hype gap+24
Incentives70
Confidence43
scienceOne report1 publisher

A portability rule put 1,775 megawatts of gas turbines next to a Southaven neighborhood

The turbines feeding SpaceXAI's Colossus 2 went in under a Mississippi rule that asks whether equipment is portable rather than what it emits, which is why the fight is over a legal category and not over anyone's measurements.

Reality

Evidence56
Adoption76
Hype gap+12
Incentives82
Confidence53
investOne report1 publisher

SpaceX shifts AI data-center strategy toward power and cooling redundancy as it races to meet $920m-a-month Google deadline

Cryptopolitan, citing The Information, says sites in Tennessee and Mississippi ran for months without backup power, and Google can trim payments proportionally if about 110,000 GPUs miss a September 30 handover.

Reality

Evidence25
Adoption30
Hype gap+30
Incentives60
Confidence30
investOne report1 publisher

Texas froze 474 gigawatts of interconnection queue, and the audit is now the schedule risk

Abbott's halt on new grid-connection approvals has stalled roughly 1,800 data center projects. The gap between 474 GW requested and 100 GW planned suggests what the audit will find.

Publishers:fortune.com

Reality

Evidence58
Adoption72
Hype gap+18
Incentives66
Confidence60
investOne report1 publisher

Behind-the-meter gas is the data center buildout's real cost: 318 Mt a year

BloombergNEF tracks 99 on-site gas plants totalling 126 gigawatts. Run at normal rates they would add about a fifth to US power sector emissions, with no utility or grid operator vote.

Publishers:fortune.com

Reality

Evidence58
Adoption38
Hype gap+18
Incentives55
Confidence52