Not all megawatts are equal.
A big capacity number is a starting point, not a conclusion. Here are the questions we ask before treating it as supply.
1 / Announced
What does the number describe? IT load, gross utility demand, generation nameplate capacity, or an entire multi-phase campus? We name the unit and the scope instead of adding unlike numbers together.
2 / Contracted
Who has signed what? A utility agreement, tenant lease, equipment order, and nonbinding memorandum carry different commitments. If the underlying agreement is not public, we say so.
3 / Permitted
What remains between the project and a shovel—or a switched-on substation? Planning, air permits, network upgrades, water, and local approvals each carry their own clock.
4 / Energized
When can the load actually run, and under what conditions? Firm service, interruptible load, and interim flexible interconnection are not interchangeable. Target dates are not operating dates.
The desk’s rule
Read the filing. Check the power. Follow the clock.
We separate reported facts from our analysis, link sources, and keep undisclosed information undisclosed. A missing date does not mean a short wait.