Reference doc
May 2026
~23,000 words
Energy Infrastructure for Hyperscale Data Centers
A plain-language guide to building a 1 GW gas plant for AI compute, overlaid with the data center it serves.
A layered reference covering the full physical infrastructure stack required to deliver power to hyperscale AI workloads: gas supply and firm transport, large power transformers and switchgear, turbines and OEM lead times, water at scale, labor and EPC capacity, capital markets, interconnection queues, and the cross-constraint compounding that makes single-input planning insufficient. ERCOT primary, PJM (Ohio and Pennsylvania) comparison. 29 deep dives plus methodology layer with confidence levels and sensitivities.
Gas infrastructure
Electrical equipment
Permitting
Capital markets
Labor
Water
Nuclear / SMR
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