Sources & Citations

AI Campus Colocation

6 primary sources 3 categories We publish the receipts

Industry survey & capex

Uptime · McKinsey

Uptime Institute Global Data Center Survey 2024 — canonical industry baseline on operator practice, rack density, and PUE for the colocation comparison.

Uptime Institute Global Data Center Survey 2024 View source

McKinsey analysis of data center capex forecasting — used as the projection baseline for AI infrastructure capital deployment.

McKinsey — Technology, Media & Telecommunications practice View source

Power demand forecasts

Goldman · IEA

Goldman Sachs Research on AI-driven data center power demand growth.

Goldman Sachs Research View source

International Energy Agency tracking of grid-tied data center builds and global electricity demand from AI.

International Energy Agency View source

Federal grid data

LBNL · DOE

LBNL queued capacity tracker — U.S. interconnection queue size and wait times that anchor the colocation deployment-speed comparison.

LBNL — Queued Up interconnection queue tracker View source

U.S. Department of Energy publications and program data on grid modernization, large-load policy, and data center electricity demand.

U.S. Department of Energy View source

These are the primary sources behind our research. Have a better one, or spot an error? Tell us — we’ll correct it.