Sources & Citations

Modular AI Campus

3 primary sources 3 categories We publish the receipts

Interconnection queue data

LBNL

Lawrence Berkeley National Laboratory queued capacity tracker — primary source for U.S. interconnection wait times that drive the modular-vs-hyperscale deployment economics.

LBNL — Queued Up interconnection queue tracker View source

Modular deployment reporting

IEEE Spectrum

IEEE Spectrum review of modular data center deployment — independent reporting on prefab and modular construction speed advantages.

IEEE Spectrum — Modular Data Center coverage View source

Hyperscaler capex tracking

CreditSights

CreditSights aggregated estimates of hyperscaler 2026 capital expenditure — the baseline against which the modular campus capital efficiency is benchmarked.

CreditSights — Technology Hyperscaler Capex 2026 Estimates View source

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