Sovereign AI Infrastructure

8 primary sources 4 categories We publish the receipts

Grid operators & interconnection

ERCOT · PJM

ERCOT operational records and interconnection queue data referenced for Texas grid stress analysis.

Electric Reliability Council of Texas (ERCOT) View source

PJM 67-million-customer footprint and 13-state coverage as the largest US ISO/RTO.

PJM Interconnection View source

NVIDIA

NVIDIA H100 platform specification (Hopper generation flagship for training).

NVIDIA H100 product page View source

NVIDIA GB200 NVL72 rack specification as the next-generation rack-scale AI compute platform.

NVIDIA GB200 NVL72 product page View source

DoD · FedRAMP

U.S. Department of Defense as the canonical buyer for defense-grade sovereign AI infrastructure.

U.S. Department of Defense View source

FedRAMP authorization regime as the federal compliance baseline for cloud and sovereign infrastructure.

Federal Risk and Authorization Management Program (FedRAMP) View source

Uptime · S&P Global

Uptime Institute Global Data Center Survey as the canonical industry baseline on rack density, PUE, and operational practice.

Uptime Institute View source

S&P Global Market Intelligence analysis of US power markets and data center demand surge.

S&P Global Market Intelligence View source

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