SEC/01 · Sector
Hyperscalers & AI Compute Developers
Power-first site intelligence at hyperscale velocity.
Audience
Cloud, AI, and colocation operators with >50 MW siting needs.
We give hyperscale and AI compute developers an honest read on where power can actually be delivered, when, and at what risk — before LOIs commit capital to sites that cannot energize on schedule.
5–15
site shortlist from national universe
12–18 mo
typical lead-time visibility we add vs. utility public timelines
P50/P90
energization confidence intervals
The Problems
What you are actually solving for.
P/01
Energization timeline reality
Utility commitments often diverge materially from interconnection study truth. We model the realistic delta.
P/02
Constraint discovery
Substation headroom, transmission backbone, gen-tie corridors, and behind-the-meter optionality assessed before site control.
P/03
Community & political risk
Loudoun, Hillsboro, and Prince William taught the industry that sentiment is now a hard constraint.
P/04
Co-location structuring
FERC/PJM evolving posture on co-located generation reshapes deal architecture.
Process
How the engagement runs.
01 / Brief
Capacity targets, geographic constraints, latency / fiber requirements, water posture.
02 / Screen
Filter the national landscape to a defensible 5–15 site shortlist.
03 / Diligence
Per-site power, land, sentiment, jurisdictional, and timeline analysis.
04 / Brief & Update
IC-ready memo and standing intelligence as conditions evolve.
Deliverables
What you receive.
- — Site energization risk score
- — Time-to-power model (P50/P90)
- — Stakeholder & sentiment brief
- — Co-location feasibility memo
- — Comparative market matrix
Engagement Model:
Per-mandate site search, per-site diligence, or standing retainer for portfolio-wide pipeline.
Position capital before the next cycle moves.