{ "name": "US AI Infrastructure Monitor — source ledger", "version": "0.1.0", "generated": "2026-06-25", "license": "CC-BY-4.0", "note": "Every source label cited across the dashboard, mapped to its verified canonical public URL + provenance class (government / filing / operator / trade_press / analyst). Modeled, derived, or composite references carry no external URL (linkable=false) — they point to methodology, not a single document. Analyst sources retain their own terms.", "coverage": { "total": 109, "linkable": 80, "withUrl": 80, "modeledOrVague": 29, "note": "After de-duplicating exact-duplicate labels, 109 distinct labels remain: 80 are linkable with researcher-verified canonical URLs (operator / filing / government / trade_press / analyst), and 29 are modeled or vague composites with no single citeable document. Several authoritative hosts (SEC EDGAR, IEA, LBNL, Oracle, OpenAI) 403 the automated fetcher but their identities were confirmed via search. No URLs were invented for the 29 modeled entries. The four grid-feed forms (EIA-930, EIA-860, EIA-861, LBNL Queued Up) were added so grid charts linkify their cited sources." }, "ledger": [ { "label": "AMD / OpenAI release, Oct 2025", "url": "https://ir.amd.com/news-events/press-releases/detail/1260/amd-and-openai-announce-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus", "publisher": "Advanced Micro Devices (AMD) Investor Relations", "provenance": "operator", "linkable": true }, { "label": "DCD / Utility Dive — AEP Ohio 30→13 GW after PUCO large-load tariff", "url": "https://www.utilitydive.com/news/aep-ohio-data-center-load-tariff-oma-manufacturers/811583/", "publisher": "Utility Dive", "provenance": "trade_press", "linkable": true }, { "label": "Microsoft / OpenAI restructuring, 2025", "url": "https://blogs.microsoft.com/blog/2025/10/28/the-next-chapter-of-the-microsoft-openai-partnership/", "publisher": "Microsoft (official blog)", "provenance": "operator", "linkable": true }, { "label": "State large-load actions — see Grid → regulation", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "GE Vernova LM2500XPRESS / Crusoe (timeline modeled)", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "Provider pricing pages; Artificial Analysis; arXiv 2504.00294; Gartner (Mar 2026, 5-30x agentic tokens)", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "Arizona Corporation Commission", "url": "https://azcc.gov/", "publisher": "Arizona Corporation Commission", "provenance": "government", "linkable": true }, { "label": "CoreWeave Q1 2026 results", "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Reports-Strong-First-Quarter-2026-Results/", "publisher": "CoreWeave, Inc. (Investor Relations)", "provenance": "operator", "linkable": true }, { "label": "IEA Energy and AI — US renewables add 110 TWh to 2030", "url": "https://www.iea.org/reports/energy-and-ai/energy-supply-for-ai", "publisher": "International Energy Agency (IEA)", "provenance": "government", "linkable": true }, { "label": "Mitsubishi Heavy Industries FY ended Mar 2026", "url": "https://www.mhi.com/news/26051201.html", "publisher": "Mitsubishi Heavy Industries, Ltd.", "provenance": "operator", "linkable": true }, { "label": "Oracle Q4 FY2026 results", "url": "https://investor.oracle.com/investor-news/news-details/2026/Oracle-Announces-Record-Q4-and-FY-2026-Results-Driven-by-Cloud-Infrastructure--Cloud-Applications/default.aspx", "publisher": "Oracle Corporation (Investor Relations)", "provenance": "operator", "linkable": true }, { "label": "Blackstone / Google TPU JV reporting", "url": "https://www.blackstone.com/news/press/blackstone-announces-joint-venture-with-google-to-create-new-tpu-cloud/", "publisher": "Blackstone", "provenance": "operator", "linkable": true }, { "label": "DOE / Google–Kairos SMR program", "url": "https://blog.google/outreach-initiatives/sustainability/google-kairos-power-nuclear-energy-agreement/", "publisher": "Google", "provenance": "operator", "linkable": true }, { "label": "Ohio Capital Journal, Jun 2026", "url": "https://ohiocapitaljournal.com/2026/06/10/ohio-lawmakers-introduce-sweeping-new-data-center-legislation/", "publisher": "Ohio Capital Journal", "provenance": "trade_press", "linkable": true }, { "label": "TechCrunch (deals[])", "url": null, "publisher": "TechCrunch", "provenance": "modeled", "linkable": false }, { "label": "IEA Energy and AI (15-27 GW on-site gas by 2030, mostly US) + S&P Global (up to 33 GW BTM); TWh conversion modeled", "url": null, "publisher": "IEA + S&P Global (derived)", "provenance": "modeled", "linkable": false }, { "label": "AMD 8-K warrant disclosure", "url": "https://ir.amd.com/financial-information/sec-filings/content/0001193125-25-230895/d28189d8k.htm", "publisher": "Advanced Micro Devices (SEC Form 8-K)", "provenance": "filing", "linkable": true }, { "label": "Blackstone-anchored CoreWeave DDTL", "url": "https://investors.coreweave.com/news/news-details/2026/CoreWeave-Closes-Landmark-8-5-Billion-Financing-Facility-Achieving-First-Investment-Grade-Rated-GPU-backed-Financing/default.aspx", "publisher": "CoreWeave (IR)", "provenance": "operator", "linkable": true }, { "label": "Constellation / Microsoft Three Mile Island (Crane) PPA", "url": "https://www.constellationenergy.com/news/2024/Constellation-to-Launch-Crane-Clean-Energy-Center-Restoring-Jobs-and-Carbon-Free-Power-to-The-Grid.html", "publisher": "Constellation Energy", "provenance": "operator", "linkable": true }, { "label": "IREN 10-Q", "url": "https://www.sec.gov/Archives/edgar/data/0001878848/000187884825000081/iren-20250930.htm", "publisher": "SEC EDGAR (IREN Ltd)", "provenance": "filing", "linkable": true }, { "label": "NVIDIA / OpenAI announcement, Sep 2025", "url": "https://nvidianews.nvidia.com/news/openai-and-nvidia-announce-strategic-partnership-to-deploy-10gw-of-nvidia-systems", "publisher": "NVIDIA (Newsroom)", "provenance": "operator", "linkable": true }, { "label": "Provider pricing pages, OpenRouter, Together AI", "url": "https://openrouter.ai/pricing", "publisher": "OpenRouter (and Together AI)", "provenance": "operator", "linkable": true }, { "label": "CBRE / JLL data-center market reports", "url": null, "publisher": "CBRE / JLL", "provenance": "modeled", "linkable": false }, { "label": "Georgia PSC / Perkins Coie", "url": "https://perkinscoie.com/insights/blog/georgia-public-service-commission-approves-georgia-powers-major-generation-expansion", "publisher": "Perkins Coie LLP", "provenance": "analyst", "linkable": true }, { "label": "OpenAI compute-commitment disclosure", "url": "https://openai.com/index/building-the-compute-infrastructure-for-the-intelligence-age/", "publisher": "OpenAI", "provenance": "operator", "linkable": true }, { "label": "TrendForce + Coherent press / optics.org", "url": "https://www.trendforce.com/presscenter/news/20260420-13017.html", "publisher": "TrendForce", "provenance": "analyst", "linkable": true }, { "label": "IEA Energy and AI (nuclear ≈ renewables ...); near-term = TMI + Comanche Peak restarts. US TWh modeled", "url": null, "publisher": "IEA (base report) + dashboard modeling", "provenance": "modeled", "linkable": false }, { "label": "AXT Q1 2026 results + 10-K", "url": "https://www.sec.gov/Archives/edgar/data/1051627/000143774926014204/ex_906119.htm", "publisher": "AXT, Inc. (SEC EDGAR)", "provenance": "filing", "linkable": true }, { "label": "Bloom Energy / Oracle OCI deployment", "url": "https://www.bloomenergy.com/news/oracle-and-bloom-energy-collaborate-to-deliver-power-to-data-centers-at-the-speed-of-ai/", "publisher": "Bloom Energy", "provenance": "operator", "linkable": true }, { "label": "Entergy / LPSC", "url": "https://www.entergy.com/news/entergy-louisiana-receives-lpsc-approval-for-major-infrastructure-investments-to-support-metas-data-center-and-improve-reliability", "publisher": "Entergy Louisiana", "provenance": "operator", "linkable": true }, { "label": "Illinois Commerce Commission", "url": "https://icc.illinois.gov/api/web-management/documents/downloads/public/press-release/03.20.26%20Data%20center%20tariff%20investigation.pdf", "publisher": "Illinois Commerce Commission", "provenance": "government", "linkable": true }, { "label": "NVIDIA A100 datasheet", "url": "https://www.nvidia.com/content/dam/en-zz/Solutions/Data-Center/a100/pdf/nvidia-a100-datasheet-nvidia-us-2188504-web.pdf", "publisher": "NVIDIA", "provenance": "operator", "linkable": true }, { "label": "Siemens Energy order backlog (FY2026)", "url": "https://www.siemens-energy.com/us/en/home/press-releases/earnings-release-q2-fy-2026.html", "publisher": "Siemens Energy", "provenance": "operator", "linkable": true }, { "label": "CBRE / JLL vacancy data", "url": "https://www.cbre.com/insights/books/north-america-data-center-trends-h2-2025", "publisher": "CBRE", "provenance": "analyst", "linkable": true }, { "label": "Goldman Sachs Research", "url": "https://www.goldmansachs.com/insights/goldman-sachs-research/data-center-power-demand-the-6-ps-driving-growth-and-constraints", "publisher": "Goldman Sachs (GS SUSTAIN / Goldman Sachs Research)", "provenance": "analyst", "linkable": true }, { "label": "OpenAI/Broadcom release, Oct 2025", "url": "https://openai.com/index/openai-and-broadcom-announce-strategic-collaboration/", "publisher": "OpenAI (mirrored on Broadcom IR)", "provenance": "operator", "linkable": true }, { "label": "TrendForce HBM Industry Analysis 1Q26", "url": "https://www.trendforce.com/research/download/RP260204DA3", "publisher": "TrendForce", "provenance": "analyst", "linkable": true }, { "label": "IEA Energy and AI; EIA STEO; S&P Global Commodity Insights — period split modeled", "url": null, "publisher": "US AI Infrastructure Monitor (derived)", "provenance": "modeled", "linkable": false }, { "label": "Alphabet 2026 guidance", "url": "https://abc.xyz/investor/events/event-details/2026/2025-Q4-Earnings-Call-2026-Dr_C033hS6/default.aspx", "publisher": "Alphabet Inc. (Investor Relations)", "provenance": "operator", "linkable": true }, { "label": "Broadcom investor releases + LightCounting", "url": "https://investors.broadcom.com/news-releases", "publisher": "Broadcom Inc. (Investor Relations)", "provenance": "operator", "linkable": true }, { "label": "FERC", "url": "https://www.ferc.gov/", "publisher": "US Federal Energy Regulatory Commission", "provenance": "government", "linkable": true }, { "label": "Meta 2026 guidance", "url": "https://investor.atmeta.com/investor-news/press-release-details/2026/Meta-Reports-Fourth-Quarter-and-Full-Year-2025-Results/default.aspx", "publisher": "Meta Platforms, Inc. (Investor Relations)", "provenance": "operator", "linkable": true }, { "label": "NVIDIA Blackwell datasheet", "url": "https://www.nvidia.com/en-us/data-center/gb200-nvl72/", "publisher": "NVIDIA Corporation", "provenance": "operator", "linkable": true }, { "label": "Soitec H1'26 + BofA", "url": "https://www.soitec.com/home/group/newsroom/press-releases/content/2025/11/19/soitec-reports-second-quarter-revenue-and-half-year-results-of-fiscal-year-2026", "publisher": "Soitec S.A.", "provenance": "operator", "linkable": true }, { "label": "CBRE H2 2025 + LBNL Queued Up 2025", "url": "https://emp.lbl.gov/publications/queued-2025-edition-characteristics", "publisher": "Lawrence Berkeley National Laboratory (LBNL/Berkeley Lab EMP)", "provenance": "analyst", "linkable": true }, { "label": "Goldman Sachs, Wood Mackenzie, EIA + utility IRP filings (modeled)", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "Oracle / OpenAI reporting, Sep 2025", "url": "https://techcrunch.com/2025/09/10/openai-and-oracle-reportedly-ink-historic-cloud-computing-deal/", "publisher": "TechCrunch", "provenance": "trade_press", "linkable": true }, { "label": "Utility Dive (A. 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"label": "Industry reporting", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "PUCT / Greenberg Traurig", "url": "https://www.gtlaw.com/en/insights/2026/3/texas-senate-bill-6-update-what-data-centers-large-load-customers-should-know-about-proposed-interconnection-standards", "publisher": "Greenberg Traurig LLP", "provenance": "analyst", "linkable": true }, { "label": "WRI Aqueduct water-stress (basin-level proxy)", "url": "https://www.wri.org/applications/aqueduct/water-risk-atlas/", "publisher": "World Resources Institute (WRI)", "provenance": "analyst", "linkable": true }, { "label": "Modeled reconciliation of LBNL queue against cited duplicate/speculative haircuts (Utility Dive, Latitude Media, EPRI)", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "Amazon 2026 guidance", "url": null, "publisher": "", "provenance": "modeled", "linkable": false }, { "label": "Constellation Crane CEC / Microsoft PPA", 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