Weekly index
The Reality Report
Dated, sourced snapshots of AI compute infrastructure — region by region. Reports publish here as they are released, cross-posted in full on Substack.
Reality ReportAugust 26, 2026
One Grid Operator Names Its AI Load. Here Is What Sits Under the Name.
NYISO's queue file carries a code its own key defines as AI Datacenter: 5,290 MW across 12 requests in the July 31 edition. What the code shows, what it cannot show, and why two states just acted on totals that make no such distinction.
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Reality ReportJuly 28, 2026
A One-Year Ban, and the Question No Public Record Can Answer
New York just imposed the first statewide moratorium on hyperscale data centers. Whatever you think of the ban, it rests on a question no public record can currently answer: how much of the pipeline is real? Here is the one part of that answer anyone can verify.
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