United States
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Two countries. Two perspectives.Our comparative research places US and Chinese data centers within the power systems, legal frameworks and institutions that enable them.
Tracker & timeline →United States
China
Map by DC Atlas
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Latest AnalysisEvidence-driven research examines how grid rules, energy contracts and fuel security shape the expansion of AI infrastructure.
Explore all six →NEWNote
October evidence: follow the legal connections
A new reading guide connects the FERC decision, supply contracts, project status and IEA data. Start with the evidence, then compare the institutions.
NEWLaw
FERC / PJM: the boundary of large-load regulation
Final order, 9 October 2026: the registry is accepted; IRAS and BYONC are rejected. Read the jurisdictional limits and related service-obligation research.
NEWProject
AEP–Google: 702 MW fuel-cell supply planned
Announced 14 October 2026. Follow the planned Cheyenne supply project to its 20-year PPA; capacity is not yet verified operational.
NEWContract
AEP–Google: the 20-year power contract
The latest agreement joins new Google–Constellation and Amazon–Constellation nuclear records. Compare contract duration, new capacity and disclosure limits.
NEWAcademic
IEA: Powering Artificial Intelligence
Published 14 October 2026. Explore the IEA policy scan alongside RAP’s service-obligation report and a separately labelled flexibility preprint.
NEWTracker
134 policies. 45 TWh of signed PPAs.
IEA’s October update connects policy coverage and H1 2026 PPA volume to source records. Contracted energy remains separate from actual consumption.
Six Research PillarsOur research connects commentary, laws, projects, contracts, scholarship and data to explain who powers AI, who pays and who bears the risk.
Note
Original commentary, visual guides and learning guides that connect energy news and technical concepts to data-center law.
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Law
US and Chinese laws, utility rules and regulatory decisions, compared through their effects on data-center access, energy costs and risk.
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Project
US and Chinese data-center cases that connect site development and power supply to the legal approvals and agreements behind each project.
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Contract
Power, grid-connection and infrastructure agreements examined for who pays, who performs and who bears the risk, with public-disclosure limits made explicit.
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Academic
Scholarship on AI, electricity and infrastructure, organized by research question, method and findings to support US–China comparison.
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Tracker
Data on electricity demand and infrastructure trends, with sources, units and forecast boundaries kept visible for meaningful comparison.
Read more →Questions & Evidence
Five questions. One infrastructure system.
Our research asks who powers AI, who gets access, who pays, who bears the risk and who shares the benefits.
Knowledge Galaxy
A constellation of knowledge.
Our research connects power, sites, contracts and institutions through six pathways into the evidence.