AI INFRASTRUCTURE TERMINAL

      
DATA CENTER · NEOCLOUD · POWER  |  WATCHLIST: AI INFRASTRUCTURE

    

  

  

    
    

      
--:--:--

      
 AS OF — · — COS

    

  










  
    WTCH COMMUNITY
    
      Turn this terminal into a weekly research habit.
      Join the community for semiconductor explainers, AI-infra breakdowns, watchlist updates, and investor Q&A.
    
  
  33% OFF JOIN WTCH
  







  
  

    

      

        
POWER TERMINAL

        
AI infrastructure watchlist, built around the bottleneck that matters: power.

        
Track who has megawatts online, who has credible contracted capacity, and whose pipeline is still more promise than proof.

      

      

        
WTCH Research Room

        
Want the research room behind the dashboard?

        
WTCH members get deeper semiconductor context, AI infrastructure notes, and live discussion around the companies in this terminal.

        Join the community
      

      

        
Disclaimer

        
This terminal is for research and education only. It should not be used as investing advice. Company disclosures, market data, calculations, and summaries may be incomplete, outdated, or incorrect.

      

    

    

    

    

    

    

      

        
POWER STACK BY COMPANYMW · operational + contracted (=secured) + pipeline

        

      

      

        
OPERATIONAL POWER ONLINEMW energized today

        

      

    

    

      

        
PORTFOLIO STATUS MIXaggregate MW

        

      

      

        
BACKLOG & PIPELINE$ disclosed

        

      

    

    

      
MASTER POWER LEDGER

      

    

  


  
  

    

      
      

        

        
Concentric rings = operational core · contracted · pipeline (size ∝ MW) · outer ring = company · dashed = approximate location. Click any marker for MW, host & source.

      

    

  


  
  

    

      
POWER LEAGUE TABLEoperational + contracted (=secured) + pipeline, MW · stacked

      

    

    

      

        
OPERATIONAL POWER RANKMW online

        

      

      

        
PIPELINE / POTENTIAL RANKMW

        

      

    

  


  
  

    

      POWER BASIS FOR MW/$B:
      
      
      
    

    

    

      

        
POWER vs MARKET CAPbubble = operational MW · log axes

        

      

      

        
POWER PER $ OF MARKET CAPMW secured per $B mkt cap

        

      

    

    

      
VALUATION LEDGER

      

    

  


  
  

    

      

      

    

    

    

      

        
SIDE-BY-SIDE POWERMW · grouped

        

      

      

        
BASKET PROFILEnormalized 0-100 vs peak

        

      

    

  


  
  

    

      
CAPACITY-COMING-ONLINE TIMELINEmilestones by period · color = status

      

      

    

  


  
  

    

      

        
COUNTERPARTY EXPOSUREcontracted MW by customer

        

      

      

        
CONTRACT VALUE / BACKLOG$ disclosed by company

        

      

    

    

      
OFFTAKE / LEASE CONTRACTS & COUNTERPARTIES