POWER TERMINAL
THE AI INFRASTRUCTURE RESEARCH HUB
LATEST COMPANY SOURCE IN DATASET — MARKET SNAPSHOT CHECKED — · — COMPANIES
WATCHLIST RESEARCH QUEUE

Start with the latest source. Then inspect the evidence.

Current research files are ordered by their latest captured source date. Capacity figures below are company-reported or WTCH-classified and may use different bases; they are context, not a valuation conclusion.

CAPACITY COMPONENTS · 9 LATEST-SOURCE NAMESWTCH ANALYSIS · unknown omitted · view separately · bases vary · do not add
See the reported capacity ledger below.
LIVE AI CAPACITY REPORTEDMW · company-level strict AI/HPC lens
See the reported capacity ledger below.
DISCLOSURE FRESHNESScompanies by age of latest source
See the data freshness list above.
COMPANY-REPORTED COMMERCIAL COMMITMENTSraw labels · not comparable or additive
REPORTED CAPACITY LEDGER
LIVE AI / HPC CAPACITY REPORTEDstrict company-level lens · n/d excluded · zero preserved
Open a company brief for the underlying reported value.
COMPANY-REPORTED FIGURES CAPTUREDresearch coverage · not company quality
SOURCE RECORDS CAPTUREDresearch coverage · not company quality
BASIS LOCKED TO REPORTED LIVE AI / HPC · UNKNOWN VALUES EXCLUDED
REPORTED CAPACITY vs EQUITY CAPscreening context only · log axes
See the capacity and equity context table below.
REPORTED MW PER $B EQUITY CAPnot a valuation multiple
CAPACITY / EQUITY CONTEXT
Do not rank firm MW without its basis. A customer-backed lease, a host-capacity contract, and a utility or site right are different evidence. The chips below name the current WTCH classification; tenant and landlord MW may overlap.
LIVE AI / HPC CAPACITY REPORTEDMW · unknown excluded · not stacked
See the company comparison cards above.
EVIDENCE COVERAGErecord counts · research coverage, not company quality
See the company comparison cards above.
CAPACITY-COMING-ONLINE TIMELINEmilestones may mix cumulative and incremental MW · do not sum
COUNTERPARTY RELATIONSHIPSraw agreements · direction varies · not additive
COMMERCIAL COMMITMENTSARR / TCV / options kept separate in raw labels
OFFTAKE / LEASE CONTRACTS & COUNTERPARTIES
☄ POWER WIRE — SOURCE-CHECKED AI-INFRASTRUCTURE NEWS
Curated by the WTCH research agent. Each item requires at least two independent sources before it ships. “Source checked” describes the research process, not a guarantee of completeness. Impact tags are editorial judgment, not investment advice.