Sources & Citations

AI Factory Infrastructure

6 primary sources 5 categories We publish the receipts

Federal grid & queue research

LBNL

Lawrence Berkeley National Laboratory’s 2024 Queued Up report — U.S. interconnection queue size and wait time data anchoring the AI factory deployment-speed comparison.

LBNL — 2024 Queued Up report View source

Industry conference & outlook

Data Center Frontier · JLL

Data Center Frontier’s GTC 2026 coverage of NVIDIA Jensen Huang’s AI factory framing and roadmap.

Data Center Frontier — Jensen Huang Maps the AI Factory Era at NVIDIA GTC 2026 View source

JLL 2026 Global Data Center Outlook — commercial real estate analyst tracking of data center capacity, leasing, and absorption.

JLL — 2026 Global Data Center Outlook View source

International outlook

IEA

International Energy Agency Energy and AI report — global energy implications of AI infrastructure expansion.

IEA — Energy and AI View source

Climate & investment research

Lombard Odier

Lombard Odier’s January 2026 analysis of the AI infrastructure investment race and global capital flows.

Lombard Odier — AI supercharges the race (Jan 2026) View source

Independent technical reporting

TechCrunch

TechCrunch April 2026 supply-chain reporting on AI companies building natural gas plants to power data centers.

TechCrunch — AI companies are building huge natural gas plants to power data centers (April 2026) View source

These are the primary sources behind our research. Have a better one, or spot an error? Tell us — we’ll correct it.