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Macrostack — Datacentre Energy
21 options for powering and cooling AI infrastructure, compared on the field that actually decides them: lead time.
Maintained at macrostack.net/energy.
Verified 2026-09-06.
Why this exists
The binding constraint on AI in 2026 is not chip allocation. It is megawatts.
- US grid interconnection queue: 2,600+ GW, waits approaching 5 years
- Projects that withdraw before energising: nearly 80%
- Data centre share of US electricity: 6-12% of total US electricity by 2026, up from 4% in 2024
- A GB200 NVL72 rack draws 120–132 kW against a 2026 average of ~27 kW
No neutral comparison of these options exists, because every organisation qualified to write one sells one of the answers. Turbine vendors publish on turbines. SMR developers publish on SMRs. This is the version written by somebody selling none of them.
The consequence nobody states plainly
A queue position is not a power supply. With four in five projects withdrawing, announced gigawatts and delivered gigawatts are different numbers — and press releases quote the first. If your interconnection date is 2031, your 2026 chip decision is really a 2031 chip decision.
Licence
CC-BY-NC-4.0 — free for research and internal evaluation, attribution required. For commercial redistribution, contact macrostack.net.
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