Story: state of ai/infrastructure
Context: Forward-looking assessment by a Sightline Climate analyst on build delays; tagged as a prediction for The Record. Still open, and this cycle's record runs its way. Meta's Temple, Texas site began serving traffic in 2026 having been announced in 2022 and paused for redesign — four-plus years announcement to operation. Hut 8's "1 GW" Beacon Point campus carries 1,000 MW of secured utility capacity against 704 MW of signed IT leases. Southern Company reported a 75 GW large-load pipeline of which 10 GW is fully contracted. And Lawrence Berkeley National Laboratory names "projects that have not yet selected a power provider" as a known source of overestimation in rival load forecasts. None of this resolves the specific 2026 cohort claim; it resolves against how much of the 2026 pipeline actually energizes by year end.