Research · Grid Intelligence

Per-ISO grid headroom & interconnect queue

Where the data centers want to go and how the queue is moving. Each region pairs the ISO's generation interconnection queue, read daily from the ISO's own queue file and dated on the card, with a hand-curated corridor baseline (queue, peak, congestion, transmission) labelled with the date it was set.

ERCOT — Texas

Corridors: baseline as of Mar 23, 2026

255 GW of data center requests in Oncor territory alone — 8x system peak. Severe dilution expected under Batch Zero. South Texas and the Plains offer unconstrained alternatives.

ERCOT →

PJM — Mid-Atlantic & Ohio Valley

Queue live · Oct 27, 2026Corridors: baseline as of Mar 23, 2026

Northern Virginia hosts 70%+ of US hyperscale capacity. PJM Cycle 1 launches 2026 with reformed interconnection. Ohio, Indiana, and West Virginia emerge as overflow markets with lower capacity prices.

PJM →

MISO & SPP — Central US

Queue live · Oct 27, 2026Corridors: baseline as of Mar 23, 2026

MISO South and SPP absorb developers priced out of Texas and PJM. Abundant wind + gas, low land costs, and growing transmission capacity make these the next frontier.

MISO / SPP →

CAISO — California & Western

Queue live · Jul 16, 2026Corridors: baseline as of Mar 23, 2026

California grid constraints and wildfire risk push developers to Phoenix, Las Vegas, and Reno. Solar abundance but transmission bottlenecks define the Western corridor.

CAISO →

Southeast — TVA & Southern Company

Corridors: baseline as of Mar 23, 2026

Georgia, Tennessee, and the Carolinas offer nuclear baseload, low rates, and aggressive incentives. TVA and Southern Company actively court hyperscale with dedicated power programs.

SERC / TVA →

What this surface tracks

Each brief covers one region (PJM, CAISO, MISO and SPP, the Southeast, ERCOT) and separates two kinds of figure. Live: the region's generation interconnection queue, summed from DC Hub's daily ingest of each ISO's own queue file, with its source and date (ERCOT uses its dated monthly report; the Southeast has no ISO queue feed). Baseline: the per-corridor queue, system peak, congestion, transmission and dilution figures, set by hand and shown with the date they were set. Live per-ISO demand and fuel mix are on the grid page. Per-ISO signals also flow into the Data Center Power Index (DCPI), the daily 0–100 score that ranks 200+ U.S. markets on whether they're BUILD, CAUTION, AVOID, or LOW_SIGNAL. If you're going site-by-site, jump to a specific market on the markets index — every market page links back to its serving ISO so the energy-intelligence and site-selection views stay in sync. For agents, the same data is exposed as JSON at /api/v1/grid-intelligence and through the DC Hub MCP server.