Research · Grid Intelligence

Per-ISO grid headroom & interconnect queue

Where the data centers want to go, what the grid can actually carry, and how the queue is moving. Each region rolls up live capacity factor, queue position depth, fuel-mix exposure, and per-market headroom — the same data every site-selection deal needs.

ERCOT — Texas

live

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

live

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

live

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

live

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

live

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

DC Hub grid intelligence is the live operational picture of every U.S. interconnection across the seven major ISOs and balancing authorities — PJM, ERCOT, CAISO, MISO, NYISO, ISO-NE, and SPP. For each region we surface three things that matter to anyone underwriting a data center build: interconnect queue depth (how many GW of new generation and load are waiting on grid studies), capacity factor and fuel mix (where the marginal MWh actually comes from), and real-time headroom (the gap between current load and firm capacity, which governs whether a hyperscale tenant can land 200 MW in the next study cycle). The same per-ISO signals 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.