Why this matters
AI demand is creating projects that need large amounts of electricity, reliable cooling paths, utility-process clarity, and expensive next-dollar decisions before the evidence is always strong enough. A site can look promising on a map and still fail because the power path, tariff path, equipment timing, water/cooling plan, land control, or permitting reality is not ready.
- AI infrastructure requires more than a good location. It requires proof that a large load can become real energized capacity.
- Investors and buyers need to separate evidence-backed readiness from unsupported "power advantaged" claims.
- The highest-value review is often the one that exposes a fatal unknown before the next major spend.
