Weekly index
The Reality Report
Dated, sourced snapshots of AI compute infrastructure — region by region, published on a weekly cadence and cross-posted in full on Substack.
Reality ReportJuly 3, 2026
The AI Buildout Is Neither Boom Nor Bubble. It's Mostly Mixed.
A per-region reality check across 35 U.S. markets: most regions land in a mixed zone, where announced megawatts outrun what grids and physical sites have actually confirmed.
Reality ReportJuly 3, 2026
The Queue Says 877 GW. The Receipts Say 17.
Interconnection queues nationally list 876.5 GW of requested AI-load capacity. LOADSTAR's second Reality Report finds only 17.4 GW of that is actually firm — a 50x gap between the announcement and the receipt.