Terms of Power II: How much data center demand is real, and who will power it
A look at how much utility data center demand is under a signed contract, and where the power for that load will come from.
Read the reportUTILITY INTELLIGENCE PLATFORM
Utilities are signing gigawatts of data center load. We show you how much is real, how much is still talk, and where there is room for your project.
Latitude Intelligence gives developers, capital providers, and large electricity buyers the market data and analysis to move with confidence.
How much data center load is signed versus announced, how each utility’s power and capacity plans treat renewables versus gas infrastructure, and the terms of each deal: Your origination and market teams can find it all in one place.
The terms each utility offers large customers: minimum builds, contract lengths, exit, collateral, with every change dated, and information about anticipated decisions that could change the terms.
How much of the announced load is under contract, where it is, and the tariff terms that determine whether a deal is bankable.
Your tariffs, signed load, and procurement numbers, standardized to the same definitions as your peers.
Operating, signed, advancing, and reported load for every covered utility, reconciled to the utilities own disclosures with weekly history back to March 2024.
Every large customer tariff and contract framework, term by term, with status effective date and any future policy changes that could determine what comes next.
What each utility plans to buy, by technology and year, what they’ve already bought, and what is out to bid.
Named data center campuses, with size, stage, and milestone dates tied to the utility that serves them.
Statuses, orders, moratoriums, and incentives by state and utility — every data decision that moves the things that matter.
Quarterly series on tracked utilities, and ongoing analyst insights delivered to all platform subscribers
WHY LATITUDE INTELLIGENCE
No matter how a data center gets powered — grid-connected, off-grid, or co-located with generation — understanding utility rules isn't optional context for this market; it's the foundation of it. Latitude Intelligence was built on that premise, drawing on profiles of nationwide utilities and an ever-growing number of primary source documents, each independently verified rather than pulled from automated scrapes.
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A look at how much utility data center demand is under a signed contract, and where the power for that load will come from.
Read the reportLatitude Intelligence tracks what U.S. utilities have signed, what they plan to build, and what gets decided next, with every figure sourced to a primary document.
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