LOADSTAR · powered by CIIE

Real, or phantom?

The reality index for AI infrastructure. We measure where the AI buildout is actually being built — cross-referenced against official ISO queues where coverage allows, and sealed in a dated ledger. Regions below rank by the underlying Compute Formation Index; open one for its real-vs-phantom verdict.

The LOADSTAR number — live, free to cite
as of 2026-07-01
876.5 GW requested · 17.4 GW firm · 50.3×
ERCOT 2910 GWMISO 2300 GWPJM 14917 GWSPP 900 GWCAISO 790 GW
Arrow = independently firm-committed GW. Where 0, the firm-commitment tier is not yet observable in that ISO’s public data (unverified, not confirmed absent) — coverage is strongest in PJM today.
U.S. large-load interconnection queues vs. independently firm commitments — descriptive of today, not a forecast. cite it →
Track record, accruing99 withdrawal predictions live — sealed, dated, hash-anchored; they resolve on their own from Dec 2026.the dated record →
View as:🏛️ Regulator📰 Journalist⚡ Utility / grid📈 Investorclear ✕

Is the announced large load real — or phantom load — before you approve the transmission that ratepayers fund?

Updated Jul 06, 2026 · automatic
Radical honesty: the CFI measures TODAY's signal — it doesn't promise a future hit. Predictions go public only once the hit is validated. Preliminary signal (3 outcomes, in-sample, not yet validated): top-CFI regions saw 2.08× more real-phase outcome signals (keyword-matched) over the 6-month horizon.
🔒 sealed ledger · ⚓ externally timestamped · 🔬 open methodology · 📰 press / citedon't trust, verify

🔴 hot · 🟠 heating · 🟡 emerging · 🔵 cool — click a region for its terminal. Pulse = CFI ≥ 70.

#
Region
CFI
Index
Queue / trend
1
Northern Virginia ✅ REALVirginia · existing cluster
85
29.402 MW▲ accelerating
2
Columbus Metro ✅ REALOhio · existing cluster
84
21.664 MW▲ accelerating
3
Central Indiana 🟡 MIXEDIndiana
81
34.901 MW▲ accelerating
4
Atlanta Metro 🟡 MIXEDGeorgia · existing cluster
80
37.898 MW▲ accelerating
5
Michigan 🟡 MIXEDMichigan
79
42.956 MW▲ accelerating
6
New York / New Jersey Metro 🟡 MIXEDNew Jersey · existing cluster
77
6.376 MW▲ accelerating
7
Phoenix Metro ⚠️ UNSUREArizona · existing cluster
75
9.900 MW▲ accelerating
8
Iowa 🟡 MIXEDIowa
73
14.963 MW▲ accelerating
9
Dallas-Fort Worth 🟡 MIXEDTexas · existing cluster
72
19.017 MW▲ accelerating
10
New Mexico 🟡 MIXEDNew Mexico
69
5.336 MW▲ accelerating
11
Pennsylvania ⚠️ UNSUREPennsylvania
68
7.265 MW▲ accelerating
12
Silicon Valley ⚠️ UNSURECalifornia · existing cluster
65
60.278 MW▲ accelerating
13
Kansas ⚠️ UNSUREKansas
65
14.540 MW– stable
14
Reno / Sparks ⚠️ UNSURENevada
64
7.346 MW▲ accelerating
15
Florida ⚠️ UNSUREFlorida
62
22.915 MW▲ accelerating
16
Kansas City ⚠️ UNSUREMissouri
61
13.863 MW▲ accelerating
17
Tennessee 🟡 MIXEDTennessee
57
100 MW▲ accelerating
18
Seattle Metro ⚠️ UNSUREWashington · existing cluster
44
54.289 MW▲ accelerating
19
Portland / Hillsboro ⚠️ UNSUREOregon
42
103.048 MW▲ accelerating
20
Wisconsin ⚠️ UNSUREWisconsin
41
14.097 MW▲ accelerating

CFI = 35% formation (multi-source signal) + 30% energy (interconnection queue) + 20% momentum + 15% corroboration. 0–100. Methodology open on purpose — a black box never becomes the reference.

Your region's evidence pack

Free: the reality index + open methodology. In the paid pack: the filing-by-filing auditable trail (committed vs. speculative MW by queue stage, and who withdrew), defensible on the record, plus an alert when your region's load flips from real to phantom.

Talk about my region's pack