Data and insights across the AI infrastructure buildout.
Power costs upstream, GPU prices downstream.
The two prices that bracket the buildout. Watch them together to see capacity getting ahead of, or behind, demand.
State-level wholesale $/MWh
12 key DC states tracked at chart granularity, 24-month price history. Sort by price, renewable mix, carbon intensity, or trend.
Open Power Intel →On-demand $/hr · provider × model
Datacenter and marketplace tiers. Per-provider latest price, 30-day delta, and 90-day sparkline. The downstream signal on the buildout.
What's moving in the data.
AI Infrastructure Weekly — Issue 002
**Week of June 1–7, 2026** · *Curated structured intelligence on AI data center build-out, power, and capital flows. Built for vendors, GCs, developers, and capital partners working in the physical layer of AI.*
Read this week's issue →-
2026-06-24MERCER A CONDOMINIUM THE
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2026-06-24RESTON HEIGHTS
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2026-06-24RESTON
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2026-06-24RESTON HEIGHTS
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2026-06-23Koala - Fit Up Phase 3
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2026-06-23BT Gateway Data Center
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2026-07-07Nscale · $900M
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2026-07-06TeraWulf · $19,000M
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2026-06-29Blackstone Northern Virginia data center interests · $3,500M
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2026-06-23Gorilla Technology · $2,500M
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2026-06-23Backblaze · $335M
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2026-06-24FIT Energy ← FuelCell Energy · 380 MW
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2026-06-22Microsoft ← Chevron · 2,670 MW
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2026-06-11Meta ← RWE · 298 MW
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2026-06-10Foxconn ← Brookfield · 1,000 MW
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2026-06-04NTT West ← Furusato Netsuden · 5 MW
AI infrastructure news.
FBI Issues RFI for AI Supercomputers Featuring Nvidia B300 GPUs and Google TPUs
The FBI has posted a Request for Information on SAM.gov evaluating AI supercomputer hardware across four categories, including Nvidia HGX B300 and GB300 NVL72 systems, Google TPU v8/v7L pods, and …
Meta Expands Hyperion Louisiana Campus to 5GW, Pushes Investment Past $50 Billion
Microsoft Signs Capacity Deal at Pure DC's 550MW Finland Campus, $8.55B Buildout Planned
Google Signs 2.45GW Solar vPPA with Cypress Creek for Arkansas Steel River Project
Google Revealed as Customer Behind 2.7GW Project Tembo Data Center Campus Near Cheyenne, Wyoming
New York Enacts Nation's First Statewide Data Center Moratorium, Blocking Hyperscale AI Facilities for One Year
The companies behind the buildout.
Hyperscalers, colocation operators, power developers, neoclouds — each one joined to their permits, builds, deals, and PPAs on a single page.
Microsoft · AWS · Meta · Google · Oracle — the largest buyers of compute, power, and DC capacity.
Wholesale and retail colocation campuses. The reference layer where most third-party DCs sit.
Utilities, IPPs, behind-the-meter developers, and DC site developers — the supply side of the buildout.
CoreWeave · Lambda · Crusoe · Nebius · the on-demand and reserved compute layer.
Three ways teams use MLQ Infrastructure.
Permit-driven lead lists in ten minutes.
Filter by state, value floor, contractor, operator. Export to CSV, route to your sequencer. Every new air permit is a buy signal 12–18 months before commissioning — for switchgear, fuel logistics, EPC, commissioning, and switchboard vendors.
Start with permits →Competitive build map and PPA market.
Track where peers are filing, what they're buying for power, and which sub-markets are running tight on grid capacity. The combination of build tracker, PPAs, and queue gives you the cleanest read on the next 18 months.
See competitive landscape →Deal flow and capex at row-level granularity.
Every M&A, funding round, and strategic investment in DC, neocloud, and power. Filter by investor, sector, and counterparty. Pair with the build tracker to see where capital is actually landing.
See deal flow →Unlock the full picture.
Premium unlocks CSV exports across permits, builds, PPAs, and queue rows, full historical depth, and the company-graph + contact layer. Built for vendors, operators, and investors who need this in their workflow — not just on a dashboard.