Grid Interconnection Queue
Multi-year wait to plug datacenters into power
The binding constraint on datacenter buildout in 2025-26 shifted from chips to power: interconnection queues in PJM and ERCOT stretch multiple years, making grid access the true rate-limiter. This is why labs pursue behind-the-meter nuclear and gas, and why power availability now dictates datacenter siting.
Constraint
Multi-year interconnect wait
How it fits the stack
Grid Interconnection Queue with what it depends on (above) and what it feeds (below). The figure renders as a crawlable diagram and upgrades to an interactive 3D graph as it scrolls into view.
Grid Interconnection Queue in the AI stack. Grid Interconnection Queue with its immediate upstream dependencies (top) and downstream dependents (bottom) in the AI value chain. Hover a node in 3D, or read the full relationships below.
Graph data (text) — 4 entities, 3 relationships
- Grid Interconnection Queue —depends on→ Electricity Grid & Utilities
- CoreWeave Data Centers —depends on→ Grid Interconnection Queue
- Stargate Project —depends on→ Grid Interconnection Queue