AIGR Research Supplement #11
How We Ranked the Most Overlooked Winner in the AI Infrastructure Race
Several readers asked how we arrived at the ranking in Issue #11, The Most Overlooked Winner in the AI Infrastructure Race.
The main article focused on a question that is becoming increasingly important as AI infrastructure development accelerates:
Which power markets appear best positioned to support large-scale AI and data-center growth over the next decade?
Rather than focusing exclusively on electricity prices, tax incentives, or headline announcements, the analysis evaluated the structural characteristics that influence whether proposed demand can realistically reach energized operation.
The conclusion surprised many readers.
Several regions that dominate industry discussion did not rank at the top of the framework. Meanwhile, one region that rarely appears in conversations about AI infrastructure emerged as the strongest overall candidate.
That result generated a number of questions:
How were the regions evaluated?
Why did certain markets score higher than others?
What role did queue composition, demand pressure, transmission requirements, and infrastructure readiness play in the final ranking?
Why did historical performance matter less than current queue structure?
This research supplement provides the supporting analysis behind the conclusions presented in Issue #11.
Inside, you’ll find:
• The complete regional evaluation framework
• Queue composition analysis for each finalist region
• Demand-pressure calculations and supporting data
• Transmission and infrastructure considerations
• Historical performance comparisons
• Supporting charts and source documentation
• Additional analysis that did not fit into the main publication
If you have not yet read Issue #11, I recommend starting there first:
Issue #11 — The Most Overlooked Winner in the AI Infrastructure Race
The full research supplement is available below for paid subscribers.
If you’re already a subscriber, thank you for supporting this work.
AI Grid Report exists to help investors, developers, operators, utilities, and energy-market participants understand how AI infrastructure, power markets, grid constraints, transmission planning, and energy policy are reshaping capital allocation across the United States.
Each week, we analyze the developments that may matter before they become consensus.
The goal is simple:
Identify where the energy system is changing, what those changes mean for capital, and where opportunities may emerge as a result.
If that appeals to you, we hope you will join our community.
Premium subscribers can download the full Research Supplement #11 below, including the methodology, supporting data, regional analysis, and source documentation behind this week’s ranking.
