THE DELIVERY DESK
Independent intelligence on the places, power and people behind the next wave of data centers.
FREE DURING LAUNCH · 30 DAYS
Employers and providers: post jobs, capacity, housing, gear/ITAD or natural gas free. We review before publishing. Listing board only — we never process the sale.
Google’s Wyoming announcement includes a contracted 702 MW fuel-cell development with carbon capture. That is generation capacity—not a disclosed campus IT load.
Different bases, not additive. Source dates: Nov 5, Nov 2 and Nov 3 respectively. Announced or contracted ≠ energized.
THE SOURCE-LINKED READOUT
Curated snapshot · 75 source-linked news and analysis items · Oct 5–Nov 5
Desk read. Existing contracted capacity may clear higher if new permits slow; neocloud credit spreads remain the financing wedge. Desk note: Existing Capacity Just Got More Valuable.
CNBC · 2026-11-05Desk read. A development pipeline should not be counted as energized capacity.
Data Center Dynamics · 2026-11-05Desk read. Lab participation is a technology-development milestone, not a commercial capacity award.
Data Center Dynamics · 2026-11-05Desk read. Community disclosure policies should be checked against their stated scope.
Data Center Dynamics · 2026-11-05Desk read. Treat the cited pipeline assessment as a report, not a list of canceled projects.
Data Center Dynamics · 2026-11-05Desk read. An expansion option is not the same thing as a committed capacity contract.
Data Center Dynamics · 2026-11-05Desk read. A campus development plan still needs delivery milestones and power evidence.
Data Center Dynamics · 2026-11-05Desk read. Credit support and physical delivery are separate milestones worth tracking.
Data Center Dynamics · 2026-11-05Desk read. The contracted generation figure is not a disclosed campus IT-load figure.
Google · 2026-11-05Desk read. Coolant selection belongs in the thermal design, not just the procurement spreadsheet.
Data Center Dynamics · 2026-11-05Desk read. Generation manufacturing capacity can be a separate constraint from grid access.
Data Center Dynamics · 2026-11-05LISTING BOARD / FREE DURING LAUNCH
Craigslist-simple desks for the people who staff, power and house the next campuses. Contact details stay private; listing copy is public after review.
FROM THE DESK / BLOG
Source-linked analysis on power, permission and delivery. Featured: the election brief.
Post-midterms tape sorted AI infrastructure: contracted MW clears, 2028 paper pipelines wait. Credit + calendar.
Read the note →Data centers were on the ballot in at least 40 jurisdictions. The same week, Google and NTT signed for about 1.6 GW of on-site fuel cells.
Read the note →Dominion’s GS-5 class hits January 1, 2027 with 14-year commitments and minimum charges. APS wants collateral and exit fees.
Read the note →Record construction, 1.4% vacancy, GS-5 minima, Texas pause risk, 160-week transformers and hyperscaler credit wraps.
Read the note →CONNECT THE DOTS / OCT 5–NOV 5
Short desk analysis, backed by the archive—not a claim to measure the whole market.
Fuel-cell programs, engine production and equipment finance put generation on the procurement path. That is not the same as proving fuel supply, permits or a firm delivery date.
Protests, permitting and disclosure debates show why site selection needs a local political and regulatory workstream. These articles are evidence of scrutiny, not a count of canceled projects.
Credit support, equipment facilities and asset-backed financing address different risks. Normalize the collateral and timing before comparing headline capital totals.
Fluid, connection, controls and retrofit choices connect directly to serviceability and facility design. A component improvement is not automatically a campus-level efficiency gain.
Training, site security, contractor safety and construction economics deserve their own delivery checklist. Hiring and mobilization cannot be inferred from a capex announcement.