Power
Compute growth meets slow grids, transmission queues and the need for firm electricity.
US AI INFRASTRUCTURE INTELLIGENCE
Can America
actually power the AI boom?
Physical AI Index maps the power, water, fuel, materials and resilience that determine whether AI infrastructure can scale — not merely be announced.
SIGNAL BETA · A research platform for the physical foundations of intelligence.
01 / US AI INFRASTRUCTURE TRACKER · SIGNAL BETA
Where can AI
physically scale?
A directional readiness signal for the infrastructure behind the next AI campus.
TEXAS / SIGNAL SCORE
74/100
scaling with friction
Power ambition is strong. Water stress and grid resilience are the critical questions.
Version 0.1 / Directional public beta. This signal is not investment, siting or engineering advice. The source-linked production index is being built now.
US SIGNAL / RELATIVE READINESS
Ten states to
watch closely.
An initial comparative signal across power, water, fuel, materials, sovereignty, climate and resilience. Scores are directional; the production release will publish its source layer and methodology.
01Texas74Power scale / water exposure
02Georgia71Balanced platform / climate watch
03Pennsylvania69Industrial depth / local friction
04Virginia67Compute density / grid pressure
05Arizona61Solar upside / severe water stress
06North Carolina66Industrial growth / storm exposure
07Nevada60Land and solar / water constraint
08Ohio65Industrial base / fuel transition
09Washington73Clean power / transmission limits
10Florida58Large demand / heat and storm risk
Source framework in build: EIA · USGS · NOAA · DOE · public grid and infrastructure records
02 / THE PHYSICAL STACK
Intelligence is software.
Scale is physical.
Water
Cooling, generation and wastewater shape where AI infrastructure can be accepted.
Fuel
Advanced reactors cannot scale without trusted fuel, isotope and cycle infrastructure.
Resilience
Heat, drought, hurricanes, wildfire, flooding and cyber risk are now infrastructure variables.
“The winners of the AI race will not only build the best models. They will secure the physical systems that make those models possible.”
03 / GLOBAL SIGNALS
One physical thesis.
Different frontiers.
USPrimary launch market
AI infrastructure & fuel sovereignty
Get the Brief ↗GulfNext market
Power, water & sovereign compute
Get the Brief ↗BrazilExpansion market
Energy, climate & industrial resilience
Get the Brief ↗AfricaImpact market
Powering people with water
Get the Brief ↗DATA FOUNDATION
Transparent by design.
Every production score will be traceable to a public dataset, versioned over time and reviewed by experts. The first US release is built around official energy, water, climate and fuel-cycle sources.
EIAState electricity profiles ↗Capacity, generation, sales and price signalsUSGSWater availability & use ↗Withdrawal, supply and watershed pressureNOAAClimate & disaster exposure ↗Heat, drought, wildfire, storm and flood historyDOEFuel infrastructure ↗HALEU, advanced reactors and supply-chain readiness
04 / THE PHYSICAL AI BRIEF
Know the next
physical bottleneck.
A concise signal for leaders building, financing or regulating AI infrastructure: one map, one constraint, one strategic implication.
The Brief is launching with the first source-linked US release. No noise — just the infrastructure behind the intelligence economy.05 / WORK WITH US