When does announced capacity become usable?
https://www.openvariable.com/research/paths/delivery

Crane restart: from target date to working power. Updated 2026-10-25T17:30:41Z. OPEN VARIABLE. https://www.openvariable.com/signals/crane-restart

OPEN VARIABLE. One power project, three clocks. 2026-09-12. Updated 2026-10-25. https://www.openvariable.com/research/crane-three-clocks

OPEN VARIABLE. The bottleneck after the chip. 2026-09-07. Updated 2026-09-08. https://www.openvariable.com/research/ai-buildout-delivery-gap

OPEN VARIABLE. A generation queue is not a data-centre queue. 2026-09-07. Updated 2026-09-08. https://www.openvariable.com/research/queue-boundary

OPEN VARIABLE. The grid capacity hidden in plain sight. 2026-10-04. https://www.openvariable.com/research/grid-capacity-before-new-lines

OPEN VARIABLE. From announced capacity to working infrastructure. 2026-09-07. Updated 2026-09-08. https://www.openvariable.com/research-briefs/delivery-evidence

Key Questions on Energy and AI — Executive summary. 2026-04-16. International Energy Agency. https://www.iea.org/reports/key-questions-on-energy-and-ai/executive-summary

Financial Results for Second Quarter Fiscal 2027. 2026-08-26. NVIDIA. https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-second-quarter-fiscal-2027

TSMC second-quarter 2026 results (SEC exhibit). 2026-07-16. TSMC / SEC EDGAR. https://www.sec.gov/Archives/edgar/data/1046179/000104617926000451/a2q26e_withguidancexfinal.htm

Queued Up: 2026 Edition. 2026-05. Lawrence Berkeley National Laboratory. https://eta.lbl.gov/publications/queued-2026-edition-characteristics

Beyond the Bottleneck: solutions for accelerating large load connections. 2026-06-11. Lawrence Berkeley National Laboratory. https://datacenters.lbl.gov/news/beyond-bottleneck-new-report-identifies-solutions-accelerating-large-load-connections

Modernising Grids in the Age of Electricity — Executive summary. 2026-09-21. International Energy Agency. https://www.iea.org/reports/modernising-grids-in-the-age-of-electricity/executive-summary

Constellation Energy. Constellation to Launch Crane Clean Energy Center, Restoring Jobs and Carbon-free Power to the Grid. 2024-09-20. https://investors.constellationenergy.com/news-releases/news-release-details/constellation-launch-crane-clean-energy-center-restoring-jobs

Constellation Energy. Constellation Ahead of Schedule for Launch of Crane Clean Energy Center. 2025-02-19. https://www.constellationenergy.com/news/2025/constellation-ahead-of-schedule-for-launch-of-crane-clean-energy-center.html

Constellation Energy. Crane Clean Energy Center. https://www.constellationenergy.com/about/locations/crane-clean-energy-center.html