Power access may control the delivery date
A project-level hypothesis linking energization milestones to usable AI capacity.
Signal register
Defined judgments, evidence and the observations that could change them.
Current Signals
Does AI disclosure survive distribution?
A testable question about the handoff from a marked output to what a person receives.
Financing conditions may outlast the spending headline
How funding commitments and borrowing conditions affect the path from investment to usable capacity.
Crane restart: from target date to working power
Follow the Crane restart across its announced schedule, regulatory decisions and evidence of electricity generation.
How to read a Signal
A research hypothesis identifies a question and its test. Tracking records new evidence. Confirmed or Disproved refers only to the stated test and scope. These labels are not ratings of a company, government or investment.