Two more independent sources contradict assumption "GPU allocation remains the primary bottleneck for frontier training" within 21 days.


Subsequent eia.pjm.demand_hourly_mw observations remain at or beyond 100331.81 ± 13104.98 (3σ) for 7+ days


Proxy eia.miso.demand_hourly_mw reverts within 1σ 21d


Proxy eia.miso.demand_hourly_mw keeps breaching above its 90-day baseline (≥3σ) over the next 30 days — assumption remains under pressure.


Major commercial users propose consortium funding for shared dependency. appears within 180 days.


Control point migrates to consortium funding for shared infrastructure.


Two more independent sources contradict assumption "Interconnection queue times are not yet a binding constraint on datacenter siting" within 21 days.


AMD's capital expenditure reverts to within 5% of 212.00M next reporting period


New supporting evidence for "Interconnection queue times are not yet a binding constraint on datacenter siting" arrives in the next 14 days from a high-credibility source.


New supporting evidence for "GPU allocation remains the primary bottleneck for frontier training" arrives in the next 14 days from a high-credibility source.


Two more independent sources contradict assumption "US grid can absorb datacenter load growth through 2027 without material curtailment" within 21 days.


Proxy eia.miso.demand_hourly_mw stays above baseline (3σ) 30d


New supporting evidence for "US grid can absorb datacenter load growth through 2027 without material curtailment" arrives in the next 14 days from a high-credibility source.


Subsequent github.NVIDIA.Megatron-LM.release_count_30d observations remain at or beyond 1.02 ± 0.16 (3σ) for 7+ days


Subsequent eia.miso.demand_hourly_mw observations remain at or beyond 80332.21 ± 10372.26 (3σ) for 7+ days


Next reporting period sustains AMD's capital expenditure above 389.00M (move holds vs 212.00M)


Subsequent github.NVIDIA.Megatron-LM.commits_7d observations remain at or beyond 43.36 ± 5.04 (3σ) for 7+ days


Subsequent github.NVIDIA.TensorRT-LLM.commits_7d observations remain at or beyond 97.89 ± 4.67 (3σ) for 7+ days


Subsequent github.huggingface.transformers.commits_7d observations remain at or beyond 66.88 ± 3.03 (3σ) for 7+ days


Subsequent github.langchain-ai.langgraph.commits_7d observations remain at or beyond 10.28 ± 2.88 (3σ) for 7+ days


Proxy eia.miso.demand_hourly_mw reverts to within 1σ of its 90-day baseline within 21 days — the pressure on the assumption relaxes.


Within 14 days, github.huggingface.transformers.commits_7d reverts to within 1σ of baseline (mean ≈ 66.88)


Within 14 days, github.NVIDIA.Megatron-LM.release_count_30d reverts to within 1σ of baseline (mean ≈ 1.02)


Within 14 days, github.langchain-ai.langgraph.commits_7d reverts to within 1σ of baseline (mean ≈ 10.28)


Next reporting period sustains Intel Foundry's capital expenditure below 3.64B (move holds vs 14.65B)


Within 14 days, github.NVIDIA.TensorRT-LLM.commits_7d reverts to within 1σ of baseline (mean ≈ 97.89)


Intel Foundry's capital expenditure reverts to within 5% of 14.65B next reporting period


Within 14 days, github.NVIDIA.Megatron-LM.commits_7d reverts to within 1σ of baseline (mean ≈ 43.36)


Proxy eia.miso.demand_hourly_mw keeps breaching above its 90-day baseline (≥3σ) over the next 30 days — assumption remains under pressure.


Two more independent sources contradict assumption "US grid can absorb datacenter load growth through 2027 without material curtailment" within 21 days.


Two more independent sources contradict assumption "GPU allocation remains the primary bottleneck for frontier training" within 21 days.


Over the next 14 days, AI-compute-relevant regulatory publication maintains the ≥50% acceleration (≥20 new docs per 7-day window)


Within 7 days, AI-compute regulatory document publishing returns to ≤9 docs/week pace


New supporting evidence for "Interconnection queue times are not yet a binding constraint on datacenter siting" arrives in the next 14 days from a high-credibility source.


New supporting evidence for "GPU allocation remains the primary bottleneck for frontier training" arrives in the next 14 days from a high-credibility source.


New supporting evidence for "US grid can absorb datacenter load growth through 2027 without material curtailment" arrives in the next 14 days from a high-credibility source.


Within 14 days, eia.nyiso.demand_hourly_mw reverts to within 1σ of baseline (mean ≈ 17395.23)


Within 14 days, eia.pjm.demand_hourly_mw reverts to within 1σ of baseline (mean ≈ 100331.81)


Proxy eia.miso.demand_hourly_mw reverts to within 1σ of its 90-day baseline within 21 days — the pressure on the assumption relaxes.


Within 14 days, eia.miso.demand_hourly_mw reverts to within 1σ of baseline (mean ≈ 82672.06)


Grounding signal eia.miso.demand_hourly_mw persists above its baseline (≥3σ) over 30 days — the tension's evidence base holds.


Two more independent sources contradict assumption "Interconnection queue times are not yet a binding constraint on datacenter siting" within 21 days.


Grounding signal github.NVIDIA.Megatron-LM.release_count_30d reverts to within 1σ of baseline within 21 days — the tension's premise decouples.


Grounding signal github.NVIDIA.Megatron-LM.release_count_30d persists above its baseline (≥3σ) over 30 days — the tension's evidence base holds.


Grounding signal eia.miso.demand_hourly_mw reverts to within 1σ of baseline within 21 days — the tension's premise decouples.


Proxy eia.miso.demand_hourly_mw keeps breaching above its 90-day baseline (≥3σ) over the next 30 days — assumption remains under pressure.


Two more independent sources contradict assumption "US grid can absorb datacenter load growth through 2027 without material curtailment" within 21 days.


Two more independent sources contradict assumption "GPU allocation remains the primary bottleneck for frontier training" within 21 days.


Second-order mechanism confirms: leading indicator NVIDIA inference-stack (TensorRT-LLM) velocity moves above baseline (≥2.5σ) within 30 days — Infrastructure investment will shift toward modular, expandable designs rather than monolithic datacenter builds.


Subsequent eia.nyiso.demand_hourly_mw observations remain at or beyond 17395.23 ± 2336.60 (3σ) for 7+ days


Over the next 14 days, AI-compute-relevant regulatory publication maintains the ≥50% acceleration (≥29 new docs per 7-day window)


New supporting evidence for "GPU allocation remains the primary bottleneck for frontier training" arrives in the next 14 days from a high-credibility source.


Grounding signal sec.xbrl.amd.ppe_acquisitions_usd persists above its baseline (≥3σ) over 30 days — the tension's evidence base holds.


Grounding signal sec.xbrl.amd.ppe_acquisitions_usd reverts to within 1σ of baseline within 21 days — the tension's premise decouples.


Second-order mechanism confirms: leading indicator MISO grid demand (largest US interconnection) moves above baseline (≥2.5σ) within 30 days — Datacenter developers will shift from GPU-first to power-first site selection, creating geographic clustering around grid capacity.


Proxy eia.miso.demand_hourly_mw reverts to within 1σ of its 90-day baseline within 21 days — the pressure on the assumption relaxes.


Within 14 days, eia.miso.demand_hourly_mw reverts to within 1σ of baseline (mean ≈ 80332.21)


Within 7 days, AI-compute regulatory document publishing returns to ≤11 docs/week pace


Subsequent eia.miso.demand_hourly_mw observations remain at or beyond 82672.06 ± 12593.17 (3σ) for 7+ days