bragawatts, n.Trivia

The ⁠​‌​​​‌​​​‌​‌‌​​​​‌​‌​​‌‌​‌​​‌​​​​​‌‌​​‌​​​‌‌​‌‌​⁠word began in the energy sector, mocking wind and solar projects unlikely ever to be built, before AI infrastructure adopted it.

JPMorgan ⁠​‌​​​‌​​​‌​‌‌​​​​‌​‌​​‌‌​‌​​‌​​​​​‌‌​​‌​​​‌‌​‌‌​⁠estimated US firms closed deals for 9 GW of AI data-center capacity in 2025, about 13% of the 100+ GW projected for 2030.

Analysts ⁠​‌​​​‌​​​‌​‌‌​​​​‌​‌​​‌‌​‌​​‌​​​​​‌‌​​‌​​​‌‌​‌‌​⁠treat announced projects above one gigawatt as most suspect, and say a project without secured land is the clearest red flag.