Estimated global AI power capacity
The Pipeline — tracked GW by stage
† includes rows whose GW is undisclosed — the true total is higher than the sum shown.
How this relates to the Clock: the Clock (~45 GW) estimates all AI capacity running worldwide, top-down from chip sales. This bar tracks only capacity traceable to named sites — its energized 2.0 GW is the identified slice of the Clock's number, while committed and building watts don't count until they switch on.
Only energized watts move the Clock. Everything else is a claim about the future. Full pipeline →
The Ledger — latest entries
| Date | Entry | Value | Stage |
|---|---|---|---|
| 2026-07-01 | Stargate program (Oracle sites) · build | 7.0 GW D | Contracted |
| 2026-07-01 | Meta Hyperion · build | 5.0 GW D | Under construction |
| 2026-07-01 | Nebius fleet (aggregate) · build | 3.5 GW D | Contracted |
| 2026-07-01 | CoreWeave fleet (aggregate) · build | 2.6 GW D | Contracted |
| 2026-07-01 | Amazon New Carlisle (Project Rainier) · build | 1.0 GW E | Under construction |
The Clock measures the present. The Pipeline explains the future. The Ledger is the evidence. Modeled estimate, not a measurement. Capacity, not usage. Recalibrated monthly · data as of 2026-07-01. How this number is derived · Anchor link · PNG ↓