Compare projects.
Keep the scope in view.
205 research profiles, including TSMC Arizona. Planned capacity, delivered facilities, power supply and computing demand are distinct claims. Screen the evidence, then examine the economics.
Stage groups describe evidence in the reviewed profile, not a live construction inspection. No aggregate MW total or investment score is calculated across incompatible scopes. The directory contains 205 profiles, including TSMC Arizona; inventory count checked October 18, 2026. Individual evidence review dates appear in each record. Not a live feed.
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Documented company roles
Use these groups to follow an operator’s project evidence into company research. Named counterparties remain visible within each profile. Counts measure our coverage and do not imply market share, revenue or attractive valuation.
A label describes the claim’s source, not a guarantee.
- Disclosed supply agreement
- A company reports an identified agreement. Term, capacity and scope are shown where disclosed. Pricing, enforceability and actual delivery may remain unknown; this is not a legal review of the contract.
- Operator / company disclosure
- Information attributed to the owner, developer, utility or other company. A specification, plan or target is not an independently verified operating measurement.
- Government preliminary record
- A preliminary government decision or notice. It does not establish final authorization. An applicant plan or sponsor submission hosted by government remains the applicant’s or sponsor’s statement.
- Contractor or institution disclosure
- A named delivery participant or institution reports the facts. Its project role does not establish the owner’s profitability or the participant’s contract margin.
- Analyst interpretation
- Our explanation of economic mechanisms, risks and milestones. These are diligence judgments, not disclosed financial results.
- Hypothetical model
- Explicit assumptions illustrating sensitivity. These are not reported site economics or management forecasts.
- Not established in this review
- The cited evidence does not establish the field. This does not prove the fact is absent, the project failed or the owner has no private documentation.
Capacity summaries preserve IT versus facility power, proposed versus operating scope, and phase versus portfolio boundaries. Blank comparable capacity is not zero. Compare source dates and units before drawing a conclusion. All source excerpts come from the linked research profiles; disclosure dates appear in the evidence rather than being replaced by our review date.