LOADSTAR · powered by CIIE
Real, or phantom?
The reality index for AI infrastructure. We measure where the AI buildout is actually being built — cross-referenced against official ISO queues where coverage allows, and sealed in a dated ledger. Regions below rank by the underlying Compute Formation Index; open one for its real-vs-phantom verdict.
The LOADSTAR number — live, free to cite
876.5 GW requested · 17.4 GW firm · 50.3×
U.S. large-load interconnection queues vs. firm commitments.
cite it →Where is the AI buildout real — and where is it phantom, before the capital goes in?
Updated Jul 04, 2026 · automatic
Radical honesty: the CFI measures TODAY's signal — it doesn't promise a future hit. Predictions go public only once the hit is validated.
Preliminary signal (3 outcomes, in-sample, not yet validated): top-CFI regions saw 2.08× more real-phase outcome signals (keyword-matched) over the 6-month horizon.
🔴 hot · 🟠 heating · 🟡 emerging · 🔵 cool — click a region for its terminal. Pulse = CFI ≥ 70.
#
Region
CFI
Index
Queue / trend
1
85
29.402 MW▲ accelerating
2
84
21.664 MW▲ accelerating
3
81
34.901 MW▲ accelerating
4
80
37.898 MW▲ accelerating
5
79
42.956 MW▲ accelerating
6
77
6.376 MW▲ accelerating
7
75
9.900 MW▲ accelerating
8
75
19.017 MW▲ accelerating
9
73
14.963 MW▲ accelerating
10
69
5.336 MW▲ accelerating
11
68
7.265 MW▲ accelerating
12
65
60.278 MW▲ accelerating
14
64
7.346 MW▲ accelerating
15
62
22.915 MW▲ accelerating
16
61
13.863 MW▲ accelerating
17
58
100 MW▲ accelerating
18
44
54.289 MW▲ accelerating
19
42
103.048 MW▲ accelerating
20
41
14.097 MW▲ accelerating
CFI = 35% formation (multi-source signal) + 30% energy (interconnection queue) + 20% momentum + 15% corroboration. 0–100. Methodology open on purpose — a black box never becomes the reference.
Watchlist + API (Phase 2)
Free today: the descriptive real-vs-phantom read by region. From ~Dec 2026: validated track record + portfolio watchlist + API. Radical honesty: we don't sell unvalidated predictions — that's why Phase 2 has a date.
Join the Phase 2 list