RESEARCH
Worked analyses of the US machine-economy buildout — power first — assembled live from the exascale.build API. Every number resolves to a SHA-256-verified government row, so you can check the work, not just read it.
Nine host counties, 2014→2025: no consistent jobs boom, a consistent pay signal — and the official industry headcount is blank in exactly the counties where the debate is loudest.
Read the model →Fab construction has fallen 55% from its June 2024 peak while data-center construction set records — and in April 2026 the lines crossed for the first time since 2021.
Read the model →Three years after the CHIPS Act, US semiconductor-manufacturing employment is flat — and in 2025 it fell 3.3%. The factories (+60%) and wages (+127%) are at records; the headcount isn't.
Read the model →After two decades flat, US electricity demand rose 101 TWh in 2025 — the biggest jump in a generation — and a winter cold snap came within 10 GW of the summer peak.
Read the model →Four questions define the whole industry — stock, flow, demand, and direction. The data answers each one, and the model resolves on a single variable: storage duration.
Read the model →More models coming. Each one a buildout question answered from cited data — AI-infrastructure load, the space launch cadence, robotics capex — as the verticals ship.
Power · live