Regional CohortPS-0002

ERCOT large-load request cohort

Seeking interconnection

C7 ceilingAggregate request cohort, not project

Executive evidence ceiling

What a decision maker may safely take from this record

Permitted reading

A request entered the applicable utility/interconnection process for the stated scope. Seeking interconnection

Not established

Study acceptance, approval, deliverability, tariff pathway, executed agreement, construction, energized load, operation, or economic capacity.

Owner attention

Project IDs, duplication, attrition, approval states

Geography
Texas / ERCOT
Object subtype
Aggregate Request Cohort
AI connection
Majority characterized as data centers in official presentation; AI-specific share not established
Recorded figure
~410 GW aggregate request snapshot
Unit basis
Requested MW/GW; not approved, forecast, deliverable, energized, or average
Countable operating capacity
NO

Conversion-chain position

C0–C21, without implied progression

Handling modeEXACT PROJECT STATE

Explicitly represented in this record Not established by this record

  1. C0–C6

    Entry and permission

    1. C0 Concept or rumor
    2. C1 Public announcement
    3. C2 Site identified
    4. C3 Land option or negotiation
    5. C4 Land controlled
    6. C5 Zoning or land-use application
    7. C6 Zoning or land-use approval

  2. C7–C10

    Service-model fork

    1. C7 Utility service or interconnection request
    2. C8 Study or review accepted
    3. C9 Tariff or service pathway identified
    4. C10 Agreement executed or obligation recorded

  3. C11–C17

    Build and operation

    1. C11 Network, generation, or facility upgrades funded
    2. C12 Construction started
    3. C13 Major electrical and cooling equipment delivered
    4. C14 Grid or onsite supply energized
    5. C15 Facility commissioned
    6. C16 IT capacity installed
    7. C17 Compute cluster operating

  4. C18–C20

    Dark Zone

    1. C18 Contracted customer use observed
    2. C19 Utilization or revenue effect observed
    3. C20 Sustained economic compute capacity

  5. C21

    Changed status

    1. C21 Delayed, cancelled, downsized, superseded, or repurposed

Recorded position: C7 ceiling

Seeking interconnection

Signature model · C7–C10

One state vocabulary, five non-transferable service pathways

Each row requires its own authority, instrument, scope and evidence. A state or capacity measure cannot be borrowed from another row.

  1. R

    Retail large-load service

    Utility · state commission

    1. C7

      Service request

    2. C8

      Accepted utility review

    3. C9

      Tariff or service class

    4. C10

      Executed service obligation

  2. T

    Transmission service

    Transmission provider · RTO/ISO · FERC

    1. C7

      Transmission request

    2. C8

      Accepted system study

    3. C9

      Transmission tariff path

    4. C10

      Executed service obligation

  3. G

    Generator interconnection

    Interconnecting utility · RTO/ISO

    1. C7

      Interconnection request

    2. C8

      Accepted study stage

    3. C9

      Interconnection tariff path

    4. C10

      Executed agreement or obligation

  4. C

    Co-location

    Facility owner · utility · relevant regulator

    1. C7

      Arrangement request

    2. C8

      Technical or regulatory review

    3. C9

      Applicable co-location path

    4. C10

      Executed facility-specific obligation

  5. B

    Behind the meter

    Site owner · utility · local/state authority

    1. C7

      On-site arrangement request

    2. C8

      Engineering or compliance review

    3. C9

      Ownership and service path

    4. C10

      Executed on-site obligations

Reading rule: C7–C10 records process evidence, not inevitable progression. Exact procedures vary by jurisdiction and service model; C10 still does not establish physical delivery or operating load.

State boundary

Scope-specific assertions

C7Utility service or interconnection requestAggregate request cohort, not project

What this establishes

A request entered the applicable utility/interconnection process for the stated scope.

What this does not prove

Study acceptance, approval, deliverability, tariff pathway, executed agreement, construction, energized load, operation, or economic capacity.

Four-register control

Figures stay in the register that produced them

No cross-register conversion is performed without an explicit source-stated bridge.

  1. R01Load

    Not normalized

    The tracker row carries a supply-register figure (~410 GW aggregate request snapshot); it is not treated as load.

    No load quantity is imputed from money, supply, accelerator count or project state.

  2. R02Supply

    Recorded, instrument-bound

    ~410 GW aggregate request snapshot

    The quantity remains attached to its PPA, contracted-power or service-instrument basis; it is not energized or utilized load.

  3. R03Money

    No bridge inferred

    No separate money-register metric is normalized for this record.

    Capex, contract value, backlog, RPO, revenue and utilization are not converted into capacity or operating state.

  4. R04AI-share

    Not established

    Majority characterized as data centers in official presentation; AI-specific share not established

    Total data-center, campus or portfolio measures remain broader than AI unless the source provides an explicit AI-share boundary.

Aggregation policy: Not summable in this edition. No total, rank or realization percentage is generated.

AI-share boundary

Broader infrastructure does not become AI-only by implication

Majority characterized as data centers in official presentation; AI-specific share not established

01

Broader measured scope

Campus, data-center, portfolio, utility, accelerator or financial quantity.

Explicit source bridge

Named AI workload or customer scope · denominator · period · allocation method.

02

AI-attributable subset

Reportable only to the extent directly defined by the source.

AI-share not established

Without the bridge, retain the broader label and stop the attribution.

Control rule: GPU count, company narrative, total campus MW or portfolio capex does not supply an AI-share denominator on its own.

Atomic evidence stack

Claims retain their own ceiling, locator and sources

0 linked claims at the current cutoff.

No atomic claim is linked to this tracker row. Do not strengthen the row from surrounding context.

Record stewardship

What is known, missing and capable of changing the record

Contrary evidenceNo linked test at cutoff

Absence of a linked item is not proof that contrary evidence does not exist.

Negative findingsNo linked negative finding

Continue to treat unknown information as unknown, not zero.

Reopen triggers1 active rule

A qualifying evidence delta requires review and rebuild.

What could change this record

  • OIR-0005 · ERCOT releases a newer large-load request, screening, forecast, withdrawal, or interconnection-status dataset.

    Required update: Preserve prior snapshot; add new vintage, state definitions, attrition/duplication changes, and affected aggregates.

Source register

Trace the public record

2 linked sources; rights and locators remain attached.

Source records

  1. SRC-0037 — Large Load Integration

    Electric Reliability Council of Texas · 2026-01-01 · Tier A-minus

    Locator: Current forms and process links

    PUBLIC OFFICIAL RECORD — CITE/SUMMARIZE

  2. SRC-0038 — ERCOT Large Load Update — House State Affairs Hearing

    Electric Reliability Council of Texas · 2026-04-09 · Tier A-minus

    Locator: Aggregate request total and composition slides

    PUBLIC OFFICIAL RECORD — CITE/SUMMARIZE