Time-to-power · Speed-to-power
The elapsed time from contract to energized megawatts; the binding constraint and primary siting screen of the AI era.
Current numbers
~$12–13B/GW/yrrevenue per GW of AI capacity per year — the arithmetic that makes speed-to-power the dominant scoring weight across every cluster (contested — single-source)
~$12–13B/GW/yrrevenue per GW of AI capacity per year — the prize that makes speed-to-power dominate ancillary revenue (contested — single-source)
24–36 mo / 6–12 mo / days–weekstime-to-power: greenfield self-build vs wholesale colo (live 50k+ GPU cluster) vs neocloud