OSINT-first. Triangulated. Confidence-scored.
We treat AI infrastructure intelligence the way a research desk treats earnings: structured inputs, repeatable process, auditable provenance. Every record carries a source list and a confidence band.
Primary documents
FERC filings, NRC dockets, SEC 10-K/8-K, county zoning records, EIA-861, ERCOT/PJM interconnection queues, EU CRU notices, UK NESO data.
Geospatial signal
Satellite imagery (Planet, Maxar tier), construction-stage classification, transmission build-out tracking, substation analysis.
Supplier triangulation
Order books from switchgear, transformer, generator, GPU, HBM, CoWoS suppliers cross-referenced with site disclosures.
Expert validation
200+ vetted operator, utility, and policy contacts. Every Tier 2 datapoint has at least two independent corroborations.
Confidence bands
Primary document or ≥2 independent corroborations.
One primary source, indirect corroboration, or strong inference.
Single-source reporting, awaiting corroboration.