Live intelligence engine
Signals
Every signal is classified by source level and confidence. Nothing uncertain is presented as confirmed fact.
Potential 8–14 week improvement for North American deliveries from H2 2027.
SOURCE Manufacturer announcementLEVEL B · Primary publicLAST VERIFIED 2026-08-06HIGH
Quoted lead times extending; expect +6 weeks on unreserved slots.
SOURCE Distributor conversationLEVEL D · Market intelligenceLAST VERIFIED 2026-08-02LOW
Undisclosed hyperscaler · USA · Full stack
Early-stage opportunity: cooling architecture undefined.
SOURCE County land recordLEVEL B · Primary publicLAST VERIFIED 2026-08-01MEDIUM
12 × 2.5MW CDU slots available; 20-week delivery confirmed.
SOURCE Supplier emailLEVEL A · Verified directLAST VERIFIED 2026-07-29VERY HIGH
Monitored signal types
- New data center projects
- Land purchases
- Permits
- Utility filings
- Interconnection queues
- Power agreements
- Construction awards
- EPC awards
- Supplier awards
- Factory expansions
- Factory delays
- New products
- Backlog & earnings calls
- Lead-time changes
- Shortages
- Raw-material issues
- Logistics issues
- Major orders
- Cancelled projects