Weekly Change Digest
What is the Weekly Change Digest for AI infrastructure?
The Weekly Change Digest shows what moved this week across power, water, and readiness signals so buyers can decide where deeper diligence should start, what to compare next, and when recurring monitoring matters more than a static snapshot.
Key Data Points
- Covers power, water, and readiness movement that can change shortlist timing
- Supports compare-first and monitor-changes decisions before paid diligence begins
- Bridges into GLRI for recurring market monitoring and alerts
- Updates weekly to reflect the latest visible public signal movement
This digest is the public weekly layer for what moved, where trust still needs help, and which launch markets deserve compare-first review versus recurring monitoring.
Launch-market objects
Open the weekly change object for a live market
Start with the market-specific weekly object when you want the decision layer, not just the raw feed.
Texas
Texas is the most execution-relevant launch market right now, so week-over-week movement in ERCOT power, DFW water stress, and Austin regulatory posture changes shortlist timing and monitoring priority fastest.
Ohio / PJM
Ohio / PJM is the direct-fact queue market anchor outside ERCOT, so weekly PJM process and power signals can quickly change whether shortlist routes should advance or stay on monitoring hold.
Timing confidence by market
Which markets have strong timing basis this week
Pack-level timing confidence before you drill into weekly changes.
Ratio: 8 proxy
Freshest as-of: Unavailable
Timing is usable for pack framing, but proxy rows need visible separation.
Ratio: 26 proxy
Freshest as-of: Unavailable
Timing is usable for pack framing, but proxy rows need visible separation.
Ratio: 49 proxy
Freshest as-of: Unavailable
Timing is usable for pack framing, but proxy rows need visible separation.
Ratio: 80 proxy
Freshest as-of: Unavailable
Timing is usable for pack framing, but proxy rows need visible separation.
Convert this free digest into a recurring watchlist with live map layers, alerts, and export workflows.
- Commercial output: recurring watchlist with execution-oriented deltas
- Coverage: all 12+ signals in this weekly snapshot
- Fastest path: open watchlist first, then buy benchmark or Texas pack as needed
Power Signals
(Top 5 by magnitude · 4 total)ERCOT Spot Price
ERCOT Houston
ERCOT Houston hub spot prices increased 16.8% week-over-week due to higher demand and lower wind output.
Previous
$45.20
Current
$52.80
Change
+16.8%
Time-to-Power Score
ERCOT
ERCOT TTPS improved 12.5% as more projects received interconnection approval.
Previous
3.2
Current
2.8
Change
-12.5%
MISO Queue Additions
MISO Central
MISO interconnection queue grew by 9% with 22 new AI datacenter project requests.
Previous
245
Current
267
Change
+9.0%
PJM Capacity Price
PJM Western
PJM Western hub capacity prices declined 5.7% as new generation came online.
Previous
$125.40
Current
$118.20
Change
-5.7%
Water Signals
(Top 5 by magnitude · 4 total)Regulatory Risk
Austin, TX
Austin water regulatory risk increased 15.6% pending new cooling water restrictions.
Previous
0.45
Current
0.52
Change
+15.6%
Baseline Stress
Ashburn, VA
Northern Virginia baseline water stress decreased 9.5%, improving datacenter cooling reliability.
Previous
2.1
Current
1.9
Change
-9.5%
Water Stress Score
Phoenix, AZ
Phoenix water stress score increased to 78.4, indicating higher drought risk for datacenter cooling.
Previous
72.3
Current
78.4
Change
+8.4%
Water Stress Score
Dallas-Fort Worth, TX
Dallas-Fort Worth water stress score rose 7.4% as drought conditions intensified.
Previous
48.5
Current
52.1
Change
+7.4%
Edge Readiness Signals
(Top 5 by magnitude · 4 total)Permit Score
San Jose, CA
San Jose permit score improved 7.8% with streamlined approval processes.
Previous
42.5
Current
45.8
Change
+7.8%
Edge Readiness Score
Atlanta, GA
Atlanta edge readiness improved 6.3% with new fiber backbone deployment.
Previous
68.2
Current
72.5
Change
+6.3%
Latency Score
Denver, CO
Denver latency score improved 6.0% due to new edge compute nodes.
Previous
55.4
Current
58.7
Change
+6.0%
IXP Score
Chicago, IL
Chicago IXP score declined 3.4% as some peering partnerships other hubs.
Previous
82.1
Current
79.3
Change
-3.4%
Need live deltas instead of a weekly snapshot?
Track this market continuously with watchlists, alerts, and exports in GLRI.
Turn weekly signals into decisions
Static weekly snapshots are not enough for real diligence. The pack delivers a ranked shortlist with confidence, freshness, and exportable decision memos.
Review pack scope →The pack gives the current view. The watchlist tracks what changed after the pack goes stale — severity, affected rows, and whether to advance, monitor, or downgrade.
See what the watchlist monitors →Before you buy, compare timing confidence across Texas, Georgia / Atlanta, Carolinas, and Ohio / PJM.
Decision-support research only. Signal changes reflect publicly available data and do not constitute investment advice, utility commitments, or site-specific guarantees.