Britain and Germany launched an Industrial Tech Corridor, backed by Allianz, Bosch, RWE and Siemens, to connect AI scale-ups with industrial demand. Its first step is a CEO roundtable later this year, so a sales route into those buyers is still a plan.
Reality
- Evidence40
- Adoption20
- Hype gap+30
- Incentives65
- Confidence45
Oracle says ten wind projects will put more than 1.7GW onto the ERCOT grid for its Abilene campus. Only two of the agreements carry a megawatt figure, and the larger of them is a virtual PPA over three farms already operating.
Reality
- Evidence54
- Adoption46
- Hype gap+34
- Incentives82
- Confidence60
A joint declaration signed on 10 September puts about 1 GW of new data centres inside a EUR 40bn Emirati pledge to Germany, with no builder, location or timeline given for any of it. The signed company agreements in the same document total EUR 9.356bn.
Reality
- Evidence58
- Adoption18
- Hype gap+45
- Incentives78
- Confidence60
The Wisconsin utility put money into Realta Fusion and offered it somewhere to plug in, for a plant that would not run until the mid-2030s. That is a wager on how short of power the next decade gets.
Reality
- Evidence48
- Adoption20
- Hype gap+35
- Incentives62
- Confidence45
Google committed to 200 MW from Commonwealth Fusion's first plant and RWE put EUR 25m behind Proxima Fusion next to a shut-down reactor site, deals where the access mattered more than the valuation. Only one of them involves a signed purchase.
Reality
- Evidence36
- Adoption31
- Hype gap+22
- Incentives68
- Confidence44
A $150mn Series A backed by Nvidia, Siemens, RWE and GE Vernova prices workload curtailment as the cheap answer to interconnection queues. The demonstrated evidence is one cluster.
Reality
- Evidence42
- Adoption30
- Hype gap+38
- Incentives82
- Confidence55