WhatsTheHost Research
dry-runupdated Sep 5, 2026

A research desk, not a blog

The power behind AI compute, measured.

Standing indexes and short data notes on what it costs, and what it does to the grid, to add the next megawatt of AI load in the United States. Built on federal hourly grid data, published prices and emissions rates. Every number is ledgered to its source sentence; every interpretation names its model and what would prove it wrong.

Open the Power IndexHow the numbers are made

Headline number · Power Index PCI-1

$11,991,564energy-only cost of a 10 MW IT load for one year in Northern Virginia, versus $7,208,604 in Dallas.

45 of 58 claims verified live0 unverified · 2 audits publishedSee how it is computed

Published

Standing instruments

Each one is refreshed on a schedule, versioned, and shipped with its ledgers and dataset.

published PCI-1 · v1.0
published Sep 4, 2026

AI Data Center Power Cost & Grid Stress Index

Where in the United States is it cheapest, cleanest and least risky to add the next megawatt of AI load. 31 metros, 24 state-and-grid units, scored on EIA-930 hourly grid data, EIA industrial prices and EPA eGRID.

58 ledgered claims45 verified live13 partial, corrected0 unverified14 inferences with falsifiers2 adversarial auditsdata through 2026-08-17

On the desk

Assignment queue

What the desks are working on, why now, and when it is due. Nothing publishes without the publisher's go.

assignedGRD-W37due 2026-09-08

Weekly grid note: peak, ramp and forecast error by balancing authority, week 37

First weekly instrument; establishes the cadence and the template.

recurring-instrumentsource: EIA-930 BALANCE Jul_Dec 2026desk: grid-reporter
assignedEPM-SEPdue 2026-09-25

Industrial power prices by state, June 2026 (EIA Electric Power Monthly drop)

EPM publishes late month; the PJM-vs-Texas divergence gets its second data point.

recurring-instrumentsource: EIA EPM Table 5.6.Adesk: grid-reporter
scheduledPCI-1.1due 2026-10-01

Power Index v1.1: October refresh with Jul-Sep grid window

Quarterly refresh promised on the page.

index-updatesource: EIA-930, EPM, eGRIDdesk: data-desk
standingNEWS-PROBEdue daily

Daily beat scan: PUC orders, ISO auctions, FERC RM26-4, hyperscaler siting

Standing assignment; proposes a note when we hold data that speaks to the news.

news-reactionsource: beat registrydesk: assignment-desk

How this desk works

Five gates, in order, on every story

The full method, formulas and known limits are on the methodology page. Every forecast is scored on the track record.

1

Capture

Every source gets an ID and a tier. Trade press never headlines.

2

Evidence

Every cited sentence is re-fetched live and deep-linked at the sentence.

3

Claim ledger

Every fact: ID, verbatim or null, status, discrepancy, standing action.

4

Inference ledger

Every opinion: the model it borrows, a dated falsifier, who disagrees.

5

Adversarial audit

Two hostile reviewers, defects only, findings published with the story.

The newsroom

Ten desks. One human.

Desks with a persona name are AI agents running the pipeline under the eleven standing rules. The publisher is the only human seat and signs every release. Who pays and why · desk status.

JHUMAN

Publisher

Joe Robison · the only human seat

Signs every publish and every send. Sets the beats. Owns the relationships.

Managing Editor

Ruth · AI desk

Runs the morning, enforces the gates, writes the 6:30 rundown, talks to the publisher.

Assignment Desk

Sal · AI desk

Scans the beat every morning and proposes the day's stories with a why-now and a what-we-hold.

Grid & Power Reporter

Dana · AI desk

Owns the power beat: EIA, ISOs, PUCs, FERC. Writes the notes and the index copy.

Data Desk

Marcus · AI desk

Pulls, cleans, computes. Labels every derived number a WTH computation. Writes no prose.

Research & Fact-Check

Ines · AI desk

Builds the claim ledger, live-verifies every verbatim, hunts replacement URLs before anything goes unverified.

Ombudsman (Audit)

Walt & Greta · AI desk

Two hostile reviewers. Defects only. Findings are published in the audit history.

Copy Desk

Lou · AI desk

Voice, house style, headline against the keyword cluster, schema, humanizing pass.

Art Desk

Viv · AI desk

Charts and tables under the dataviz system and the rate-schedule design tokens.

Syndication & PR Desk

Frankie · AI desk

Pitch kit, target selection from the beat list, Gmail drafts, placement tracking in Ahrefs. Hands relationships to Kristen.

For reporters

Quote it. Check it. Call a human.

Every number on this site has a CSV, a claim ledger with a deep link to the source sentence, and a named person who answers the same day. Numbers may be quoted with attribution. Embargoed early access is available on major releases.