Announced power and power you can actually draw on are rarely the same number. That is what we want to talk about in Austin this week.
Power availability is the most cited deployment blocker across the US, UK and Europe. It stands at 32.1% according to the 701 AI infrastructure decision makers we surveyed for Land. Power. Compute. Which puts the risk in the chain, not the chip: whether the power behind the GPUs arrives inside your window.
That gap is our subject because we carry it. CUDO delivers the whole chain under one contract, land, power, data centre, network and compute on an SLA, inside the window you buy in. One accountable party rather than four.
Two views we are taking with us, on 2027 capacity: the number that matters is not what you have reserved, it is the date it energises. On placement: the workload and the deliverable power decide where compute sits, not land availability.
If you see it differently, we would like to hear it in the comments or in person. Dean Fletcher, our Strategic Alliance Director, and Mohamed Alibi, our Senior HPC Engineer, are at Metro Connect Fall and Datacloud USA.