Tracked forecast · watch-03-1
CPower/Bentaus production deployment results.
Open
- Chokepoint
- Grid Connections & Local Approval — Interconnection queues, siting fights, and the regulatory dockets (FERC, state PUCs, SCCs) that decide them. (Mostly price, occasionally an outright no)
- Kill condition
- Results maintaining SLAs at 75% load reduction validate the bridge architecture at commercial scale; degradation results are the primary falsification signal.
- Horizon
- Target Q2–Q3 2026 — operator disclosures, CAISO/ISO-NE data
- Source
- Issue 3 — Orchestrating the Agentic Power Surge · full issue
Why it is on the watchlist
The commercial-scale test of the bridge architecture: can AI load shed 75% of its power draw and still hold SLAs in production, not just a demonstration.
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