Tracked forecast · watch-03-2

Kraken–Uplight integration timeline for dispatching AI compute loads in live ISO markets.

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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: Speed of integration determines whether this is a 2026 or 2028 story for the grid-edge software play.
Horizon: Octopus Energy / Kraken quarterly updates
Source: Issue 3 — Orchestrating the Agentic Power Surge · full issue

Why it is on the watchlist

How fast Kraken and Uplight get AI compute loads dispatching in live ISO markets decides whether grid-edge orchestration is a 2026 or a 2028 story.

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Every item is reproduced from a published issue with its original kill condition intact. Status changes only on dated, citable evidence that meets that condition, reviewed weekly. Nothing is resolved in hindsight to improve the record.

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