[{"data":1,"prerenderedAt":152},["ShallowReactive",2],{"{\"language\":\"fr\",\"resolve_relations\":[\"post.author\"]}posts\u002Fthe-ai-buildout-s-new-test-is-proving-an-energization-date":3},{"data":4,"headers":130},{"story":5,"cv":117,"rels":118,"links":129},{"name":6,"created_at":7,"published_at":8,"updated_at":9,"id":10,"uuid":11,"content":12,"slug":110,"full_slug":111,"sort_by_date":60,"position":112,"tag_list":113,"is_startpage":24,"parent_id":114,"meta_data":60,"group_id":115,"first_published_at":8,"release_id":60,"lang":66,"path":60,"alternates":116,"default_full_slug":60,"translated_slugs":60},"The AI buildout's new test is proving an energization date","2026-10-05T21:52:08.623Z","2026-10-05T21:55:21.966Z","2026-10-05T21:55:21.982Z",227522677282607,"ab62e1dc-6ece-49cf-a28f-9ac2ef955f03",{"seo":13,"_uid":28,"date":29,"intro":30,"title":31,"author":32,"blocks":69,"category":104,"featured":24,"component":105,"thumbnail":106,"hero_image":108},[14],{"_uid":15,"image":16,"title":25,"component":26,"description":27},"0b2255c1-04c6-484f-9505-d1f055394cba",{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":22,"is_external_url":24},207968453842624,"dpd_1","","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002F1261x831\u002F718e276b65\u002Fistock-1299944072.jpg","asset",{"alt":18,"size":23,"title":19,"source":19,"copyright":19},"1261x831",false," The AI buildout's new test is proving an energization date","seo","The AI buildout hasn't slowed because demand disappeared. It's slowing because delivery has become the hard part. In this issue of Digital Power Digest, Keel Infrastructure SVP of Power Chris Ruppel explains why the constraint has moved downstream from chips and announced gigawatts to power, permits, financing, and community acceptance. A project that can prove an energization date now has the advantage over a project that only has a big announcement.\n\nProjects can't stay on schedule anymore without community acceptance. Data Center Watch counted 45 U.S. data center projects worth $68B that were blocked or delayed by local opposition in Q2. Pew found the share of Americans who say data centers are mostly bad for household electricity costs rose from 38% to 50% between January and August. Power is the other bottleneck. PJM has declared a record number of energy-emergency days in 2026. ERCOT and CAISO have had none, because Texas and California added storage and solar much faster. That’s pushing developers toward behind-the-meter generation. Oracle's Project Jupiter and the fine New Jersey imposed on DataOne for its Vineland project show that on-site power creates its own permitting, fuel, and equipment challenges.\n\nCapital is still available, but investors now underwrite projects based on whether developers can build them. They ask how many megawatts have power, permits, security, and a credible energization date, not how many gigawatts are in the pipeline. Better chips haven't reduced electricity demand, either, because developers are using the efficiency gains on denser racks and more inference. Morgan Stanley estimates that pulling an energization date forward one year is worth about $4.50 per watt. Land and capital are available, and chips can be manufactured. Far fewer developers have a plan for getting power to a site that will hold up.\n\n\n","e270c710-bcda-4642-9482-84d4501225d8","2026-10-05 00:00","Power, permits, financing, and community acceptance now decide which AI campuses get built. Keel Infrastructure SVP Chris Ruppel on why energized megawatts win. ","Digital Power Digest- Volume 5: September 21 - October 4, 2026",{"name":33,"created_at":34,"published_at":35,"updated_at":36,"id":37,"uuid":38,"content":39,"slug":58,"full_slug":59,"sort_by_date":60,"position":61,"tag_list":62,"is_startpage":24,"parent_id":63,"meta_data":60,"group_id":64,"first_published_at":65,"release_id":60,"lang":66,"path":60,"alternates":67,"default_full_slug":60,"translated_slugs":60,"_stopResolving":68},"Christopher Ruppel","2026-03-17T16:24:01.161Z","2026-04-06T00:09:57.160Z","2026-04-06T00:09:57.172Z",155955368617120,"5ce15b6e-5eb2-4ef8-ac4a-d147b128da73",{"_uid":40,"name":33,"blocks":41,"component":51,"expertise":52,"profile_picture":53},"01c2c833-f9f0-45f9-8b9b-80f2b5fa8be9",[42],{"_uid":43,"title":44,"blocks":45,"component":50,"is_large_title":24},"c0441a69-4a21-4765-986a-e2b9023e724d","Expertise ",[46],{"_uid":47,"copy":48,"component":49},"8f5c2874-33b2-4679-b5de-c44bb00257dd","Christopher Ruppel a rejoint Keel Infrastructure en tant que vice-président principal, Énergie. Chris apporte plus de deux décennies d'expérience à la croisée des infrastructures informatiques de pointe et de l'optimisation des systèmes énergétiques. Il a dirigé des stratégies de développement couvrant la production sur site, les actifs raccordés au réseau et les solutions de conversion du gaz en électricité pour soutenir les environnements d'IA et de calcul en périphérie à haute densité.\n\nL'expérience de Chris comprend la conception et le développement de plus de 4 GW de projets énergétiques à l'échelle mondiale, la structuration de financements de projets s'élevant à plusieurs milliards de dollars, ainsi que le conseil aux opérateurs de centres de données sur des stratégies énergétiques résilientes et optimisées sur le plan commercial. Avant de rejoindre Keel, il a occupé le poste de responsable du développement énergétique chez MARA Holdings, où il a dirigé la stratégie de la division Digital Energy de l'entreprise, en se concentrant sur les solutions d'alimentation derrière le compteur, l'optimisation thermique et les initiatives de réponse à la demande.","team_member_copy_block","team_member_block","team_member","Vice-président principal, Énergie",{"id":54,"alt":55,"name":19,"focus":19,"title":19,"source":19,"filename":56,"copyright":19,"fieldtype":21,"meta_data":57,"is_external_url":24},158128143448457,"Portrait of Christ Ruppel","https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002F853x1280\u002Ffb552a6926\u002Fchris-ruppel-large.jpeg",{"alt":55,"title":19,"source":19,"copyright":19},"christopher-ruppel","fr\u002Fteam-members\u002Fchristopher-ruppel",null,-170,[],146010902535401,"ccfaacf8-69a7-4d3e-8c7b-b317d370de47","2026-03-17T16:24:26.848Z","fr",[],true,[70],{"_uid":71,"copy":72,"component":103},"3e0da7d4-97e5-4754-8cb7-7c7e276efe50",{"type":73,"attrs":74,"content":75},"doc",{"backgroundColor":60},[76,83,88,92],{"type":77,"attrs":78,"content":79},"paragraph",{"textAlign":60},[80],{"text":81,"type":82},"The AI buildout hasn't slowed because demand disappeared. It's slowing because delivery has become the hard part. In this issue of Digital Power Digest, Keel Infrastructure SVP of Power Chris Ruppel explains why the constraint has moved downstream from chips and announced gigawatts to power, permits, financing, and community acceptance. A project that can prove an energization date now has the advantage over a project that only has a big announcement.","text",{"type":77,"attrs":84,"content":85},{"textAlign":60},[86],{"type":87},"hard_break",{"type":77,"attrs":89,"content":90},{"textAlign":60},[91],{"type":87},{"type":77,"attrs":93,"content":94},{"textAlign":60},[95],{"text":96,"type":82,"marks":97},"Read More",[98],{"type":99,"attrs":100},"link",{"href":101,"uuid":60,"anchor":60,"target":102,"linktype":21},"https:\u002F\u002Fa.storyblok.com\u002Ff\u002F290340181793214\u002Fx\u002F3ad7a29328\u002Fdpd-issue-5-1.pdf","_blank","post_copy","Digital Power Digest","post",{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":107,"is_external_url":24},{"alt":18,"size":23,"title":19,"source":19,"copyright":19},{"id":17,"alt":18,"name":19,"focus":19,"title":19,"source":19,"filename":20,"copyright":19,"fieldtype":21,"meta_data":109,"is_external_url":24},{"alt":18,"size":23,"title":19,"source":19,"copyright":19},"the-ai-buildout-s-new-test-is-proving-an-energization-date","fr\u002Fposts\u002Fthe-ai-buildout-s-new-test-is-proving-an-energization-date",-240,[],146629530122758,"434e4754-4ab0-4bb6-b4c1-d3b732adcc89",[],1791237322,[119],{"name":33,"created_at":34,"published_at":35,"updated_at":36,"id":37,"uuid":38,"content":120,"slug":58,"full_slug":59,"sort_by_date":60,"position":61,"tag_list":127,"is_startpage":24,"parent_id":63,"meta_data":60,"group_id":64,"first_published_at":65,"release_id":60,"lang":66,"path":60,"alternates":128,"default_full_slug":60,"translated_slugs":60},{"_uid":40,"name":33,"blocks":121,"component":51,"expertise":52,"profile_picture":125},[122],{"_uid":43,"title":44,"blocks":123,"component":50,"is_large_title":24},[124],{"_uid":47,"copy":48,"component":49},{"id":54,"alt":55,"name":19,"focus":19,"title":19,"source":19,"filename":56,"copyright":19,"fieldtype":21,"meta_data":126,"is_external_url":24},{"alt":55,"title":19,"source":19,"copyright":19},[],[],[],{"cache-control":131,"connection":132,"content-encoding":133,"content-type":134,"date":135,"etag":136,"referrer-policy":137,"sb-be-version":138,"server":139,"transfer-encoding":140,"vary":141,"via":142,"x-amz-cf-id":143,"x-amz-cf-pop":144,"x-cache":145,"x-content-type-options":146,"x-frame-options":147,"x-permitted-cross-domain-policies":148,"x-request-id":149,"x-runtime":150,"x-xss-protection":151},"max-age=0, public, s-maxage=604800, stale-if-error=3600","keep-alive","gzip","application\u002Fjson; charset=utf-8","Mon, 05 Oct 2026 21:56:34 GMT","W\u002F\"76c15f5bbddcc11f8937e80c411b5a53\"","strict-origin-when-cross-origin","5.980.1","nginx\u002F1.29.1","chunked","Origin,Accept-Encoding","1.1 5043b84f34fb5bb6eac6e083162dc722.cloudfront.net (CloudFront)","Dv_PSopfMNOP1z_PPgbNLwrEEFAGw4OK-5wIlJT7B45UIADyQ-LvVg==","IAD55-P6","Miss from cloudfront","nosniff","SAMEORIGIN","none","7e265333-6e34-4e9f-8bb0-fbe0bab60d7c","0.024931","0",1791237394301]