US AI Infrastructure Intelligence
$700 billion in CapEx. 25+ GW of queue filings.
Zero geographic disclosure. We connect the dots.
The data exists.
The analysis doesn't.
The five largest hyperscalers have collectively committed over $700B in 2026 capital expenditure — yet not a single filing identifies where it's going. Meanwhile, interconnection queues show 25+ GW of load filings through opaque SPVs and rural cooperative conduits with no traceable corporate parent.
Lattice Intelligence triangulates across SEC filings, FERC interconnection queues, earnings transcripts, and federal procurement data to surface infrastructure signals 12–18 months before corporate disclosure.
SIGNALS ANALYSED ACROSS STREAMS
59
CROSS-STREAM FINDINGS
10
ABSENCE ALERTS: SILENCE AS SIGNAL
6
INDEPENDENT DATA SOURCES TRIANGULATED