{"ontology":"https://layer.re/machine/schema.json","epistemic_model":"evidence-backed-temporal-layer-graph","canonical":true,"type":"layer_history","layer":{"id":"layer-energy","slug":"energy","name":"Energy","description":"Generation, storage, distribution and demand.","machine_description":"Generation, storage, distribution and demand.","active":1},"snapshots":[{"id":"state-energy-2022q2","layer_id":"layer-energy","as_of":"2022-06-30 23:59:59.000","summary":"Energy became visible in the reconstructed AI infrastructure stack as a sustainability, efficiency and siting metric, but the selected Q2 evidence still does not establish power availability as a binding compute-capacity bottleneck.","dependencies":["electricity supply","layer-compute","data-center siting"],"constraints":["carbon intensity","efficiency","incomplete evidence on grid capacity"],"emerging_capabilities":["explicit energy/carbon reporting for large-model infrastructure"],"underdeveloped_components":["evidence of power scarcity constraining Q2 AI deployment"],"uncertainties":["later AI power bottlenecks must not be projected back onto this quarter"],"confidence":0.8,"previous_snapshot_id":null,"mapping_mode":"retrospective","reconstructed_at":"2026-10-01T18:14:00.000Z","created_at":"2026-10-01T19:22:17.769Z","updated_at":"2026-10-01T19:22:17.769Z"},{"id":"state-energy-2024q3","layer_id":"layer-energy","as_of":"2024-09-30 23:59:59.000","summary":"A signed long-term Microsoft PPA financially anchored a proposed nuclear restart; future generation remained approval-dependent.","dependencies":[],"constraints":["availability scope","reliability and implementation limits"],"emerging_capabilities":["Microsoft signs nuclear restart power purchase agreement"],"underdeveloped_components":["generalization beyond the selected evidence"],"uncertainties":["No historical Energy state ID was exposed by the available read tools. Null means unresolved reconstruction predecessor, not historical onset.","Restart approvals and future generation are not established at the quarter cutoff."],"confidence":0.93,"previous_snapshot_id":"state-energy-2022q2","mapping_mode":"retrospective","reconstructed_at":"2026-10-09T19:12:47.000Z","created_at":"2026-10-10T07:49:15.923Z","updated_at":"2026-10-10T07:49:15.923Z"},{"id":"state-energy-2024q4","layer_id":"layer-energy","as_of":"2024-12-31 23:59:59.000","summary":"A signed advanced-nuclear development agreement extended the contracted future-power pipeline; plants and delivery remained future.","dependencies":[],"constraints":["availability scope","reliability and implementation limits"],"emerging_capabilities":["Google signs advanced nuclear development agreement"],"underdeveloped_components":["generalization beyond the selected evidence"],"uncertainties":["Targeted future plants are not current generation or guaranteed approvals."],"confidence":0.93,"previous_snapshot_id":"state-energy-2024q3","mapping_mode":"retrospective","reconstructed_at":"2026-10-09T19:12:47.000Z","created_at":"2026-10-10T08:02:14.507Z","updated_at":"2026-10-10T08:02:14.507Z"},{"id":"state-energy-2025q2","layer_id":"layer-energy","as_of":"2025-06-30 23:59:59.000","summary":"AI infrastructure buyers contract existing nuclear output and future supply; immediate additional generation is not established.","dependencies":[],"constraints":["Contracted existing generation and future uprates are not new operational power in 2025; later page updates are excluded."],"emerging_capabilities":["Meta signs a long-term nuclear power agreement"],"underdeveloped_components":["Independent measurement of deployment scope and outcomes"],"uncertainties":["The referenced historical predecessor belongs to the reviewed chronology; the live history must be checked before ingestion."],"confidence":0.9,"previous_snapshot_id":"state-energy-2024q4","mapping_mode":"retrospective","reconstructed_at":"2026-10-10T06:24:42.000Z","created_at":"2026-10-10T08:25:19.363Z","updated_at":"2026-10-10T08:25:19.363Z"},{"id":"state-energy-2025q3","layer_id":"layer-energy","as_of":"2025-09-30 23:59:59.000","summary":"This period adds specific energy evidence through Stargate announces additional Oracle capacity agreement. Maturity remains specific to the cited products and programs; this synthesis does not infer sector-wide adoption.","dependencies":[],"constraints":["Capacity under development is not already delivered electrical supply or operating compute."],"emerging_capabilities":["Stargate announces additional Oracle capacity agreement"],"underdeveloped_components":["Independent measurement of deployment scope and outcomes"],"uncertainties":["The referenced historical predecessor belongs to the reviewed chronology; the live history must be checked before ingestion."],"confidence":0.9,"previous_snapshot_id":"state-energy-2025q2","mapping_mode":"retrospective","reconstructed_at":"2026-10-10T06:24:42.000Z","created_at":"2026-10-10T08:31:22.790Z","updated_at":"2026-10-10T08:31:22.790Z"},{"id":"state-energy-2026q1","layer_id":"layer-energy","as_of":"2026-03-31 23:59:59.000","summary":"Long-term nuclear project agreements broaden the supply pipeline but combine existing output and prospective projects with different delivery dates.","dependencies":[],"constraints":["Up to 6.6 GW by 2035 combines different projects and dates, not new operational capacity in January."],"emerging_capabilities":["Meta expands nuclear power project agreements"],"underdeveloped_components":["Independent measurement of deployment scope and outcomes"],"uncertainties":["The referenced historical predecessor belongs to the reviewed chronology; the live history must be checked before ingestion."],"confidence":0.9,"previous_snapshot_id":"state-energy-2025q3","mapping_mode":"retrospective","reconstructed_at":"2026-10-10T06:24:42.000Z","created_at":"2026-10-10T08:45:32.709Z","updated_at":"2026-10-10T08:45:32.709Z"},{"id":"state-energy-20260930-initial","layer_id":"layer-energy","as_of":"2026-09-30 12:45:00.000","summary":"Energy and water constraints are becoming explicit parts of AI infrastructure planning, while regulators are increasing measurement and performance requirements for data centers.","dependencies":["electricity grids","generation capacity","cooling and water systems"],"constraints":["grid capacity","local energy affordability","water use","connection timelines"],"emerging_capabilities":["data-center efficiency ratings","minimum-performance frameworks","more explicit infrastructure reporting"],"underdeveloped_components":["rapid grid expansion","consistent cross-region standards"],"uncertainties":["pace of demand growth and local political acceptance"],"confidence":0.94,"previous_snapshot_id":null,"mapping_mode":"contemporaneous","reconstructed_at":null,"created_at":"2026-09-30T12:54:32.492Z","updated_at":"2026-09-30T12:54:32.492Z"},{"id":"state-energy-20260930-late","layer_id":"layer-energy","as_of":"2026-09-30 21:20:00.000","summary":"Data-center power demand is now directly entangled with US federal affordability politics, with a Senate procedural vote leaving unresolved who should bear incremental grid-upgrade costs.","dependencies":["electricity grids","layer-compute","governance"],"constraints":["grid capacity","ratepayer affordability","cost-allocation disputes"],"emerging_capabilities":["large-load cost-allocation frameworks"],"underdeveloped_components":["durable federal standards"],"uncertainties":["whether Congress will converge on a mandatory or voluntary framework"],"confidence":0.95,"previous_snapshot_id":"state-energy-20260930-initial","mapping_mode":"contemporaneous","reconstructed_at":null,"created_at":"2026-09-30T21:57:03.550Z","updated_at":"2026-09-30T21:57:03.550Z"}]}