The intelligence layer
for the grid.
America produced a record 103 quadrillion BTUs of energy in 2024 — enough to be a net exporter. Yet the average household lost power for 11 hours that year, the worst in a decade. Electricity prices have climbed 25% since 2020. And the builders of the next generation of American infrastructure — data centers, gigafactories, AI campuses — are sitting in line, waiting for a grid that cannot keep up. This is not an energy crisis. It is an intelligence crisis.
U.S. peak electricity demand is projected to grow by 166 gigawatts over the next five years — a 32% increase. Data center power demand alone will grow 160%. The four largest hyperscalers committed $320 billion to AI infrastructure in 2025. Manufacturing is reshoring. EVs are multiplying. Every force is pulling from the same grid — a grid built for a different America. The money is there. The will is there. The grid is not.
Over 2,300 gigawatts of generation and storage sit in US interconnection queues — nearly double the country's entire installed capacity. Median wait to connect: five years. In PJM, the largest US grid operator, it takes eight. Barely one in five projects ever reaches operation. Gas-fired proposals nearly tripled in 2025. The clean energy is there. It is stuck in line. The dirtiest power gets called instead.
The grid is invisible. Interconnection data is fragmented across dozens of ISOs, buried in regulatory filings, impossible to interpret without years of domain expertise. Developers routinely make billion-dollar site decisions without knowing where capacity exists. 70% of transmission lines are over 25 years old. The most consequential infrastructure build in American history is being planned in the dark. It is an information problem.
The US grid needs a permanent intelligence layer — one that makes capacity visible, actionable, and compounding. The developers who find reliable power first will define where the next generation of American infrastructure gets built. Clean energy is not failing — it is stuck in line. Better intelligence gets it connected faster and reduces the pressure to build gas. The window is open right now.
We are starting with software — a platform that maps every grid constraint, queue position, and interconnection pathway in the country. We are starting with the question of where to build.
Who have watched promising sites collapse at interconnection — making billion-dollar decisions with incomplete data.
Who see the demand wave arriving faster than any model predicted and need visibility before it hits.
Who understand the constraint on the AI build is not capital — it is grid access.
Join Atulya, Luis, and Dante to help build an intelligent, self-operating grid.
HELLO@OPTEEMO.COM