Sightline Climate, the decision intelligence platform for energy and infrastructure, today launched Powerstack, a weekly newsletter for the people who own, build, and finance power assets.

The first edition contains analysis from Sightline Climate’s quarterly Data Center Outlook, which found that 30–50% of global data center capacity slated for 2026 is unlikely to come online before year-end.

Data center announcements have pointed to another year of explosive growth. But underlying construction data, interconnection timelines, and permitting milestones tell a more constrained story.

The Data Center Outlook tracks 190GW of capacity across 777 hyperscale data centers (those greater than 50MW), announced since 2024. At least 16GW is slated to come online in 2026 across roughly 140 projects. Yet only about 5GW is currently under construction. Approximately 11GW remains in the “announced” stage, without further milestones achieved, despite typical construction timelines of 12–18 months.

In 2025, 26% of expected capacity was delayed, and another 10% of projects pushed back commercial operation dates. Given that track record, we predict a substantial share of 2026 capacity is likely to be delayed.

Launching Powerstack: A new newsletter on the moves and motives shaping the load growth era. 

Powerstack explores the deeper incentives driving the power market, not just what was announced, but who benefits and who’s exposed. Every Thursday we distill thousands of real-time signals from the Sightline Climate AI engine and layer in analysis from our research team on what is changing in power markets and what that means for the utilities, energy companies, OEMs, governments, and banks underwriting the next wave of buildout.

“The urgency around speed to power is nothing like anything I’ve seen in my 20 years in this space,” said Mark Taylor, Co-Founder and CPO of Sightline Climate. “We started Powerstack to separate what’s working and what’s not, and call out when a one-off is becoming a trend.”

Each edition of Powerstack will include:

• The one thing to be sure to pay attention to, from FERC rulings to capacity auctions to hyperscaler procurements, along with Taylor's unvarnished take.
• Meter reading, a quick read on the numbers shaping the market, from project milestones, regulator rulings, and capital commitments.
• On the docket, a look at the upcoming rulings, auctions, policies, and company moves that could impact power assets and strategies.
• The latest Sightline Climate research, data drops, and events. Join us at briefings and dinners, and meet the people you need to meet.

“Our first newsletter, CTVC, took off because it was the source of truth for the rapidly changing climate tech theme,” Taylor said. “It gives readers a focused look at the key developments of the week, and a hard look at the most important thing–all in a way that’s super-accessible. We aim to do the same for power via Powerstack.”

Powerstack reflects the work Sightline Climate is already doing with power companies, utilities, and infrastructure investors. Unlike other energy newsletters, Powerstack is built specifically for power experts. It assumes fluency in market design, regulatory frameworks, and capital structure. The difference comes down to three things:

• Built on the Sightline Climate platform. Most newsletters are assembled by scanning headlines. Powerstack is built on an AI-powered intelligence engine, which tracks 10,000+ signals across the power ecosystem, curated and distilled by our research team into the handful that actually matter.
• For the people in the room. Powerstack is written by our expert analysts for the decision-makers who need to know what a ruling, a procurement, or a capacity auction actually means for their portfolio, their pipeline, or their next board meeting. 
• Data-backed, with a POV. We won’t just tell you what happened, but also who benefits, who's exposed, and why. We're grounded in hard data, but we're not afraid to have an opinion (or name names).

Powerstack is a weekly power briefing built on the same decision intelligence engine that leaders at Southern Company, Siemens Energy, Tokyo Gas, and Global Infrastructure Partners use to shape strategy, procurement, and investment decisions.

For Sightline Climate clients, Powerstack serves as the public-facing layer of deeper decision-intelligence workflows. Clients can double-click into the underlying datasets, Readiness Curve scoring, company profiles, and signals feed inside the platform itself.

Powerstack represents an expansion of Sightline Climate’s coverage within the power sector. While the beloved and widely-read CTVC newsletter built a broad audience across climate tech innovation, Powerstack reflects Sightline Climate’s focus on utilities, energy companies, OEMs, and capital providers participating in the trillion-dollar grid buildout of the coming decade.