Roadmaps

Forward timelines kept as living pages. Every change is logged; the forecast tables behind them are Pro.

Roadmap2026 to 2030

Factory Automation Roadmap

PLC lead-time cycles, cobot share, software-defined automation, humanoid pilots graded against buyer economics, and the tariff calendar for machine tools and robots.

Last revised September 10, 2026. 2 revisions

Roadmap2026 to 2030

Cooling Roadmap

Air to direct-to-chip to 600 kW Kyber racks: inlet temperatures, W-series, CDU generations, water, refrigerants, and when chiller capacity arrives.

Last revised September 10, 2026. 2 revisions

Roadmap2026 to 2032

Datacenter Electrical Roadmap 2026 to 2032

Rack density 130 kW to 1 MW, 800 VDC, BESS as UPS, solid-state transformers, prefab e-houses: what ships when, and what it strands.

Last revised September 10, 2026. 2 revisions

RoadmapRolling, by state

Large-Load Policy Tracker by State

Texas SB6 and Batch Zero, AEP Ohio's DCT, Georgia PSC, Virginia GS-5 and the SCC, PJM's backstop, FERC co-location orders: every rule that changes what a 50 to 100 MW connection costs, with the dates that come next.

Last revised September 10, 2026. 2 revisions