Nameplate Data is a data product from the team behind AFE Leaks, which does the same receipts-first work on oil and gas well costs. We got tired of watching gigawatt headlines get reconciled against interconnection reality by hand, across hundreds of projects, and built the pipeline to hold every claim to a source.
The name says what we do: nameplate capacity is the number on the announcement, and we track what's behind it. A data-center project is a claim until a source says otherwise. Every claim in the product either meets that standard or gets refused and recorded.
Every dollar and megawatt carries the document behind it. If we can't source it to the project, we don't book it — and we say why.
The claims we would not book are shown with their reasons, so the coverage numbers are never padded with figures we could not source.
Scores are 0–100 model indicators, not calibrated probabilities. The prediction ledger grades our calls in public, starting with the 2026-Q4 report card.
Nameplate Data is operated by AFE Leaks Research and Consulting, LLC, doing business as Nameplate Data. For product, coverage, or partnership questions, email bd@nameplatedata.com.
Read the Nameplate Report for weekly notes, and AFE Leaks for the oil-and-gas work this grew out of.
The same receipts-first method, applied to the data-center buildout. Read the notes or open the workbench.