Exelon's October 30 earnings materials separate prospective data center demand into about 11 GW of high-probability load and about 23 GW in a future pipeline. The useful detail for infrastructure engineers is how the company defines those groups. A site in a cluster study carries different planning evidence from one in advanced design or backed by a transmission security agreement.

The figures appear on slide 15 of Exelon's third-quarter presentation , published with its October 30 results . This is a new disclosure about projected demand, rather than an announcement that the corresponding facilities have been energized.

My engineering reading is that power status deserves its own place in the deployment schedule. A regional demand forecast provides context.…