Research Section Changelog

Jared Watkins — Mon, 11 May 2026 15:03:49 -0400

⚠ Disclaimer: This entry may be incomplete, out of date, or inaccurate. It is AI-maintained on a best-effort basis. Do not rely on it as a sole source — verify claims independently using the sources listed below.

2026-05-11: Created Georgia datacenter opposition — Project Sail (Prologis/Atlas, 829 acres, ~900 MW, $17B, Coweta County); 3–2 commission approval April 11 2026; lobbyist access scandal (DeSmog investigation); Citizens for Rural Coweta (8,000+ signatures, PAC formation); May 2026 lawsuit to void rezoning; Ashley Park–Wansley 500 kV transmission line (300+ parcels, eminent domain risk). Created infrastructure overspill issue — structural analysis of eminent domain and property displacement from datacenter-serving transmission lines; case studies: Maryland Piedmont Reliability Project, Virginia Dominion loop, NextEra Midatlantic Resiliency Link (PA→VA), Georgia Ashley Park–Wansley; legislative responses; organizing strategy implications. Updated datacenter-opposition index — added Project Sail to project tracker; added Georgia to state breakdown; added infrastructure overspill as new key theme and key takeaway.
2026-05-05: Created Hitachi Energy — world’s largest transformer manufacturer; $43B backlog (3× three years ago); 40-month large-unit lead times; $6B capacity investment; CEO warned sector “overwhelmed” by datacenter + energy transition demand; DPA §303 Presidential Determination (Apr 20 2026) a direct policy catalyst. Updated power-infrastructure index — added DPA grid determination context, updated transformer lead times from 2–3 years to 24–40 months, added Hitachi Energy (HPS.A) and updated Eaton (ETN) to incumbents table. Updated GE Vernova aeroderivative entry — added DPA §303 determination to Q1 2026 financial snapshot.
2026-04-30: Updated Virginia datacenter opposition — Added Compass Datacenters withdrawal from PW Digital Gateway (Apr 30); updated Contested Projects table status to Dead; Brookfield-backed Compass cited legal defeats, stricter regulations, and collapsed political support; QTS status uncertain.
2026-04-30: Created Spectrolab + 2 entries: Azur Space (German GaAs space solar, 5N Plus subsidiary, 32% 4G32C), SolAero Technologies (Rocket Lab subsidiary, 1,100+ spacecraft, Ingenuity Mars helicopter).
2026-04-29: Created Orbital Compute: First-Principles Economics — First-principles analysis of GPU energy budgets in LEO (solar irradiance, Stefan-Boltzmann thermal rejection, GPU power caps), satellite build cost model (bus + payload + I&T), launch cost table (Falcon 9 through Starship projections), per-GPU total deployed cost by scenario, technology gap assessment (ISLs for training, HBM radiation fragility, solar array specific power, satellite manufacturing scale, on-orbit hardware aging), and 10-year cost trajectory through 2036.

Overview

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This page tracks important additions and modifications to the Research knowledge base. Log entries include:

New entry creation (new company, technology, person, or research page)
Major content revisions (rewrite of What It Is / How It Works, significant corrections to claims)
Supply chain discoveries (new shared supplier flags, strategic relationships)
Mass updates (bulk changes across multiple pages)

Do not log trivial changes: flag additions, minor formatting, small frontmatter tweaks, or routine fact-checking updates are not logged here.

Each entry is a one-line timestamped summary.

Changelog

2026-04-29: Created Orbital Compute subsection + 5 entries: Google Project Suncatcher (TPU satellites, Planet Labs 2027 prototype), Starcloud (H100 in orbit Nov 2025; $170M Series A unicorn), [SpaceX Orbital](/research/datacenters/orbital-compute/spacex-orbital-compute/) (1M-sat FCC filing; Terafab D3 chips), [Aetherflux](/research/datacenters/orbital-compute/aetherflux/) ($50M, Galactic Brain, Q1 2027), Kepler Communications (largest orbital cluster 40 Orin/10 sats), Lonestar Data Holdings (lunar DR storage, Athena mission Feb 2026).
2026-04-28: Added Zydeco Development / Project Hutto (70 MW, withdrawn Apr 17 2026) to Texas datacenter opposition — new case study section, updated contested projects table, updated section index tracker.
2026-04-28: Aligned 6 behind-meter-power entries to steering: Caterpillar/Solar Turbines, Oklo BTM, Radiant Nuclear, Siemens Energy BTM, TerraPower BTM, USNC/NANO KRONOS MMR — added Summary, Key Facts, Notable Developments, Claim Verification to each; added steering blocks; expanded source_urls to 4–5 per entry.
2026-04-28: Restructured Lithium Metal Batteries — added Summary, Key Facts, Notable Developments (12 milestones 2025–2026), Key Companies & Researchers, Claim Verification, and Risks & Uncertainties sections; updated stale_after_days to 90; expanded source URLs to 8.
2026-04-28: Expanded Wärtsilä — added BESS (Quantum3, 19+ GWh deployed, Eraring 3.1 GWh AU), marine propulsion (cruise, container, island grids), Caribbean projects (USVI, Bahamas, BVI, Bonaire, Cayman), and TAM sizing (marine ~$25.6B; stationary recip ~$64-79B).
2026-04-25: Created VITA 48 REDI thermal standards + 5 entries: GMS (X7 RAPTOR 1"×4" RuggedCool +75°C <$10K), Annapolis Micro Systems (WILD100 SOSA VPX; WC34D0 VITA 48.4 LFT), Core Systems (ATMOS stackable nodes; +60°C GPU), LCR Embedded Systems (35yr defense chassis integrator; open-source VITA 46.11 manager), 7Starlake LFT ATR (7SL-3500 500W closed-loop VITA 48.4). Updated half-rack overview with power/ruggedization specs; rugged-edge-compute index supply chain liquid cooling flag.
2026-04-25: Created MicroTCA standard overview + 3 entries: VadaTech (Henderson NV; MCH+chassis+AMC; MTCA.0/1/3/4), N.A.T. GmbH (Hennef DE; NAT-MCH-G4; CERN/DESY/PSI), MicroTCA in 5G RAN (O-RAN DU; PTP/SyncE; 100 GbE fronthaul).
2026-04-25: Created half-rack embedded compute form factor + 4 platform entries: Neousys SEMIL-1300 (2U fanless IP67, -40°C), ASUS RUC-1000 (600W GPU 2U; half-rack fanless), Galleon XSR (3U NAS 80TB 100 Gbps US-owned), 7Starlake THOR200-U8-D (2.5U NAS 64TB Xeon D MIL-STD-810).
2026-04-25: Created new edge-ai-accelerators subsection with entries for Hailo (Hailo-8 26 TOPS/2.5W M.2/PCIe, Hailo-15 TSMC 5nm, Raspberry Pi AI HAT+) and EdgeCortix (SAKURA-I/II CGRA architecture, 40+ TOPS, defense/ISR focus, Tokyo HQ). Created 5 new rugged/semi-industrial edge compute entries: Crystal Group (Cedar Rapids IA; RE4100 shipboard MIL-STD-901D, RE1900M vehicle-mount), Neousys Technology (Advantech subsidiary; SEMIL-2200/2200GC fanless GPU AI servers), Premio (JCO-6000-ORN/JCO-3000-ORN Jetson Orin; RCO + EDGEBoost modular I/O), ADLINK Technology (AXE/DLAP rugged GPU servers; SOSA-aligned OpenVPX; TWSE:6166), DFI (Taiwan industrial fanless computers + GPU AI systems). Updated rugged-edge-compute index overview and tracker table.
2026-04-25: Created datacenter-opposition section — regulatory, NIMBY, and grid-impact controversies around datacenter expansion; linked entries for environmental justice advocates, case studies (Mesa AZ water fights, Oregon permitting freezes), and incumbent utility opposition to behind-meter SMR/renewables power models.
2026-04-25: Created 4 missing BTM power company profiles for behind-meter-power section: TerraPower Natrium (345 MW SMR + molten-salt storage, Meta 2.76 GW contract), Radiant Kaleidos (1.2 MWe microreactor, Equinix 20-unit preorder), Caterpillar Solar Turbines (1–39 MW gas turbines, Vertiv partnership Nov 2025), Siemens Energy (SGT series 40–200 MW heavy-frame turbines, modular 500 MW plants with Eaton). Resolved 5 Hugo REF_NOT_FOUND errors in _index.md.
2026-04-19: Created Google Quantum AI — Willow 105-qubit (2024); below-threshold error correction (partially verified, Nature); 2019 supremacy claim classically matched (Frontier ~6 sec); dual-modality expansion to neutral atoms (Mar 2026).
2026-04-17: Created Bitcoin PQC — BIP-360 (P2MR soft fork, BTQ testnet Mar 2026) and BIP-361 (coin freeze, Lopp vs. Back debate); ~28–35% BTC supply in long-exposure quantum-vulnerable state; Falcon/FN-DSA primary algorithm candidate; 5–10 year migration timeline estimate.
2026-04-17: Created Ethereum PQC — EIP-8141 frame transactions (CFI Hegota H2 2026); leanSig/leanXMSS for validator attestation aggregation; pq.ethereum.org devnets active (Mar 2026); Strawmap targets full L1 PQC by ~2029; ~90M ETH at quantum exposure.
2026-04-17: Created Other Chains PQC — Algorand (Falcon live on mainnet Nov 2025, first PQC mainnet tx); Solana (ML-DSA testnet 3,000 TPS Dec 2025); Cardano (Project Nightstream, Google/Microsoft collaboration Feb 2026); QRL (purpose-built XMSS→ML-DSA; Testnet V2 Mar 2026); exchange and wallet readiness (Coinbase advisory board; Trezor Safe 7).
2026-04-17: Updated Cryptocurrencies PQC index — Phase 2 now active; platform status summary table; Google March 2026 paper context.
2026-04-17: Updated Networking PQC vendor survey — Added confirmed GA release versions: Fortinet FortiOS 7.6.1 (earliest GA), Palo Alto PAN-OS 12.1 Orion (Aug 2025, broadest coverage), Check Point Gaia R82 (API-only), Cisco IOS XE 26 (full-stack Apr 2026) + ASA 9.19/FTD roadmap; OpenSSL 3.5 (ML-KEM default TLS); strongSwan 6.0.0; WireGuard PSK workaround; Cloudflare One (Feb 2026); Nokia ANYsec/QKD distinction; draft-ietf-ipsecme-ikev2-mlkem-05 IANA gap noted.
2026-04-17: Updated Networking PQC index — Vendor table updated with confirmed GA release versions; research status updated.
2026-04-17: Updated Post-Quantum Encryption section index — Phase 2 marked in progress; research phases table expanded.
2026-04-15: Created Lasertec — EUV mask inspection monopoly; TSE:6920; actinic inspection sole supplier; Japan export controls; FY2025 ¥251.5B revenue.
2026-04-15: Created Semiconductors section and Fabrication Equipment subsection — supply chain table, public company index with TradingView widget, steering guide for equipment and export controls.
2026-04-15: Created Post-Quantum Encryption section — Phase 1 (networking): Sitehop, Juniper, and multi-vendor survey; Phase 2 (crypto) placeholder; full steering document with NIST FIPS 203/204/205 background.
2026-04-15: Created Sitehop — UK PQC networking startup; FPGA-accelerated ML-KEM IPsec; University of Bristol spin-out; claim verification: line-rate PQC partially verified, govt contracts unverified.
2026-04-15: Created Juniper PQC Support — Juniper (now HPE division) IKEv2/IPsec PQC roadmap; Junos OS status; GA release unconfirmed from public sources.
2026-04-14: Created D-Wave Quantum — quantum annealer (not gate-based); Advantage2 4,400+ qubits; 2025 Science supremacy claim actively disputed; $550M QCI acquisition for gate-model entry.
2026-04-07: Created Rigetti — Rigetti Computing (NASDAQ: RGTI) superconducting QPU vendor; Ankaa-3 84-qubit system; Fab-1 in-house foundry; FY2024 revenue $10.8M; documented 2022 roadmap miss.
2026-04-07: Created SkyWater Technology — U.S. DOD Trusted Foundry; pending $1.8B IonQ acquisition (shareholder vote May 8, 2026); FY2025 revenue $442.1M. Updated IonQ entry and section index.
2026-04-07: Created PsiQuantum — silicon photonics FTQC startup; $2.32B raised; DARPA QBI US2QC final phase selected; Victor Peng Interim CEO (Feb 2026).
2026-04-06: Created IBM Quantum — superconducting QPU; qLDPC error correction progress; 2029/2033 FTQC roadmap; Qiskit cloud platform.
2026-04-05: Created quantum-computing section with initial entries: IonQ, Quantinuum, Xanadu.
2026-04-05: Created Xanadu — photonic QC; Borealis Nature 2022 advantage claim; Aurora 12-qubit system; March 2026 IPO (XNDU); $250M+ raised.
2026-04-05: Created Quantinuum — trapped-ion; Helios 98 qubits, 99.921% 2Q fidelity; 94 logical qubits milestone; Honeywell ~54% ownership.
2026-04-05: Created IonQ — trapped-ion; Forte/Tempo hardware; FY2024/2025 revenue from SEC filings; Skyloom/SkyWater acquisitions; all-founder departures.
2026-04-04: Reorganized energy/batteries by value-chain layers; added cross-cutting insights and Q1 2026 updates across 12+ companies including tariff and supply chain impacts.
2026-04-04: Created HyperStrong — top-5 global BESS integrator; added to Systems Integrators table.
2026-04-04: Created CNTE — Contemporary Nebula Technology Energy battery entry.

Research Section Changelog — The Infinite Unknown

Research Section Changelog

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Changelog