AI Power & Site Readiness

Company: Amazon (ADS / AWS)

Site / campus: PECO TSA / Falls Township, PAPhase: Phase 1

Verdict

This site looks strong on power deliverability and reliability proxies, but weak on schedule risk. The final score is a weighted blend of schedule, deliverability, cost, carbon, and reliability views.

Site Readiness Index
62%
index
ProxyConfidence 66%Better than median
Benchmark
Median: 45% · Top quartile: 54%

Top drivers (why)

  1. 1
    Schedule risk (slippage)
    Commercial operation date hit probability is low and expected schedule slippage is large relative to the pinned cohort.
  2. 2
    Power deliverability strength
    Deliverable capacity by target is materially above the pinned cohort median and top quartile.
  3. 3
    Low reliability risk + strong renewables
    Reliability risk index is favorable, and contracted renewables coverage is high.

KPI snapshot (median / top quartile benchmarks)

KPICurrentBenchmark (Median / Top quartile)Confidence
Site Readiness Index
Current
62%index
ProxyBetter than median
45% / 54%
median / top quartile
66%
proxy-heavy
Probability of Hitting In‑Service Date
Current
14%
EstimatedWorse than median
30% / 46%
median / top quartile
69%
Schedule Slippage (Days)
Current
502days
EstimatedWorse than median
341 / 456
median / top quartile
69%
Deliverable Capacity by Target (MW)
Current
106.243MW
ComputedBetter than median
44.73 / 68.89
median / top quartile
56%
Blended Effective Power Rate ($/MWh)
Current
$145USD/MWh
Computed
/
median / top quartile
81%
Expected Emissions Intensity (kgCO₂e/MWh)
Current
271.8kgCO2e/MWh
ProxyBetter than median
348.95 / 458.42
median / top quartile
75%
proxy-heavy
Reliability Risk Index
Current
0%index
ComputedBetter than median
44% / 64%
median / top quartile
66%
Total Delay Cost Exposure ($)
Current
$282.7M
Proxy
/
median / top quartile
75%
proxy-heavy
Renewable Content (%)
Current
100%
ProxyBetter than median
11% / 23%
median / top quartile
70%
proxy-heavy

Next step

Validate the target commercial operation date assumptions and any published milestone dates for Phase 1, then refresh this snapshot.

As-of: 2026-02-13 · Benchmark cohort: AI Supply Chain | US | 2025 Q3
Outside-in, non-binding. Subject to validation.
subject_key: amazon-peco-tsa-phase-1 · contract_version: 1.0.0