AI Power & Site Readiness

Company: Microsoft

Site / campus: Wisconsin (Mount Pleasant/Kenosha axis)Phase: Phase 1

Verdict

This site scores above the peer cohort top quartile on the composite, but schedule risk remains the dominant concern. The final score is a weighted blend of schedule, deliverability, cost, carbon, and reliability views.

Site Readiness Index
57%
index
ProxyConfidence 68%Better than median
Benchmark
Median: 45% · Top quartile: 54%

Top drivers (why)

  1. 1
    Schedule risk (slippage)
    Expected schedule slippage is far above the pinned peer cohort; schedule-chain inputs are currently marked stale and need validation.
  2. 2
    Power deliverability strength
    Deliverable capacity by target is above the peer cohort top quartile, supporting strong capacity positioning.
  3. 3
    Favorable reliability + emissions posture
    Reliability risk is better than the peer cohort median and emissions intensity is also below median, partially offsetting schedule risk.

KPI snapshot (median / top quartile benchmarks)

KPICurrentBenchmark (Median / Top quartile)Confidence
Site Readiness Index
Stale
57%index
ProxyBetter than median
45% / 54%
median / top quartile
68%
proxy-heavy
Probability of Hitting In‑Service Date
Stale
4%
EstimatedWorse than median
30% / 46%
median / top quartile
70%
Schedule Slippage (Days)
Stale
758days
EstimatedWorse than median
341 / 456
median / top quartile
70%
Deliverable Capacity by Target (MW)
Current
450MW
ProxyBetter than median
44.73 / 68.89
median / top quartile
65%
proxy-heavy
Blended Effective Power Rate ($/MWh)
Current
$139USD/MWh
Computed
/
median / top quartile
81%
Expected Emissions Intensity (kgCO₂e/MWh)
Current
342.462kgCO2e/MWh
ComputedBetter than median
348.95 / 458.42
median / top quartile
70%
Reliability Risk Index
Current
15%index
ComputedBetter than median
44% / 64%
median / top quartile
63%
Total Delay Cost Exposure ($)
Stale
$1.7B
Proxy
/
median / top quartile
75%
proxy-heavy
Renewable Content (%)
Current
12%
ComputedBetter than median
11% / 23%
median / top quartile
70%

Next step

Validate the schedule-chain inputs that drive expected slippage 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: microsoft-wisconsin-mount-pleasant-kenosha-phase-1 · contract_version: 1.0.0