Real gauges: measured numbers replace the synthetic indices#5
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…er-directed) The three headline gauges - AI Power Demand (sentiment formula around a fixed 72 baseline), Nuclear Power Index (never-rebalanced basket where VST compounded to ~43% weight and ~91% of daily variance), and Grid Stress (r 0.96 co-movement with NPI) - are gone from the dashboard. Owner's words: the 2024 starting point is arbitrary; make the numbers real. Replacements, each a direct computation over sourced data with provenance on the card: - TRACKED AI DC POWER: 18.8 GW operational + construction across the verified >=400 MW facility dataset (announced projects excluded from the headline - press releases are not steel - and said so on card). - COST OF AI COMPUTE: fleet-average GPU rental $/hr with real 1Y change, from the GPU price index (priciest/cheapest rows). - GRID HEADROOM: tightest reserve margin among AI-load RTOs (MISO 13.4%), NERC LTRA 2025, three tightest listed. The 'Gauges Since Jan 2024' card becomes TRACKED BUILDOUT OVER TIME: a real cumulative-capacity series from facility open dates - solid step line for operational history, dashed for the construction pipeline at planned dates, undated sites counted honestly. Header strip shows tracked GW + GW building instead of the NPI. Consistency: the Power map's GW headline now uses the same definition (announced excluded, noted in the title attr); RTO reserve margins extracted to a shared data/rto-config consumed by both surfaces. No server changes: gauges compute client-side from existing endpoints (/api/datacenters, /api/gpu-prices/metrics). /api/kpis and /api/index-history keep serving and recording for transparency; nothing on the dashboard consumes them anymore. New pure module lib/real-gauges.ts, 100% covered (suite 180 tests).
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Owner-directed follow-up to the overhaul: the synthetic AI Power Demand / NPI / Grid Stress gauges are replaced by direct measurements over sourced data.
Base is the overhaul branch; retarget to main after PR #4 merges.
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https://claude.ai/code/session_011dDxxKQpH3o4CA7qnDFGdN