{"generated_at": "2026-11-07T09:22:52.263304+00:00", "key_stats": {"computed": "2026-11-07T08:49:04.817854+00:00", "constraint": null, "dcpi_score": 48.1, "excess": null, "facility_count": 12, "mw_reporting_count": 0, "name": "Rochester", "recent_deals": [{"buyer": "Carrier Connect", "date": null, "id": "ext_fb829b0b354b8cca00b0", "mw": null, "seller": null, "source_url": "https://news.google.com/rss/articles/CBMiigFBVV95cUxOVlFtMzlYMFVCVC1iR3VDaVd1QWlTOXdCSkR3aGxoZUlheTd0bmU1dkFVWFR6bEZ3UU15RVBmeUFnVmw5dHJ0NHdLMU52OXFXUExpMFdyWDRsSFM4aDVXQW4wRjBVV2R4YUQxcGhLRnMzZnFDZ1VaM3VUOTA3QkFSUlZJdmhVa2ZDNlE?oc=5", "type": "acquisition", "value": null, "value_unit": "usd_millions"}], "slug": "rochester", "state": "NY", "top_operators": [{"count": 4, "name": "Frontier Rochester"}, {"count": 2, "name": "Centurylink Rochester"}, {"count": 1, "name": "Gafachi"}, {"count": 1, "name": "Neutral Path Communications, LLC"}, {"count": 1, "name": "South Front Networks"}], "total_mw": 0.0, "verdict": "CAUTION"}, "model": "claude-haiku-4-5", "name": "Rochester", "narrative_md": "# Rochester Data Center Market Brief\n\nRochester's data center footprint comprises 12 tracked facilities operated by a fragmented vendor base led by Frontier Rochester with four sites, followed by Centurylink Rochester with two, and four single-site operators. This combination\u2014sufficient power today but tightening pressure ahead\u2014yields a CAUTION verdict from the DCPI framework.\n\nThe CAUTION verdict on new power reflects the interplay of these two scores.\n\nFrontier Rochester's four-site dominance and Centurylink Rochester's two-site presence establish two regional anchors; the remaining eight facilities spread across four smaller operators suggest a competitive, non-monopolistic supply landscape. No recent capex deals or power procurement announcements are tracked, consistent with CAUTION-level markets where new projects are assessed cautiously rather than rushed.\n\nForward momentum depends on whether Rochester's utilities can absorb 40\u201350 MW of new load within the next 18 months without triggering interconnection queue delays or rate adjustments that would erode operator economics.", "slug": "rochester", "word_count": 289, "_gated": true, "_locked_fields": ["constraint", "constraint_score", "excess", "excess_power_score", "time_to_power_months", "top_opportunities_json", "top_risks_json"], "_upgrade_cta": "BUILD/CAUTION/AVOID verdicts, the composite score and the market list are free. The DCPI sub-scores (excess-power, grid-constraint, time-to-power) and risk/opportunity detail unlock with the DC Hub plan with every tool: https://dchub.cloud/pricing."}