The bottleneck for AI compute has moved from the GPU rack to the substation. Conduit puts a mesh of autonomous agents over the entire build — grid, power, cooling, hardware — so a slip in one long-lead item re-plans the whole schedule before a human picks up the phone.
Batteries, transformers, switchgear and breakers are under 10% of a data-centre's construction cost — yet without them, the shells, cooling, racks and GPUs that make up the other 90%+ cannot be energised. High-voltage transformer lead times have stretched from 12–18 months to as long as 24–48, so procurement has moved from a purchasing detail to the single biggest schedule risk in the build.
A $2B campus can sit dark, waiting on a $40M order — and a static Gantt chart finds out too late.
Conduit models every physical dependency as a software-defined workflow. When reality moves, the model re-solves — proposing alternate logistics, suppliers or sequencing, weighed against what you're trying to achieve.
Interconnection queue position, substation energisation dates, transformer & switchgear OEM slots and expedite windows.
In-transit shipments, port and customs dwell, on-site staging capacity, and buffer stock on long-lead items.
Shell readiness, mechanical/electrical fit-out, commissioning gates and crew availability against the energisation date.
GPU allocation, model-training timelines and the revenue clock — so the plan optimises for value, not just delivery.
Every dependency — physical and contractual — becomes a node with lead times, suppliers and risk in a single ontology.
Live signals from grid, vendors, transit and site continuously update the model. The plan is never stale.
When something slips, agents cascade it downstream and generate recovery options against your objective.
The orchestrator proposes — and where authorised, executes — re-routes, expedites and re-sequencing in real time.
Inspired by Nscale's "Agentic Supply Chain for Data Center Delivery," presented on Palantir AIP at AIPCon 10 (June 2026). This is a concept piece — figures are illustrative of the 2026 data-centre delivery landscape, not a specific project. Watch the original demo →