CEH Infrastructure Index is the institutional analytical layer for evaluating AI data center assets through power readiness, site economics, and CEH-denominated benchmarking — built for capital allocators, developers, and institutional occupiers evaluating where compute demand and power-certain real estate converge.
CEH Infrastructure Index is the institutional analytical layer for understanding AI data center development through the lens of power certainty, site readiness, and CEH-denominated economics. It does not evaluate technology bets. It evaluates physical infrastructure — the sites, substations, power contracts, and construction pipelines that determine whether AI compute can be delivered at cost-competitive economics on a timeline that serves demand.
The core output is a structured, comparable view of infrastructure assets evaluated across three primary axes: power readiness, site readiness, and CEH economics. A fourth dimension — capital stack intelligence — translates those physical parameters into investable structures for institutional counterparties.
The Index exists because time-to-power is now the primary gating constraint on AI infrastructure ROI, and no existing information product evaluates sites on that basis with analytical rigor. CEH Infrastructure Index is built to fill that gap — and to give serious institutional counterparties the intelligence necessary to make power-first infrastructure decisions with confidence.
The AI compute build-out has collided with a structural constraint in U.S. power infrastructure. Interconnection queues that previously cleared in 12–18 months now extend 3–5 years in major markets. The sites that solve this problem before institutional capital prices it fully are the highest-value infrastructure assets in the current cycle.
DGEI and ORM operate across four integrated infrastructure layers — from physical power access through real estate and compute shell, to demand deployment and capital markets structures. CEH Infrastructure Index provides the analytical layer across all four.
Each index dimension is scored against a four-move analytical framework: what it measures, why it matters for institutional decision-making, where the analysis breaks down, and what threshold still clears investment logic. Full methodology documentation is available to subscribers.
Subscriber access includes ranked tables, site-level scorecards, power-pathway filters, CEH economics overlays, and incentive coverage data across all tracked sites. The preview below shows the scoring structure; full data requires access.
The Capital Series is the editorial and research layer of CEH Infrastructure Index — deep-form analysis for institutional counterparties on power markets, CEH economics, site viability, capital structures, and emerging constraints. Available to subscribers and approved access counterparties.
CEH Infrastructure Index serves four distinct institutional counterparty types. Each has a different entry point, a different set of relevant intelligence, and a different conversation with ORM. Select the path that matches your role.
CEH Infrastructure Index is not a mass-market information product. Access is reviewed by the Oak Ridge Management team and calibrated to institutional counterparties who can engage meaningfully with the intelligence — and with ORM's platform strategy.
We operate across four engagement types: institutional LP, infrastructure developer, hyperscaler/enterprise occupier, and programmatic JV partner. Each has a different access level and a different conversation. Tell us which applies to you.