Beyond Scalar Flexibility: From Eligible AI Workloads to Dependable Load Relief
Grid studies often represent data-center flexibility as a fixed percentage of load, although no public production trace has shown how much eligible load persists across event durations or co-moves across clusters. We reconstruct 4,439 hourly power observations from a 185-day trace of 155,410 GPUs and derive a workload-semantic flexibility envelope. The fleet's time-averaged Monte Carlo median facility demand is 55.8 MW, while immediate eligible curtailment averages 3.55 MW after retaining allocated-GPU idle power: 12.1% of workload power and 6.35% of median facility power. Under full realization of that eligibility, 95%-available relief falls from 2.51 MW for one hour to 2.32 MW for four hours and 1.95 MW for 24 hours; a common realizable fraction q scales every value exactly by q. A mean-calibrated scalar overstates these quantities by 17%, 25%, and 47%, while a scalar tail-calibrated at four hours understates the one-hour product by 6% and overstates the 24-hour product by 17%; the share that reproduces the surface varies by a factor of 1.6 across durations and reliability levels. Aggregating 13 clusters raises four-hour firmness from 0.38 to 0.66, but cross-cluster covariance limits the gain. The production scheduler exposes almost no additional delay-based capacity: newly deferrable arrivals average 0.008 MW and have zero 95%-available capacity. These results replace an assumed flexibility percentage with duration, reliability, portfolio, and realizability terms that can be written into interconnection and demand-response contracts.