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Power Islands: The AI Boom Wants Its Own Grid, and the Oil Patch Is Selling the Islands
Derrick and Packer follow the AI build-out as it stops asking the grid for power and starts buying private gas-fired grids, pipe and plant-floor models from the oil patch. The question all episode: what got signed, versus what is actually ordered, permitted or running.
In this episode:
* Venture Global’s power islands: frame agreements (Oct 15) with GE Vernova and Baker Hughes Energy Services for up to 16 new 720 MW power island units plus transformer equipment, and a “pathway” to up to 10 GW of new compute capacity by the end of 2034, subject to customer commitments. It builds on about 4.5…
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