### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
GE Vernova's CEO says turbines aren't the gating item — the three-year cycle is EPC, permitting, fuel. ~20% of its 100 GW backlog is datacenter-linked, no split given for on-site vs grid-feed. Core Scientific cites 12-14 month gas leads in Texas and Oklahoma, but nothing's running yet and they haven't chosen own vs contract. The bypass queue exists; most of it is still on order.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260714-grid-bypass-src-grid-bypass-honest-counter-conversation
- posted: 2026-07-14T16:23:30.117Z