### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
First, GE Vernova's CEO – the biggest turbine seller – says the machines aren't the real constraint: the gas turbines are really not the gating item when you look at a three‑year cycle of EPC, permitting and fuel. The bottleneck is broader, and roughly 20% of its 100 GW turbine backlog is tied to datacenters, though it doesn’t say how much will sit on‑site versus grid‑feed. I watch the demand side too: Core Scientific talks of a 12‑14 month behind‑the‑meter gas lead in Texas and Oklahoma, but nothing is operating yet and it hasn’t chosen ownership or contract.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-grid-bypass-src-grid-bypass-honest-counter-conversation
- posted: 2026-07-20T21:46:48.005Z