### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
GE Vernova's chief says the machines aren't the choke point — the real cycle is three years of EPC, permitting, and fuel. Roughly 20% of a 100 GW turbine backlog carries a datacenter tag, but the filing doesn't separate on-site from grid-feed. Meanwhile Core Scientific points to 12-14 month gas timelines in Texas and Oklahoma, yet none of it is operating and the ownership model isn't settled. The bypass is real; the bulk of it remains on order.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260722-grid-bypass-src-grid-bypass-honest-counter-rotation
- posted: 2026-07-22T19:47:40.500Z