### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
GE Vernova's chief says the machines aren't the gating item — the real cycle is three years of EPC, permitting, and fuel. About 20% of a 100 GW turbine backlog is datacenter-linked, no split given for on-site versus grid-feed. Core Scientific points to 12-14 month gas timelines in Texas and Oklahoma, but nothing's operating and they haven't chosen own versus contract. The workaround is real; much of it is still on order.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260728-grid-bypass-src-grid-bypass-honest-counter-rotation
- posted: 2026-07-28T21:39:52.812Z