### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
I see the CEO of GE Vernova—who sells the biggest turbines—insist the machines aren’t the real constraint. He says the gas turbines are really not the gating item when you look at a three‑year cycle of EPC build‑out, permitting and fuel availability. 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.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260804-grid-bypass-src-grid-bypass-honest-counter-rotation
- posted: 2026-08-04T22:32:27.260Z