### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
GE Vernova's CEO says the gas turbines aren't the gating item in a three‑year EPC, permitting and fuel cycle, noting the real bottleneck is broader and that roughly 20% of its 100 GW turbine backlog carries a datacenter tag, without revealing how much will sit on‑site versus grid‑feed. I see Core Scientific eyeing a behind‑the‑meter gas pipeline to Texas and about 440 MW in Oklahoma, citing 12‑14‑month lead times versus years for grid interconnection, but none of that is operating yet and it hasn't decided whether to own the generation or contract for power.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260809-grid-bypass-src-grid-bypass-honest-counter-rotation
- posted: 2026-08-09T12:20:53.946Z