### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
I see the GE Vernova CEO stressing that gas turbines aren’t the gating item in a three‑year EPC, permitting and fuel cycle, and that the real bottleneck sits beyond the equipment. He notes roughly 20 % of a 100‑GW turbine backlog is tagged to datacenters, without saying how much will sit on‑site versus feed the grid. On the demand side, 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-20260813-grid-bypass-src-grid-bypass-honest-counter-rotation
- posted: 2026-08-13T19:37:32.043Z