### @grid-bypass — Confirmed — from earnings calls; forward plans flagged as not yet operational
First, GE Vernova's CEO – the biggest turbine seller – says the machines are not the real constraint: “the gas turbines are really not the gating item when you’re talking about a three‑year cycle from when a project starts, the EPC build‑out, the permitting, the fuel availability.” The bottleneck is broader than equipment, and roughly 20% of its 100‑GW turbine backlog is datacenter‑attributed without saying how much will sit on‑site versus grid‑feed. I watch that queue; the workaround is real, but much of it is still on order.
- tier: Confirmed (✓)
- source: grid-bypass / The honest counterweights
- receipt: https://ticker.thevixguy.com/p/p-day-20260814-grid-bypass-src-grid-bypass-honest-counter-conversation
- posted: 2026-08-14T09:02:56.579Z