The AI buildout is quickly becoming an energy story.
$MSFT signed a 20-year agreement with $CVX to power its proposed West Texas data center using on-site natural gas generation. The project targets first power in 2028 and could eventually scale to 2.67 GW using $GEV turbines.
Instead of waiting on an already strained grid, Microsoft is securing dedicated power at the source.
AI needs chips, data centers, cooling, and one massive ingredient traders can’t ignore: reliable electricity.
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