Behind-the-meter and gas turbine orders move together. Post 072 documents Williams' Project NEO and the broader $9.6B Power Innovation portfolio as the midstream-led channel feeding the OEM turbine order book.
Williams Companies announced Project NEO at its Q1 2026 earnings on May 5 - a 682 MW behind-the-meter gas plus battery storage facility targeted for service in H2 2028. NEO is Williams' fifth and largest commercialized Power Innovation project, part of a $9.6B portfolio under execution plus $6B in backlog.
Chevron's Energy Forge One subsidiary applied in mid-May for a $227 million property-tax break under Texas's JETI program for the Pecos behind-the-meter gas plant supplying a Microsoft AI data center. The facility's environmental impact assessment discloses up to 11 million tons of CO2 per year - one of the largest single-site industrial emitters in the region.
Meta's Hyperion data center campus in Richland Parish, Louisiana is expanding from 3 to 10 natural gas plants, totaling more than 7 GW. Entergy will build the 7 additional plants (5.2 GW); Meta pays its full cost of service. Total Hyperion project cost projected above $200 billion.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.
Behind-the-meter and gas turbine orders move together. Post 072 documents Williams' Project NEO and the broader $9.6B Power Innovation portfolio as the midstream-led channel feeding the OEM turbine order book.
Williams Companies announced Project NEO at its Q1 2026 earnings on May 5 - a 682 MW behind-the-meter gas plus battery storage facility targeted for service in H2 2028. NEO is Williams' fifth and largest commercialized Power Innovation project, part of a $9.6B portfolio under execution plus $6B in backlog.
Chevron's Energy Forge One subsidiary applied in mid-May for a $227 million property-tax break under Texas's JETI program for the Pecos behind-the-meter gas plant supplying a Microsoft AI data center. The facility's environmental impact assessment discloses up to 11 million tons of CO2 per year - one of the largest single-site industrial emitters in the region.
Meta's Hyperion data center campus in Richland Parish, Louisiana is expanding from 3 to 10 natural gas plants, totaling more than 7 GW. Entergy will build the 7 additional plants (5.2 GW); Meta pays its full cost of service. Total Hyperion project cost projected above $200 billion.
The AI power buildout has moved from forecast to order book. The richest companies in the world are prepared to spend almost without limit. They have discovered that money cannot manufacture time.