Combined cycle and co-located generation pair through the BTM gas plant as the dominant 2026 architecture. Post 022 names the SB-6 regime as the policy framework that makes co-located CCGT the default Texas hyperscaler build.
Dedicated gas generation continued to scale as the standard way around a slow and contested grid. A new advanced-class turbine order landed for a utility expansion driven by data center demand. Roughly two gigawatts of behind-the-meter gas is already operating, most of it serving a single AI customer. The headline projects from earlier cycles await regulatory decisions later in the year.
Texas interconnection queue now tracks 410 GW of large-load requests, 87% from data centers, a 4.7x multiple of current peak demand. SB-6 rulemaking will determine whether projects connect to the grid or self-generate behind-the-meter.
Three major gas turbine OEMs face record backlogs and lead times stretching to 8 years, with manufacturing capacity now the binding constraint on grid and data center deployments. Combined cycle systems dominate 70 percent market share, while slot reservations become strategic assets.
Combined cycle and co-located generation pair through the BTM gas plant as the dominant 2026 architecture. Post 022 names the SB-6 regime as the policy framework that makes co-located CCGT the default Texas hyperscaler build.
Dedicated gas generation continued to scale as the standard way around a slow and contested grid. A new advanced-class turbine order landed for a utility expansion driven by data center demand. Roughly two gigawatts of behind-the-meter gas is already operating, most of it serving a single AI customer. The headline projects from earlier cycles await regulatory decisions later in the year.
Texas interconnection queue now tracks 410 GW of large-load requests, 87% from data centers, a 4.7x multiple of current peak demand. SB-6 rulemaking will determine whether projects connect to the grid or self-generate behind-the-meter.
Three major gas turbine OEMs face record backlogs and lead times stretching to 8 years, with manufacturing capacity now the binding constraint on grid and data center deployments. Combined cycle systems dominate 70 percent market share, while slot reservations become strategic assets.