Gas turbine orders and data center delays move in opposite directions. Post 062 notes that Hyperion's regulated-utility procurement model is one path that escapes some delivery friction by ordering integrated.
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.
Gas turbine orders and data center delays move in opposite directions. Post 062 notes that Hyperion's regulated-utility procurement model is one path that escapes some delivery friction by ordering integrated.
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.