Map Pairing Cited together in 2 entries

Gas turbine orders × Data center delays

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.

Entries

2 citing both topics
05.25

The Order Book Hits the Tape

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.

← Map
Map Pairing 2 entries

Gas turbine orders × Data center delays

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.

05.25

Meta Hyperion: Entergy to Build 7 Additional Gas Plants for >7 GW Total Site Load

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.

05.25

The Order Book Hits the Tape

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.