Jun. 22 at 6:00 PM
$MSFT
This is a big one…
Microsoft reportedly signed a 20-year power deal with
$CVX to secure natural gas-fired electricity for its West Texas data center project
Key details:
• First power expected by 2028
• Scale up to 2.67GW
• Using
$GEV turbines for on-site generation instead of relying on the grid
Honestly, this is a really clear signal of where AI infrastructure is heading hyperscalers aren’t just buying chips anymore, they’re basically locking in their own power supply chains for decades
When you start seeing 20-year energy contracts tied directly to AI data centers, it tells you how serious the compute demand story really is