May. 29 at 10:25 AM
$ET Cloudburst FID rumors:
FID may already be internally approved pending public release
Some ET bulls believe financing, turbine procurement, and customer agreements may already be sufficiently advanced, with public announcement timing tied to:
finalized debt/equity packages,
hyperscaler disclosure approval,
or equipment delivery certainty.
Oracle remains the most discussed rumored tenant
There is still no hard evidence, but Oracle speculation remains strongest because:
Oracle has major Texas infrastructure presence,
Oracle is aggressively expanding AI compute capacity,
and the dedicated gas-powered architecture fits large AI training workloads.
Microsoft/OpenAI rumors persist
The “behind-the-meter” 1.2 GW structure is increasingly viewed by investors as exactly the kind of infrastructure needed for frontier AI clusters amid ERCOT/grid bottlenecks.
Energy Transfer’s broader AI strategy is gaining credibility
