POWER · T04
Will at least three major tech firms announce a new natural gas generation arrangement of 300 MW or more for US data centers between 2026-11-15 and 2027-12-31?
Hyperscalers themselves turn to dedicated gas generation at scale for near-term AI capacity, confirming gas as the practical bridge fuel despite stated clean-energy targets.
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Gas is the bridge fuel for AI load
Grid interconnection queues and firm-capacity shortfalls push AI buildouts toward behind-the-meter or co-located gas turbines and utility gas PPAs that can energize in 18-36 months. Multiple named hyperscaler-scale gas supply deals are disclosed publicly, and gas turbine order books and utility capex guidance reflect them.
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Hyperscalers favor non-gas firm supply
Tightening gas supply and rising demand could push hyperscalers toward nuclear, geothermal, or solar-plus-storage arrangements for near-term firm capacity instead of large new gas deals. This side would be shown right if hyperscalers announce predominantly nuclear, geothermal, or solar-plus-storage firm supply for near-term capacity rather than three or more 300 MW-plus gas arrangements.
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The questions
Settles Nov 9open
Will Constellation Energy's property and equipment purchases hit 19 percent of its revenue in Q3 2026?
Settles Nov 9open
Will Constellation Energy's property and equipment purchases hit 23 percent of its revenue in Q3 2026?
Settles Nov 9open
Will Constellation Energy's property and equipment purchases hit 27 percent of its revenue in Q3 2026?
Settles Oct 28open
Will GE Vernova's operating lease liabilities grow at least 10 percent in the quarter ended September 30, 2026 versus a year earlier?
Settles Oct 28open
Will GE Vernova's operating lease liabilities grow by 17 percent or more over a year, as of Q3 2026?
Settles Oct 28open
Will GE Vernova's operating lease liabilities grow by 24 percent or more over a year, as of Q3 2026?