Chevron CEO discusses the 7 GE Vernova turbines coming next year, plus the new off-grid data center power project they are building in West Texas. It’s a good overall 8-minute segment, but the last minute is when he touches on the data center.

As part of an annual presentation to investors Wednesday, the second-largest U.S. oil producer said it is aiming to bring online by 2027 a power plant that would serve an artificial-intelligence data center in the West Texas shale patch, where it pumps natural gas.

This venture represents a significant evolution for Chevron, expanding beyond traditional oil and gas extraction into the “New Energies” division.

The 300 MW of power generating capacity is earmarked for data centers that are currently being developed in Texas and Wyoming.

“I’d say we continue to see very, very robust engagement and interest in both speed to market,” he said, adding, “we continue to see that backlog strengthen.”

The artificial intelligence-fueled data center construction boom is spreading through West Texas, where oil and gas development has held economic sway for decades.

He also noted that as factories and data centers move closer to energy supplies, “They’re bringing their own infrastructure with them. It’s BYOG — bring your own generator. If you look at Stargate, the flagship data center near Abilene, those have their own turbines. All they need are connections to natural gas.”

"The biggest issue we are now having is not a compute glut, but it's the power and...the ability to get the builds done fast enough close to power," Microsoft CEO Satya Nadella acknowledged on a recent podcast with OpenAI chief Sam Altman.

Interesting article focused on areas where sources are power are very limited, and the impact on data centers.

Rystad Energy's Deputy CEO Lars Eirik Nicolaisen provides some great insights on energy, power, data centers, etc.

The cheapest power in America isn’t where the people are. It’s where there’s too much generation and not enough load. And that, my friends, is where the opportunity lives.

Fermi's massive 11 GW energy and data center project in Texas, called Project Matador, which the company has envisioned to be the world's largest AI data center and energy campus in the Texas Panhandle, near Amarillo, is struggling to close the deal with its first major data center tenant.

Bitcoin was the data center industry’s awkward cousin, always taking in big numbers, but never clear on how much of it was true. Instead of relentlessly holding on to Bitcoin, the cryptomine companies that went all in on land and power are the ones that are coming good.

This is what will shape the AI race: not who builds the best model or buys the most GPUs, but who can connect power to racks on a short clock. Enter an unlikely group of infrastructure owners: Bitcoin mining companies.

As data center load demand surges toward 80 GW by 2030, grid planners face a new challenge: identifying where transmission upgrades will unlock the most power-ready land. This whitepaper maps Texas’ viable data center sites, revealing where ERCOT grid investment can deliver the most significant impact.

The Current Policies Scenario, on hiatus for 5 years, projects that fossil-fuel consumption will rise by 13% by 2050. This hinges on a slower pace of electric vehicle adoption and assumes that countries will not keep their promises to curb fossil fuel consumption.

In this clip from The Energy Capital Podcast, Nat Bullard the Co-Founder of Halcyon helps unpack two very different pictures of Texas’ future power demand.

Critical article claims the $9 billion loan program has become largely ineffective in spurring new energy projects. Includes some good insights.