gas turbines run at night too so there's no storage/backup supply issue to consider. They also take up significantly less space than wind or solar and those data centers are already gigantic.

When you can colocate across the street from someone who's otherwise paying to get rid of it is.

When the fuel is free-ish who cares about backorder on turbines. You can run big diesels on NG.

If demand > supply then the price goes up. Doesn't mean you can't buy something though.

Respectfully, the laws of NPV and IRR hurdles don't matter in Chinese infrastructure.

Whatever you choose in the US, it's not cheap, and developers crawl over each other to sign up hyperscalers. Race to the bottom.

Yes.

There is no point in waiting for interconnection when you can just... not do that, and do all your generation behind the meter, with complete control of the generation to match your load. Solar wants an interconnect so they can sell off surplus; with gas you just turn the dial down to meet the load and walk away.

The clock is running on the datacenter goldrush. 70-90% of the capex window is going to be soaked up just with construction time. Introducing a capricious ERCOT permit process and shopping around for friendly solar projects to hop in bed with makes no sense when you can just write a check and solve the problem forever.

I'd bet the deal with Chevron was to enable Microsoft to hop the queue here and get those GEV turbines soonest.