DCD Magazine #62 - The coming wave
Will compute at sea sink or swim?
News - Critical Power, Chevron
The latest news from the AI, data center, telco, chip, and cloud sector
DCD Magazine #62 out now
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National Grid Ventures invests $1.75bn in Joulent for construction of gas plant powering 2GW Microsoft data center in Texas
Joulent is a portfolio company of Engine No. 1
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Microsoft plans 2GW data center campus in Pecos, Texas
Chevron signed on for energy supply deal
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Microsoft inks gas deal with Chevron and Engine No. 1 to supply power for AI data centers
Likely relates to a $7bn power and data center project in West Texas
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Chevron selects West Texas for first natural gas plant to power data centers - report
Expected to announce FID on the plant at the start of next year
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Gas turbine manufacturers struggling to meet surging demand from data centers - report
Turbine manufacturers beginning to limit investments to reduce risks of overexposure
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Crusoe secures 4.5GW of natural gas power for AI data centers
Takes supply from seven GE Vernova generators; will it go to Stargate?
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Big oil bullish on AI power boom despite DeepSeek challenge
ExxonMobil and Chevron remain bullish on natural gas power projects for the US AI market
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Chevron partners with Engine No. 1 to develop up to 4GW of gas generation for US data center market
Will serve co-located data centers behind-the-meter
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Microsoft promises to be carbon negative by 2030
But will still sell Azure to Big Oil