US power infrastructure firm Circe Energy has ordered 2GW of natural gas generation capacity from Cummins to provide prime power for its planned West Texas AI Infrastructure Campus and future North American deployments.

The gas generation capacity is scheduled for delivery between 2026 and 2030 and will support the phased buildout of the data center. The facility is planned for a 1,950-acre site in the Permian Basin, which the company claims is designed for gigawatt-scale AI and high-performance computing infrastructure.

According to Circe, the facility will combine behind-the-meter natural gas generation, microgrid architecture, and HPC-ready powered shell facilities. Phased energization at the site is planned for 2027. According to the company website, the project is expected to launch with 150MW in 2027, ultimately scaling to 1.1GW by 2030.

"AI infrastructure is fundamentally a power challenge," said Dagan Baroco, chief commercial officer of Circe Energy. "The market is rapidly realizing that securing land is not enough, and securing a utility queue position is not enough. What matters is the ability to energize capacity when customers need it."

"The economics of waiting years for utility power, relying on expensive bridging solutions, or assuming escalating grid upgrade costs are becoming increasingly difficult to justify," Baroco added. "Behind-the-meter power allows investment to be directed into the data center itself while reducing exposure to the cost, complexity, and uncertainty associated with traditional utility interconnections."

Circe Energy was founded in 2023 and is headquartered in Houston, Texas. Its West Texas project is the first data center scheme it has announced.

Cummins is a power solutions provider based in Columbus, Indiana. Active since 1919, the company offers a range of natural gas generation units, ranging from 13kW to 2,000kW. The companies did not disclose what generation units would be supplied to Circe as part of the agreement.