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The data center decade has arrived

Enverus

electricity markets, particularly in terms of data center capacity growth and maintenance. The ratio of growth to maintenance capex will shift significantly post-2030, making it harder for hyperscalers to expand their capacity stacks. GW by 2027, one of the largest data center campuses in the world.

Drivers 147
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Chevron and GE Vernova Power Up AI Data Centers with Natural Gas

Oil Gas Leads

The first phase of this initiative will involve the delivery of seven GE gas-powered turbines, expected to begin providing power in 2027. Service providers in natural gas power generation, turbine maintenance, and carbon capture solutions stand to benefit as AI data centers seek reliable energy sources. This approach leverages the U.S.’s