Off-Grid Power Acceleration & Market Forecast

Hyperscalers bypassing grid delays with private gas plants (Amazon 7.65 GW, SpaceX, Liberty/PowerBridge). BloombergNEF revised US AI data center capacity forecast upward 52% to 118GW by 2030, 194GW by 2035, highlighting on-site gas as critical. First-time developers amplify execution risk; timelines shortening. July construction planning momentum rebounded with three $500M projects confirming capex flow.