The massive deal signed by $Mi

The massive deal signed by $Microsoft(MSFT)$ and $Chevron(CVX)$ serves as a proof of concept for GEV. It validates that off-grid, “behind-the-meter” natural gas power plants can directly and reliably fuel massive AI data centers.

The initial phase of this data center and power project (“Project Kilby”) is estimated to cost $7B. Under the 20-year Power Purchase Agreement, $Chevron(CVX)$ will develop an off-grid natural gas power plant in West Texas to supply dedicated electricity to a new $Microsoft(MSFT)$ AI data center campus.

The specialized turbines required for Project Kilby are already factored into $GE Vernova Inc.(GEV)$ 's multiyear backlog, which reached $163B in early 2026 and is expected to climb to $200B by 2027. This landmark deal reinforces $GE Vernova Inc.(GEV)$ 's dominant position over competitors like Mitsubishi, enabling the company to maintain strong pricing power and expand its profit margins.

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It validates that off-grid, “behind-the-meter” natural gas power plants can directly and reliably fuel massive AI data centers.\nThe initial phase of this data center and power project (“Project Kilby”) is estimated to cost $7B. Under the 20-year Power Purchase Agreement, <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$&nbsp;</a> will develop an off-grid natural gas power plant in West Texas to supply dedicated electricity to a new <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> AI data center campus.\nThe specialized turbines required for Project Kilby are already factored into <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$&nbsp;</a>'s multiyear backlog, which reached $163B in early 2026 and is expected to climb to $200B by 2027. This landmark deal reinforces <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$&nbsp;</a>'s dominant position over competitors like Mitsubishi, enabling the company to maintain strong pricing power and expand its profit margins.\n<img src=\"https://community-static.tradeup.com/news/f5563f2dc5d54d129b2f4ed10a72ffdc\" tg-width=\"1500\" tg-height=\"1000\"></body></html>","htmlText":"<html><head></head><body>The massive deal signed by <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> and <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$&nbsp;</a> serves as a proof of concept for GEV. It validates that off-grid, “behind-the-meter” natural gas power plants can directly and reliably fuel massive AI data centers.\nThe initial phase of this data center and power project (“Project Kilby”) is estimated to cost $7B. Under the 20-year Power Purchase Agreement, <a href=\"https://ttm.financial/S/CVX\">$Chevron(CVX)$&nbsp;</a> will develop an off-grid natural gas power plant in West Texas to supply dedicated electricity to a new <a href=\"https://ttm.financial/S/MSFT\">$Microsoft(MSFT)$&nbsp;</a> AI data center campus.\nThe specialized turbines required for Project Kilby are already factored into <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$&nbsp;</a>'s multiyear backlog, which reached $163B in early 2026 and is expected to climb to $200B by 2027. This landmark deal reinforces <a href=\"https://ttm.financial/S/GEV\">$GE Vernova Inc.(GEV)$&nbsp;</a>'s dominant position over competitors like Mitsubishi, enabling the company to maintain strong pricing power and expand its profit margins.\n<img src=\"https://community-static.tradeup.com/news/f5563f2dc5d54d129b2f4ed10a72ffdc\" tg-width=\"1500\" tg-height=\"1000\"></body></html>","text":"The massive deal signed by $Microsoft(MSFT)$ and $Chevron(CVX)$ serves as a proof of concept for GEV. It validates that off-grid, “behind-the-meter” natural gas power plants can directly and reliably fuel massive AI data centers. The initial phase of this data center and power project (“Project Kilby”) is estimated to cost $7B. Under the 20-year Power Purchase Agreement, $Chevron(CVX)$ will develop an off-grid natural gas power plant in West Texas to supply dedicated electricity to a new $Microsoft(MSFT)$ AI data center campus. The specialized turbines required for Project Kilby are already factored into $GE Vernova Inc.(GEV)$ 's multiyear backlog, which reached $163B in early 2026 and is expected to climb to $200B by 2027. This landmark deal reinforces $GE Vernova Inc.(GEV)$ 's dominant position over competitors like Mitsubishi, enabling the company to maintain strong pricing power and expand its profit margins.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/578486713970784","repostId":0,"isVote":1,"tweetType":1,"viewCount":644,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["CVX","GEV","MSFT"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":787,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/578486713970784"}