Venture Global与GE Vernova、Baker Hughes签署电力及电网框架协议，拟建最多16台720MW机组切入AI数据中心供电

Venture Global ( VG ) gained 3.2% pre-market Thursday after saying it entered into power and grid frame agreements with GE Vernova ( GEV ) and Baker Hughes ( BKR ) to develop as many as 16 power island units of 720 MW each and related transformer equipment across sites owned or controlled by the company. Venture Global ( VG ) already builds and operates its own power infrastructure to run its natural gas export facilities, and the announcement marks its entry into the race to provide power to the AI boom, aiming to build gas-fired generation at its facilities to supply electricity to data centers. The company said the deals will allow it to deliver up to 10 GW of computing capacity available at the sites, operating independently from the public electric grid. Venture Global ( VG ) s aid it expects to order equipment by the end of 2026 for the first wave of on-site power generation for data centers and could have power generation available starting around late 2028 or early 2029. " With the up to 16 additional power island units contemplated by the new agreements, the company expects to have the potential to continue supporting its growing LNG business and separately creating a substantial foundation for its AI utility," the company said. Venture Global ( VG ) currently operates 4.5 GW of behind-the-meter, gas-fired generation across its LNG facilities and has six power islands ordered, under construction, or operating.