AI Market · Forecast desk · hit · power
60% · hit
A hyperscaler announces a >500MW power-first AI campus or behind-the-meter generation deal by September 30, 2026.
Outcome
Amazon's August confirmation of the GW Ranch acquisition in Pecos County, Texas, with power from Pacifico Energy's planned 7.65GW behind-the-meter generation complex, is a named hyperscaler >500MW power-first / BTM deal announced after the mid-June issue and before Sep 30; the earlier Microsoft–Chevron 2.5GW agreement (Apr 2) predates the prediction and was not counted.