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brianletort.aiD. Brian Letort, Ph.D.

AI Market · Forecast desk · hit · power

60% · hit

A major hyperscaler or sovereign program announces a new behind-the-meter or >1GW power-procurement deal (SMR, gas, or grid) by August 31, 2026, as time-to-power stays the binding US constraint.

Back to the bookIssue 2026-W22Evidence ↗

Outcome

hitcalled at 60%resolved September 1, 2026brier contribution 0.160

Amazon confirmed in August that it acquired the GW Ranch site in Pecos County, Texas, for an AI campus powered by Pacifico Energy's planned 7.65GW behind-the-meter gas-and-storage system — a named hyperscaler >1GW BTM generation deal inside the Aug 31 window.

Evidence: https://www.datacenterknowledge.com/energy-power-supply/amazon-explores-grid-connection-for-8-000-acre-ai-campus