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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

hitcalled at 60%resolved October 3, 2026brier contribution 0.160

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.

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