Venture Global sells liquefied natural gas. On 15 October it also laid out a path to selling compute, with frame agreements for up to 16 power island units of 720 MW each.
- The scale. About 11.5 GW of generation at full build, aimed at up to 10 GW of compute by the end of 2034, on top of roughly 4.5 GW already ordered, building or running.
- Why it works. Island mode runs behind the meter, so the load never joins an interconnection queue. The first purchase order is expected before the end of 2026.
- What it costs. The grid constraint becomes a fuel constraint, and the permitting question moves to the site.
- What is not real yet. Nothing is contracted compute. The agreements cover equipment orders, and the company says further build depends on customer commitments.
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