Houston, June 16, 2026 — Circe Energy announced today a significant milestone in the development of its scalable behind-the-meter (BTM) infrastructure platform serving artificial intelligence (AI), high-performance computing (HPC), and critical digital infrastructure. Through a strategic partnership with Cummins Inc., Circe has ordered approximately 2 gigawatts of natural gas power generation capacity, scheduled for delivery between 2026 and 2030, to support the phased development of its West Texas AI Infrastructure Park and future deployments across North America.

The targeted generation capacity will support Circe's flagship project—the West Texas AI Infrastructure Park, a 1,950-acre development platform located in the Permian Basin and designed to support gigawatt-scale artificial intelligence and high-performance computing infrastructure deployments. The park integrates large-scale site control, abundant and cost-competitive natural gas resource access, advanced microgrid architecture, and HPC-ready power shell facilities into a single integrated development platform. Benefiting from its proximity to one of North America's most important energy production regions, the park supports long-term scalability and power cost competitiveness.

As AI workloads continue to accelerate, access to available power has become a primary constraint in new data center development. Utility interconnection delays, supply chain shortages, transmission congestion, rising grid upgrade costs, and uncertainty in energization timelines are forcing developers and hyperscalers to reconsider traditional grid-dependent models.

Circe Energy Chief Commercial Officer Dagan Baroco stated: "AI infrastructure is fundamentally a power challenge. The market is rapidly recognizing that acquiring land is insufficient, and securing a utility queue position is insufficient. What matters is the ability to energize capacity when customers need it. Our platform is specifically designed to address this challenge."

The platform provides long-term power pricing stability through dedicated behind-the-meter natural gas generation, advanced microgrid architecture, long-term transmission and fuel supply arrangements, and power purchase agreements built around predictable operating costs. By leveraging abundant and cost-competitive natural gas resources in the Permian Basin, customers gain clear visibility into long-term energy economics while reducing exposure to volatile regional power markets.

Baroco added: "Our customers increasingly seek solutions that prioritize speed, reliability, and certainty. Waiting years for utility power, relying on costly interim solutions, or betting on economics of perpetually rising grid upgrade costs are becoming increasingly untenable. Behind-the-meter power enables investment to flow directly to the data center itself, while reducing exposure to the costs, complexity, and uncertainty associated with traditional utility interconnection and grid expansion."

By providing dedicated generation resources that operate independently of local utility capacity constraints, Circe's model helps alleviate pressure on the existing grid while supporting regional economic growth through construction activity, long-term operational employment, and increased utilization of domestic energy resources.

Circe has completed significant development milestones in site control, permitting, engineering design, fuel supply, power generation procurement, and power infrastructure planning, supporting phased energization beginning in 2027 and long-term gigawatt-scale expansion of the West Texas AI Infrastructure Park.

Circe Energy develops a scalable behind-the-meter power and power shell infrastructure platform for artificial intelligence, high-performance computing, and critical applications. By integrating secured generation supply, natural gas fuel, advanced microgrid architecture, land, and HPC-optimized building design, Circe delivers a predictable energization pathway, reduces grid risk, and accelerates deployment timelines for next-generation digital infrastructure.